I hope you can help me, thanks for opening this Topic.
I am running KM 10.0.2 and MacOS BigSur 11.6
In my job I receive work from numerous sources. I have a file structure that, so far as is relevant, is:
Name of Referrer> Name of client 1> name of client 2> date and type of work, so could be:
Bloggs Ltd > Smith > Jones > 2022 1 30 Written work
The date and type of work stage is important and changes with each new piece of work: sometimes the work will be at short notice, sometimes I will receive the instruction to do the work weeks or months before it is due.
I have a KM Macro which, when triggered by a keyboard hotkey,:
- “Prompts for User Input” and gives me the following fields and variables:
- a. Referrer name,
- b. Client 1 name,
- c. client 2 name and
- d. date and type of work; then
- Creates the folder structure in the correct location and in the above hierarchy; then
- Copies generic documents I use for the particular bit of work into the “Date and type of work” folder, and finally
- Opens the folder structure in finder inside the “Date and type of work” folder.
So after the macro has run I am in the folder and have, say, 4 standard documents in front of me. These are labelled, for example: Client Contract, Record of Meeting, In Meeting Notes and Standard Questions.
What I want is for KM to rename the standard documents and I cannot get this to happen. I cannot get KM to rename the files I have just moved into the “Date and Type of Work” Folder in step 3 above.
I want them to change name to “%Variable%Date and Type of Work% Client Contract.doc” so in the example above would be “2022 1 30 Written Work Client Contract.doc”, and 2022 1 30 Written Work Record of Meeting.doc” etc
The “move or rename a file” action does not help as it needs me to specify a folder in advance in which to seek the file to rename. Here before the macro has run there is no folder I can specify. And even if I could, I cannot find a “rename” command.
I have looked at using a Hazel rule, but hazel will only amend the date to a set date e.g. the date created, date opened etc, and not the variable date I want the documents to be recorded as.
Does anyone have any tips on how to get this final step resolved and the files renamed?