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Distinguished Contributor
BrettCaldeira
Posts: 160
Registered: ‎10-27-2008
Message 1 of 9 (514 Views)

Assigning Categories to files

514 Views, 8 Replies
06-14-2010 02:03 AM

In 2010 I was able to easily assign a certain Category to a file, by the files extension. For eample: If I added a *.doc file to vault, it would automatically assign that doucment to the office Category. The same would work for engeneering documents, *.iam; *.ipt; *.dwg would automaticallyt assign to an Engeneering document.

 

In 2011 there is a default Category, and it doesnt seem to matter what rules you apply for your other categories the default caegory always gets assigned to my doucments.

 

I cant seem to edit the default categories rules, and if I make another one of my categories default all files automatiically get assigned to that category.

 

Does this funtionality still work? Am I doing somehing wrong in my setup of the rules?

 

Regards,

Employee
luttena
Posts: 257
Registered: ‎03-26-2009
Message 2 of 9 (498 Views)

Re: Assigning Categories to files

06-14-2010 10:21 AM in reply to: BrettCaldeira

Hello,

 

Can you please verify that you have the 'Apply rules on file creation' option checked in the Assignment Rules dialog?


Thanks!

Adam



Adam Luttenbacher
Sr User Experience Designer
Autodesk, Inc.


Distinguished Contributor
BrettCaldeira
Posts: 160
Registered: ‎10-27-2008
Message 3 of 9 (491 Views)

Re: Assigning Categories to files

06-14-2010 11:28 PM in reply to: BrettCaldeira

Yes I have it turned on.

Employee
luttena
Posts: 257
Registered: ‎03-26-2009
Message 4 of 9 (478 Views)

Re: Assigning Categories to files

06-15-2010 06:52 AM in reply to: BrettCaldeira

Please remove the * from your rules. I tried the exact same thing and determined that the wildcard is what is throwing off your assignment rule.

 

Regards,

Adam



Adam Luttenbacher
Sr User Experience Designer
Autodesk, Inc.


Distinguished Contributor
BrettCaldeira
Posts: 160
Registered: ‎10-27-2008
Message 5 of 9 (462 Views)

Re: Assigning Categories to files

06-16-2010 10:34 PM in reply to: BrettCaldeira

Thanks Adam

 

It worked without the wild card. Didnt think of trying that.

 

Regards,

 

Brett Caldeira

Contributor
Blue94
Posts: 13
Registered: ‎10-22-2010
Message 6 of 9 (314 Views)

Re: Assigning Categories to files

10-22-2010 12:22 PM in reply to: luttena

Hi Adam,

How do you apply rules to my criteria below?

 

I want to assign the CAT to Engineering if the Created by is ltran or jsmith or mjane. If I added line by line like below, it does not work but I keep just the first line, then it works fine. Can you help, please?

 

Created by is ltran

Created by is jsmith

And so on

 

Thanks

Employee
luttena
Posts: 257
Registered: ‎03-26-2009
Message 7 of 9 (308 Views)

Re: Assigning Categories to files

10-22-2010 01:05 PM in reply to: Blue94

Hello,


The rule condition builder doesn't support 'or' formulas. What I suggest doing is creating multiple file rules instead of 1 rule. For example, 

 

Rule 1: ltran - Engineering 

Created by + contains + ltran

Rule 2: jsmith - Engineering

Created by + contains + jsmith

 

The order of the rules in the list should not matter in this case because the value can only be one or the other. 


Let me know if this works for you,

Adam



Adam Luttenbacher
Sr User Experience Designer
Autodesk, Inc.


Contributor
Blue94
Posts: 13
Registered: ‎10-22-2010
Message 8 of 9 (304 Views)

Re: Assigning Categories to files

10-22-2010 02:17 PM in reply to: BrettCaldeira

It works!

Thanks for your help, Adam.

Member
john.capille
Posts: 5
Registered: ‎07-25-2012
Message 9 of 9 (66 Views)

Re: Assigning Categories to files

12-04-2012 08:47 AM in reply to: BrettCaldeira

I have a similar situation where I would like to assign a category (AWI Markup) to a file using multiple rules.  I used:

 

1.  File Name - contains - markup

2.  File Name - contains - awi

 

I have another category (Assembly Work Instruction) that uses the following rule:

 

1.  File Name - contains - markup

 

How can I differentiate the rules so these files are categorized separately?

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