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shamoon
2025-10-08 08:50:48 -07:00
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@@ -462,15 +462,24 @@ flowchart TD
Workflows allow you to filter by:
- Source, e.g. documents uploaded via consume folder, API (& the web UI) and mail fetch
- File name, including wildcards e.g. \*.pdf will apply to all pdfs
- File name, including wildcards e.g. \*.pdf will apply to all pdfs.
- File path, including wildcards. Note that enabling `PAPERLESS_CONSUMER_RECURSIVE` would allow, for
example, automatically assigning documents to different owners based on the upload directory.
- Mail rule. Choosing this option will force 'mail fetch' to be the workflow source.
- Content matching (`Added`, `Updated` and `Scheduled` triggers only). Filter document content using the matching settings.
- Tags (`Added`, `Updated` and `Scheduled` triggers only). Filter for documents with any of the specified tags
- Document type (`Added`, `Updated` and `Scheduled` triggers only). Filter documents with this doc type
- Correspondent (`Added`, `Updated` and `Scheduled` triggers only). Filter documents with this correspondent
- Storage path (`Added`, `Updated` and `Scheduled` triggers only). Filter documents with this storage path
There are also 'advanced' filters available for `Added`, `Updated` and `Scheduled` triggers:
- Any Tags: Filter for documents with any of the specified tags.
- All Tags: Filter for documents with all of the specified tags.
- No Tags: Filter for documents with none of the specified tags.
- Document type: Filter documents with this document type.
- Not Document types: Filter documents without any of these document types.
- Correspondent: Filter documents with this correspondent.
- Not Correspondents: Filter documents without any of these correspondents.
- Storage path: Filter documents with this storage path.
- Not Storage paths: Filter documents without any of these storage paths.
- Custom field query: Filter documents with a custom field query (the same as used for the document list filters).
### Workflow Actions