diff --git a/docs/usage.md b/docs/usage.md index 8bec8b059..d902f6814 100644 --- a/docs/usage.md +++ b/docs/usage.md @@ -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