Hi Glenn,
I figured out a way to do this using Indexes. Here are the rough steps:
1) Create an index (System, Setup, Indexes).
2) In the Tree Template, add a child node under the root node. Make sure you
select Link Documents. Add the following expression:
{% if document.tags.count == 0 and document.cabinets.count == 0 %}No
Cabinets or Tags{% endif %}
2a) At this point, you could add more child nodes under the root node to do
other things. For example, you could do something like this to find documents
which have been tagged but not put in a cabinet:
{% if document.tags.count > 0 and document.cabinets.count == 0
%}Tagged, but not in a Cabinet{% endif %}
2c) You could even construct an if/else if structure to do it all in one node
of the tree template.
3) In the Document Types for the index, select the appropriate document types.
4) Rebuild the index (System, Tools, Rebuild Indexes).
5) Go to Indexes and make sure it’s doing what you expect.
Once you’ve created the index it will keep itself up to date automatically as
you add and update documents. You can treat it as a saved search of sorts and
just refer to it every time you want to look for documents that need to be
processed.
Hope that helps,
-- Dave Kimmel
[email protected]
> On Sep 11, 2017, at 16:42, Glenn Corbett <[email protected]> wrote:
>
> All,
>
> Hopefully an easy one.
>
> Have just installed mayan EDMS, loving it so far.
>
> When searching for documents, is it possible to search for documents that are
> NOT tagged with anything, and also for documents that are NOT in any
> containers?
>
> As I am tagging and classifying documents, would like to be able to search
> for those documents I haven't processed yet, rather than have to continuously
> go through the full list of documents.
>
> Thanks.
>
>
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