Hi Dave,
Worked through that this evening, even better than what I was after!
Thanks.
Glenn
On Tuesday, 12 September 2017 13:29:46 UTC+10, David Kimmel wrote:
>
> 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
> davidj...@gmail.com <javascript:>
>
>
>
> On Sep 11, 2017, at 16:42, Glenn Corbett <glenn.j...@gmail.com
> <javascript:>> 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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