SharePoint Items wizard hints

Note: You will only have access to MindManager's SharePoint features if you are using MindManager for Enterprise. If another user shares a map with you that includes SharePoint elements, SharePoint icons may be modified.

When you add a SharePoint query topic to your map, a wizard guides you through the steps for defining the query including the source and filter criteria (if needed). SharePoint Item commands that create new items or folders also use wizards to define the item you are creating in SharePoint.

Enter any combination of filter criteria.

The Title field only searches titles. Enter one or more terms you want to search the titles for. Separate terms by commas.
You can specify dates when documents were created or modified.
You can also choose to see only documents created by or checked out to a specific person.

Choose any combination of criteria.

To search for pictures by keyword, enter the words in the keywords field, separated by commas.

You can select only a single list type.

MindManager then checks the site(s) and displays all lists of that type. Select which lists you want to search.

The filter criteria selections are based on the type of list you selected.

MindManager checks the site(s) you have selected and displays all the Custom lists on the site(s).

Select which lists you want to search. You can select more than one list.
You can choose up to 4 fields to filter by. Choose the field name, an operator, and a value for each field.
Matching items are items that meet all the filter criteria. In other words, the filter criteria are joined by "and."

Specify any combination of filter criteria:

Who created the item (the name or email address must be an exact match)

Created By – This can be you, Anyone or a user name you provide. If you provide a user name, make sure it is First Name, Last Name (John Doe) so that it can be found in SharePoint. You can also use an email address for this field, which will match the corresponding SharePoint member with the same email address.
Start Date – The start of the event. Select the date field and choose a date from the calendar, or select a pre-defined timeframe from the drop-down list.
End Date – Similar to Start Date.
Keyword filter – Enter a word or words to search for in all text-based fields of Calendar Items. Separate terms by commas.

Enter any combination of filter criteria.

Select whether to return tasks Assigned to yourself (Me), all users (Anyone) or another user identified by their name (First Name and Last Name together) or email address.

Read Note

Filter tasks based on SharePoint task due date
Filter tasks based on SharePoint priority (SharePoint has only three priorities)
Filter tasks based on a word (or words) contained in the Title, Description, or any text field in the task. Separate keywords by commas.
Filter tasks based on the SharePoint task status field by (Any or Not Started or Completed), or select Range Between and enter the range for the SharePoint % Complete field.

The Issues map part has filter criteria identical to the Tasks map part, except that it uses the "Status" field as the last criteria.

Choose the site and the list where you want to add the folder or item, then click OK.

The SharePoint site will be displayed in MindManager's internal browser. You can then create the new folder or item, and close the browser. The item or folder is now linked to the map topic.

See Create SharePoint items and folders for more information.

Enter any combination of filter criteria:

Enter a search term for the item title and choose a search type: Equals, Starts With, Like, or Doesn’t Equal.
Include or exclude keywords to further refine search. Separate keywords by commas, and enclose phrases in quotes.
The keyword search works just like the SharePoint keyword search with one exception: direct links to documents are not included in the results.

Read Note

The results for this part will include matching items, as well as the lists that contain them.

For example, if you searched for "Create" using a Starts With search:

A matching task "Create project plan" is included in the results.
The list that contains this task, "Beta project tasks" is also included in the results.
This map part supports full-text search of the contents of documents only if it is enabled on your SharePoint server. Check with your SharePoint administrator to see which type of documents are available for content search.

SharePoint query wizard hints