Work with SharePoint Items queries

What do you want to do?

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

You can modify the filter criteria for SharePoint Items query topics on your map, and see the new results when you refresh the topic. You can also edit the topic text, and add other subtopics (in addition to the results topics).

Read Note

SharePoint Items query topics can be moved or copied just like other map topics. When moved or copied, the topic retains its functionality: its results topics remain linked to their associated SharePoint items, and they are refreshed when you refresh their parent topic.

For more information about modifying results topics, see Work with linked SharePoint topics.

The Map Index task pane Elements list Business Topics group displays all the topics on your map that contain SharePoint queries, query results, and linked SharePoint topics.

 

    See also:

 

Edit SharePoint Items query topics

SharePoint Items query topics display the query type as the topic text. You can edit this text to reflect the filter you are using, for example to change "Tasks" to "High Priority Tasks".

The source site used for this topic is displayed in the Topic Properties. You can show or hide this using the Show  / Hide  icon on the topic. You cannot edit this information.

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Add other topics

You can add other topics at the same level as the query results topics, and these are not affected when the query is refreshed.

If you add subtopics to any of the SharePoint query result topics, they will be removed on refresh only when their parent is no longer displayed as a result. This can happen when:

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Modify a SharePoint Items query

You can change the site connection and filter criteria used by a SharePoint Items query topic at any time. For example, if you want to show fewer results, more results, or results from a different site,  you can adjust the site connection and filter criteria accordingly.

Change filter properties

  1. Right-click the SharePoint icon on the query  topic.

  2. Click Edit SharePoint Query.

  3. Use the wizard to change the filter criteria such as the source site, type of items, dates, etc.

SharePoint query wizard hints

You can skip to the information you want to change using the buttons at the left side of the wizard, or step through all the wizard pages by clicking Next.

  1. Click Finish at any time.

The topic automatically refreshes, showing you the new set of items that match the filter criteria.

Read Note

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Refresh a SharePoint Items query

SharePoint Item queries automatically refresh when you open the map that contains them (if this option is enabled), and individual results topics automatically refresh when their properties change.

To refresh a SharePoint Items query at any time, do any of the following:

Right-click the SharePoint icon on the query (parent) topic, and then click Refresh.

Or

On the Task tab, Send Tasks To group, click the SharePoint pull-down, and then click Refresh all SharePoint items in map. (This refreshes all queries as well as all linked SharePoint item topics.)

Select the query topic, and on the Task tab, Send Tasks To group, click the SharePoint pull-down, and then click Refresh Selected SharePoint Items.

  • Press F5.

When the query is refreshed, subtopics you have added will be retained, unless they are subtopics of results that are no longer displayed.

While the results are being refreshed, the topic displays the "loading" icon .

Read Note

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Move or copy SharePoint Items query and results topics

You can move or copy the parent query topic freely without affecting its functionality.

If you move a results topic out of the query branch it retains its functionality as well: its properties are kept in sync, its link still connects to the corresponding SharePoint item, and bi-directional sync of task info (for tasks and issues) is retained. But, when you refresh the original query topic, a new results topic is added to replace the one you moved. This can create duplicate items on your map.

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Disconnect a SharePoint Items query topic

When you disconnect a SharePoint Items query topic, its results topics will no longer be kept in sync with SharePoint, but they will retain their links to their associated SharePoint items.

To disconnect a topic:

For more information on disconnecting query results topics, see Work with linked SharePoint topics.

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