Use SmartRules

What do you want to do?

 

 

You can make data in topics more identifiable by changing how topic data is displayed when it meets criteria set in SmartRules. You first select a trigger, which is the criteria that must be met for the SmartRule to be applied. Next, you choose the effect to be applied if the trigger criteria is met. You can apply SmartRules to all topics in a map or only to ones that you specify.

You can have multiple SmartRules. The order in which the rules are applied is based on their priority, which you can modify. The number next to the rule in the SmartRules dialog defines its priority and controls the order in which rule effects are applied. The rule with a higher priority always has its effects applied in the event that more than one rule is trying to apply an effect to the same attribute. For example, if rule 1 and rule 2 apply different fill colors to a topic, the color specified by rule 1 is used.

You can also choose whether a SmartRule effect can be manually overridden by other input. You can save a SmartRule to the library for reuse in new maps. By default, hidden topics are excluded from SmartRules. However, you can modify map settings to include topics hidden by filters.

In previous versions of MindManager, this feature was called Conditional Formatting.

 

 

Add a SmartRule

  1. On the Advanced tab, in the Dashboards group, click the SmartRules arrow, and then click Add Rule.

  2. Type a name for the rule in the Rule Title box.
    Read Note

  1. Open the Triggers drop-down, and choose one of the following:

·        Icons, and then choose an icon from the Select Icon drop-down.
Read Hint

·        Number of Attachments, and then choose an operator and number of attachments.

·        Number of Links, and then choose an operator and number of links.

·        Number of Subtopics, and then choose an operator and number of subtopics.

·       Part of Task Info Roll-up Branch, and then choose operators.

·        Resources, and then choose an operator and the text to match in the resource.
Read Hint

·        Tags, and then choose an operator and the text to match in the tag.
Read Hint

·        Task At-Risk, and then choose operators.

·        Task Cost - General, Task Cost - Resource, or Task Cost - Total, and then choose an operator and a cost amount.

·        Task Start Date or Task Due Date, and then choose an operator and a date. 
Read Hint

·        Task Effort or Task Duration, and then choose an operator and a time increment.

·        Task Milestone, and then choose an operator.

·        Task Priority, and then choose an operator and a priority level.
Read Hint

·        Task Progress, and then choose an operator and a progress level.

·       Topic Belongs to Branch, and then choose an operator and a branch.

·        Topic Location, and choose an operator, and then choose an object in the map.

·        Task Notes, and then choose an operator and the text to match in the topic.

·       Topic Text, and then choose an operator and the text to match in the topic.

·        Topic Style, and then choose an operator and the topic style to match.
Read Note

A rule can have multiple triggers. To add another trigger, click Add New Trigger, and set the trigger criteria. You can choose to apply the smart-rule formatting when the criteria for one trigger or for all triggers is met.

  1. Open the Effects drop-down, and choose any of the following effects that you can apply to text in a topic or subtopic:

·       Font Bold

·       Font Color

·       Font Italic

·       Font Size

·       Font Strikethrough

·       Font Underline

  1. Open the Effects drop-down, and choose any of the following effects that you can apply to a topic or subtopic:

·       Fill Color

·       Line Color

·       Topic Shape

·       Icons

·       Task Priority

·       Task Progress

·       Tag

You can use multiple effects for the same trigger. To add an effect, click New Effect, and choose effect settings.

Top of Page

Add a SmartRule to specific topics

Do one of the following:

·        Click the SmartRules arrow, click Add Rule, set the rule criteria, enable the Specific Topics option, click Select Topics, and choose the topics in the Select Topic dialog box, and click OK.

·        Select the topics to which you want rules applied, click the SmartRules arrow, click Add Rule for Selected Topics, set the rule criteria, and click OK.

Top of Page

Add a SmartRule from the library

  1. On the Advanced tab, in the Dashboards group, click SmartRules, and then click Add From Library.

  2. In the Add From Library dialog, select the rule.

  3. Click Add.
    You can also add a SmartRule from the Library to all new maps by enabling it in the Add to New Maps column.

Top of Page

Override a SmartRule

  1. On the Advanced tab, in the Dashboards group, click SmartRules, and then click Edit Rule.

  2. In the SmartRules dialog, select the rule to override, and then click Edit.

  3. In the Edit Rule dialog, enable the Allow Manual Override for Effects check box, and click OK.

Top of Page

Edit a SmartRule

  1. On the Advanced tab, in the Dashboards group, click the SmartRules arrow, and then click Edit Rule.

  2. In the SmartRules dialog, select the rule to edit.

  3. Click Edit.

  4. In the Edit Rule dialog, modify the rule settings.

Top of Page

Delete a SmartRule

  1. On the Advanced tab, in the Dashboards group, click SmartRules.

  2. In the SmartRules dialog, select the rule to delete.

  3. Click Delete.

Top of Page

Modify the priority of a SmartRule

  1. On the Advanced tab, in the Dashboards group, click SmartRules.

  2. In the SmartRules dialog, select a rule.

  3. Click the Up Arrow or Down Arrow buttons to move the rule within the list.

Top of Page

Save a SmartRule to the library

  1. On the Advanced tab, in the Dashboards group, click SmartRules.

  2. In the SmartRules dialog, select the rule to save.

  3. Click Save To Library.

Top of Page

Disable a SmartRule

  1. On the Advanced tab, in the Dashboards group, click SmartRules.

  2. In the SmartRules dialog, select the rule to disable.

  3. Click the Enable button. If the button is gray, the rule is disabled.

Top of Page