Mindjet icon

Using SmartRules

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.

To add a SmartRule:

  1. Click the SmartRules toolbar button on the Advanced tab, and choose Add Rule.
  2. Type a name for the rule in the Rule Title box.
  3. Do any of the following:

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

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

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

To add a SmartRule to specific topics:

Do one of the following:

To add a SmartRule from the library:

  1. Click the SmartRules toolbar button, click Add Rule from Library.
  2. In the Add From Library dialog, select the rule.
  3. Click Add.

To set when a SmartRulle applied to a Smart Shape is triggered:

  1. Click the SmartRules toolbar button, click Add Rule, and set the rule criteria.
  2. Choose the Task Location tigger, and choose an operator.
  3. Click Select Object(s), and select Smart Shapes or segments of a Smart Shape.
  4. In the Trigger Must Be True area, enable one of the following options:

To override a SmartRule:

  1. Click the SmartRules toolbar button, 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.

To edit a SmartRule:

  1. Click the SmartRules toolbar button, click Edit Rule.
  2. In the SmartRules dialog, select the rule to edit, and then click Edit.
  3. In the Edit Rule dialog, modify the rule settings

To delete a SmartRule:

  1. Click the SmartRules toolbar button, click Edit Rule.
  2. In the SmartRules dialog, select the rule to delete, and then click Delete.

To modify the priority of a SmartRule:

  1. Click the SmartRules toolbar button, click Edit Rule.
  2. In the SmartRules dialog, select a rule.
  3. Click the Up Arrow or Down Arrow buttons to move the rule within the list.

To save a SmartRule to the library:

  1. Click the SmartRules toolbar button, click Edit Rule.
  2. In the SmartRules dialog, select the rule to save.
  3. Click Save To Library.

To disable a SmartRule:

  1. Click the SmartRules toolbar button, click Edit Rule.
  2. In the SmartRules dialog, select the rule to disable.
  3. Uncheck the box in Enable column.

Related Topics

About markers

Hiding map elements

Was this topic helpful?
Help us improve the quality of MindManager by giving us your feedback in the MindManager User Community.
If you are commenting on this Help topic, include the title of this topic in your comment. - Thank You!