Managing existing rules in the legacy Topic editor

Click on a topic to create rules, view existing rules, and evaluate phrases that have been tagged with your topics. You can also reference collections of synonyms (called word groups) in your rules.

On one side of the screen, you can create and modify rules. The other side of the screen, called the annotations panel, allows you to see which comments are captured by a rule.

Note: Use the Topic Notes section to record any descriptive information about a topic. Include a topic definition and a list of the word groups and user features used in the topic.

Replacing keywords in multiple rules

  1. Select a topic.
  2. Search for and select the rules you want to modify.
  3. Click the Replace checkbox.
  4. Add the replacement text to the Replace With field:

    Once you select the rules, the Replace With field will appear.

  5. Click the Replace button.

Removing multiple rules

  1. Select a topic.
  2. Search for and select the rules you want to remove.
  3. Click the Remove button:

    Once you select the rules, the Remove button will appear.

Creating a rule group

A rule group is a category of rules created for organizational purposes.

  1. Select the checkbox next to each of the rules you want to group together.
  2. Click the Group button.
  3. Give your group a descriptive name
  4. Click Group to finish grouping your rules.

These steps are shown in the following screenshot:

Select the rules, then group them by clicking the Group button.

Adding logic to selected rules and rule groups

  1. Select the rules or rule group that you want to manipulate. An Add elements box will appear, where you can add AND or NOT to all the rules.
  2. After you type in your changes, add the condition to the selected rules.

The following example adds NOT to the "service quality" rule group.

Once you select a group of rules, you can add AND or NOT logic to the entire group.

Editing or deleting a rule group

  1. Hover over the title of a group. The Edit and Delete icons appear in the upper right corner.

    You can edit or delete at the rule group level (instead of just deleting individual rules).

  2. Click the appropriate icon.
  3. When you delete a rule group, only the grouping category is deleted — the rules that were inside the rule group remain.

Creating a word group

A word group is a collection of synonyms or similar words that are identified by a #handle. You can use word groups to create one rule that applies to multiple keywords, speeding up your topic building significantly. For more information about word groups, see Word groups for standard topics section in Standard topics.

  1. Click the Word Groups option, located in the top right, to open the Word Groups window.

    The Word Groups option is located in the top right, next to the Topic Notes option.

  2. Click Create New Word Group.
  3. Name the new word group.
  4. Add synonyms and other words to the group. The standard format for keywords also applies to the words in the word group:

    • Use lower-case words only

    • Separate each word with a comma

    For example, here’s a word group for the word “shuttle”:

    This example word group called shuttle includes these words: bus, shuttle, transport, and transportation.