Rules

Upon creating design documents, there's an usual need for verifying the presence and format of specific words or phrases. MoonDesk's rules automate these controls, making the work easier for the people who create, modify and review documents.

When accessing MoonDesk's Rules panel, we can identify different elements:

Rules in MoonDesk

MoonDesk's Rules panel allows for you to manage and control your design documents' in an efficient way. This panel comprises:

1. Search bar: it allows to search for keywords in the name, as well as in the content of existing rules. Plus, it offers filters for carrying out advanced searches.

2. Rules list: it displays the search results, and includes details such as the rule kind (automatic/manual), and its title.

3. Details: it displays the rule's content type (image/text/code), its status (enabled/disabled), the rule's modification date, and whether it has tags or not.

4. Button for creating a new rule: it allows to easily create a new rule for your design documents.

Creation of rules

Upon creating a new rule, the system will ask you whether it's an Automatic or Manual rule:

• Automatic: it automatically validates the existence of a content or not. I.E.: the "not apt for pregnant women" text must be present.

• Manual: it requires manual validation from the user during reviewing.

Creation of rules in MoonDesk.

When selecting the Automatic rule type, the system will display the following warning:

"Automatic rules in MoonDesk work with documents that have been uploaded and edited in Adobe Illustrator. If the document has been uploaded as a PDF file from the web app, rules will operate manually, and control from a reviewer will be required during reviewing".

When creating a new rule, the system allows for you to input all the required data for its proper functioning, as well as useful information for sorting and identifying your rules. This includes:

• Rule type.

• Rule name.

• Tags: they allow for rules to be sorted. With tags, we will be able to group them under one same value.

• Details, conditions, content to be checked, etc.

Report of rules control:

When saving a document from the Adobe Illustrator plugin, a report is generated which details the rules that will be applied to the document, and the result of the controls performed on each one of them. This way, the user will be able to make the necessary corrections before moving forward towards sving the file.

Once the document has been saved, the rules report will be accesible from the document's visualization, as well as from its review within a task.

There are some pre-determined rules that warn against common mistakes:

• Double-spacing in texts.

• Broken links.

• Text out of borders.

• Repeated sorting.

For example, a rule could be:

A red wine CAN NOT have or display the "White Wine" text.

The word "MALBEC" must have a height of 3 millimeters.

Double spacing on the content.

Screenshot of rules in the plugin.

For a more advanced setting, it is necessary to contact MoonDesk's customer support.

Creation of rules from the Adobe Illustrator plugin

From Adobe Illustrator's version 1.18 onwards, rules will be able to be created in order to check the existence of a particular text as long as a new version of it is saved.

In order to create a rule, we must:

1. Open the file in Adobe Illustrator, and select the text to be checked by the rule.

2. Go to the Rules tab in the plugin.

3. Press the ➕ ("Add Rule") button.

4. The system will show us the pre-filled out rule creation screen.

• name (mandatory): it will read "Should exist" by default, and the selected text.

• the classifiers for applying the rule: these will indicate which documents the rule should be applied to. By default, it will display the open document's type and classifiers, bening modifiable in order to widen the covered documents' reach.

• the text to be checked: it will be the text that must exist; it will take the text selected on step 1 by default.

5. Modify data according to the desired settings.

6. Press the "Save" button.

7. Try the created rule out.

This rule will start being a part of the workspace's rules, and will be checked every time the document is saved.

If a text is not selected before pressing the the button to add a rule, the system will not load the default values, thus having to be input by the user.

Editing or erasing a rule from the Adobe Illustrator plugin

During a document's edition, we can go to the "Rules" tab in order to see the rules that are applied to that document.

From that list, we will be able to edit or erase existing rules.

Not all rules will be able to be edited or erased. Only rules created from the Adobe Illustrator plugin will be able to be managed.

Rules from tasks

During task creation, we will find a contents section. This section will allow for us to define the text that must appear in the document.

When the designer takes the task in order to solve it, and saves the document, MoonDesk will check for the defined contents to be present in the document, for them to have the indicated size, to respect the established letters in bold, as well as upper and lowercase format.

These rules will only be checked as long as we are within the mentioned task's context.

Taks and company's rules screenshot.