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Choose Which Filters to Apply When Publishing

When you publish your content, you can choose which Types of Filter to apply to the output. This is where you set the criteria for what content you want to include in your final publication.

  1. Select the dotted menu (...) for the topic or publication in the Content Manager.

    selectpublish.png

  2. Select Publish.

    publish-document-jan23.png

    Paligo displays the Publish document dialog.

  3. Select an Output type, for example HTML5, PDF, etc.).

  4. Set the Languages, Variables and Optional Parameters.

    Tip

    These are common publishing settings. For more details, see Publish Content.

  5. Select Edit in the Profiling attributes section. Filter_symbol_small.png

    Profiling attributes dialog. There are many filter fields available, including Audience, Condition, Country, and Market.

    The Profiling attributes dialog contains a field for each available filter attribute.

  6. Decide which filter attributes you want to apply to your publication. Then, for each filter attribute that you want to use, select a filter value from the menu. If you can't see the value you need, it is likely that the value has not been added to Paligo yet. To find out how to add a value, see Add the Filter Values

    Profiling attributes dialog. The Audience filter is selected and the Beginner value is chosen.

    When applying filter attributes and values, be aware that filtering works differently depending on whether you choose a single value or multiple values.

    If you choose a single value, Paligo will:

    • Include any content that has your chosen filter attribute and filter value

    • Include any content that does not have the filter attribute

    • Exclude any content that has the filter attribute, but with a different value.

    If you choose multiple values, the filter works as an "OR" filter. Paligo will then filter like this:

    • Include any content that has the filter attribute and any of the values you chose for that attribute

    • Include any content that does not have the filter attribute

    • Exclude any content that has the filter attribute, but with a different value to the ones you defined.

    Also, be aware that each filter attribute is handled separately. Choosing a value for one filter attribute does not mean Paligo automatically applies the same value for other filter attributes.

    Note

    If there are any filter attributes that you do not want to use, leave their fields blank. When there is no attribute set, Paligo ignores that type of filter.

  7. Repeat steps 5 and 6 for each profiling attribute you want to apply.

  8. Select OK.

  9. Select Publish document to publish your content.

Example 1. Include and exclude content using an audience filter attribute

Let's say you have a topic that has three paragraphs:

  1. Paragraph suitable for all users. This has no audience filter.

  2. Paragraph suitable only for IT admins. You have marked this up with an audience filter attribute and a filter value of "IT admin".

  3. Paragraph suitable only for novice users. You have marked this up with an audience filter attribute and a filter value of "Novice".

Eventually, you are going to publish the topic as part of three different outputs, one for each different audience (all, IT admins, novice). But for now, you are only going to publish it for the IT admin audience.

You start the publication process for the IT admin publication. In the publishing settings, you edit the Profiling attributes section and choose Audience: IT admin.

Publish document dialog. The publishing settings are for an HTML5 help center output. The profiling attributes have Audience: IT admin set to be included.

When Paligo generates the output, it:

  • Includes the first paragraph as it does not have the Audience filter.

  • Includes the second paragraph as it has the Audience filter and the IT admin filter value.

  • Excludes the third paragraph as it has the Audience filter, but does not have the IT admin filter value.


Example 2. Use multiple filter values to create an OR filter

Let's say you have a paragraph that is only applicable for customers in North America and the EU. You want to include the paragraph when you are publishing to those markets, but want to exclude it when you are publishing to the Middle East, Australia, and other markets. This is where you need an OR filter, as you want the content to appear when the market is North America or the EU.

To mark up the paragraph, you:

  1. Select the para element.

  2. Add the xinfo:market attribute in the Element Attributes Panel.

  3. Set two filter values, EU and North America. They appear separated by a semi-colon.

Element attributes panel. A para element is selected and it has the xinfo:market filter attribute. The attribute value is set to EU;North America.

When you publish the content, you can choose the filters for the publication.

Publish document dialog. The Profiling attributes section is expanded and it shows the market filter is applied. The market filter has the filter values EU and North America.

  • If you set the publication's market filter to North America, EU, or both North America and EU, the filtered paragraph is included.

  • If you set the publication's market filter to another region, such as Australia, the filtered paragraph is excluded.

  • If you do not set a market filter for the publication, the filtered paragraph is included. It is only excluded from the publication if the market filter is applied and the value for the market filter does not match North America or EU.


Example 3. Exclude a filter value rather than include it

Paligo's filtering is inclusive — you tell Paligo which filtered content to include in the published output. For example, you might tell Paligo to include content that has an audience filter with a filter value of expert. But there may be times where you want to exclude certain content rather than include it. For those situations, set up filter values for the conditions you want to include and the conditions you want to exclude.

For example, if you wanted to include a paragraph in the North America and EU market but exclude it in the Asia market, you would need three filter values: North America, EU, and Asia.

Then, when you publish, you can tell Paligo which content to include. By including one condition, you automatically exclude the other possible conditions.

Note

The "inclusive" filtering strategy may take a while to wrap your head around if you are new to filtering or if you come from another environment where you used filters for both including and excluding specifically. But once you get the idea, the inclusive strategy is very powerful in that it can accomplish exactly the same, but with a much cleaner structure that provides a more robust long-term solution.

Let's say you have three types of users: administrators, engineers, and operators. You have a paragraph that you want to be included for the engineers and operators, but excluded for the administrators. To set this up you:

  1. Select the para element.

  2. Apply the audience filter attribute.

  3. Select the value for the audience attribute and create these values: "administrators", "engineers", "operators".

    Note that it is important to create the values you want to exclude as well as the ones you want to include.

    Profiling values dialog. Three values have been created: Administrators, Engineers, and Operators.

  4. Set the audience attribute filter to have the values "engineers" and "operators".

    Element attributes panel. A para element is selected. It has been given an audience attribute and two filter values. The filter values are Engineers and Operators.

When you publish the content, you edit the Profiling attributes and set the audience to "administrators".

Publish document. Profiling attributes section is open. There is an audience filter in place with the value administrators.

The published output will then include:

  • Any content that has an audience filter with a value of "administrators".

    The paragraph that you marked up has an audience filter with a value of "engineers" and "operators". As a result, it is not included in the published output.

  • All content that does not have an audience filter.