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Choose your Filtering Strategy

Paligo has two different filtering strategies for controlling whether content is included or excluded when you publish. The strategies are known as "normal" filtering and "scoped filtering" and you need to choose which strategy to use before you publish.

To choose the strategy for a publication:

  1. Select Layout in the top menu.

    Paligo editor. The Layout option in the header menu is highlighted.

    Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.

  2. Select the Layout you want to update or Create a Layout.

    Tip

    You can copy the URL of the Layout Editor and paste it into a new tab in your browser. This can be useful if you frequently switch between your Paligo content and the Layout settings.

  3. Locate the Enable scoped profiling/filtering option.

    For PDF layouts, you can find the setting in General > Filtering and taxonomies.

    For HMTL layouts, it is in the Classes and Attributes settings.

  4. Choose the strategy that will be used when you publish.

    • Set Enabled scoped profiling/filtering to No to use normal filtering.

    • Set Enabled scoped profiling/filtering to Yes to use scoped filtering.

  5. Select Save.

Important

We recommend that you set Enabled scoped profiling to No unless you have a specific requirement for scoped filtering. Scoped filtering is designed for when you reuse filtered content in the same publication, but want different values to apply. To find out more, see Scoped Filtering