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Create a Topic Branch

You can create a branch directly from a topic in the Content Manager. This way of branching creates a new branched topic that is independent. An independent topic only appears in the Content Manager as a topic, it is not available as a fork of a publication as it has not been added to a publication's structure. You will need to manually add the branched topic to your publication structures.

This is useful when:

  • You want to update a topic but you still need to be able to publish the original version as part of an existing publication.

  • You intend to use the branched topic in many publications.

By branching the topic directly, you create one branched topic that you can manually add to as many publications as you like. The same branched topic is reused. If you branch from a publication fork instead, you would have separate branched topics for each publication, which can be less efficient (see Create a Topic Branch from a Fork).

To create an independent branch of a topic:

Note

You can create a branch from another branch if Consecutive branching is enabled in the system settings. If it is disabled, you can only create a branch from the original version of a publication or topic. For details, see Select Branching Mode.

  1. Locate the topic in the Content Manager. Document_folder_small.png

    Content_Manager.png

    Important

    Find the topic and not the publication fork to the topic. To learn about the difference, see Topic or Fork.

  2. Select the dotted menu ( ... ) for the topic.

  3. Select Branching and then select New branch.

    Create_Branch_small.jpg

  4. Enter a branch Label. This label will appear next to the name and makes it easier to identify different branches of the same content. [Optional, but recommended].

    Create branch dialog. It has a Label field for adding a label to the branch upon creation.

    Tip

    You can add branch labels afterwards as well, see Add or Edit Branch Labels

  5. To control where Paligo stores the new branched content, check the Select location for new branch box. You can then browse to the folder you want Paligo to use.

    Select location for new branch box. It is checked and Paligo shows a field with a browse button that you can use to choose the folder.

    If you leave Select location for new branch unchecked, Paligo will add the branched content to the same folder as the parent version of the content.

  6. Choose whether you want to Open new branch in editor. Check the box for yes or leave it clear for no.

  7. Select Create.

Paligo creates a new branch of the topic and adds it in the appropriate location (either the location you specified or the same folder as the original version of the topic). You can now edit the branched topic.

Tip

To find out more, see What Happens When You Create a Branch?.