Set Up Scoped Filtering

The important principles of scoped filtering are:

Scoped filtering applies to content that is reused in the same publication.
With scoped filtering you can reuse topics and set them to use different filter values, depending on where the topic is positioned in the publication structure.
You tell Paligo which filter values a "child" topic should use by setting a "scope filter" on the "parent" topic
When you publish, you set the Profiling attributes and include all of the values that you want to use in the publication. Publish your content and include the filter attributes that are set on the "scope filters" and all of the filter values that should be used.

The structure view of a publication. It has an Installing on MacOS top level topic with a Prerequisites subtopic and a System Requirements subtopic. There is also an Installing on Windows top-level topic which also has Prerequisites and System Requirements subtopics. The Installing on Mac OS topic has a callout with number 1 on it. The Installing on Windows topic has a callout with number 2 on it.

In this image there are two "scope filters" to set (1 and 2).

Note

For scoped filtering to work it must be activated, see Enable Scoped Filtering.

To create parent topics and a child topic with parts profiled with Filter Attributes:

Create a Topic that will serve as a "parent" topic.

The parent topics in this example are called "Installing on MacOS" and "Installing on Windows".
Select the topic or component in the Content Manager to open it in the Editor.

Alternatively, you can Create a Topic and edit that.
Select the section element in the Element Structure Menu.
Select Go to element.
Add the filter attribute and set its value in the Element Attributes Panel.

To learn more, see Filter Attributes.

In this example the filter attribute used for "Installing on Windows" is os with the value set to windows. This tells Paligo that any child topics that contain the os should include parts marked for windows but exclude parts marked with other values.
Select Save.
Repeat the steps 1 to 6 for the next "parent" topic. Set its to a different value.

In this example the os value is set to macos. This tells Paligo that any child topics that contain the os should include parts marked for macos but exclude parts marked with other values.
Create a Topic that will serve as a "child" topic with parts profiled with Filter Attributes.

In this example the topic "System Requirements", have some information that is unique for Windows, and some that is unique for Mac.

1 = Filter attribute value set to macos. 2 = Filter attribute value set to Windows.
Select Save.
Add the new topics to your publication. Organize the child topic (2) as subtopics to the parent topics (1).

1 = Parent topic with filter attributes. 2 = Child topic with parts profiled with filter attributes.
Select Save to confirm the publication changes.
Publish Content with the Profiling attributes set with the filter attribute and all its values.

In our example we use os and both its values (macos and windows). This tells Paligo that the child topic "System Requirements" will show different content when used in "Installing on MacOs" than when used in "Installing for Windows".