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Taxonomy Filters

You can use taxonomy tags to apply filters to topics instead of using filter attributes. For example, you could use taxonomy filters to set a publication to include a topic for a Windows version of a PDF but exclude that topic for the iOS version of the PDF.

Taxonomy filters offer some benefits over attribute filters:

  • You can apply them to multiple topics at once.

  • You can create a hierarchy of filter tags for more complex filtering. For example, you could have a "market" filter tag for USA and then lower-level tags for each state of the USA.

  • You can use the Taxonomies view to see which topics have the various filters.

  • You can view the taxonomy tags that are applied to each topic from the Content Manager.

  • They support Scoped Filtering.

But there is also an important limitation: you can only use taxonomy filters at the topic level. For more granular filtering, such as filtering on block elements and inline elements, you need to use Types of Filter.

We recommend that you use taxonomy filters for your topic-level filters due to the benefits they offer. If you prefer, you can use filter attributes at the topic level instead, but be aware that to change them, you will need to open each topic individually.

To set up taxonomy filters: