Content Tagging

In some situations, an article may contain information that pertains to different sets of audiences. Instead of requiring authors to create completely separate articles for each audience, the individual sections can be tagged to only show the relevant information. Agents and website visitors with the correct user profiles can then read the article with the sections that apply to them. Users who can view more than one of an article’s Publish Views on the portal can switch between them by clicking tabs with the publish view’s name. Keep in mind, however, that content tagging should be reserved for situations where the article’s versions have more than 60% overlap in content. Before tagging article content or assigning publish views for an article, it is recommended to consider if single sourcing is required. 

While creating an article, the author can use the Tag Palette to apply the conditional tags to the different sections of the article. Once the content has been tagged, the author assigns a publish view to the article to ensure that a version of the article is created to utilize the tags. For more information on Publish Views, see Publish Views.

Personalized articles are incompatible with macros. Articles that have been personalized with conditional text cannot be used as a macro. Articles that are macros cannot be personalized.

To tag the content of an article:

1. In the Navigation Menu, browse to Authoring > Articles.

2. From the Folders List, select a folder.

3. From the Articles List, select the article for which you want to tag content.

4. Click the Edit button to check out the article.

5. From the Content pane, click the Context Menu  button.

6. From the Context Menu dropdown, select Open Tag Palette.

7. The Tag Palette window appears. The tags available in the Tag Palette are created by the administrator. There are three tabs available:

   • Article Tags: Any tags that have been applied to the article content.

   • My Tags: Any tags that you have saved for later use. You can add a specific tag to the My Tags list of the palette window by clicking the star next to the tag in either the Article Tags list or the All Tags list.

   • All Tags: All available tags.

8. From the Content area, select the portion of the article to which you wish to apply tags.

9. In the Tag Palette window, select the checkboxes for all the tags that apply to the selected content.

10. Click the Apply button. 

    

11. If you wish to remove tags from the article content, you must highlight the section of the text for which you want to remove the tags and click the Remove all button. 

12. If the Show Tag Indicator in Text check box has been selected, the tagged content is highlighted. If the content only has one tag applied to it and it has a color assigned, the text is highlighted in that color. If multiple tags or tags without colors assigned are applied to the content, the content is highlighted with a grey color. The color-highlighted text does not appear on the portal.

13. Once you have tagged all the necessary content, assign the publish views that apply.

    A publish view is required for articles that have tagged content.

14. Click the Save button.