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Create and apply condition tags

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  1. RoboHelp User Guide
  2. Introduction
    1. Get to know RoboHelp workspace
    2. What's new in RoboHelp 2022 release
      1. What's new in Update 5
      2. What's new in Update 4
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    3. Fixed Issues in RoboHelp
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    8. What's new in RoboHelp 2020 release
      1. What's new in Update 8
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    4. Work with the common content styles
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    6. Support for language variables
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  6. Editing and formatting
    1. Format your content
    2. Create and manage cross-references
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    4. Single-source with snippets
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    6. Create and use variables for easy updates
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    1. Import Markdown files into a project
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  8. TOCs, indexes, glossaries, and citations
    1. Create and manage a Table of Contents
    2. Create and manage an index
    3. Create and manage a glossary
    4. Create and manage citations
    5. Create and manage browse sequences
    6. Work with See Also and Related Topics
  9. Conditional content
    1. What is conditional content
    2. Create and apply condition tags
    3. Configure output presets for conditional content
    4. Optimize and manage conditional content
  10. Microcontent
    1. Microcontent
  11. Review and Collaboration
    1. Review and Collaboration
  12. Translation
    1. Translating content to multiple languages
    2. Configure a translation framework for a service provider
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    8. Publish to Adobe Experience Manager
    9. Publish to Atlassian Confluence Knowledge Base
  15. Appendix
    1. Adobe RoboHelp Scripting Reference
    2. RoboHelp keyboard shortcuts

Learn how to implement conditional content by creating and applying condition tags to your content.

To implement conditional content in your project, you need to add condition tags and apply the tags to your content. After applying the tags, you can preview tagged content to check if the applied tags are working as expected.

Add a condition tag

Adobe RoboHelp provides two default condition tags—Online and Print. You can add new tags and group a bunch of related tags using the Group field in the Define Condition Tag dialog box. For example, you can group the Beginners, Intermediate, Experts, Developers, Administrators, and EndUsers tags under the Audience group. You can also choose background and text colors to differentiate the tags, and the content to which the tags are applied. 

To add a new tag, do the following:

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Condition Tags icon. 

  3. In the Condition Tags panel, click the New Tag icon () in the upper-right corner.

  4. In the Define Condition Tag dialog box, do the following:

    1. Choose the group in which you want to create a tag, from the Group drop-down list. For example, to tag audience-specific content, choose the Audience group.

      Note:

      If you upgraded to Adobe RoboHelp 2019 from an earlier version, all your previous tags are grouped under the Others group in the Condition Tags panel. This is because the previous versions of Adobe RoboHelp did not contain the Group field. Adobe recommends that you organize your tags under appropriate groups. To do so, drag-and-drop tags from the Others group to the appropriate group in the Condition Tags panel.

      In the Condition Tags panel, groups (such as, Audience and Others) and tags (such as Developer and Adventure) under each group appear as shown in the image:

      An illustration of how the condition tags appear
      An illustration of how the condition tags appear

      Note:

      You can also add a new tag group, and rename and delete existing tag groups. Check out the steps in Manage tag groups.

    2. Specify the tag name in the Name field. 

    3. In the Identify with area, select the background and text colors.

      Background and text colors help differentiate multiple condition tags by highlighting the content chunks to which the tags are applied.

    4. Click Done.

      The group and the condition tag appear in the Condition Tags panel.

Edit a condition tag

  1. In the Condition Tags panel, expand the Group drop-down list. 

  2. Double-click the condition tag set you want to modify. Alternatively, right-click a condition tag and choose Edit ( ).

  3. In the Edit Condition Tag dialog box, modify the tag group, tag name, background, and text colors, as required.

  4. Click Done. 

Note:

All the references associated with the condition tag are updated to reflect the change, wherever applicable like Topic content, Condition Expressions, Dynamic Content Filters, and so on.

Delete a condition tag

  1. From the Condition Tags panel, right-click a condition tag and click Delete ().

  2. In the Confirm dialog box, click Yes to confirm the deletion. The condition tag is deleted.

Select multiple condition tags

  1. From the Condition Tags panel, right-click a condition tag and click Select Multiple.

  2. Click on all the condition tags you want to select.

  3. Right-click the condition tags and click Delete ().

Note:

If the tags are renamed or deleted, their references are immediately reflected in the document content, wherever applicable like Topic content, Condition Expressions, Dynamic Content Filters, and so on.

Manage tag groups

You can add a tag group to the list of default tag groups. You can also rename and delete existing tag groups.

  1. Choose File > Project Settings or press Ctrl+Shift+/.

    The Project Settings dialog box opens. 

  2. To manage tag groups, use the Tag Groups tab in the Project Settings dialog box. For more information, see Tag Groups.

  3. Click Done to save the changes.

Note:

All renamed or deleted condition tag occurrences are applied automatically to the topics.

Apply a condition tag

You can apply a condition tag to topics, topic content, TOCs, and indexes. Learn more here:

Apply to a topic

To learn how to work with topics to build your content in RoboHelp, see Create, save, and edit a topic.

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Contents icon. 

  3. In the Contents panel, double-click a topic to open it. 

  4. Apply a condition tag to the topic through the Apply Tags button, which is accessible in two ways:

    • Option 1: 

    In the Properties panel, click the Attributes tab. Under Condition Tags, click on Apply Tags. 

    Condition tags dialog box
    View Condition Tags dialog box

    The Apply Condition Tags dialog box appears.

    • Option 2:

    In the Contents panel, right-click the topic, and then click Properties. In the Topic Properties dialog box, under Condition Tags > Topic-Level, click Apply Tags.

    Conditions tags dialog box

    The Apply Condition Tags dialog box appears.

  5. In the Apply Condition Tags dialog box, do the following:

    1. From the left side of the dialog box, click the tag you want to apply.
      The selected tag and its group appear in the right side of the dialog box. From here also, you can remove a tag by clicking .
    2. Click Apply Tags to apply the selected tag.

    The applied tag and its group appear under Condition Tags > Topic-Level in the Properties panel or the Topic Properties dialog box. 

  6. To save the changes, click the Save icon in the standard toolbar.

Apply to topic content

To learn how to add content to your topic, see Add content to or edit a topic. 

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Contents icon. 

  3. In the Contents panel, double-click a topic to open it. 

  4. In Author view, select the content element to which you want to apply a tag. For example, select a paragraph.

    content element
    View content element selection

  5. From the Author toolbar, click the Condition Tags icon.

  6. From the Condition Tags panel, drag the condition tag that you want to apply and drop it anywhere on the selected content element in the topic. 

    tag applied to para
    View tag applied to para

    The content element is highlighted in the background and text colors of the condition tag applied.

    In the Properties panel > Topics tab, under Condition Tags > Content-Level, the applied tag and its group appear.

  7. To save the changes, click the Save icon in the standard toolbar.

Apply to a snippet

To learn about how to use and work with snippets in RoboHelp, see Single-source with snippets.

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Snippets icon. 

  3. In the Snippets panel, expand and double-click a snippet to open it.

  4. In Author view, select the snippet content to which you want to apply a tag.

    snippet content selection
    View snippet content

  5. From the Author toolbar, click the Condition Tags icon.

  6. From the Condition Tags panel, drag the condition tag that you want to apply and drop it anywhere on the selected content in the snippet. 

    tag applied to spippet content
    View tag applied to snippet

    The snippet content is highlighted in the background and text colors of the condition tag applied.

    In the Properties panel > Topics tab, under Condition Tags > Content-Level, the applied tag and its group appear.

  7. To save the changes, click the Save icon in the standard toolbar.

Apply to a Table of Contents

To learn how to work with Table of Contents (TOC) in RoboHelp, see Create, edit, and format a Table of Contents.

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Table of Contents icon. 

  3. In the Table of Contents panel, double-click a TOC to open it.

    Note:

    If the TOC is blank, that is, elements inside the TOC are not visible, click the Auto-create ToC icon on the standard toolbar to create the TOC. Note that clicking the Auto-create ToC icon includes all the topics in your project.

    If you want to apply condition tags to selective pages, books, or TOC, click the Insert Page, Insert Book, or Insert TOC icons on the standard toolbar. Alternatively, click the Contents icon in the Author toolbar and from the Contents panel, drag-and-drop selective topics. 

  4. Select a book or a page inside the ToC.

  5. In the Properties panel, under Condition Tags, click Apply Tags.

    The Apply Condition Tags dialog box appears.

  6. In the Apply Condition Tags dialog box, do the following:

    1. From the left side of the dialog box, click the tag you want to apply.
      The selected tag and its group appear in the right side of the dialog box. From here also, you can remove a tag by clicking .
    2. Click Apply Tags to apply the selected tag.

    In the Properties panel > Topics tab, under Condition Tags > Topic-Level, the applied tag and its group appear.

  7. To save the changes, click the Save icon in the standard toolbar.

Apply to an index

To learn how to work with an index in RoboHelp, see Create and manage an index.

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Index icon. 

  3. In the Index panel, right-click an index entry and click Apply Condition Tags.

    The Apply Condition Tags dialog box appears.

  4. In the Apply Condition Tags dialog box, do the following:

    1. From the left side of the dialog box, click the tag you want to apply.
      The selected tag and its group appear in the right side of the dialog box. From here also, you can remove a tag by clicking .
    2. Click Save to apply the selected tag.

  5. To save the changes, click the Save icon in the standard toolbar.

Preview a topic with associated condition tags

You can preview the tagged elements in a topic to verify if the tagging is correct.

  1. Click the Author tab at the left side of the Standard toolbar.

    The Author view opens.

  2. In the Author toolbar, click the Contents icon. 

  3. In the Contents panel, double-click to open the topic that you want to preview.

  4. To switch to Preview mode, click the Preview icon on the right side of the standard toolbar.

    preview icon
    View preview icon

    The preview mode opens and displays all tagged and untagged content. For example, the following image displays content tagged using three tags and untagged content.

    preview default
    View preview default

    A. Content tagged with the EndUser tag B. Content tagged with the Marketing tag C. Content tagged with the Sales tag D. Untagged content 

  5. Select specific condition tags to check which content elements are tagged using the selected tags. For example, select the EndUser and Sales tags.

    In the preview window, all content elements tagged with the selected tags (EndUser and Sales), and all untagged content remain. Content element tagged with the unselected tag (Marketing tag indicated by callout B in the Step 3 image) is filtered out.

    preview tags selection
    View tags selection

    A. Content tagged with the EndUser tag B. Content tagged with the Marketing tag is filtered out and not visible in the current image C. Content tagged with the Sales tag D. Untagged content 

  6. Select the Highlight selected condition tags field to visually differentiate tagged (only the selected tags) and untagged content.

    In the preview window, tagged content is highlighted in the respective background and text colors of the selected tags (EndUser and Sales). Untagged content is not highlighted.

    highlight selected tags
    Preview highlight selected tags

Condition Expressions

An expression is a set of instructions. Expressions specify topics to include or exclude from the output. You can define a basic expression that excludes tags, or a complex expression with Boolean operators, such as AND, OR, NOT.

To create a condition expression, follow the steps below:

  1. Select the Output tab and in the left panel, select Condition Expressions.

  2. To create an expression, select +.

  3. In the New Condition Expression dialog box, enter the name of the expression.

  4. Double click the expression that you have created.

  5. Drag and drop the condition tags to the right panel.

    Condition expressions
    Condition expressions

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