Add profiling attributes to a publishing profile

Profiling attributes let you flag conditional text. This is useful when you need to produce more than one version of a document, and the versions differ in minor ways. With conditional text, you keep all the ways a document can vary in one document and select the variations you want at production or publication time.

Before you begin

  • You must have applied profiling attributes to content in the component you're publishing before you can use filters. Apply new profiling attributes
  • In your role permissions, you must have module access to Publishing to work with publishing profiles.
  • An administrator can mark any attribute as Protected.
    • This may prevent you from working with attributes unless you have special permissions.
    • If you encounter a permission error when saving your attribute changes, contact your Administrator.

Tips and tricks

To add profiling attributes to an existing publishing profile:

  1. From the top menu, select Publishing.
  2. On the Publishing Profiles tab, find the profile you want to update.
  3. To open the profile, do any of the following:
    • Right-click the name of the profile, and select Update.
    • In the profile's row, click the Options menu, and then select Update.
  4. On the Update Publishing Profile screen, click Add Filter.
    If an administrator has set a default filter value, that attribute is already chosen on the Filter Profiling Attributes screen. You can do any of the following:
    1. Leave the default value, click Select, and you are finished with the steps in this topic.
    2. Leave the default value and continue with the steps in this topic to select additional attributes.
    3. Clear the default selection and continue with the steps in this topic to select different attributes.
    4. If there is no default value already selected, continue with the steps in this topic to select attributes.
  5. On the Filter profiling attributes screen, select the attributes that you want to include in this publishing profile.
    To find an attribute:
    • Expand all categories and show all attributes. Go to the toolbar, and click Expand all.

    • Show only the categories and hide all child attributes. Go to the toolbar, click Collapse all.
    • Use a filter to limit the list of categories and child attributes. In Saved Filters, select an option.

  6. On the Filter profiling attributes dialog, click Select.
    You'll see the profiling attributes you select on the Update Publishing Profile dialog, listed after the Clear Filter button.
  7. On the Update Publishing Profile dialog, to select the component you want to publish with these settings, click Add Component.
    1. On the Select Components dialog, in the Folders pane, select the location of the existing component.
    2. In Components, select the file you want to add publish.
    3. On the Select Components dialog, click Select.
  8. On the Update Publishing Profiles dialog, click Update.
    On the Publishing Profiles tab, you see the profile in the list with the updated settings.