Exclude multiple project components from branching

When choosing which references in the source project component to branch, you can hide referenced components so they can't be included in the new branch. By applying the ExcludeFromBranch tag, you only prevent references from being branched and not the sources. The tag does not prevent a user from going to the Content pane and saving a component as a branch.

Restrictions

  • You must have Update permissions to the component to make tag changes. Tags are read-only for users without update permissions.
  • A content owner or administrator can set permissions to deny access to components or folders. If your permissions to content has been blocked and you are not an administrator, you cannot use the Details option in a project's Content pane

Tips and tricks

  • Component tags are added to a component's Inspire metadata.
    • These tags cannot be added, updated or removed using the Oxygen editor.
    • These tags cannot be used to transform the XML during publishing.
    • These tags are not included in the XML when you export the component.
  • Inspire metadata tags are applied to an entire component and are not the same as XML tags used in the Oxygen editor. For help with XML tags, read: Show or hide tags in Oxygen.
  • Inspire provides the pre-defined tag ExcludefromBranching. However, Administrators can customize tag names and availability.
  • You can use this tag on binary components such as an image or PDF file.
  • You can also prevent project files from being branched.

To exclude only one project component from branching, read Exclude one project component from branching.

If you don't see the option you need, contact your Administrator. You can only select a tag from the list if an Administrator allows the use it. If you are an administrator, follow the steps in Manage tags.

To exclude multiple project components from branching:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, all projects in your organization are listed. To find a specific project, you can:
    • Filter the list of available projects by words in the project name. In the Search text box, enter a keyword, and then click the magnifying glass search_button.
    • Filter the list of available projects to include only those you own or are participating in. In Type, select an option to filter the list by that criteria.
    • To include completed projects in the list, select Include Completed and then click the magnifying glass search_button.
  3. To open one project, select the project and double-click it.

    You can also open a project by:

    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  4. In the Content pane, select the components you want to manage tags for.
  5. On the Selected Components pane, select Update tags.

  6. On the Update tags screen, select one of the following options:

    • Add. If you select this option, all previously existing tags are saved, and the ExcludeFromBranch tag is added to them.

      If the ExcludeFromBranch tag is already applied and you select Add, you don't see an eror and no change is made to the metadata.

    • Replace. (This is the default selection.) If you select this option, all previously existing tags are removed and the ExcludeFromBranch tag is the only one applied to the components.
  7. In Tags, select ExcludeFromBranch.

  8. Click Save.
    Results:
    • The Update tags screen closes and you see the Components browser.
    You see something similar to the following notifications:
    When the process is finished, you may see one message for all updated components, depending on how you configured your notification settings:
    • In the pop-up message in the right corner of the Inspire screen.
    • In Inspire on the Notifications tab.
    • In your email Inbox
    After you apply a tag, you must refresh the Components browser before the tag is displayed.
    You see the component marked with the tag icon in the Content pane.

    Tips and tricks

    • Look in the 2nd column after component name.
    • If it exists, the tag icon appears after (the Shared icon) and before , , , , (the State icon).
    • To see the name of all tags that are applied, hover your cursor over the tag icon.
    For more details, refer to Prevent branched references.