Exclude one project component from branching

When choosing which references in the source component to branch, you can hide a referenced project component so it can't be included in the new branch. By attaching the ExcludeFromBranch tag, you only prevent a reference from being branched and not the source. The tag does not prevent a user from going to the Content pane and saving a component itself 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.
  • After you save the tag, Inspire makes sure that the component can't be selected on the Save as a branch screen.
  • 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 multiple project components from branching, read Exclude multiple project components from branching.

To exclude a project component 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 component you want to manage tags for.
  5. Right-click the component and then select Details...
  6. In Tags, select ExcludeFromBranch.

    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.

  7. On the Component Details dialog, click Save.
    Results:
    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.

    When another component is branched, if it references this component, the tag prevents this component from being listed as a reference and so can't be branched.
    For more details, refer to Prevent branched references.