4 Setting and Editing Filters

Filters define what content is published in the transfer order. These are managed from the Filters node.

Note: Filters that you save in the Agile Content Service node are also available for use in the Agile PLM Export wizard. For more information, see the Agile PLM Import & Export Guide.

Filters are limited to windows within base classes. If a filter for a specific class makes a tab visible that a subclass does not have visible, the tab is omitted from the extracted data. For example, the Page Three tab of an ECO is not visible, but the filter for the Change Orders class allows you to extract Page Three tabs. When an ECO is extracted using this filter, the data on Page Three is skipped because it is not visible on the subclass.

You can have multiple filters for the same base classes, but with different filter names. Agile Content Service provides default filters for the classes listed below.

Note: Object classes that are not included in the following list are not supported by Agile Content Service, this includes the entire set of Objects in the Program class.

• Changes

  • Change Orders

  • Change Requests

  • Deviations

  • Manufacturer Orders

  • Price Change Orders

  • Sites Change Orders

  • Stop Ships

• Declarations

  • Homogeneous Materials Declarations

  • IPC 1752-1 Declarations

  • IPC 1752-2 Declarations

  • JGP Declarations

  • Part Declarations

  • Supplier Declarations of Conformance

  • Substance Declarations

• Discussions

• Items

  • Parts

  • Documentation

• Manufacturers

• Manufacturer Parts

• Packages

• Part Groups

• Prices

  • Published Prices

  • Quote Histories

• Product Service Requests

  • Problem Reports

  • Non-Conformance Reports

• Quality Change Requests

  • Audits

  • Corrective and Preventive Actions

• Specifications

• Substances

  • Substances

  • Substance Groups

  • Subparts

  • Materials

• Suppliers

• Transfer Orders

  • Content Transfer Orders

• Users

• User Groups

You can use any of the default filters when creating a subscriber or CTO if the properties meet your company's needs, or use them as templates when creating new filters.

You should select your filtering options based on the needs of your integration. Selecting filtering options that result in more data than you need can have an adverse impact on the performance of your extractions. For example, if your integration only needs the details of the affected items of a change and not the full assemblies of those affected items, you should specify an item filter with a BOM option indicating Tab Only.

Note: A filter for ATO objects is not needed. To extract data about ATO objects to aXML files, specify a role that includes privilege masks that allow a user to view ATO objects. When the selected role allows access to ATO objects, data about the ATO object itself is extracted and included in the aXML file. This information can be used to troubleshoot delivery issues.

To create a filter:

1. Under System Settings > Agile Content Service, double-click Filters. The Filters window appears.

2. Click . The Create Filter dialog box appears.

3. Type a name and a description of the filter in the specified fields.

4. Select an object class or base class from the FilterObject Type list.

5. Click the button next to the Viewable Tabs field to display the list of available tabs based on the selected class

   
   

   Note: The first tab (Title Block, General Information, or Cover Page) is required for every filter and is already selected for each object Type.

   
   

6. Select any additional tabs you want in the filter.

7. Click OK.

   Depending on which class you select and the tabs that are viewable in that class, the tab options displayed and available in the lower part of the Create Filter dialog box are updated.

8. Click the button to display the drop-down list of available tab filter options.

   a. Select one of the following options from the BOM Options list:

   
   

   Note: This field is available only for classes with a BOM tab selected in the Viewable Tabs field for items or item-associated classes.

   
   

   • Tab Only: extracts only the displayed table values.

   • Tab and Items: you provide a numeric value to indicate the number of levels to be extracted from the BOM, or you can check a box to indicate all levels.

   b. Select one of the following options from the Attachments Options list:

   
   

   Note: This field is available only for classes with an Attachments tab selected in the Viewable Tabs field.

   
   

   • Tab Only: only the Attachment information is packaged with the extracted data.

   • Tab and Files: all attachments are packaged with the extracted data.

   c. Select one of the following options from the Affected Items Options list:

   
   

   Note: This field is available only for classes with an Affected Items tab selected in the Viewable Tabs field for changes or ECO, MCO, and SCO classes.

   
   

   • Tab Only: only the Affected Items information is packaged with the extracted data.

   • Tab, Redline Content, and Items: all items and redline content are packaged with the extracted data. Redline content includes redline Title Block, BOM, AML, and Attachments data.

   • Tab and Redline Content: the Affected Items information and redline Title Block, BOM, AML, and Attachments redline data are packaged with the extracted data.

   d. Select one of the following options from the AML Options list:

   
   

   Note: This field is available only for classes with a Manufacturers tab selected in the Viewable Tabs field for items or item-associated classes.

   
   

   • Tab Only: only the manufacturer information is packaged with the extracted data.

   • Tab and Manufacturer Parts: all AML tab and manufacturer parts information is packaged with the extracted data.

   e. Select one of the following options from the General Info Options list:

   
   

   Note: This field is available only for the Manufacturer Part class.

   
   

   • Tab Only: only the manufacturer information is packaged with the extracted data.

   • Tab and Manufacturer: all manufacturers are packaged with the extracted data.

   f. Select one of the following options from the Affected Prices Options list:

   
   

   Note: This field is available only for the Prices class or price-associated classes.

   
   

   • Tab Only: only the price information is packaged with the extracted data.

   • Tab and Redline Content: all Prices and Redlined Price lines.

9. Click OK.

4.1 Editing Filters

The contents of a filter can be changed if the filter is not assigned to a transfer order or not referenced by an enabled subscriber.

If the filter is assigned to a transfer order, it can be edited when the transfer order is completed. If the filter is referenced by an enabled subscriber, you must disable the subscriber to edit the filter. See Enabling and Disabling Subscribers on page 39 for more information.

To edit a filter:

1. Under System Settings > Agile Content Service, double-click Filters. The Filters window appears.

2. Double-click the name of the filter you want to edit.

3. Edit the Name and Description field on the General Information tab.

4. Make changes to other filter details on the Filter tab.

   
   

   Note: If you selected the Affected Items tab when you created your filter, you can choose to send only the BOM and AML redline changes from the Redline changes only drop-down list on the Filter tab.

   
   

   • If you selected the Attachments tab along with the Tab and Files attachment option when you created your filter, you can choose files of only specific types to be included during export by entering a comma-separated list of file extensions in the Include File Extensions field.

5. Click Save.

   When you edit a filter, if the attachment option is Tab and Files, you can set the Include File Extensions field, which lets you indicate the file extensions that should be included in the extract. If an extension is not specified, then all extensions are included; if an extension is specified, then only files with the indicated extension(s) are included.

   For example, if you specify .doc as the extension (note that the period isn't required), and a part that you are extracting has both a .doc and a .GIF file attached, only the .doc file will be included in the extract This option is not available when a filter is created, just when a filter is being edited.

4.2 Deleting Filters

Filters can be deleted only if they are not currently assigned to an existing transfer order or subscriber.

To delete a filter:

1. Under System Settings > Agile Content Service, double-click Filters. The Filters window appears.

2. Select the filter you want to delete.

3. Click .