Document property filters

Use document property filters if your source documents should have specific properties. For example, you can filter for signed or calculated documents.

Note: Each document type comes equipped with a set of properties you can use for data aggregation. For details on document properties and how to work with them, see the Document properties topic.

Example: Filter for signed documents

You can configure document property filters such that PLA 3.0 can only reference signed documents.

From the six documents in the following example, only three are signed. Therefore, PLA 3.0 only uses these three documents as source documents.
Filtering source documents using signatures
Figure 1. Filtering source documents using signatures
To set up this filter, in the Column: Document reference data table node of the Content editor of your target document, complete the following steps:
  • Add a Document property filter element.
  • As the Property key, enter http://stegmannsystems.com/edp/document/property/hasSignature.
  • As the Term, enter True.
Figure 2. Setup of a document property filter for signed documents

Example: Filter for calculated documents

You can configure document property filters such that PLA 3.0 can only reference calculated documents.

From the six documents in the following example, only two are calculated. Therefore, PLA 3.0 only uses these two documents as source documents.
Filtering source documents using calculation information
Figure 3. Filtering source documents using calculation information
To set up this filter, in the Column: Document reference data table node of the Content editor of your target document, complete the following steps:
  • Add a Document property filter element.
  • As the Property key, enter http://stegmannsystems.com/edp/document/property/hasResult.
  • As the Term, enter True.
Figure 4. Setup of a document property filter for calculated documents

Example: Filter for signed and calculated documents

You can configure document property filters such that PLA 3.0 can only reference calculated and signed documents.

From the six documents in the following example, only one is calculated and signed. Therefore, PLA 3.0 only use this document as the source document.
Filtering source documents using a combination of signature and calculation information
Figure 5. Filtering source documents using a combination of signature and calculation information

To set up this filter, in the Column: Document reference data table node of the Content editor of your target document, add two document property filters and configure them as described in example 1 and 2.

Figure 6. Setup of a document property filter for signed and calculated documents