Expansion and exclusion rules

Expansion rules add objects to the object list based on their relationship to objects initially in the list. Exclusion rules remove objects from the object list based on their relationship to objects initially in the list.

SOAD provides predefined sets of expansion and exclusion rules that are powerful enough to provide the expansion and exclusion behavior you need. You cannot use the GUI or CLI to change or add expansion or exclusion rules; however, you can edit the rules using a standard text editor.

Predefined expansion rules

Expansion rules are stored in a model attribute named soadf_expansion_rules. Exclusion rules are stored in a model attribute named soadf_exclusion_rules. Each entry is stored on a separate line with the query name, object type, query type, and values separated by ‘:’.

The predefined expansion rules are shown in the following table

Table 1. Predefined expansion rules
Expansion rule Object type Rule type Description
Folders of a project project query Includes all folders used in the specified update properties for the project.
Tasks of a project project query Includes all tasks used in the specified update properties for the project.
Non-automatic tasks of a project project query Includes all non-automatic tasks used in the specified update properties for the project.
Baseline project of a project project query Includes all baseline projects for the specified project.
Members of a project project query Includes all objects that are direct members of the specified project.
Recursive members of a project project query Includes all objects that are direct or recursive members of the specified project.
Products of a project project query Includes all products that are direct members of the specified project.
Hierarchy project members project query Includes all objects and projects that are direct or recursive members of the specified project.
Projects using baseline project project query Includes all projects that are baselines of the specified project.
Non-static projects using baseline project project query Includes all non-static projects that are baselines of the specified project.
Baselines of a project project query Includes all projects that have the specified project in their baselines.
Tasks of a folder folder query Includes all tasks that are in the specified folder.
Non-automatic tasks of a folder folder query Includes all non-automatic tasks that are in the specified folder.
Projects using folder folder query Includes all projects that use the specified folder in their update properties.
Objects of a task task query Includes all objects that are associated with the specified task.
Baseline of a task task query Includes all baselines that use the specified task.
Projects using task task query Includes all projects that use the specified task in their update properties.
Folders using task task query Includes all folders that use the specified task.
Projects of a baseline baseline query Includes all projects that are in the specified baseline.
Tasks of a baseline baseline query Includes all tasks that are in the specified baseline.
Tasks associated with object N/A query Includes all tasks that have the specified associated object.

Predefined exclusion rules

The predefined exclusion rules are shown in the following table

Table 2. Predefined exclusion rules
Exclusion rule Object type Query type Description
Baseline projects used by other projects project query Excludes all baseline projects in use by other projects.
Baseline projects used by other non-static projects project query Excludes all baseline projects in use by other non-static projects.
Projects used by other baselines project query Excludes all projects in use by other baselines.
Projects that are the last static version project accent Excludes all projects that are the last static versions of the included projects.
Folder used by other projects folder query Excludes all folders used in other update properties of projects.
Task used by other projects task query Excludes all tasks used in other update properties of projects.
Task used by other folders task query Excludes all tasks in use by other folders.
Task used by other baselines task query Excludes all tasks in use by other baselines.
Objects associated with other tasks N/A query Excludes all objects associated with other tasks.
Objects associated with other non-automatic tasks N/A query Excludes all objects associated with other non-automatic tasks.
Attachments of any change request N/A query Excludes all attachments associated with change requests.
Objects that are the last static version N/A accent Excludes all objects that are the last static versions of the included objects.

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