Update the list of classes in the Principal Class filter

Manage the list of classes that are included in the Principal Class filter to restrict the CIs that appear in CIs list views to only specific classes that you need. You can add or remove CMDB classes from the Principal Class filter.

Before you begin

Role required: itil_admin and personalize_dictionary

About this task

Apply the CMDB Principal Class filter in list views of CMDB CIs so that only CIs that belong to the classes in the filter, appear. In a base system, the Principal Class filter doesn't contain any classes. The principal class setting applies only to the current class and is not derived by child classes.

For more information about list view filters, see Save and use filters in a list view.

Procedure

Navigate to Configuration > CI Class Manager.
Click Hierarchy to expand the CI Classes list and then select a class to add or remove from the Principal Class filter.
On the class navigation bar, navigate to Class Info > Basic Info.
On the Basic Info form, select or clear Principal Class.
Click Save.

Result

The Principal Class filter is updated with the addition or the removal of the class from the list of classes in the filter. When you apply the Principal Class filter to a Configuration Items list view, only CIs from classes included in the filter, appear.

What to do next

In both of the following scenarios, the list of CIs refreshes to display only CIs whose class is included in the Principal Class filter:

1. In the Filter navigator, type cmdb_ci.list and then press the Enter key.
2. In the Configuration Items list view, click the List controls menu icon, select Filters and then click Principal Class.
1. Open a Change Request form.
2. Scroll down and select the Affected CIs tab. Click Add.
3. In the Add Affected CIs form, click the List controls menu icon, select Filters and then click Principal Class.
For more information about adding affected CIs to change requests, see Associated CIs on a change request.

Update the list of classes in the Principal Class filter

Before you begin

Role required: itil_admin and personalize_dictionary

About this task

For more information about list view filters, see Save and use filters in a list view.

Procedure

Navigate to Configuration > CI Class Manager.
Click Hierarchy to expand the CI Classes list and then select a class to add or remove from the Principal Class filter.
On the class navigation bar, navigate to Class Info > Basic Info.
On the Basic Info form, select or clear Principal Class.
Click Save.

Result

What to do next

In both of the following scenarios, the list of CIs refreshes to display only CIs whose class is included in the Principal Class filter:

1. In the Filter navigator, type cmdb_ci.list and then press the Enter key.
2. In the Configuration Items list view, click the List controls menu icon, select Filters and then click Principal Class.
1. Open a Change Request form.
2. Scroll down and select the Affected CIs tab. Click Add.
3. In the Add Affected CIs form, click the List controls menu icon, select Filters and then click Principal Class.
For more information about adding affected CIs to change requests, see Associated CIs on a change request.

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Update the list of classes in the Principal Class filter

Update the list of classes in the Principal Class filter

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Update the list of classes in the Principal Class filter

Update the list of classes in the Principal Class filter

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