# Content Plan Filtering (RIM) With content plan filtering, you can configure content plan templates based on _Region_, _Country_, _Application Type_, _Submission Type_, _Submission Subtype_, _Supplement Effective Date Type_, and _Template Constraint Type_. This allows you to create more contextual content plans for end users by removing irrelevant sections from your content plan or creating these sections in the _Inactive_ status, eliminating the need to create multiple content plan templates for each combination. For example, in the US, when submitting an Abbreviated New Drug Application (ANDA), the entire _Nonclinical Study Reports_ section (or _Module 4_), and parts of other _Modules_, are not needed. However, when submitting an Investigational New Drug (IND), the _Quality_ section (or _Module 3_) and parts of other _Modules_ are not necessary. With content plan filtering, you can create content plan templates that only reflect required sections and modules.
## About Content Plan Template Constraints _Constraint_ records allow you to specify when to exclude a content plan section or content plan item and when to create records in the _Inactive_ state. With _Constraint_ records, you can define filters based on a combination of fields, including _Region_, _Country_, _Application Type_, _Submission Type_, etc., and assign _Content Plan Template Constraints_. These constraints indicate which sections and items to exclude and which to create as _Inactive_ during the content plan creation process. To speed up this process, you can use [RIM Maintenance](/en/lr/44812/) to extract and load _Content Plan Template Constraints_. ## Extracting Content Plan Template Constraints You can use RIM Maintenance to extract _Content Plan Template Constraints_ and specify within the file which records to exclude from a content plan and which to create as _Inactive_. Extract the Excel️ file first to obtain the most recent content plan template hierarchy for the selected _Content Plan Template_ and constraints. To extract _Content Plan Template Constraints_: 1. Navigate to a list of _Content Plan Template_ records, either from **Admin > Business Admin** or a custom tab. 2. Choose **RIM Maintenance** from the **Actions** menu. You can also access RIM Maintenance directly through the **RIM Maintenance** tab. 3. In the left panel, click **Extract**. 4. From the **Actions** drop-down, select **Extract Content Plan Template Constraints**. 5. Select a **Content Plan Template**. Vault only displays templates without a parent record. 6. From the [**Constraint**][3] picklist, select the constraint from which to extract the related content plan template constraints. If you don't see a _Constraint_, you can create a new _Constraint_ object record from **Business Admin**. After you choose a constraint, Vault displays the constrained _Region_, _Country_, _Application Type_, _Submission Type_, _Submission Subtype_, _Supplement Effective Date Type_, and _Template Constraint Type_. The **Constraint** drop-down only displays constraints of the [_Application and Submission_ object type](/en/lr/43081/). 7. Click **Extract**. Vault begins processing the request. When finished, you'll receive a Vault notification and email with request details and a link to the output file. ## Selecting Constraint Options After you download the extracted Excel file, you can specify which sections and items to exclude, include, or create as _Inactive_ in your template. In the **Constraint Option** column, enter: * **Include** to include the section or item * **Inactive** to create the section or item in an _Inactive_ status * **Exclude** to exclude the section or item When you exclude the top-level section, or set it to _Inactive_, Vault applies this option to all child sections and items. If you need to exclude or inactivate an item, but not its parent section, specify **Exclude** or **Inactive** for the item and **Include** for the section. Vault defaults to **Include** if you leave the **Constraint Option** blank or enter an unsupported value. If you specify **Inactive** and there is more than one _Inactive_ lifecycle state, Vault creates the record in the state first created. ## Loading Content Plan Template Constraints You can use **RIM Maintenance** to upload previously-extracted _Content Plan Template Constraints_. This allows you to import your updated constraints into Vault and provides users with more applicable content plans. To load _Content Plan Template Constraints_: 1. Navigate to a list of _Content Plan Template_ records, either through **Admin > Business Admin** or a custom tab. 2. Choose **RIM Maintenance** from the **Actions** menu. You can also access RIM Maintenance directly through the **RIM Maintenance** tab. 3. In the left panel, click **Load**. 4. From the **Actions** picklist, select **Load Content Plan Template Constraints**. 5. For the **File**, click **Choose** to select the content plan template constraints file. 6. Click **Start Load**. Vault begins processing the request. When finished, you'll receive a Vault notification and email with request details and the output file. If you make any modifications to the extracted Excel file other than specifying constraint options, Vault will not create records correctly. This impacts the content plan hierarchy. ## Using the Constraints Object {#using-the-constraint-object} [_Constraint_](/en/lr/43081/) records, together with _Content Plan Template Constraint_ records, filter content plan sections and items at the time of creation. When creating a _Constraint_ record, you can select filters for the following fields: | Field | Filters | |---------------------|------------------------------------------------------------| | Region | Reference to Application > Region | | Country | Reference to Application > Lead Market Country | | CV_1 | Reference to Application Type | | CV_2 | Reference to Submission Type | | CV_3 | Reference to Submission Subtype (for submission content plans only) | | CV_4 | Reference to Supplement Effective Date Type (for submission content plans only) | | Template Constraint Type | Template Constraint Type picklist | ## Optional Constraint Notification Configuration Upon successful completion of the content plan creation or copy, Vault sends the _Create Content Plan Complete_ (`create_edl_complete__v`) or _Copy from Content Plan Complete_ (`copy_content_plan_complete__v`) notification message. You can [edit the message](/en/lr/2157/#how-to-edit-messages) to include the `${templateConstraints}` [token](/en/lr/6382/), which can convey to the user the specific template constraint records impacting the related operation. For example, in a Vault where the _Create Content Plan Complete_ notification message text includes "Some records were created as inactive due to the following template constraints: `${templateConstraints}`", the resulting notification reads, "Some records were created as inactive due to the following template constraints: CST-013948, CST-48249". [3]: #using-the-constraint-object