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Processing Filter Manager (REST)

Processing filters provide functionality to view and select processed documents before publishing them to Relativity. The Processing Filter Manager service exposes endpoints for programmatically creating, updating, and deleting filters. It supports applying these filters to data and retrieving the filtered data. Additionally, this service exposes helper endpoints for retrieving filters associated with a data source or available in a specific workspace. For more general information, see Filtering data on the Relativity 9.6 site.

As a sample use case, you may want to implement a simplified processing workflow by programmatically adding complex criteria to filters applied to processing jobs in Relativity. This approach eliminates the need to manually enter filter criteria through the UI, which may be time consuming and error prone. Similarly, you can also use the Processing Filter Manager service to modify the settings on these or other complex filters implemented in your environment.

The Processing Filter Manager service also supports the same functionality through .NET. For more information, see Processing Filter Manager (.NET).

This page contains the following information:

Client code sample

To use the Processing Filter Manager service, send POST requests using the required endpoint. See the following base URL for this service:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/

You can use the following .NET code as a sample client for deleting a processing filter or for performing other operations. This code illustrates how to perform the following tasks:

Instantiate an HttpClient object for sending requests to the Processing Filter Manager service.
Set the required headers for the request. For information on setting headers, see HTTP headers.
Set the url variable to the endpoint for deleting a processing filter. See Delete a processing filter.
Set the JSON input required for the operation. The request for a delete operation requires the Artifact ID of a workspace and the identifier for a filter.
Use the PostAsync() method to send a POST request.
Return the results of the request and parse the JSON returned as the result.

//Set up the client.
HttpClient httpClient = new HttpClient();
httpClient.BaseAddress = new Uri("http://localhost/");
    
//Set the required headers.
httpClient.DefaultRequestHeaders.Add("X-CSRF-Header", "-");
httpClient.DefaultRequestHeaders.Add("Authorization", "Basic bXkudXNlckBrY3VyYS5jb206Q250VGNoVGhzMTIzNCE=");
    
//Call the operation that you want to run.
string url = "Relativity.REST/api/Relativity.Processing.Services.IProcessingModule/Processing Filter Manager/DeleteFilterAsync”;
StringContent content = new StringContent(QueryInputJSON);
content.Headers.ContentType = new MediaTypeHeaderValue("application/json");
HttpResponseMessage response = httpClient.PostAsync(url, content).Result;
string result = response.Content.ReadAsStringAsync().Result;
bool success = HttpStatusCode.Ok == response.StatusCode;
    
//Parse the result with Json.NET.
JObject resultObject = JObject.Parse(result);

Guidelines for the Processing Filter Manager service

Review the following guidelines for working with this service.

Access rights

Verify that you have access to the workspace where you want make calls to the Processing Filter Manager service.

Helper endpoints

Use the GetFilterByDataSourceAsync or GetFiltersAsync helper endpoints to get the name, identifier, and type for a filter. See Retrieve processing filters and Retrieve processing filters for a data source.

Filter expressions

To create or update a processing filter, use the expression types, operators, and properties supported by the Processing Filter Manager service for this purpose. For more information on objects used to build expressions, see Processing Filter Manager (.NET).

Expression types

The following types of expressions are supported:

Composite expression - several shorter expressions that are combined by using the AND and OR operators. See Operators.
Conditional expression - expressions that use Boolean conditions for evaluation. See Operators.
Empty expression - an empty expression object used to create expressions. See Create a processing filter.

Operators

The following operators are supported in expressions:

Constraint operators - Is, IsNot, IsIn, and IsNotIn.
Composite operators - AND and OR.

Properties

Click the following drop-down link to view a list of properties supported for use in expressions.

Create a processing filter

Use the CreateExpressionFilterAsync endpoint to add a new processing filter to Relativity. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/CreateExpressionFilterAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to add a new processing filter to Relativity. It contains the following fields:
- WorkspaceArtifactId - the Artifact ID of the workspace where you want to create the processing filter.
- FilterName - the user-friendly name of the filter.
- DataSourceArtifactIDs - an array of Artifact IDs for data sources to associate with the filter.
- Expression - the criteria used to select a subset of documents. The documents are filtered by this criteria. In this field, you set the type of expression, as indicated by \"Type\" : \"EmptyExpression\". See Filter expressions.
- IncludeFamily - a Boolean value indicating whether to include parent and child documents in the results of the filtering process.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524,
        "FilterName" : "FileIdNot123",
        "DataSourceArtifactIds": [1042573],
        "Expression" : "{
            \"Type\" : \"EmptyExpression\",
            \"Property\" : \"FileId\",
            \"Constraint\" : \"IsNot\",
            \"Value\" : 123
        }",
        "IncludeFamily": "true"
    }
}

The response contains the following fields:

FilterId - the identifier assigned to a processing filter.
FilterName - the user-friendly name of the processing filter.
Type - indicates the filter type, such as an Expression filter.

{
    "FilterId": 10,
    "FilterName": "FileIdNot1",
    "Type": "Expression"
}

Apply a processing filter

To apply a filter to the documents in a data set, send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/ApplyFilterAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to apply a specific filter to a data set:
- WorkspaceArtifactId - the Artifact ID of the workspace that contains the filter.
- FilterId - the identifier assigned to a processing filter. You obtain the identifier for a filter by calling the GetFilterByDataSourceAsync or GetFiltersAsync endpoints. See Retrieve processing filters or Retrieve processing filters for a data source.
- Priority - an integer value indicating the precedence of the filtering job. Jobs with the lowest values are processed first.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524,
        "FilterId" : 10,
        "Priority": 100
    }
 
}

When the request is successful, the response contains a value of type long, which is the ID for the job that was executed.

{
    13242 
}

Update a processing filter

To modify a processing filter, send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/UpdateExpressionFilterAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to update a processing filter. It contains the following fields:
- WorkspaceArtifactId - the Artifact ID of the workspace containing the processing filter.
- FilterName - the user-friendly name of the filter.
- FilterId - the identifier assigned to a processing filter. You obtain the identifier for a filter by calling the GetFilterByDataSourceAsync or GetFiltersAsync endpoints. See Retrieve processing filters or Retrieve processing filters for a data source.
- DataSourceArtifactIDs - an array of Artifact IDs for the data sources to associate with the filter.
- Expression - the criteria used to select a subset of documents. The documents are filtered by this criteria. In this field, you set the type of expression, as indicated by \"Type\" : \"EmptyExpression\". See Filter expressions.
- IncludeFamily - a Boolean value indicating whether to include parent and child documents in the results of the filtering process.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524,
        "FilterName" : "My Filtered Files",
        "FilterId" : 3,
        "DataSourceArtifactIds": [1042573],
        "Expression" : "{
            \"Type\" : \"EmptyExpression\",
            \"Property\" : \"FileId\",
            \"Constraint\" : \"IsNot\",
            \"Value\" : 1
        }",
        "IncludeFamily": "true"
    }

The response contains the following fields:

FilterId - the identifier assigned to a processing filter.
FilterName - the user-friendly name of the processing filter.
Type - indicates the filter type, such as an Expression filter.

{
    "FilterId": 3,
    "FilterName": "My Filtered Files",
    "Type": "Expression"
}

Delete a processing filter

Use the DeleteFilterAsync endpoint to remove a filter from Relativity. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/DeleteFilterAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to remove a processing filter from Relativity. It contains the following fields:
- WorkspaceArtifactId - the Artifact ID of the workspace that contains the filter for deletion.
- FilterId - the identifier assigned to a processing filter. You obtain the identifier for a filter by calling the GetFilterByDataSourceAsync or GetFiltersAsync endpoints. See Retrieve processing filters or Retrieve processing filters for a data source.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524,
        "FilterId" : 8
    }
}

When the filter is successfully deleted, the response returns the status code of 200.

Retrieve document metadata

You can retrieve available metadata for a specific document. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing Document Manager/GetDocumentMetadataAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to retrieve metadata of a document in a specific workspace. It contains the following fields:
- ProcessingFileId - the identifier assigned to the file during processing.
- WorkspaceArtifactId - the Artifact ID of the workspace that contains the document.

{
    "request":
    {
        "ProcessingFileId" : 9,
        "WorkspaceArtifactId" : 1000000
    }
}

The response contains the following fields:

ProcessingFileId - the identifier assigned to the file during processing.
WorkspaceArtifactId - the Artifact ID of the workspace that contains the document.
MetadataJson - a JSON-serialized dictionary of metadata and document metadata. The dictionary has two keys: "metadata" and "docmetadata". Each top-level key has the metadata name of "Value".
Errors - a list of all metadata fields that contain errors.

{
    "ProcessingFileId": 9,
    "WorkspaceArtifactId": 1017804,
    "MetadataJson": "{\"Metadata\":{\"OracleFileID\":1999,\"OracleFileType\":\"Unknown format\",\"MediaType\":\"text/plain\"},\"DocMetadata\":{\"LastModified\":\"2017-12-   13T17:48:00.0478951Z\",\"CreatedOn\":\"1900-01-01T00:00:00Z\",\"LastAccessed\":\"1900-01-01T00:00:00Z\",\"LiteralFileExtension\":\"TXT\"}}",
    "Errors": []
}

Retrieve discovered documents

After you apply a processing filter, you can use the GetDiscoveredDocumentsAsync endpoint to retrieve the filtered discovered documents. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/GetDiscoveredDocumentsAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to retrieve filtered discovered documents. It contains the following fields:

WorkspaceArtifactId - the Artifact ID of the workspace that contains the discovered documents.
StartingPointOfResult - the index of the first row in the result set to return. The result set uses a zero-based index.
NumberOfResults - the total number of rows in the result set to return. The value in the StartingPointOfResult field indicates the first row of the result set to return.
Expression - the criteria used to select a subset of documents. The documents are filtered by this criteria. In this field, you set the type of expression, as indicated by \"Type\" : \"ConditionalExpression\". See Filter expressions.
Click the following drop-down link to view a table of constraint values supported based on data type.

SortingOptions - the priority of sorting applied after retrieval of discovered documents. The array contains the following fields:
- Property - represents a sortable property of discovered documents. Available property values are listed in the constraint values table.
- Order - the method of sorting applied to discovered documents. The value can be Ascending or Descending.

{
    "request":
    {
       "WorkspaceArtifactId" : 1017804,
       "Expression" : "{
        \"Type\" : \"ConditionalExpression\",
        \"Property\" : \"ProcessingFileId\",
        \"Constraint\" : \"IsNot\",
        \"Value\" : 2
     }",
    "StartingPointOfResult": 0,
    "NumberOfResults": 2,
    "SortingOptions": [ { "Property" : "ProcessingFileId", "Order": "Ascending" } ]
    }
}

View the JSON response containing the filtered data

{
    "FilterId": -1,
    "TotalCount": 11,
    "Results": [
        {
            "ContainerExtension": "",
            "ContainerID": 0,
            "ContainerName": "",
            "CustodianArtifactId": 1040723,
            "CustodianName": "Shah, Yash",
            "DataSourceArtifactId": 1040724,
            "DataSourceName": "Shah, Yash - 1040724",
            "DiscoverGroupId": 2,
            "DocumentErrorMessage": "",
            "ExtractedTextLocation": "",
            "FileExtension": "BIN",
            "FileName": "1.txt",
            "FileSize": 0,
            "FileType": "Empty zero byte file",
            "FolderPath": "",
            "ImportSource": "\\\\P-DV-VM-EVE7CUT\\processingsource\\1.txt",
            "IngestionError": "",
            "IsContainer": false,
            "IsEmbedded": false,
            "LogicalPath": "",
            "MD5Hash": "D41D8CD98F00B204E9800998ECF8427E",
            "OfficeEmbeddedItems": false,
            "OriginalPath": "",
            "ParentDocumentId": 0,
            "ProcessingFileId": 1,
            "SHA1Hash": "DA39A3EE5E6B4B0D3255BFEF95601890AFD80709",
            "SHA256Hash": "E3B0C44298FC1C149AFBF4C8996FB92427AE41E4649B934CA495991B7852B855",
            "Unprocessable": true,
            "VirtualPath": ""
        },
        {
            "ContainerExtension": "7Z",
            "ContainerID": 2,
            "ContainerName": "10TextFiles_LZMA2Compression.7z",
            "CustodianArtifactId": 1040727,
            "CustodianName": "Regan, Robert",
            "DataSourceArtifactId": 1040728,
            "DataSourceName": "Regan, Robert - 1040728",
            "DiscoverGroupId": 9,
            "DocumentErrorMessage": "",
            "ExtractedTextLocation": "\\\\P-DV-VM-EVE7CUT\\fileshare\\EDDS1017804\\Processing\\1040728\\INV1017804\\INTERMEDIATE\\0\\3.TXT",
            "FileExtension": "TXT",
            "FileName": "TextFile1.txt",
            "FileSize": 6497,
            "FileType": "Text - Western European",
            "FolderPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files",
            "ImportSource": "",
            "IngestionError": "",
            "IsContainer": false,
            "IsEmbedded": false,
            "LogicalPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files",
            "MD5Hash": "B98A72D799731A07334D2EFF845F0D93",
            "OfficeEmbeddedItems": false,
            "OriginalPath": "",
            "ParentDocumentId": 2,
            "ProcessingFileId": 3,
            "SHA1Hash": "ACC7C604E020001C6F726CC19F8577891AF88CE4",
            "SHA256Hash": "75265C2E912D0882FB4BB7ABF60EA5DE60BB13568A2C3A4404CDC7C5B888C0A6",
            "TextExtractionMethod": "Native",
            "Unprocessable": false,
            "VirtualPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files"
        }
    ]
}

Retrieve filtered data

After you apply a processing filter, you can use the GetFilterResultAsync endpoint to retrieve the filtered date. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/GetFilterResultAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to retrieve filtered date. It contains the following fields:
- WorkspaceArtifactId - the Artifact ID of the workspace that contains the filter.
- FilterId - the identifier assigned to a processing filter. You obtain the identifier for a filter by calling the GetFilterByDataSourceAsync or GetFiltersAsync endpoints. See Retrieve processing filters or Retrieve processing filters for a data source.
- NumberOfResults - the total number of rows in the result set to return. The value in the StartingPointOfResult field indicates the first row of the result set to return.
- StartingPointOfResult - the index of the first row in the result set to return. The result set uses a zero-based index.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524,
        "FilterId" : 6,
        "NumberOfResults" : 100,
        "StartingPointOfResult": 0
    }
}

View the JSON response containing the filtered data

{
    "FilterId": 2,
    "TotalCount": 10,
    "Results": [
        {
            "ContainerExtension": "7Z",
            "ContainerID": 2,
            "ContainerName": "10TextFiles_LZMA2Compression.7z",
            "CustodianArtifactId": 1040727,
            "CustodianName": "Regan, Robert",
            "DataSourceArtifactId": 1040728,
            "DataSourceName": "Regan, Robert - 1040728",
            "DiscoverGroupId": 9,
            "DocumentErrorMessage": "",
            "ExtractedTextLocation": "\\\\P-DV-VM-EVE7CUT\\fileshare\\EDDS1017804\\Processing\\1040728\\INV1017804\\INTERMEDIATE\\0\\4.TXT",
            "FileExtension": "TXT",
            "FileName": "TextFile10.txt",
            "FileSize": 9113,
            "FileType": "Text - Western European",
            "FolderPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files",
            "ImportSource": "",
            "IngestionError": "",
            "IsContainer": false,
            "IsEmbedded": false,
            "LogicalPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files",
            "MD5Hash": "C61FAF7FE97EC3BE0A5B6FC50570CE8F",
            "OfficeEmbeddedItems": false,
            "OriginalPath": "",
            "ParentDocumentId": 2,
            "ProcessingFileId": 4,
            "SHA1Hash": "1E4E46F2D0D1A114F1F1E9FADC298DB5B1103B23",
            "SHA256Hash": "3D8B8B6B053B7B13F04A82E46A86CD72C9E6CBDE2D1519059DCD3D6BCB01FDDC",
            "TextExtractionMethod": "Native",
            "Unprocessable": false,
            "VirtualPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files"
        },
        {
            "ContainerExtension": "7Z",
            "ContainerID": 2,
            "ContainerName": "10TextFiles_LZMA2Compression.7z",
            "CustodianArtifactId": 1040727,
            "CustodianName": "Regan, Robert",
            "DataSourceArtifactId": 1040728,
            "DataSourceName": "Regan, Robert - 1040728",
            "DiscoverGroupId": 9,
            "DocumentErrorMessage": "",
            "ExtractedTextLocation": "\\\\P-DV-VM-EVE7CUT\\fileshare\\EDDS1017804\\Processing\\1040728\\INV1017804\\INTERMEDIATE\\0\\5.TXT",
            "FileExtension": "TXT",
            "FileName": "TextFile2.txt",
            "FileSize": 4331,
            "FileType": "Text - Western European",
            "FolderPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files",
            "ImportSource": "",
            "IngestionError": "",
            "IsContainer": false,
            "IsEmbedded": false,
            "LogicalPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files",
            "MD5Hash": "BACD97CA8B90595FAB6350DFB7E8165A",
            "OfficeEmbeddedItems": false,
            "OriginalPath": "",
            "ParentDocumentId": 2,
            "ProcessingFileId": 5,
            "SHA1Hash": "DC9B65C5AEC375AFCCB2EF41653E084B62AFB6DA",
            "SHA256Hash": "4DE4A5ED7979900CBA63F50868AE2228B3036C54D7BE61EAB7E34FC538FCC945",
            "TextExtractionMethod": "Native",
            "Unprocessable": false,
            "VirtualPath": "10TextFiles_LZMA2Compression.7z\\10 Text Files"
        }
    ]
}

Retrieve processing filters

You can retrieve all available processing filters for a specific workspace. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/GetFiltersAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to retrieve available processing filters. It contains the following field:
- WorkspaceArtifactId - the Artifact ID of the workspaces containing the filters that you want to retrieve.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524
    }
}

The response contains the following fields:

FilterId - the identifier assigned to a processing filter.
FilterName - the user-friendly name of the processing filter.
Type - indicates the filter type, such as an Expression filter.

[
    {
        "FilterId": 2,
        "FilterName": "ConditionalTest",
        "Type": "Expression"
    },
    {
        "FilterId": 3,
        "FilterName": "Empty3files",
        "Type": "Expression"
    },
    {
        "FilterId": 1,
        "FilterName": "Emptyyy",
        "Type": "Expression"
    },
    {
        "FilterId": 6,
        "FilterName": "FileSizeGreaterThanBegins",
        "Type": "Expression"
    },
    {
        "FilterId": 5,
        "FilterName": "TextExtractionMethodBegins",
        "Type": "Expression"
    }
]

Retrieve processing filters for a data source

You can retrieve processing filters for a specific data source. Send a POST request to the following URL:

<host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/GetFilterByDataSourceAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to retrieve processing filters for a data source. It contains the following fields:
- WorkspaceArtifactId - the Artifact ID of the workspace containing the filters that you want to retrieve.
- DataSourceArtifactId - the Artifact ID of the data source that the filters are associated with.

{
    "request":
    {
        "WorkspaceArtifactId" : 1021524,
        "DataSourceArtifactId": 1042573
    }
}

The response contains the following fields:

FilterId - the identifier assigned to a processing filter.
FilterName - the user-friendly name of the processing filter.
Type - indicates the filter type, such as an Expression filter.

[
    {
        "FilterId": 2,
        "FilterName": "ConditionalTest",
        "Type": "Expression"
    },
    {
        "FilterId": 3,
        "FilterName": "Empty3files",
        "Type": "Expression"
    },
    {
        "FilterId": 6,
        "FilterName": "FileSizeGreaterThanBegins",
        "Type": "Expression"
    },
    {
        "FilterId": 5,
        "FilterName": "TextExtractionMethodBegins",
        "Type": "Expression"
    }
]

Pivot on discovered documents

After you apply a processing filter, you can use the PivotOnDiscoveredDocumentsAsync endpoint to retrieve filtered discovered documents on pivot. Send a POST request to the following URL:

<Host>/Relativity.Rest/api/Relativity.Processing.Services.IProcessingModule/Processing%20Filter%20Manager/PivotOnGetDiscoveredDocumentsAsync

The body of the request must contain the following fields unless specifically identified as optional:

request - represents a request to retrieve processing filters for a data source. It contains the following fields:
- WorkspaceArtifactId - the Artifact ID of the workspace containing the discovered documents that you want to retrieve.
- Expression - the criteria used to select a subset of documents. The documents are filtered by this criteria. In this field, you set the type of expression, as indicated by \"Type\" : \"ConditionalExpression\". See Filter expressions. Click the following drop-down link to view a table of constraint values supported based on data type.

PivotOnOption - the total number of rows in the result set to return. The value in the StartingPointOfResult field indicates the first row of the result set to return.
- GroupByProperty - the name of the property to perform group by on.
- GroupByOrdering - the method of sorting applied to the group by condition. The value can be Ascending (1) or Descending (0).
- GroupByCount - the integer value used to select the number of top or bottom rows to group by. The default value is 0.
- PivotOnProperty - (optional) the string representation of the property to perform pivot on.
- PivotOnOrdering - (optional) the method of sorting applied to the pivot on condition. The value can be Ascending (1) or Descending (0).
- PivotOnCount - (optional) the number of pivot results. The default value is 0.

When the request is successful, the response will return a List of GetDiscoveredDocumentsWithPivotOnResponse objects.

The response contains the following fields:

GroupByIdentifier - the value of the property that is being grouped by.
PivotOnIdentifier - the value of the property that is being pivoted on.
ResultCount - the total of each property.

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