Hi,
When creating packages we run into the fact that in the collector all underlying documents are added to a package. This used to be OK, but recently we started using Referenced Documents as well. The problem I'm facing now is that when I create a normal WorkPackage using the default settings in Windchill, the system includes all documents, so also the reference documents:
But I would like to have it include all documents, except the reference document type.
I know I can manually exclude it from the collection rules using Edit Filter and then Type Filter


However this is a manual action everytime and I think there should be a better way.
Therefor I started looking around on the support pages and there I found an article describing this issue with a solution description, but I don't know how to implement:
https://www.ptc.com/en/support/article/CS157909
Could you help me by pointing me in the right direction? Do you know of any tutorials/instructions to start implementing these kind of changes?
Thanks in advance