Choices Flashcards
(32 cards)
What are choices in the context of workspace fields?
Predetermined values applied to single and multiple choice list fields
How can you create choices for workspace fields?
Directly within Field forms and the Choices tab
What permissions are necessary to edit and add choices?
Edit and Add permissions on the Choice object
What is the first step to access the Choice editor from the Fields tab?
Navigate to the Fields tab
True or False: You can add choices to a field from the Choices tab.
True
What should you do to add a choice from the Fields tab?
Click on the Name of an existing field or create a new one
What happens if you attempt to create more than 300 choices at one time?
Only the first 300 choices get created
What is required to edit the name of a choice?
Navigate to the Choice editor and click on the name of the choice
What are the two tabs in the Choice Details editor?
- Choice Settings
- Advanced Settings
What does the Order field in Choice Settings represent?
The position of the choice in relation to other choices
How can you delete a choice?
Hover over the name of the choice and click Delete
What operations can be performed on choices from the Choices tab?
- Mass Copy
- Mass Delete
- Export to File
What is the method to reorder choices?
Click the choice row and drag and drop it to the desired position
What is required to create a child choice?
Drag the choice into a preexisting choice
What is the suggested practice for ordering choices?
Order in multiples of 10
Fill in the blank: The single choice or multiple choice list field in which you want the choice to appear is called a _______.
Field
What does the Parent choice field do?
Sets the parent choice for a sub-choice
What types of admin choices can be created?
- Case status
- Client status
- dtSearch Index Share Location
- File location
- Matter status
- Processing Source Location
- User type
What must be done before using keyboard shortcuts for choices?
You need to be in edit mode
What happens when deleting a parent choice?
The child choices are also deleted
True or False: You can only nest multiple choice field types to create choice families.
True
What should you do to alphabetize choices?
Click the Reorder drop-down menu and select Reorder A-Z or Reorder Z-A
What is the main function of the Choices tab?
To add, edit, and manage choices
What represents the position of the choice in relation to the field’s other choices?
Order - a number that represents the position of the choice in relation to the field’s other choices.