Field Categories Flashcards
(13 cards)
What are field categories used for?
Field categories allow you to quickly and accurately apply field conditions to the document list, a saved search, or a view.
What is the All Fields category?
All Fields is a system default field category that displays every non-secured field in your workspace.
Can the All Fields field category be edited or secured?
No, it cannot be edited or secured from other users.
What happens during workspace upgrades regarding field categories?
Field categories that you create are carried over during workspace upgrades and when those cases are used as templates.
What is the first step to create a new field category?
Navigate to the Field Categories tab.
What information is required when creating a new field category?
You need to enter the following:
* Name - the title of the field category
* Order - determines where the field category appears in the view drop-down list.
What is the recommended practice for ordering field categories?
Ordering by 10’s, starting with 10, then 20, then 30, etc.
How can you view fields associated with a field category?
Add the Fields field to the desired field category view and select that view on the Field Categories tab.
What is the first step to link a field to a field category?
Navigate to the Field Categories tab.
What action must be taken after selecting desired fields to link them to a field category?
Click the Move selected left to right icon.
What is the process to unlink a field from a field category?
Navigate to the Field Categories tab, select the desired field category, check the fields to unlink, and click Unlink.
True or False: You can insert a new field category in any position later in the workspace without reordering all items.
True.
Fill in the blank: The _______ field category is always present in Relativity but does not display on the Field Categories tab.
All Fields
