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Relativity Certified Administrator > Filters > Flashcards

Filters Flashcards

(42 cards)

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1
Q

What is the purpose of filtering in Relativity?

A

To search for items in a list quickly and easily

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2
Q

What determines the available filter types in Relativity?

A

The field type associated with each column

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3
Q

Do you need specific security permissions to use filtering in Relativity?

A

No

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4
Q

How can you enable filters in the item list?

A

By clicking an icon located at the top of the document list

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5
Q

What happens when you click the Show/Hide filters icon?

A

It displays the field filters at the top of each column and turns orange when activated

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6
Q

What does the Clear all option do?

A

Removes the current filter settings

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7
Q

What should you do before defining a new search filter?

A

Click the Clear All icon or link to remove any existing filter settings

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8
Q

What are the steps to use a filter?

A
  1. Enable filtering 2. Enter filter criteria 3. Press Enter to display results
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9
Q

What are the available filter types in Relativity?

A
  • Boolean
  • Numeric
  • List
  • Date
  • Multi-list
  • Text box
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10
Q

What is a Boolean filter used for?

A

Yes/No field types

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11
Q

How do you apply a numeric filter?

A

Select an operator from the drop-down menu and enter a numerical value

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12
Q

What operators can be used with numeric filters?

A
  • Equal to (=)
  • Not equal to (!=)
  • Greater than (>)
  • Less than (<)
  • Less than or equal to (<=)
  • Greater than or equal to (>=)
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13
Q

What types of fields can use List filters?

A
  • Single Choice
  • Single Object
  • User
  • Fixed Length Text
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14
Q

What operators are available for date filters?

A
  • (All)
  • (Not Set)
  • Is
  • Is before
  • Is before or on
  • Is after
  • Is after or on
  • Between
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15
Q

What is the function of the multi-list filter?

A

To select multiple conditions from a drop-down menu

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16
Q

What field types can use text box filters?

A
  • Fixed-length Text
  • Long Text
  • Date
  • Whole Number
  • Decimal
  • Currency
  • Object
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17
Q

What operators can you use in text box filters?

Study These Flashcards
A
  • AND
  • OR
  • IS SET
  • IS NOT SET
  • BETWEEN
  • = (equal)
  • > = (greater than or equal to)
  • <= (less than or equal to)
18
Q

What should you avoid when entering dates in searches?

Study These Flashcards
A

Placing a zero (0) in front of single-digit values

19
Q

What is the result of using ‘cubs OR sox’ in a text box filter?

Study These Flashcards
A

Matches either cubs or sox or both

20
Q

What does the ‘IS SET’ operator do?

Study These Flashcards
A

Returns only items where the field has a value

21
Q

How do you perform alphabetical filtering?

Study These Flashcards
A

Use operators like >= or <= with a letter

22
Q

What does the ‘Between’ operator do in date filters?

Study These Flashcards
A

Matches dates that fall between two specified dates

23
Q

What is the advanced filtering feature used for?

Study These Flashcards
A

To build more complex filter queries

24
Q

What happens if you do not enter a specific time when filtering on date fields?

Study These Flashcards
A

Relativity enters the default time of 12:00 AM

25
What should you do if you want to apply a multi-list filter immediately?
Hover over the item's row and click Only when it appears
26
What is the effect of using the Clear option in filters?
Removes all selections
27
What must you do to return items where the field is empty using List filters?
Select (Not Set)
28
What is the first step to use advanced text box filtering?
Click inside the filter text box for a column
29
What is the syntax for entering search strings in text box filters?
Must use the proper syntax for operators
30
What does the advanced filters screen allow you to do?
Adjust operators and add or remove list items
31
What are the steps to apply a numeric filter?
1. Click the drop-down menu 2. Select an operator 3. Enter a numerical value 4. Press Enter
32
What does the Advanced link do when clicked inside a filter text box?
Opens the advanced filters screen
33
What is the purpose of the filter in the document list?
To return items where the value of the field is greater than 100 ## Footnote The filter can also be combined with additional conditions.
34
What can you do if you want to add a new filter condition?
Click Add condition ## Footnote For example, to return items where the text field contains the word 'privilege'.
35
How are multiple filter conditions connected?
With an OR operator ## Footnote This means that items meeting any of the conditions will be returned.
36
Where is the set selector menu located?
At the top of the document list ## Footnote It allows users to change the number of items displayed per page.
37
What happens to the selected set option in the set selector menu during a session?
It remains the default setting until another option is selected ## Footnote This allows for consistent viewing preferences.
38
What is the first step to save a filtered item set as a saved search?
Click the Save Search button located at the bottom of the screen ## Footnote This initiates the process of saving the current filter settings.
39
What information is required to save a search?
Name, Owner, Search Folder ## Footnote Each of these fields has specific options that must be set for the saved search.
40
What does selecting 'Public' as the Owner do?
Makes the search available to all users ## Footnote Alternatively, selecting a specific user makes it private.
41
What is the purpose of the Search Folder when saving a search?
To save the new search to a specific folder on the saved searches browser ## Footnote This helps in organizing saved searches for easy access.
42
What should you do after adding or changing the search criteria?
Click Save ## Footnote This finalizes the saved search with the updated criteria.

Relativity Certified Administrator (39 decks)

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