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Relativity Certified Administrator > Layouts > Flashcards

Layouts Flashcards

(69 cards)

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1
Q

What are layouts in web-based coding forms?

A

Layouts are web-based coding forms that allow viewing and editing document fields.

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2
Q

What is the purpose of layouts?

A

Layouts develop workflows specific to the needs of your case.

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3
Q

What are object-level permissions in layouts?

A

Object-level permissions allow turning layouts on and off as necessary.

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4
Q

What permissions are needed to use layouts?

A
  • Layout - View, Edit, Delete, Add
  • Relativity Application - View
  • Workspace Admin
  • Layouts
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5
Q

What is the first step to create a new layout?

A

Navigate to the Layouts tab.

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6
Q

How do you edit an existing layout?

A

Click the Edit link next to the layout’s name.

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7
Q

What indicates a required field in the Layout Information?

A

An orange bar to the right of the field name indicates that it is required.

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8
Q

What are the visibility options for the Owner drop-down in Layout Information?

A
  • Public - all users can see the layout
  • Specific User - limits visibility to the selected user
  • Me - limits visibility to the logged in user
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9
Q

What is the maximum character limit for the layout name?

A

50 characters.

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10
Q

What does the Order field represent in Layout Information?

A

The position of the layout in relation to other layouts.

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11
Q

What does Overwrite Protection do?

A

Prevents a user from saving changes to an item modified by another process.

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12
Q

What happens if you disable Overwrite Protection?

A

You may lose coding decisions if another user is editing the same document.

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13
Q

What is the purpose of the Layout console?

A

To build the layout after saving or selecting an existing layout.

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14
Q

What is a layout group?

A

A layout group consists of one or more categories or object lists in a tabular format.

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15
Q

How do you create a layout group?

A

Click and drag a category/object list over another category/object list.

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16
Q

What does the tabbed display option in layout group properties do?

A

Determines when to render the layout group as tabs.

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17
Q

What happens when you click Save after making changes to a layout?

A

The changes are applied and visible the next time the layout is loaded.

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18
Q

What is the first step to add a choice to a layout?

A

Click the Manage link on a single choice or multiple choice field.

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19
Q

What is a pop-up picker?

A

A display option for choices to manage large lists of options.

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20
Q

What is required to add an object list to a layout?

A

Use the Layout Options console to add lists for child or associative objects.

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21
Q

What are the options available in the child object layout details?

A
  • New - creates a new object
  • Delete - removes objects from Relativity.
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22
Q

What types of fields can you add to a layout?

A
  • Fixed length
  • Whole number
  • Date
  • Yes/no
  • Long text
  • Rich text
  • Single-choice list
  • Decimal
  • Currency
  • Multiple-choice
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23
Q

What does the Display Type field control?

A

How the field appears on the layout.

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24
Q

What is the default setting for Overwrite Protection?

A

Enabled.

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25
True or False: You can add fields stored in Data Grid to layouts.
False.
26
What display options are available for multiple-choice fields?
* Checkbox list * Pop-up picker
27
What happens when a coding layout becomes long and cumbersome?
Change the field display from checkbox list to pop-up picker
28
What is the effect of displaying a large number of choices with check boxes on a layout?
It can slow performance
29
How can you control the appearance of single and multiple-choice lists on a layout?
Using Repeat Columns
30
What does the Custom label option do?
Displays your own text instead of the field name
31
How do you add fields to a category?
Drag and drop a field from the Fields section to the category
32
What happens when you click next to a field to remove it from a category?
The field moves back to the Fields list for future use
33
How do you make a field read-only?
Click the option to set it as read-only
34
What is the significance of the option Allow Copy from Previous?
It is disabled for fields set to Read-Only and for system and relational fields
35
What are the properties of fields in the layout builder?
* Display Type * Fixed length * Whole number * Date * Yes/no * Long text * Rich text * Single-choice list * Decimal * Currency * Multiple-choice
36
What determines how a field appears on the layout?
The Display Type
37
What is the purpose of categories in a layout?
To visually divide the layout into different sections
38
How do you create a new category?
Click Add Category in the Layout Options console
39
What does the contextual help feature provide?
Guidance as users interact with fields in a category
40
What does the Collapsible property determine?
Whether the category can be collapsed by the user
41
What is the Copy from Previous toolbar used for?
To copy coding values from one document to another within a review session
42
Which fields are not available for Copy from Previous?
* Single object fields * Multi-object fields * Read only fields * System fields * Relational fields * Control Number (Document ID)
43
What does the Previous icon indicate in the Copy from Previous feature?
Fields that were previously saved
44
What functionality does the rich text editor support?
* Hyperlinks * Images * Tables
45
When is the rich text editor available?
* Long Text field with Enable HTML enabled * Adding contextual help or custom text * Custom label for a field
46
What does the Sanitizer object control?
Whether HTML attributes are sanitized and how specific HTML content is sanitized
47
What is the default font type in the rich text editor?
Arial ## Footnote The default font can be configured using the RichTextEditorFontDefault instance setting.
48
Which browsers do not display the font type drop-down menu?
Microsoft Internet Explorer and Edge ## Footnote The default font face can still be changed in IE using the RichTextEditorFontDefault instance setting.
49
What feature allows you to change the size of the text in the rich text editor?
Change text font size
50
How can you change the background highlight color of selected text?
By using the highlight color feature
51
What action does the bold feature perform in the rich text editor?
Bolds selected text
52
What feature allows you to italicize selected text?
Italicizes selected text
53
What does the underline feature do in the rich text editor?
Underlines selected text
54
What action does the strikethrough feature perform?
Adds a strikethrough to selected text
55
What can you do with the subscript or superscript feature?
Add subscript or superscript to selected text
56
What features allow you to arrange content in lists?
* Arrange content in a bulleted list * Arrange content in a numbered list * Outdent or indent text
57
What does the line spacing customization feature allow you to do?
Customize the space between each line of text
58
How do you insert a hyperlink in the rich text editor?
Specify the URL, link text, and whether the link opens in a new tab
59
What type of links does Relativity require?
HTTPS links only
60
What format must the URL follow when inserting a link?
Start with https://, and can include forward slashes, periods, and alphanumeric characters
61
What permissions are required to add a link in the rich text editor?
Must be in the Legal Hold admin group or a group with view permission for the Object security permission InstanceSettings
62
What instance setting must be updated to add a link?
DomainNameWhiteListUrls instance setting
63
What does the DomainNameWhiteListUrls instance setting consist of?
A semicolon-delimited list of allowed domains
64
What feature allows you to insert an image?
Insert an image from a URL
65
What must the URL follow when inserting an image in RelativityOne?
Must be an HTTPS link
66
What HTML tags are created when copying and pasting bullet or numbered lists from MS Word?
*
    *
67
From which applications can you copy and paste into the rich text editor?
* Microsoft Word * Chrome * Firefox
68
Is copying and pasting into the rich text editor possible from Internet Explorer 11?
False
69
What features can you use to undo or redo actions taken in the rich text editor?
Undo or redo actions feature

Relativity Certified Administrator (39 decks)

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