Tabs Flashcards
(19 cards)
What is the purpose of tabs in a workspace?
Provide easy access to different Relativity features, including documents, search terms reports, views, and other functionality.
How can commonly used tabs be accessed in Relativity?
They can be added to the Sidebar for convenient access.
What is a unique feature of RelativityOne regarding workspace templates?
It allows you to choose a workspace as a source template for tab structure and apply that template across multiple workspaces.
What are custom tabs used for in Relativity?
They provide specialized functionality in workspaces or at Home.
What happens when a new object type is added in Relativity?
A tab is automatically created.
What is recommended regarding sensitive data in tab names?
Avoid using sensitive data in tab names.
What are the steps to create a new tab in Relativity?
- Click the Tabs tab. 2. Click New Tab. 3. Complete the fields. 4. Click Save.
What is the maximum character limit for a tab’s name?
The tab’s name must be between 1 and 50 characters.
What does the Tab Type field determine?
The type of tab to create: Object, Parent, or External.
What does selecting ‘Parent’ in Tab Type do?
Establishes the tab as a parent tab for child tabs.
What is required to create a link to an external URL from a tab?
Enter a web address in the Link field when ‘External’ is selected.
How can you link to an object in Relativity?
Using the format ObjectArtifactIdentifier=[identifier], where [identifier] is the GUID or Artifact ID.
What does the ‘Set as Default Tab’ option do?
Makes the tab serve as the workspace’s default tab for reviewers.
What does the ‘Visible’ toggle do for a tab?
Displays the tab from the Sidebar, Tab strip, and/or Quick nav.
What is the significance of the Order field in tab location?
Determines the position of the tab in the Sidebar.
How should tab order be set for ease of future adjustments?
Set tab order by 10’s (e.g., 10, 20, 30) to allow for easy insertion.
What is the purpose of nesting tabs?
To reduce clutter and make tabs easier to locate.
What is the first step in nesting child tabs under a parent tab?
Create a new tab with a Tab Type of Parent or edit an existing tab.
What happens when you hover over a parent tab?
The nested child tabs are displayed in a fly-out menu.
