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Relativity Certified Administrator > Views > Flashcards

Views Flashcards

(50 cards)

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1
Q

What are views in Relativity?

A

Customizable lists of items that control displayed items, fields, and sort order.

Views are effectively special saved queries.

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2
Q

What happens if an Object Type List page does not have a view?

A

An error message appears stating that no views have been created.

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3
Q

What should you not rely on views for in Relativity?

A

Controlling security.

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4
Q

What is the consequence if a user does not have access to any available views?

A

An error message appears stating the page is secured.

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5
Q

Name one type of workspace system view.

A

Family documents view.

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6
Q

What does the Family documents view control?

A

Which fields appear in the related items pane when viewing family groups.

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7
Q

What is the purpose of the Search Results Pane view?

A

Controls which fields are visible in the related items pane when running an Analytics search.

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8
Q

What does the Production Documents view control?

A

Which fields display for documents included on a production details page.

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9
Q

What is the Default Search view responsible for?

A

Controls which fields are returned by default on an advanced or saved search.

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10
Q

What is the function of the Batch Set Batches view?

A

Controls which fields are shown for the list of batches displayed at the bottom of the Batch Sets tab.

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11
Q

What must be done to create a view in Relativity?

A

Navigate to the respective tab and click New View.

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12
Q

What are the five tabs involved in creating a new view?

A
  • Information tab
  • Other tab
  • Fields tab
  • Conditions tab
  • Sort tab
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13
Q

How can you create a view without utilizing field categories?

A

Navigate to the Views tab, click New View, and complete the fields.

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14
Q

What is the purpose of the Information tab when creating a view?

A

To set the object type, order, name, and owner of the view.

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15
Q

What does the Order field in the Information tab determine?

A

Where the view appears within the view drop-down list.

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16
Q

What does setting the Owner field to Public mean?

A

All users with rights to the view can see it.

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17
Q

What is the Group Definition field used for in the Other tab?

A

Includes propagated documents in the view and groups them together.

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18
Q

What should you avoid adding in the Fields tab?

A

Long text fields.

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19
Q

What can you use to filter fields in the Fields tab?

A

The filter above each box.

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20
Q

What unique fields can you add to a view?

A
  • Edit
  • Security
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21
Q

How many characters can a field condition in the Conditions tab contain?

Study These Flashcards
A

Up to 4,000 characters.

22
Q

What happens if the item list for the view loads slowly?

Study These Flashcards
A

A message box displays with a Cancel Request link.

23
Q

What options do you have when setting conditions in the Conditions tab?

Study These Flashcards
A
  • Add conditions
  • Use logic groups
24
Q

What do you need to do to define a sort order in the Sort tab?

Study These Flashcards
A

Select the desired sort field and specify ascending or descending.

25
What are the three ways to edit views?
* In the Views tab * Using the view drop-down * From within the view itself
26
What is the first step when using the four-step wizard to edit a view?
Basic Information.
27
What must you click to save changes after editing a view?
Click Save.
28
What are the Basic Information fields in Step 1 of the view creation process?
* Owner * Name * Order * Visible in Dropdown ## Footnote The Owner field determines visibility, Name is the title of the view, Order sets its position in the drop-down list, and Visible in Dropdown makes it available in the object's tab.
29
What is the default order value when creating a view?
9999 ## Footnote It's recommended to order by 10's for easier future insertions.
30
What is the purpose of the Object Type field in Advanced Settings?
It specifies the type of view being created.
31
What does the Visualization Type property do?
Displays items in the standard format for email conversation visualization.
32
Which permission is required to associate a view with a Relativity application?
Manage Relativity Applications
33
What is a Query Hint used for?
To optimize views based on instructions from Relativity Customer Support.
34
How can fields be moved between the Available Fields and Selected Fields boxes?
* Double-clicking the field name * Using the arrows between the boxes * Holding Shift and dragging to select multiple items ## Footnote These methods allow for efficient organization of fields in the view.
35
What happens to a field moved back to Available Fields?
It moves to the bottom of the list.
36
What special system fields can be added to a view?
* Edit * File icon * Security
37
What do the Cancel, Back, Next, and Save buttons do in the view creation wizard?
* Cancel - ends the creation without saving * Back - returns to the previous step * Next - saves and proceeds to the next step * Save - records information and completes the creation
38
What does the Conditions step in the wizard allow you to do?
Determine which items the view will return based on specified criteria.
39
How many characters can a field condition contain?
Up to 4,000 characters.
40
What should you do if the item list for the view loads slowly?
A message box will display with a Cancel Request link.
41
What is the significance of the first box in the conditions builder?
It allows for creating complex levels of grouping between different criteria.
42
What operators can be selected in the Conditions step?
* AND * OR
43
What is the default sort order if no sort criterion is selected?
Artifact ID.
44
What must you do to link a dashboard to a view?
Create or edit a view and select a compatible Object Type and desired dashboard.
45
What happens to the link between a dashboard and a view if you switch dashboards?
The link breaks.
46
What types of objects can dashboards be linked to?
* Document * Install Event Handler * Mass Operation * Markup Set * Production
47
How are family groups of documents visually identified in a view?
By bolded, blue lines separating the groups.
48
What is the first step to create a Family Group view?
Navigate to the Documents tab and click on the View drop-down to expand the menu.
49
Which field should be chosen for the Group Definition in the Family Group view?
A relational field from the list.
50
What additional fields should be included in the Family Group view?
* Edit * File Icon * Control Number * Group Identifier * File Name, Name, or Unified Title * Record Type

Relativity Certified Administrator (39 decks)

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