Indented List View for a Conversation Index

The Tip of the Night for September 14, 2016 described how to create a transform set for conversation index parsing. We can take this a step further and create an indented list that displays emails and their attachments in a staggered list.

1.Create a new view under the Administration Parent tab.

2. Make the object type of the view 'Document', set Visualization Type to 'Indented List'; the Group Identifier, 'Conversation Family'; Indentation Method, 'ConversationIndex' ; Indentation Definition Field 'Conversation ID' and the Display Field the 'Control Number'.

3. In the next step in the View wizard be sure to include the Control Number . . .

4. There's no need to set any conditions . . . .

4. Sort by the Conversation ID; Date Sent; and then by the Control Number

The result should be a list with the parent email on top and each attached email pushed a little more forward to the right, one after the other.

Removing Noise Words for Search Term Reports

When creating a dtSearch index in Relativity to be used for a search term report which contain terms using noise words, remove the noise words from the dtSearch index before running it.

Setting up an Event Handler in Relativity

Event handlers in Relativity prevent users from violating rules that an admin set up for the use of coding layouts. In this example we have set up an event handler to prevent users from coding documents as being responsive, and not also selecting an issue for a document.

1. Relativity Event Handler Express exists as s separate parent tab. Event Handler Express is a child tab. Click 'New Event Handler Express' and then fill in the basic information.

An event handler cannot have any spaces or special characters in its name. Set the Object Type to 'Document'.

Set up the first condition as the responsiveness designation field being 'Responsive', and then pick the Boolean operator 'AND'. The second condition will be where the Issues field 'is not set'. Prepare an appropriate message for the coder.

Be sure to deploy the event handler in the console to the right.

Now when a user tries to code a document 'responsive' without picking an issue, the event handler will fire, giving him or her a warning message, and preventing them from advancing.