top of page

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.


Sean O'Shea has more than 20 years of experience in the litigation support field with major law firms in New York and San Francisco.   He is an ACEDS Certified eDiscovery Specialist and a Relativity Certified Administrator.

​

The views expressed in this blog are those of the owner and do not reflect the views or opinions of the owner’s employer.

​

If you have a question or comment about this blog, please make a submission using the form to the right. 

Your details were sent successfully!

© 2015 by Sean O'Shea . Proudly created with Wix.com

bottom of page