Creating Relativity Dynamic Objects

Transcription

1 Creating Relativity Dynamic Objects Nvember 22, Versin Fr the mst recent versin f this dcument, visit ur dcumentatin website.

2 Table f Cntents 1 Relativity Objects System bjects Relativity Dynamic Objects (RDOs) Prgrammatically using Relativity bjects and RDOs 6 2 Editing Relativity Objects Creating an bject frm a wrkspace Creating an bject frm hme Deleting an bject frm a wrkspace Deleting an bject frm hme Fields fr an bject type Adding an event handler Deleting an event handler Adding an bject rule Default Layut Custm Single Object Add Link Visibility Default Layut n New Glbal Buttn Visibility Mass Actin Visibility Chice Behavir Sub-List Buttn Visibility New Buttn Override Override edit link URL Override view link URL Adding a custm mass peratin Mass peratin fields 24 Relativity Creating Relativity Dynamic Objects - 2

3 2.9 Adding infrmatin t bjects 26 3 Deleting bject dependencies Frce deleting bject dependencies Displaying and interpreting the dependencies reprt Cnsidering the fields f frce deleted bjects Analytics categrizatin set example Search terms reprts example 29 4 Creating a custdian bject Editing items t include bjects Creating custdian fields Applying custdian-related fields t a layut 35 5 Creating a questin bject Editing views Questin bject field layut creatin Questin views 38 6 Updating new custdian field Preliminary steps Exprting custdian data 41 7 Applying custdian data Imprting custdian data Manual custdian entry Creating a layut in the dcument bject Assciating custdians and dcuments Editing custdian infrmatin 45 8 Building Media Tracker with Relativity Dynamic Objects Create a new applicatin Link and create bject types 47 Relativity Creating Relativity Dynamic Objects - 3

4 8.3 Update and create fields Update views Build layuts Exprt Media Tracker applicatin 51 9 Creating a tab t bkmark an bject 51 Relativity Creating Relativity Dynamic Objects - 4

5 1 Relativity Objects Relativity cntains tw kinds f bjects: System bjects, and Relativity Dynamic Objects (RDOs), als called dynamic bjects. Bth kinds, cllectively called bjects, are the building blcks f Relativity applicatins. Objects cnnect tgether, whether implicitly resulting frm a wrkflw, r explicitly by yu defining the cnnectins. Thrugh these cnnectins r links, yu extend functinality by string data and making efficient use f its rganizatin. Yu can attach many kinds f bjects t additinal features r functinality, such as bject rules and event handlers. This allws Relativity, third party, r in-huse develpers t intrduce custm features specific t yur needs. As an example f using bjects t extend data reach, frm within a wrkspace, yu can create yur wn RDO fr string custdian infrmatin, including nt nly custdian names but als their s, sent and received dates, and recipients. This infrmatin can then link t ther dcuments r fr greater granularity in srting, searching, r listing thse dcuments. This page cntains the fllwing sectins: System bjects belw Relativity Dynamic Objects (RDOs) Prgrammatically using Relativity bjects and RDOs n the next page 1.1 System bjects System bjects are bjects that cme with Relativity applicatins by default. They are predefined bjects that either lad during installatin, yu can create during a Relativity sessin, r Relativity creates autmatically during a prcess r because f a wrkflw. They include items such as wrkspaces, dcuments, fields, and OCR sets. Hwever, Relativity sets their capabilities and yu cannt change the design f them. Fr example, a system bject may limit the number f fields that attach t it, r prhibit adding event handlers and bject rules. 1.2 Relativity Dynamic Objects (RDOs) RDOs are bjects yu define. Yu can set their capabilities, such as specifying fields attached t them, managing data links t ther bjects, and allwing additinal features including attaching event handlers and bject rules. Yu create RDOs in a wrkspace, r by a system admin in the Hme page, thrugh the Relativity UI directly, such as frm the Create New Object buttn f the Object Types tab, r indirectly, such as thrugh the Event Handler Express applicatin. Examples include questin, and custdian bjects. See Editing Relativity Objects n the next page. Read a scenari fr Relativity Dynamic Objects Using Relativity Dynamic Objects Imagine yu're a system admin and yur firm's latest case invlves exchanges between many peple with varius rles at many different cmpanies. The lead attrney appraches yu with Relativity Creating Relativity Dynamic Objects - 5

6 ideas fr rganizing all the custdians, their cmpanies, and their varius rles within thse cmpanies. Yu decide t use RDOs t stre infrmatin abut a custdian by creating a custdian bject. This bject stres infrmatin abut the custdian - their name, cmpany, rle, start date, and s n. Yu then cnnect the custdian bject t any related bjects such as the dcument and cmpany bjects in the fllwing example. Using bjects in yur wrkspace helps keep items rganized in yur dc set. 1.3 Prgrammatically using Relativity bjects and RDOs Yu can als create and use bjects prgrammatically with the Services API. Fr infrmatin abut prgrammatically wrking with bjects, see Using the Services API n the Relativity 9.3 Develpers site. 2 Editing Relativity Objects RDOs are bject types that yu create and manage frm within any Relativity applicatin. They help prcess and rganize data. Fr example, yu can assign infrmatin t them and create new data structures. Yu can als attach external applicatins such as event handlers and rules t extend their functinality. The fllwing sectins are available: Creating an bject frm a wrkspace n the next page Creating an bject frm hme n the next page Relativity Creating Relativity Dynamic Objects - 6

7 Deleting an bject frm a wrkspace belw Deleting an bject frm hme belw Fields fr an bject type n page 10 Adding an event handler n page 12 Adding an bject rule n page 13 Adding a custm mass peratin n page 23 Adding infrmatin t bjects n page 26 Fr infrmatin abut prgrammatically wrking with RDO types, see ObjectType in DTO reference and cde samples n the Relativity 9.3 Develpers site. 2.1 Creating an bject frm a wrkspace T create an bject frm a wrkspace: 1. Click the Wrkspace Admin tab, and click Object Type. 2. Click New Object Type t display the Object Type frm. 3. Cmplete the fields n the Object Type Infrmatin panel. See Fields fr an bject type n page Click Save. 2.2 Creating an bject frm hme T create an bject frm hme: 1. Click the Admin Wrkspace Cnfiguratin tab, and click Object Type. Only system admins can create bjects in this area. 2. Click New Object Type t display the Object Type frm. 3. Cmplete the fields n the Object Type Infrmatin panel. See Fields fr an bject type n page 10. Sme fields may nt be available fr Hme bjects. 4. Click Save. 2.3 Deleting an bject frm a wrkspace T delete an bject frm a wrkspace: 1. Click the Wrkspace Admin tab, and click Object Type. 2. Select the checkbx next the bject yu want t delete. Yu may select mre than ne bject at a time. 3. Select Delete frm the Mass Operatins menu near the bttm left f the page. 4. Click G. A cnfirmatin dialg displays. If the bject has any dependencies, the Dependencies buttn will be active. 5. Click Delete. 2.4 Deleting an bject frm hme T delete an bject frm Hme: Relativity Creating Relativity Dynamic Objects - 7

8 1. Click the Admin Wrkspace Cnfiguratin tab, and click Object Type. Only system admins can delete bjects in this area. 2. Select the checkbx next the bject yu want t delete. Yu may select mre than ne bject at a time. 3. Select Delete frm the Mass Operatins menu near the bttm left f the page. 4. Click G. A cnfirmatin dialg displays. If the bject has any dependencies, the Dependencies buttn will be active. 5. Click Delete. Fr every Relativity bject, yu can view details abut it as well as change certain characteristics such as permitting pivt r sampling. Sme bjects may have additinal restrictins r allwances, such as assciating them with event handlers, bject rules, and mass peratins. The fllwing screen sht shws a typical Objects details page. Relativity Creating Relativity Dynamic Objects - 8

9 The bjects details page appears in ne f tw ways: When yu create a new bject. The details page appears after yu click Save n the Object Type frm fr a newly created bject. See Editing Relativity Objects n page 6 Frm the bjects list. Click the bject's name frm the Object Type bject list. Clicking Edit partially displays the details page but the additinal actins f event handlers, rules, r mass peratins d nt appear. The infrmatin page displays in tw parts. The first part displays the Actin bar near the tp f the page fllwed by several categries abut the bject type settings. Yu can use the Actin buttns near the tp f this page t perfrm these tasks: Relativity Creating Relativity Dynamic Objects - 9

10 Edit - edits certain bject type details. Yu can't change sme details after yu create an bject. Delete - remves the bject type frm Relativity. After yu click Delete, a cnfirmatin message appears. If the bject has dependencies, that is, the bject uses r links with ther bjects, the Dependencies buttn is active. See Deleting bject dependencies n page 26. Back - redirects yu back t the Object Type list page. Edit Permissins - pens a windw that let's yu set access rights n the bject. These rights mdify nly the security fr the current bject. The bject is secured with the fllwing default rights: If the bject was created within a wrkspace, it inherits wrkspace-level rights, unless it inherits permissins frm a parent bject. If the bject was created within Hme, it inherits the client rights, unless it inherits permissins frm a parent bject. See the Admin guide fr mre infrmatin n security. View Audit - displays the update histry fr the bject type. The secnd part displays additinal actins that yu can attach t the RDO. Nt all RDOs will have additinal actins, and nly the available actins appear. Befre adding any actins, cnsult yur system admin. When present, yu can attach the fllwing actins: Event Handlers - adds special functinality r cnditins t layuts. See Adding an event handler n page 12. Rules - adds special functinality r cnditins with user cnfigurable ptins t layuts. See Adding an bject rule n page 13. Mass Operatins - prvides the ability t add functinality fr mass peratins using mass peratin handlers r custm pages. See Adding a custm mass peratin n page Fields fr an bject type When creating r editing an bject, the bject type frm cntains the fllwing fields: Relativity Creating Relativity Dynamic Objects - 10

11 Name - the designatin used t identify the bject. Parent Object Type - used t select the bject type the bject links t. That is, the bject that yu are creating is a child f the selected bject type. The list f available parent bjects displays in the drpdwn menu. Dynamic - indicates whether yu can extend an bject by adding fields, views, and ther items. This is a Relativity set field and cannt be edit. It is set t Yes fr Dcument bjects and all RDOs. It is set t N fr system bjects, excluding Dcument bjects. Enable Snapsht Auditing On Delete - used t capture audit infrmatin abut the values stred in bject fields. The fllwing ptins are available: Yes - the default setting, which results in Relativity capturing a snapsht f the current field values fr the bject. By capturing this data, the size f the delete audit recrd increases, but the field values are available when querying the wrkspace histry. N - indicates that Relativity deletes the bject withut capturing its field values. Pivt - enables r disables pivt functinality n the bject. The default value is Enabled, which displays the Pivt icn n the bject tab. Pivt runs n nly the bject fields when enabled. Select Disabled t remve the icn frm the bject tab. Sampling - determines if sampling functinality is enabled n the bject yu are creating r editing. The default is Enabled fr a new RDO. It is als enabled fr the Dcument bject, which means yu can create a sample f dcuments fr QC purpses using the settings in the sampling menu. The ptins are: Relativity Creating Relativity Dynamic Objects - 11

12 Disabled - hides the sampling menu n the bject yu are creating r editing. Enabled - displays the sampling menu n the bject yu are creating r editing. Lists - determines if the user has the ability t save a list f this bject's items as a persistent list. The ptins are: Disabled - hides the Persistent Lists icn n the bject yu are creating r editing. Enabled - makes the Persistent Lists icn available n the bject yu are creating r editing. Cpy Instances On Wrkspace Creatin - determines whether Relativity cpies instance f an bject when yu create a wrkspace. Relativity cpies RDOs frm the template wrkspace regardless f this field's value. The Cpy Instances On Wrkspace Creatin field nly cntrls whether r nt Relativity cpies bject instances t the new wrkspace. Cnsider the fllwing when setting this value: If the template wrkspace cntains an bject with Cpy Instances On Wrkspace Creatin set t Yes, but ne f its assciative bjects has this same field set t N, the instances are unlinked frm the bject. The new wrkspace cpies the bject type but nne f the instances. An instance f an bject type desn't cpy if its parent bject is set t N. An instance f an bject type desn't cpy if its parent bject cntains a File field. Instances can't be cpied if the template wrkspace cntains an bject that is assciated with a Dcument bject. Cpy Instances On Parent Cpy - cpies all child bjects when the parent bject is cpied. This ptin nly cpies child bjects that d nt have Wrkspace as their parent bject. This ptin is als disabled n parent bjects. Yes - cpies all child bjects if the parent bject is cpied. N - des nt cpy any child bjects attached t the parent bject. Relativity Applicatins - used fr assciating the bject type with an applicatin created n the Relativity Applicatins tab. Click the ellipsis ( ) buttn t select an existing applicatin. T use this ptin, yu must have the permissin Manage Relativity Applicatins in the Admin Operatins sectin f the Security page. Keywrds - used t filter n the bject type in a view, as well as fr ther identificatin purpses. Ntes - used t enter additinal cmments abut the bject type. 2.6 Adding an event handler An event handler is a prcess r actin that attaches t an RDO. The event handler permits special r additinal functins but withut user cnfigurable ptins. It intrduces restrictins, limitatins, r additin actins, such as displaying a nn-system prvided dialg, r a cnfirmatin screen. It activates explicitly n a user event, such as clicking a specific buttn, r implicitly such as receiving a message r encunters a data limitatin. Yu may need t cnsult yur system admin fr additinal infrmatin. Yu can add an event handler at the time yu create an RDO r edit an bject: 1. Create an RDO r see the Editing Relativity Objects n page 6 sectin. 2. On the Object Type Details page, click New in the Event Handlers categry. The Select Event Handlers dialg appears. All the available event handlers display as DLL files. It's pssible n event handlers display. Relativity Creating Relativity Dynamic Objects - 12

13 3. Select the checkbx fr each event handler that yu want t add. The list may cntain several event handlers with the same name, s select ne with the apprpriate executin type and applicatin. Yu may need t cnsult yur system admin fr additinal infrmatin. 4. Click OK. The event handler file name appears in the DLL clumn. Its actin becmes immediately available and invkes the cnditin is met Deleting an event handler T delete an event handler: 1. Click the name f an bject t display the Object Type Details page. 2. Select the checkbx fr each event handler that yu want t delete. 3. Click Delete in the Event Handlers' categry. 4. Cnfirm the actin by clicking OK. 2.7 Adding an bject rule An bject rule is a Relativity-prvided actin that permits special r additinal functins with user cnfigurable ptins. An example is the New Buttn Override that redirects an bject's New buttn actin t anther Relativity page r ther URL as directed by the user. Permissins d nt cntrl restrictins r allwances granted by an bject rule. Fr example, if the bject rule Mass Actin Visibility hides the Edit ptin in the Mass Actins menu, adjusting permissins will nt make that ptin visible. In the same way, if that rule shws the Edit ptin, remving permissins will nt hide it. This applies t all users including the system admin. T add an bject rule: 1. Create an RDO r display the Editing Relativity Objects n page 6 page. 2. Click New in the Rules categry. The Add New Rule dialg displays. 3. Select the Rule Type. Each Rule Type has a unique set f cnditins r cnfiguratin and are listed individually. 4. Cmplete the fields fr the selected Rule Type. See Editing Relativity Objects n page Click Save. The fllwing rule bject rule types are available: Default Layut n the next page Custm Single Object Add Link Visibility n page 15 Default Layut n New n page 15 Glbal Buttn Visibility n page 16 Relativity Creating Relativity Dynamic Objects - 13

14 Mass Actin Visibility n page 17 New Buttn Override n page 20 Chice Behavir n page 18 Sub-List Buttn Visibility n page 19 Override edit link URL n page 21 Override view link URL n page Default Layut The Default Layut rule determines which layut that a reviewer sees by default, r if the reviewer can see any layut at all. The field chices are: Rule Type -specifies using a Default Layut Name - the designatin used t identify the rule. This is the friendly name fr the rule. Field - the Relativity field cntaining the value driving the rule behavir. The drp-dwn list cntains the cmplete set f fields available. Value - the field value that drives the rule behavir. The drp-dwn list cntains the cmplete set f values available fr the selected field. Actin - the layut that displays based n the Field and Value cnditins. The drp-dwn list cntains the cmplete set f layuts available fr the parent bject. User can select anther layut - determines the layuts reviewers can see: Write an Example If checked, reviewers see the layut selected in the Actin field by default. They are als able t mve t anther layut. If nt checked, reviewers see nly the layut selectin in the Actin field. Yu want a rule cntrlling the layut that a reviewer sees in first and secnd pass reviews. Assume the wrkspace cntains: Relativity Creating Relativity Dynamic Objects - 14

15 A First Pass Review Cmplete single chice field with Yes and N values. A First Level Review layut. A Secnd Level Review layut. When the First Pass Review Cmplete field is equal t Yes fr a dcument, the reviewer is taken t the Secnd Level Review layut autmatically and is able t see nly that layut. Fr this case: 1. Add a rule t a Dcument bject, selecting Default Layut fr the Rule Type. 2. Set Field t First Pass Review Cmplete. 3. Set Value t Yes. 4. Set Actin t Secnd Level Review. 5. Uncheck User can select anther layut Custm Single Object Add Link Visibility Yu can cntrl the availability f the Add link buttn t add RDO instances t existing custm single bjects frm a layut. The field chices are: Custm Single Object Add Link Visibility - cntrls availability f the Add link buttn t add bject instances t existing custm single bjects frm a layut. When yu apply the Custm Single Object Add Link Visibility bject rule t an bject, clearing the Shw Add Link checkbx means that the Add link wn't display the custm single bject field pinting t that bject, and yu wn't be able t add bject instances frm a layut. Name - the designatin used t identify the rule. This is the friendly name fr the rule. Visibility - determines if the Add link is visible fr the bject. If checked, the Add link is visible. If nt checked, the Add link is nt visible. Nte: System single bject fields and custm single bject fields f Dcument bject type will nt display the Add link Default Layut n New Yu can determine which layut displays when a user creates a new custm bject. Relativity Creating Relativity Dynamic Objects - 15

16 The field chices are: Default Layut n New - determines which layut displays when a user creates a new custm bject. Name - the designatin used t identify the rule. This is the friendly name fr the rule. Actin - determines which layut displays by default Glbal Buttn Visibility Yu can determine the visibility f specific buttns r actin ptins available n an bject type. The field chices are: Glbal Buttn Visibility - determines the visibility f specific buttns r actin ptins available n an bject type. Name - specifies the friendly name fr the rule. Visibility - determines the visibility f specific buttns r actin ptins available fr an bject type. The fllwing table utlines the effect f clearing these checkbxes. Relativity Creating Relativity Dynamic Objects - 16

17 Visibility Optin Shw New Shw Delete Shw Link Shw Unlink When Yu Clear this Check bx The fllwing ptins d nt display: New buttn n the Object List page Mass Cpy n the Object List page, and n any ther page where the mass peratin is available fr this bject type Save & New buttn n the edit page fr an bject instance New buttn n child r assciative bject lists f this bject type The fllwing ptins d nt display: Mass Delete n the Object List page, and n any ther page where the mass peratin is available fr this bject type Delete buttn n the details page fr an bject instance The Link buttn des nt display n assciative bjects lists added t the layut f anther bject assciated by a multiple r single bject field t the current bject type. See the Admin guide fr mre infrmatin n Adding child and assciative bject lists. The Unlink buttn des nt display n assciative bjects lists added t the layut f anther bject assciated by a multiple r single bject field t the current bject type. See the Admin guide fr mre infrmatin n Adding child and assciative bject lists. Nte: A Sub-List Buttn Visibility rule will verride a Glbal Buttn Visibility rule when a cnflict ccurs between the tw Mass Actin Visibility Yu can cntrl the visibility f buttns fr the mass peratins fr an bject type. The field chices are: Mass Actin Visibility cntrls the visibility f the Edit, Replace, Cpy and Tally/Sum/Average mass peratins fr an bject type. Relativity Creating Relativity Dynamic Objects - 17

18 Name - specifies the friendly name fr the rule. Visibility - determines the visibility f specific buttns r actin ptins available n an bject type. When yu add a Mass Actin Visibility rule, the visibility check bxes are clear by default. If yu dn't select the visibility check bx fr a given mass peratin, then that ptin wn't be available in the mass peratins drp-dwn list fr the bject. Nte: If the bject has a Glbal Buttn Visibility rule with the Shw New visibility ptin disabled, then the Cpy mass peratin will nt display even if the Shw Cpy check bx is selected Chice Behavir Yu can cntrl whether the users can add r delete chices fr fields. The field chices are: Chice Behavir - cntrls whether yur users can add r delete chices fr fields. Name - specifies the friendly name fr the rule. Field - specifies the field the chice behavirs affect. Behavir - specifies which actins apply t the chices. The fllwing table describes the expected behavir when applying a Chice Behavir bject rule t a single- r multiple-chice field. Relativity Creating Relativity Dynamic Objects - 18

19 Behavir When Yu Clear this Check bx Allw the Add hyperlink desn't appear fr the selected single- r multiple-chice field Add the field yu cnfigured in the bject rule is unavailable in the Field drp-dwn menu when creating a new chice in Administratin::Chices a user can't perfrm a Mass Cpy actin n chices Allw Delete Allw Rename the Delete buttn desn't appear in Administratin::Chices frm a user can't perfrm a Mass Delete actin n chices Sub-List Buttn Visibility users dn't have the ability t rename chice names Yu can prvide granular cntrl ver the display f the buttns fr child and assciative bject lists. The field chices are: Sub-List Buttn Visibility - prvides granular cntrl ver the display f the buttns fr child and assciative bject lists. Yu can define a cnditin that determines the availability f these ptins, r yu can create a rule that targets these ptins fr a specific assciative r child list withut defining any cnditin. Name - specifies the friendly name fr the rule. Assciative/Child Object - displays all child r assciative bjects lists fr the bject type. Yu cntrl the buttn visibility fr this bject type. See the Admin guide fr mre infrmatin n Adding child and assciative bject lists. Field - ptinal field setting a cnditin fr cntrlling the display f the Visibility ptins. Only single chice fields apear in the Field drp-dwn menu. Field and Value - ptinal field specifying the value f the selected field that affects the buttn visibility. Visibility - the list f ptins cntrlling the display f specific buttns. The list f buttn ptins depend n the Assciative/Child Object type: If Assciative/Child Object is a child bject list, nly the Shw New and Shw Delete ptins display. Relativity Creating Relativity Dynamic Objects - 19

20 if Assciative/Child Object is an assciative bject list, nly the Shw New, Shw Link, and Shw Unlink ptins display. The fllwing table describes hw t hide a buttn by clearing its checkbx. If Field and Value are blank, the buttns are always hidden r displayed, depending n the selected checkbxes. Visibility Optin When Yu Clear this Check bx Shw New Shw Delete Shw Link Shw Unlink The New buttn des nt display n the list selected in the Assciative/Child Object ptin. The Delete buttn des nt display n the child bject list selected in the Assciative/Child Object ptin. The Link buttn des nt display n the assciative bject list selected in the Assciative/Child Object ptin. The Unlink buttn des nt display n the assciative bject list selected in the Assciative/Child Object ptin New Buttn Override Yu can verride the page that displays by default when clicking the New buttn n the bject page. Enter a URL in the Link field. Clicking New n the bject page will bypass the default Edit page and launch this URL. The field chices are: New Buttn Override - verrides the page displayed by default when clicking the New buttn n the bject page. Name - specifies the friendly name fr the rule. Link - specifies the URL when yu click the New buttn. This fllws the standard URL ntatin. Use the fllwing case insensitive text replacement ptins t custmize the URL, allwing yu t display current details abut yur wrkspace: Text Replacement Optin %AppID% %ApplicatinPath% %ArtifactTypeID% %AssciatedArtifactID% Replacement Text AppID=<Current Wrkspace ID> The actual applicatin path ArtifactTypeID=<Current ArtifactTypeID> AssciatedArtifactID=<Current Instance Artifact ID> Relativity Creating Relativity Dynamic Objects - 20

21 Text Replacement Optin %AuthenticatinTken% %CnnectrfieldArtifactID% %ParentArtifactID% %SystemID% %SelectedSearchArtifactID% Replacement Text AuthenticatinTken=<New Authenticatin Tken> CnnectrFieldArtifactID=<Current Cnnectr Field Artifact ID> ParentArtifactID=<Current Parent ArtifactID> SystemID=<Current System ID> SelectedSearchArtifactID =<Current Search Artifact ID> The link duble encdes the text s if yu use text replacements, yu have t als include in the DirectT definitin the ASCII character hex values fr symbls. Cmmn symbls include: %25 fr "%" %2f fr "/" %3f fr "?" See Example 2 fr a sample usage. As an alternative t using text replacement, cpy and paste the URL f the destinatin page int the Link value. Examples: 1. Yu are creating and RDO. In rder t cmplete the fields prperly, yu wuld like users and develpers t read yur dcumentatin abut that bject. Use a Link value like, but specific t yur actual page: 2. Yu are creating an RDO. Yu want users t g t a Relativity custm page instead f being able t create new bject. This example uses the GUID f the bject. Use a Link value like, but specific t the actual page: %applicatinpath%/external.aspx?%appid%&directt=%25applicatinpath%25%2fcustmpages%2f1601ea45-5ac3-47f0-92e7-92f04fe91e91%2f%3f%25appid%25&selectedtab= Override edit link URL Yu can verride the page that displays by default when clicking the bject name link n the bject page. In sme cases yu may need t custmize an RDO's edit page, perhaps t use a custm page r an external web site. Yu can use this cntrl t verride the standard edit URL and specify yur wn page r destinatin. As an example, the authenticatin's prvider methd edit page uses custm cntrls and verrides the standard edit links. Enter a URL in the Link field. Clicking Edit n the bject page bypasses the default edit page and launches this URL. Relativity Creating Relativity Dynamic Objects - 21

22 The field chices are: Rule Type - select Override Edit Link URL t verride the default page displayed when clicking the Edit link n the bject page. Name - specifies the friendly name fr the rule. This names appears in the Parent Object Type field f the Object Type view list. Link - specifies the URL when yu click the Edit link. This fllws the standard URL ntatin. Use the fllwing case insensitive text replacement ptins t custmize the URL: Text Replacement Optin %ApplicatinPath% %AppID% %AuthenticatinTken% %artifacttypeid% %artifactid% %artifactedit% %artifactview% Replacement Text The actual applicatin path AppID=<Current Wrkspace ID> AuthenticatinTken=<New Authenticatin Tken> ArtifactTypeID=<Current ArtifactTypeID> ArtifactID=<Current ArtifactID> Case/Mask/EditField.aspx Case/Mask/View.aspx Override view link URL Yu can verride the page that displays by default when clicking the bject name link n the bject page. In sme cases yu may need t custmize an RDO's view page, perhaps t include a use a custm page r an external web site. Yu can use this cntrl t verride the standard view URL and specify yur wn page r destinatin. As an example, the authenticatin's prvider methd view page uses custm cntrls and verrides the standard view links. Enter a URL in the Link field. Clicking the bject name n the bject page bypasses the default view page and launches this URL. Relativity Creating Relativity Dynamic Objects - 22

23 The field chices are: Rule Type - select Override View Link URL t verride the default page displayed when clicking the bject name n the bject page. Name - specifies the friendly name fr the rule. This names appears in the Parent Object Type field f the Object Type view list. Link - specifies the URL when yu click the bject name. This fllws the standard URL ntatin. Use the fllwing case insensitive text replacement ptins t custmize the URL: Text Replacement Optin %ApplicatinPath% %AppID% %AuthenticatinTken% %artifacttypeid% %artifactid% %artifactedit% %artifactview% Replacement Text The actual applicatin path AppID=<Current Wrkspace ID> AuthenticatinTken=<New Authenticatin Tken> ArtifactTypeID=<Current ArtifactTypeID> ArtifactID=<Current ArtifactID> Case/Mask/EditField.aspx Case/Mask/View.aspx 2.8 Adding a custm mass peratin Yu can assciate a custm mass peratin with yur new bject type. Yu can create a custm page that appears when the user runs the custm mass peratin, r yu can develp yur wn mass peratin handler assembly that uses a standard Relativity layut. Fr mre infrmatin, see Mass Operatin handlers r Custm pages in the Relativity 9.3 Develpers site. Nte: Relativity adds yur custm mass peratin t the Mass Actins sectin f the security page fr a wrkspace. Yu can cntrl the grups with access t the mass peratin frm this page. By default, all grups have access t yur custm mass peratin unless yu restrict them frm using it. Use the fllwing prcedure t add a mass peratin: 1. On the Object Type Infrmatin page, click New in the Mass Operatins categry. 2. Cmplete the fields n the Add New Mass Operatin dialg. See Mass peratin fields n the next page. 3. Click Save. Relativity Creating Relativity Dynamic Objects - 23

24 2.8.1 Mass peratin fields Name - determines the name f the mass peratin that appears in the Relativity user interface. Relativity Applicatins - used t link the mass peratin t ne r mre applicatins. The Select Item dialg lists nly applicatins that are currently unlcked. Relativity displays the mass peratin n the details view f any applicatins that yu select. This mass peratin is als included in an applicatin when yu lck r exprt it. Nte: If yu are adding a mass peratin that uses a mass peratin handler, yu shuld select nly ne applicatin. This applicatin must include the assembly that cntains the class with the cde fr the mass peratin. Failure t use the apprpriate applicatin causes an errr. T view this errr, click Shw Errrs in the Relativity Applicatin cnsle n the applicatin details view. If yur mass peratin requires a custm page tied t a specific applicatin, yu shuld select this applicatin. Fr custm pages, yu need t verify that the URL r page wrks prperly, since yu wn't see an errr if yu select a mass peratin that isn't tied t the dmain. Pp-up Directs T - select ne f the fllwing and then cmplete the additinal fields fr yur selectin. Custm Page - selects a custm page as the target fr the mass peratin. See Additinal fields fr custm pages belw. Mass Operatin Handler. - select a mass peratins handler as the target fr the mass peratin. See Additinal fields fr mass peratin handler n the next page Additinal fields fr custm pages When yu select Custm Page, Relativity displays the fllwing additinal fields as illustrated here: Custm Page URL - indicates the URL f the page after clicking G n the mass peratins bar. Nte: When yu develp yur mass peratin, yu can create yur wn custm page r use the Relativity custm page framewrk. Fr mre infrmatin, see Custmize the UI n the Relativity Develpers site. Relativity Creating Relativity Dynamic Objects - 24

25 Set Default Pp-up Height (in pixels) - indicates the number f pixels used t display the height f the custm page. The default value is 250 pixels. Set Default Pp-up Width (in pixels) - indicates the number f pixels used t display the width f the custm page. The default value is 250 pixels Additinal fields fr mass peratin handler When yu select Mass Operatin Handler, Relativity displays the fllwing additinal fields as illustrated here: Select Mass Operatin Handler - click t chse an assembly cntaining the class that prvides functinality fr yur mass peratin. When yu select a mass peratin handler, make sure that it is assciated with the crrect Relativity Applicatin. Check the Applicatin Name clumn n the Select Mass Operatin dialg t cnfirm that yu have the crrect handler. If yu aren t using a mass peratin fr a specific applicatin, yu can select ne assciated with the Default applicatin. Yu may als check with yur system admin fr additinal details. T display yur custm mass peratin handlers in this list, add them t Relativity as resurce files. See Resurce files in the Relativity 9.3 Dcumentatin site and Mass Operatin handlers in the Develpers site. Select Layut - click t chse the layut that appears after the user clicks G n the mass peratins bar. Yu can define custm layuts fr yur mass peratins n this bject type. When yu create a layut, select yur new bject type in the Object Type field. If yu are adding this mass peratin t an applicatin, make sure that the layut and bject type are cmpnents f this applicatin. Relativity Creating Relativity Dynamic Objects - 25

26 After yu click Save, the Class Name clumn in the Mass peratins sectin displays the class cntaining the cde fr the handler. The Applicatin Name clumn displays the applicatin dmain where the assembly cntaining the class fr handler has been laded. 2.9 Adding infrmatin t bjects Yu can add infrmatin t Dynamic Objects in the same way yu add infrmatin t dcuments in Relativity. In additin, the Relativity Desktp Client allws exprting this infrmatin t an external file fr further review. A new bject has default fields, a default view and a default layut. Yu can add fields t Dynamic Objects and place thse fields n layuts and views. T learn mre abut adding infrmatin t bjects, see the fllwing in the Admin guide: Fields Layuts Views 3 Deleting bject dependencies Deleting bject dependencies remves that bject's interactins, r dependencies, frm ther bjects. Because the purpse f bjects is t interact with ther bjects, there may be a certain amunt f dependencies. Mst are created at the time the bject is initially instantiated, althugh yu can add sme later, either implicitly as a result f a wrkflw, r manually adding ne, such as an event handler. Hwever, deleting sme dependencies may have unexpected effects n ther bjects. T mitigate thse effects, Relativity may display a dependencies reprt, and asks yu t cnfirm befre deleting. Yu als need t have the crrect level f permissins. See yur system admin fr additin details. With the Delete Object Dependencies permissin, yu can frce delete the current bject, which includes deleting its children and unlinking assciative bjects. 3.1 Frce deleting bject dependencies The ptin t delete bject dependencies appears nly when yu have the crrespnding delete bject dependencies security permissin. See the Admin guide fr mre infrmatin n Security Permissins. Befre yu frce delete an bject, yu shuld: Relativity Creating Relativity Dynamic Objects - 26

27 View a reprt listing the affected bjects by clicking Dependencies. Fr mre infrmatin, see Displaying and interpreting the dependencies reprt belw. Think abut the fields f the selected bject befre frcing a delete. Fr mre infrmatin, see Cnsidering the fields f frce deleted bjects n the next page. T frce delete ne r mre dcuments r RDOs: 1. Navigate t the parent r child tab f the bject yu want t delete. 2. Click the name f the single bject that yu want t delete, and then click Delete n the bject details page. If yu want t mass delete bjects, select the items yu want t delete, and select Delete frm the mass peratins menu. See the Admin guide fr mre infrmatin n Mass delete. 3. Click Delete t remve the bject and its children, as well as t unlink assciative bjects. Nte: If the Delete buttn is disabled, then yu dn't have the security permissin Delete Object Dependencies. See the Admin guide fr mre infrmatin n Security Permissins. Fr infrmatin abut prgrammatically deleting dependent bjects, see RDO in DTO reference and cde samples n the Relativity 9.3 Develpers site. 3.2 Displaying and interpreting the dependencies reprt The dependencies reprt helps yu understand hw deleting an bject affects its child and assciative bjects. Yu can run this reprt befre deleting an bject r grup f bjects t determine hw this peratin changes yur wrkspace. The dependencies reprt is available fr wrkspace-level bjects in Relativity, including dcuments. Yu can display this reprt when yu delete a single bject r perfrm a mass delete peratin. T display the dependencies reprt, click Dependencies in the Delete Object Type dialg. If the bject(s) yu're trying t delete desn't have any children r assciative bjects, the Dependencies buttn is disabled. The dependencies reprt displays a list f the bject's child and assciative bjects as well as a cunt f each bject type. Relativity Creating Relativity Dynamic Objects - 27

28 Use Relativity's filter, srt, and page features t manage yur reprt results. Yu can als mass exprt the reprt results t an Excel file. See the Admin guide fr mre infrmatin n Mass exprt t file. A dependency reprt cntains the fllwing fields: Object Type - identifies child and assciative bjects that have a dependency n the selected bject. Actin - displays Delete fr child bjects and Unlink fr mst assciative bjects. When yu frce delete the selected bject, Relativity autmatically perfrms these actins n child and assciative bjects. Cunt - indicates the number f bject instances fr each bject type dependency n the selected bject. Cnnectin - indicates the type f dependency that exists between the selected bject and the bject type listed in the reprt. 3.3 Cnsidering the fields f frce deleted bjects The dependencies reprt prvides infrmatin abut the relatinship between the selected bject and ther child r assciative bjects. Hwever, it desn't list bjects that reference the fields n the selected bject because they're nt identified as children r linked by assciatin. When yu frce delete an bject, Relativity may mdify the cntent f the bject s fields r delete them. Because ther bjects may reference these fields, make sure that yu have a clear understanding f hw they're used in Relativity. The fllwing examples illustrate hw the frce delete f an bject affects references t its fields Analytics categrizatin set example When yu create a categrizatin set, Relativity generates a Categry Set Result field, which users can add t searches, views, pivt prfiles, and such. If yu frce delete the categrizatin set, the Categry Set Result field becmes blank. As a result, any saved searches referencing this field are blank, and any views using this field as a cnditin n lnger list it. Relativity Creating Relativity Dynamic Objects - 28

29 3.3.2 Search terms reprts example Relativity generates a Search Terms Results field when yu create a search terms reprt. Yu can use terms frm the search terms reprt t create a persistent highlight set. If yu frce delete the search terms reprt, Relativity als deletes the Search Terms Results field, and the viewer n lnger displays persistent highlights based n the search terms reprt. In this case, the persistent highlight set still references the Search Terms Results field, but it desn't cntain any results. 4 Creating a custdian bject While custdians exist within every dcument, the current custdian field nly huses the name f each individual. Custdian bjects represent structured data related t the individuals themselves, husing anything frm their cntact infrmatin, length f emplyment, and thers. As an example, custdian bjects can be useful during a review prcess that's centered arund specific custdians wh meet certain criteria. In rder fr the review team t cnduct an effective dcument audit, they must have detailed backgrund infrmatin related t wrkspace custdians; specifically, each custdians rle within the cmpany, as well as their hire date. Yu must first create a new Custdian Dynamic Object t huse the required infrmatin. This new dcument bject creates a field t take the place f yur riginal dcument bject Custdian field. T create a custdian bject: 1. Select the Object Type tab. 2. Click New Object Type. 3. In the Name field enter Custdian. 4. In the Parent Object Type, select Wrkspace. The Custdian and Dcument bjects are under the Wrkspace bject. If yu make Custdian a child f the Dcument bject yu wn t have the ability t link the Custdian bject with multiple dcuments. Relativity Creating Relativity Dynamic Objects - 29

30 5. In the Enable Snapsht Auditing On Delete drp-dwn select Yes. Nte: If Enable Snapsht Auditing On Delete is set t Yes when deleting items frm the bject, Relativity captures a snapsht f the item s current field values. This increases the size f the delete audit fr the recrd, but may be useful when querying the wrkspace histry. If Enable Snapsht Auditing On Delete is set t N when deleting items frm the bject, Relativity deletes the item withut capturing its field values. 6. In the Pivt drp-dwn menu, select Enabled. 7. In the Cpy Instance On Wrkspace Creatin drp-dwn menu, select Yes. 8. Click Save and Back. Relativity Creating Relativity Dynamic Objects - 30

31 9. The Object Type named Custdian appears in the Object list. 4.1 Editing items t include bjects When yu create a new bject, the system autmatically creates an assciated field layut and view. T edit field and layut views: 1. Select the Fields tab. 2. In the drp-dwn bx, select All Fields and click the icn. When yu click, the Views tab displays. Yu can mdify the list f fields that display n the All Fields view. In additin, the Fields frm displays the Set Fields sectin listing available and selected fields. Relativity Creating Relativity Dynamic Objects - 31

32 3. Leave Name in the All Fields view t display all system fields that pertain t the Custdian Object. 4. Cnfirm the Selected Fields clumn lists Object Type. If it desn't, select Object Type frm Available Fields and mve it t Selected Fields using the single blue arrw in the center. If yu wish t adjust its psitin left t right in the view use the Up arrw n the right-hand side. Higher n list is farther left in the view. 5. Click Save. 6. Click Shw Filters. In the Object Type yu can filter and view n Custdian. After editing yur field view, yu must d the same fr yur layut view. 7. Select the Layuts tab and click. Relativity Creating Relativity Dynamic Objects - 32

33 8. Leave Name as All Layuts t view all system layuts that pertain t the Custdian bject. 9. Select Object Type frm list f fields n the left Available Fields clumn and mve right t Selected Fields using the single blue arrw in the center. Adjust its psitin using the Up arrws n the righthand side. 10. Click Save. 11. Click Shw Filters. In the Object Type, yu can filter and view n Custdian. 4.2 Creating custdian fields Nw that yu created the Custdian Object yu must create crrespnding fields. These fields hld detailed custdian infrmatin. T create custdian-related fields: 1. Select the Fields tab. If yu have custdian infrmatin already in yur database fllw steps 2-8. If nt, yu can skip ahead t step 9 belw. Yu will edit the dcument bject Custdian field. Yu will exprt this field and it will nt be used fr the custdian infrmatin. Rename this field t CustdianOld. Nte: Deleting this field remves current custdian data. 2. Find Custdian field frm list and click Edit. 3. In the name field rename Custdian t CustdianOld. 4. Click Save and Back. 5. Click Shw Filters. Relativity Creating Relativity Dynamic Objects - 33

34 6. Filter n the Custdian bject type. Varius fields create autmatically when yu create an bject. The Name field is yur new custdian field. Yu will create ther custdian-related fields. The custdian bject creates a field t hld custdian data, but this is nt yet cnnected t the dcument bject. Since it is nt cnnected t the dcument bject, yu aren't able t see this n the dcuments view r imprt data t this field frm the Desktp Client. Rename the field t Custdian t hld the name infrmatin. 7. Click Edit next t the Name field. 8. In the Name field enter Custdian. 9. Click Save and Back. 10. Click New Field. 11. Create fields related t Custdian rles as fllws: Object Type- Custdian Name- Cmpany Field Type - Fixed-Length Text Length Required- Yes Include in Text Index- N Linked- N Filter Type- Textbx Open t Assciatins- Yes 12. Click Save and New. 13. Create anther field related t custdian Start Date as fllws: Object Type- Custdian Name- Start Date Field Type- Date Required- Yes Frmatting- Date Include in Text Index- N Linked- N Filter Type- Textbx Open t Assciatins - Yes 14. Click Save and New. 15. Add a field called Custdian t create a ne-t-many relatinship between a Custdian and a Dcument bject. Creating this bject cnnects the Custdian bject t the Dcument Object. In the field type, select the bject field. By selecting the bject field, a ne t many cnnectin t the dcuments creates. Yu can't attach multiple custdians t ne dcument using this field type. Yu can't attach multiple custdians t ne dcument using this field type. Use these settings fr the Custdian field: Object Type drp-dwn menu - Dcument Name - Custdian Field Type - Single Object Assciative Object Type - Custdian Required - Yes Include in Text Index- N Linked- Yes Relativity Creating Relativity Dynamic Objects - 34

35 16. Click Save Applying custdian-related fields t a layut After creating custdian-related fields, yu must apply them t yur Custdians layut. T apply custdian-related fields t a layut: 1. Select the Layuts tab and filter Object Type t Custdian. 2. Click Custdian Layut. This layut creates autmatically with yur Custdian Object. 3. Click Build Layut. 4. Click Add Categry and enter Custdian Infrmatin fr the name. 5. Click Save. 6. The Custdian field, riginally named Name, is added t the layut by default. 7. Drag and drp the Rle field. Ensure the field cntains fllwing specificatins: Display Type: Text Field: Cmpany 8. Drag and drp the Start Date field int the Custdian Infrmatin categry. Ensure the field cntains the fllwing specificatins: Field: Start Date Display Type: Date 9. Click Save. When yu create a new bject field yu als get the ptin f cnnecting t anther bject by adding the Assciative Object list in yur layut. Since yu are in the Custdian Object layut, adding the Assciative Object adds the Dcument bject list. 10. Click the Add Categry drp dwn > Add Object List. Select the Dcument - Custdian Objectfrm the Object drpdwn. Ensure the assciated list cntains the fllwing specificatins: 11. Click Save. 12. Click Clse. View: Dcuments Links Pint t Ppup: N Nte: By selecting Yes in the Links Pint t Pp-up drp-dwn menu, Relativity will pen a dialg beside the dcument view. By selecting N, Relativity will navigate away frm the dcument and redirect the reviewer t anther page. 5 Creating a questin bject Custdians can have multiple dcuments linked t them, but dcuments can have nly ne custdian. This is a ne-t-many relatinship many dcuments t ne custdian. A reviewer may have ne r many questins abut a dcument, and each questin may be assciated with ne r many dcuments anther many-t-many relatinship. Fr such a case, yu can use the fllwing steps t build a questin and answer bject that functins as a cnversatin abut a dcument. Relativity Creating Relativity Dynamic Objects - 35

36 1. Select the Object Type tab. 2. Click New Object. Name- Questin Parent Object Type - Wrkspace Enable Snapsht Auditing On Delete- Yes 3. Click Save & Back. The new Object Type Questin appears in the list. 5.1 Editing views After creating a Questin bject type, brwse thrugh ther tabs in the system t view and verify the impacted changes. T d this, edit the views within each tab t see which fields and layuts pertain t the bject type. If yu already created a custdian bject, yu can skip this prcedure and g t Questin bject field layut creatin n the next page. T edit field and layut views: 1. Select the Fields tab and clickedit View. The View Infrmatin frm pens. 2. Leave Name as All Fields t view all system fields that pertain t the Questin bject. 3. Select Object Type frm Available Fields and mve it t Selected Fields using the single blue arrw in the center. Adjust its psitin using the Up arrw n the right-hand side. 4. Click Save. Relativity Creating Relativity Dynamic Objects - 36

37 5. Click Shw Filters. In the Object Type field yu can filter and view n the Questin bject. After editing yur field view, yu must d the same fr yur layut view. 1. Select the Layuts tab. 2. Click Edit View. 3. Leave Name as All Layuts t view all system layuts that pertain t the Questin bject. 4. Select Object Type frm the list f fields frm the Available Fields clumn. Mve the Object Type t the Select Fields clumn using the single blue arrw in the center. Adjust its psitin using the Up arrws n the right-hand side. 5. Click Save. 6. Click Shw Filters. In the Object Type yu can filter and view n Questin. 5.2 Questin bject field layut creatin Yu have an bject t stre data, but yu need questin and answer fields t hld the infrmatin fr that bject. The questin can be abut a dcument, and a review cmpletes the answer field. T add fields t the questin bject: 1. Select the Fields tab. 2. Filter the fields t shw the Questin Object Type. 3. Lk fr the Name field. 4. Click Edit and change the Name f the Name field t Questin. 5. Click Save. T create an answer field: Relativity Creating Relativity Dynamic Objects - 37

38 1. Click New Field. 2. Custmize the Answer field as fllws: Name - Answer Object Type - Questin Field Type - Lng Text Open t Assciatins - Yes 3. Click Save. Yu must als create a multiple bject field n the Dcument bject t cnnect the fields yu previusly created. T create the multiple bject field: 1. Click New Field. 2. Custmize the Questins field as fllws: Object Type - Dcument Name - Questins Field Type - Multiple Object Assciative Object Type - Questin 3. Click Save. 5.3 Questin views Yu can use the Questin bject t create views and layuts t visualize the bject fields. T add new questins: 1. Select the Questin tab. 2. Click New Questin. Type a questin in the field and save it. There is n way t answer it yet, s yu must add the Answer field t this layut. T add the Answer field: 1. Click the Layuts Tab and filter n the Questin bject type. 2. Select the Questin Layut. 3. Click Build Layut. 4. Drag and drp the Answer field int the Default Categry. 5. Click Save. The Answer field appears n the layut. Yu must als add an assciative bject list t add the dcuments view t the layut. T add the dcuments view t the layut: Relativity Creating Relativity Dynamic Objects - 38

39 1. Click the Add Categry drp dwn > Add Object List. 2. Ensure the list cntains the fllwing: Object - Questins View - Dcuments Link View - Dcuments Links t Ppup - N Friendly Name - Questins 3. Click Save. Yu must edit the Questin view t include the assciative bject list. T edit the Questin view: 1. Select theviews tab and filter Object Type t Questin. 2. Click Edit fr the All Questins view. 3. Click Next. 4. Duble Click theanswer field in the left clumn t mve it t the right, and then click Save. While in the Views tab, yu can create views fr dcuments withut answers t Questins r dcuments with Questins. 5. G t the Layuts tab and select the Default dcument layut. 6. Click Build Layut. 7. Click the Add Categry drp dwn > Add Object List. 8. Ensure the list cntains the fllwing: Object - Questins View - All Questins Link View - All Questins Links Pint t Ppup - N Order - 10 Relativity Creating Relativity Dynamic Objects - 39

40 9. Click Save. Nte: By selecting Yes in the Links Pint t Pp-up drp-dwn menu, Relativity pens a dialg beside the dcument view. By selecting N, Relativity navigates away frm the dcument and redirects the reviewer t anther page. T view the updates t the layut: 1. Click the Dcuments Tab and pen a dcument. 2. Select the Basic layut frm the cding drp dwn menu. The Questin sectin appears. 3. Click New t add a Questin and answer t this dcument. 4. Return t the dcument list. 5. Click Edit and include the Q&A and the Q&A::Answer field. 6. Click Dne. The dcuments and their crrespnding questins and answers are listed. Yu can create layuts t shw nly the questins withut answers fr higher level reviewers. Yu can add questins and answers t layuts fr reviewers t nte cmments r answers regarding certain dcuments. 6 Updating new custdian field If yu're using a wrkspace with custdian data already present fllw the steps belw t mve that data t the new custdian field. If nt, g t Manual custdian entry n page 44. In rder t use the new custdian bject yu need t ppulate the custdian infrmatin. When using an existing wrkspace, yu must exprt any existing custdian data ut f the current Relativity Creating Relativity Dynamic Objects - 40

41 dcument bject custdian field. Then the exprted data lads int the new custdian field in the dcument bject. This field replaces the standard CustdianOld field. 6.1 Preliminary steps There are tw scenaris that affect the way Custdian data is laded: Yur wrkspace already cntains laded data. Yur wrkspace des nt cntain any laded data. See Manual custdian entry n page 44. Nte: Regardless f whether data has been laded int yur wrkspace, Manual custdian entry n page 44 is always available. 6.2 Exprting custdian data If yu are wrking n an existing wrkspace with existing Custdian infrmatin, yu want t transfer that infrmatin frm its existing field t yur bject field. Yu can d this by exprting the ld data and imprting data int the new field. T exprt custdian data: 1. Set the Custdian field t ccur in yur dcument view: In the dcument tab, click Edit View next t the drp-dwn menu. Click Next n the Enter Basic Infrmatin screen. With the arrws, shift CustdianOld frm the Available Fields t the Selected Fields bx n the right. Click Dne. Nte that the custdian name nw ccurs in the dcument view. 2. In Mass Operatin bar select All ### then Exprt t File. Exprt all yur custdian and cntrl number data t an external file. Click G. While yu can exprt all yur fields in view and nly lad the custdian field, the exprt ges faster with nly the Cntrl number and custdian fields in view. The Exprt dialg appears. Relativity Creating Relativity Dynamic Objects - 41

42 3. Set the Frmat drp-dwn menu t Cncrdance DAT frmat (.dat), and the Encding drp-dwn menu t Western Eurpean (Windws). 4. Click Run. Save the.dat file t yur lcal machine. This infrmatin is re-imprted in Applying custdian data belw. 7 Applying custdian data Once yu create the new Custdian field, yu must apply crrespnding data. As cvered in the Updating new custdian field n page 40 prcedure, there are tw scenaris that affect the way yu lad custdian data: Data is already laded int yur wrkspace Data is nt laded int yur wrkspace 7.1 Imprting custdian data If data is present in yur wrkspace, yu need t imprt the previusly saved.dat file cntaining yur custdian infrmatin. Nte: Cntinue t Manual custdian entry n page 44 if yu haven't exprted data previusly laded data in yur wrkspace. T imprt custdian data: 1. Open the Relativity Desktp Client and brwse t yur wrkspace. 2. Select Tls Imprt Dcument Lad File. 3. In the Lad File tab, brwse t and select the.dat file. Cntrl Number and Custdian appear in the File Clumn Headers bx. Relativity Creating Relativity Dynamic Objects - 42

43 4. In the Field Map tab, select Custdian and Cntrl Number frm the Wrkspace Fields and CustdianOld and Cntrl Number frm the Lad File Fields. Map in the center, adjust their psitins by using the Up arrw buttns. 5. In the Overwrite drp-dwn menu, select Overlay Only. 6. Select Imprt Imprt File. Relativity Creating Relativity Dynamic Objects - 43

44 7. Clse the RDC nce the prcess cmpletes. 7.2 Manual custdian entry Regardless f whether data has been laded int yur wrkspace, manual custdian entry is always available. This prcedure guides yu thrugh adding a custdian manually and assigning them t dcuments. Add a layut t the dcument bject with custdian infrmatin. The previus layut was edited fr the custdian bject Creating a layut in the dcument bject T create a custdian-related layut in the dcument bject: 1. Select the Layuts tab and click the New Layut buttn. 2. Create a layut using the fllwing: Object Type: Dcument Name: Custdian Inf Order: Click Save. 4. Click the Build Layut buttn. 5. Drag and drp the Custdian field int the Default Categry. 6. Click Save. The field appears in the layut. T add custdian infrmatin: 1. Select the Custdian tab. 2. Click the New Custdian buttn. 3. Fill in the infrmatin fr a new custdian including custdian name, rle, and hire date. If yu imprted the ld custdian infrmatin, click Edit t cmplete the new custdian bject fields. 4. Click Save. If yu've manually added custdians t yur wrkspace, yu must assciate them with their crrespnding dcuments. Once yu have created yur custdian-assciated layut, yu can manually assciate custdians with specific dcuments. The imprted custdian infrmatin already has custdians assciated t dcuments. Relativity Creating Relativity Dynamic Objects - 44

45 7.2.2 Assciating custdians and dcuments T assciate custdians and dcuments: 1. Select the Dcuments tab and select the checkbxes f a few dcuments in the list. 2. In the Mass Operatins bar, select Checked and Edit. 3. Click G. The Mass Operatins dialg appears. 4. Select Custdian Inf layut in the drp-dwn menu and select the Custdian Object checkbx. Use the Custdian drpdwn menu t select a custdian if the custdian already exists. Or click Addand enter the custdian's infrmatin. 5. Click OK and then Save. The custdian is applied t the selected dcuments. T view the custdian s infrmatin within the dcument view, pen a dcument assciated with yur custdian. 6. In the cding drp-dwn menu, select the Custdian layut. The custdian link appears in the view. 7. Click Custdian. The editable infrmatin and dcuments assciated t this custdian appear in the view Editing custdian infrmatin Within the Custdians tab, values fr the Cmpany and Start Date fields may be cded. T edit custdian infrmatin: 1. Select the Custdian tab and click Edit next t a custdian name. 2. Add each custdian s infrmatin in the applicable fields. 3. Click Save. 4. View yur custdian infrmatin with all the crrespnding dcuments belw. 5. After yu update the cmpany infrmatin g t the Dcuments tab and add Custdian::Cmpany t Relativity Creating Relativity Dynamic Objects - 45

46 the view. Ntice edits in the Custdian tab carry ver t the dcument tab. 8 Building Media Tracker with Relativity Dynamic Objects Media Tracker is an applicatin yu can build using Relativity Dynamic Objects (RDOs). With Media Tracker, yu can track media received frm vendrs, clients, and ppsing cunsel. After yu build and deply the applicatin in a wrkspace, yu can manually input the media and related metadata. Cmplete the fllwing steps t create a Media Tracker applicatin and then imprt it int Relativity wrkspaces. T build Media Tracker with Relativity Dynamic Objects: 1. Create a new applicatin. 2. Link and create bject types. 3. Update and create fields. 4. Update views. 5. Build layuts. 6. Exprt the Media Tracker applicatin. 8.1 Create a new applicatin Create a new applicatin in the target wrkspace. T create a new applicatin: 1. Select the Relativity Applicatins tab. 2. Click New Relativity Applicatin. Relativity Creating Relativity Dynamic Objects - 46

47 3. Leave the Applicatin Type as Create new Applicatin. Fr New Applicatin Name, enter Media Tracker. 4. Click Save. The Media Tracker applicatin infrmatin page displays. 8.2 Link and create bject types Next, add bject types t the applicatin frm the Media Tracker applicatin infrmatin page. Fr mre infrmatin, see Editing Relativity Objects n page Under the Object Type sectin, click Link and select Dcument. 2. Click Add and then Set. 3. Under the Object Type sectin, click New t create the fllwing new bject types. Nte: Fr each new bject type, set Parent Object Type t Wrkspace and Relativity Applicatins t Media Tracker. Media Received - stres infrmatin abut each delivery including a scanned PDF cpy f the letter received. Surce Media - serves as a recrd f each disk r hard drive received. Prcessed Media - recrds the vlume f data n the disks r the hard drive and relate back t the dcuments in the database. The fur bject types appear n the Media Tracker applicatin infrmatin page. 8.3 Update and create fields Create and edit fields fr the Media Tracker applicatin. See the Admin guide fr mre infrmatin n Fields. 1. Open the Fields tab in the target wrkspace. 2. Select All Fields frm the View drp-dwn menu. 3. Click Shw Filters, then type Name in the Name clumn filter. Press Enter. 4. Click Edit t rename the Name fields fr the fllwing bject types: Surce Media - change name t Media ID Media Received - change name t Media Received ID Prcessed Media - change name t Prcessed Vlume 5. Click Save t apply each name change. 6. Click New Field t create the fllwing fields. Fr each field, set the bject type, name, and field type as specified in the table belw. Set Relativity Applicatins t Media Tracker, and leave the rest f the ptins as the default values. Object Type Media Received Media Received Name Letter Date Date Letter Frm Field Type Fixed-Length Text : 255 Relativity Creating Relativity Dynamic Objects - 47

48 Object Type Media Received Media Received Media Received Media Received Media Received Media Received Surce Media Surce Media Surce Media Surce Media Surce Media Prcessed Media Prcessed Media Prcessed Media Name Letter Scan File Field Type Letter Title Fixed-Length Text : 255 Letter T Fixed-Length Text : 255 Received Frm Received On Type Single Chice Date Single Chice Custdians Multiple Chice; Set Open t Assciatins t Yes. Media Scan Media Type Media Received Surce Media Strage Lcatin Prcessed By Prcessed Media Strage Lcatin Surce Dcument Prcessed Vlume 8.4 Update views File Single Chice Single Object with Assciative Object Type: Media Received Fixed-Length Text : 255 Single Chice Fixed-Length Text : 255 Single Object with Assciative Object Type: Surce Media Single Object with Assciative Object Type: Prcessed Media In the Relativity Applicatins tab, g t the Media Tracker applicatin infrmatin page. Using the new fields, yu can nw update the applicatin's views. See the Admin guide fr mre infrmatin n Layuts. Relativity Creating Relativity Dynamic Objects - 48

49 1. Under View, click Link and select the Dcument view. 2. Click Add and Set. Nte: Adding the Dcument view requires adding all fields referenced by the Dcument view t the applicatin. 3. Under the View sectin, click Edit t update the fllwing views. Fr each view, set the fields as listed belw. Click Save t apply the view settings. Name -All Media Received Object Type- Media Received Fields Edit Security Media Received ID Type Received Frm Received On Name- All Surce Media Object Type- Surce Media Fields Edit Security Media ID Media Type Media Received Surce Media Strage Lcatin Custdians Name- All Prcessed Media Object Type- Prcessed Media Fields Edit 8.5 Build layuts Security Prcessed Vlume Prcessed Media Strage Lcatin Prcessed By Surce::Custdians Finally, yu can build the layuts that drive the Media Tracker wrkflw. See the Admin guide fr mre infrmatin n Layuts. T build a layut fr Media Tracker: 1. Click Edit Layut Infrmatin: Media Tracker t add rder in drp-dwn values (using increments f 10) t each f the fllwing layuts. Relativity Creating Relativity Dynamic Objects - 49

50 Media Received Layut (Object Type f Media Received) Surce Media Layut (Object Type f Surce Media) Prcessed Media Layut (Object Type f Prcessed Media) Click Save. 2. Build the Media Received Layut using the fllwing steps: Click Build Layut in the Layut cnsle. Click Add Categry and enter Media Received. Click Save. Drag and drp the fllwing fields int the Media Received categry: Received Frm Received On Type Click Add Categry and name the new categry Letter Infrmatin. Drag and drp the fllwing fields int the Letter Infrmatin categry: Letter Frm Letter T Letter Date Letter Title Letter Scan Click the Add Categry drp dwn > Add Object List. Enter the fllwing: Object - Surce Media - Media Received View- All Surce Media Link View- All Surce Media Links Pint t Ppup- Name Friendly Name- Surce Media - Media Received Click Save. 3. Build the Surce Media Layut using the fllwing steps: Click Build Layut in the Layut cnsle. Click Add Categryand enter Media fr the name. Drag and drp the fllwing fields int the Media categry: Media ID Media Received Media Type Click Add Categry and name it Custdians. Drag and drp the fllwing fields in the Custdians categry: Surce Media Strage Lcatin Media Scan Click the Add Categry drp dwn > Add Object List. Enter the fllwing: Object- Prcessed Media - Surce View- All Prcessed Media Link View - All Prcessed Media Links Pint t Ppup- N Friendly Name - Prcessed Media - Surce Click Save. Relativity Creating Relativity Dynamic Objects - 50

51 4. Build the Prcessed Media Layut thrugh the fllwing steps: Click Build Layut in the Layut cnsle. Click Add Categryand enter Prcessed Media fr the name. Click Save. Drag and drp the fllwing fields int the Prcessed Media categry: Prcessed Vlume Prcessed By Click Add Categry and name it Surce Media. Drag and drp the Surce field int the Surce Media categry. Click Add Categry and name it Strage Lcatin. Drag and drp the Prcessed Media Strage Lcatin field int the Strage Lcatin categry. Click the Add Categry drp dwn > Add Object List.Enter the fllwing: Object - Dcument - Prcessed Vlume View- Prcessed Dcuments (Yu may have t create this view. Set the Prcessed Vlume field yu created as the field fr this view.) Link View - Prcessed Dcuments Links Pint t Ppup- N Friendly Name - Dcument - Prcessed Vlume Click Save. 8.6 Exprt Media Tracker applicatin Yu can nw exprt the Media Tracker applicatin. When yu exprt the applicatin yu can als imprt the applicatin int ther wrkspaces. 1. Click Exprt Applicatin n the Applicatin Cnsle. 2. Save the applicatin as an XML file r a RAP file t a flder n yur machine. 3. Install the applicatin t a wrkspace r t the Applicatin Library frm Hme. Nte: Media Tracker is nly ne way that Relativity applicatins can supprt yur wrkflw and data management needs. After yu create this sample applicatin and becme familiar with its functinality, try mdifying its views, field names, and/r layuts t best fit yur needs. 9 Creating a tab t bkmark an bject Yu can create new a tab that links yu directly t any web page r a lcatin within Relativity. This is useful fr bypassing list views r fr ging t specific lcatins. In bth cases, it ptentially saves navigatin steps. If the target is a Relativity page r bject, yu need the ArtifactID. T get the ArtifactID: 1. Frm within a wrkspace, navigate t the page r bject. System admins may navigate t pages r bjects in the Admin Mde area. The ArtifactID appears in the brwser's URL fr that page. 2. The ArtifactID value fllws the string beginning with ArtifactID=. Relativity Creating Relativity Dynamic Objects - 51

52 In the screen belw, this text is ArtifactID= and ArtifactID value is This ArtifactID value is needed fr the Artifact field fr Step 2. T create a bkmark tab: 1. Open a wrkspace and select the Tabs tab and click New Tab. The New Tab frm appears with required fields in range and ptinal fields in gray. 2. Cmplete the fllwing fields: Name - the name fr the new tab. The name must be between 1 and 50 characters. Order - the numerical psitin f the tab. The lwer the Order value is, the mre the new tab appears t the left in the tab strip. Click View Order t display a list f active tabs and their current rder. Link Type - select External frm the menu. The Link field displays belw the Parent field. Parent - ptinally specifies the parent wrkspace tab fr this new tab t appear under. Leave as Select..., the default value, fr the new tab t appear as a separate tab in the tab strip. Link - enter ne f fllwing ptins: The URL f a nn-relativity target webpage. Fr example, enter r The ArtifactID f a Relativity page r bject, specified in this frmat: ObjectArtifactIdentifier=identifier, where identifier is the ArtifactID. Fr example, in the dialg belw, the Link value is ObjectArtifactIdentifier= Relativity Creating Relativity Dynamic Objects - 52

53 Is Default - select Yes t set this tab as the default when a reviewer lgs in; therwise, select N. Relativity Applicatins - ptinally click t assciate this tab with an applicatin. 3. Click Save. The tab appears immediately in the tab strip. Relativity Creating Relativity Dynamic Objects - 53