Choices

Choices are the predetermined values that you apply to single and multi -choice list fields. With the necessary permissions, you can create choices for admin fields and workspace fields.

Choice object relationship diagram

From Home, choices are predetermined values applied to pre-workspace objects, such as workspaces, clients, and matters. These choices function the same as choices within a workspace.

In a workspace, you use choices in coding fields to allow users to record decisions on a document. For example, a Responsiveness field might have choices like Responsive, Not Responsive, and Not Sure.

This page contains the following sections:

Permission considerations for the choice editor

If you want users to edit and add choices from a layout, you must grant them Edit and Add permissions on the Choice object. If the Add Field Choice By Link box is checked, users can view the Choice Editor through the Manage link on the layout, but they still cannot edit and add choices without those permissions.

Add Field Choice By Link permission

Coding Layout with Manage link displaying

If you want users to edit and add choices from the Choices tab you must enable Edit and Add permissions on the Choice object. See Setting permissions on Relativity objects for more information.

Creating and editing an admin choice

To create or edit an admin choice:

  1. Click your name in the upper right corner of Relativity and click Home.
  2. Click the Choices List tab.
  3. Click New Choice. If you want to edit an existing choice, click the Edit link next to the Choice name.
  4. Complete the fields on the form. See Admin fields.
  5. Click Save.

Admin fields

  • Field - sets the type of admin choice. You can select one of the following options:
    • Case status - choices available in the Status field on workspace objects.
    • Client status - choices available in the Status field on client objects.
    • dtSearch Index Share Location - choices available in the Index share field on dtSearch index objects.
    • File location - choices available in the Default file repository field on workspace objects.
    • Matter status - choices available in the Status field on matter objects.
    • Processing Source Location - choices available in the Select source for files to process field in processing set objects.
    • User type - choices available in the Type field under user information for user objects.
  • Name - the choice value that appears to administrators. For example, if you want the choice to read "Internal," name it "Internal." Choice names can be up to 200 characters.
  • Order - a number that represents the position of the choice in relation to the field's other choices. The lower the number, the higher the position on the list. Items that share the same value appear in alphanumeric order. Pane order can be any positive or negative integer, but you can't use decimals. You can click the View Order button to access the order of other choices.

Note: We recommend setting the tab order by 10's, starting with 10, then 20, 30, etc. Numbering in groups of 10 lets you later insert an item into any position without reordering all items (e.g., 10, 20, 25, 30, 40).

You can also add or edit an admin choice on the Choices tab. See Adding choices below.

Working with choices

You can add and edit workspace choices in the new choices tab. Within the choices tab, you can easily add single or multiple choices, reorder choices, and create parent and child choices.

This section contains the following:

Adding choices

To add a single choice:

  1. Navigate to the Choices tab.
  1. Select an Object from the Object Type dropdown.
  2. Select a Field from the Field Name dropdown to which you want to add choices. Field Name is the single choice or multi-choice list field in which you want the choice to appear. The Manage Choices window appears.
  3. Choice Editor window

  1. Click Add Choice or click Click to add a choice to the bottom of the choice list. A new row appears.
  2. Enter the name of the choice you want to add.
  3. (Optional) Click Options to further customize the choice. See Choice options.
  4. Click Save.

You can also add a single choice above or below an existing choice in the Choice Editor. To add a single choice above or below, hover over the choice name you want to move and click . Select Add Choice Above or Add Choice Below.

To add many choices:

Note: You can't create more than 300 choices at one time. If you attempt to create more than 300 choices at one time, then only the first 300 choices get created.

  1. From the Choice Editor, click Add Many Choices. A textbox appears.
  2. Manage Choices textbox

  3. Enter each choice on a separate line. You can also copy and paste a large list of choices, but ensure each choice is entered on a separate line.
  4. Click Save.

You can also create families of choices using hyphens at the beginning of each separate line. Each hyphen represents a level between parent and child choices. If a choice contains a hyphen, but there is no parent relation, a warning will display.

Manage Choices Hiearchy with dashes

Manage Choices Hiearchy without dashes

Editing choices

To edit a choice, hover over the name of the choice in the Choice Editor and click . Alternatively you can click the text of the choice to open the row in edit mode. The Choice options window opens and you can make any updates to the Choice options.

Performing mass operations on choices

You can perform mass copy, delete, and export to file on choices in the Choices or Choices List tabs both in workspaces and at the admin level.

Mass operations menu

Note: If you apply a mass operation on a parent choice, the mass operation is not automatically applied to the child choice.

Reordering choices

You can also reorder choices and create families of choices. To reorder choices click the choice row you want to move and drag and drop the choice to the desired position. A blue bar appears in the position where the choice is moved to.

Manage Choices window reorder choices

Ordering choices alphabetically

You can also reorder choices, parent choices, and child choices using the alphabetize button. To reorder choices in ascending alphabetical order, starting with A, click Alphabetize Icon. To reorder choices in descending alphabetical order, starting with Z, click twice. Clicking the alphabetize button a third time returns choices to the original sorting order. In order to reorder choices using the alphabetize button, you must have the edit permission for the field. If you don't have edit permissions for the field, the alphabetize button doesn't appear in the choice editor.

Note: Once you alphabetize the choices you can also rearrange choices within the sort. The alphabetize button will not automatically re-alphabetize the choices if you move choices individually.

Nesting choices

You can also nest choices to create parent choices. When a child choice is selected in a layout, the parent choice is automatically selected as well. To create a child choice, click the choice row and drag the choice into a preexisting choice. The preexisting choice becomes the parent choice. A double blue bar appears under the new parent tab where the child tab is moved to.

Note: You can only nest multiple choice field types.

Manage Choices nesting choices

A nested choice appears with a dotted gray line from parent to child choice.

Manage Choices nested choices result

Choice options

  • Order - a number that represents the position of the choice in relation to the field's other choices. The lower the number, the higher the position on the list. Pane order can be any positive or negative integer, but you can't use decimals.
  • Parent choice - sets the parent choice.
  • Highlight Color - sets a highlight color for the choice.
  • Relativity Applications - associates an existing application in your workspace to the new choice, in order to link to Relativity Dynamic Objects. See Building Relativity applications.
  • Keyboard Shortcut - designates a keyboard shortcut for the document choice you're editing or creating. You can use the shortcut to code and edit documents in the core reviewer interface. You need to be in edit mode before you can use keyboard shortcuts for choices. This setting is only available for document fields and consists of the following checkboxes. You have to use Ctrl and/or Alt or you get an <Invalid Keyboard Shortcut> warning next to the Key drop-down field:
    • Ctrl - sets the Control key as part of the combination used to trigger the keyboard shortcut.
    • Alt - sets the Alt key as part of the combination used to trigger the keyboard shortcut.
    • Shift - sets the shift key as part of the combination used to trigger the keyboard shortcut.
    • Key - sets the key you want to use in combination with the key specified in one or more of the checkboxes (Ctrl, Alt, and Shift).

    A pipe character and the keyboard shortcut appear next to the name of the choice when you create a keyboard shortcut.

Removing a choice

If you want to remove a choice from a field or layout, you must remove the choice in the Choice Editor. To delete a choice:

  1. Open the Choice Editor on the appropriate object and field. You can also open the Choice Editor from a layout by clicking the Manage link.
  2. Hover over the name of the choice you want to delete.
  3. Click . The choice deletes from the Choices list.

You can also delete a single choice or multiple choices using mass operations.

Accessing the Choices List tab

You can view a list of all choices, regardless of their object type or associated field, within a workspace or at the admin level using the See All Choices link from the Choices tab. You can edit and remove choices from the workspace and at the admin level using the Choices List tab.

Note: In order to view the link, you must have view permissions to the choices list tab.

To access the choices list, click the Workspace Admin tab > Choices tab. The Choice Editor opens within the tab. Click See All Choices. The Choices List opens.

(click image to expand)

Choice Editor with See All Choices highlighted

To edit a choice from the Choices List:

  1. Click See All Choices.
  2. Click the Edit link next to the Choice name.
  3. Complete the fields on the form. See Fields in workspaces.
  4. Click Save.
  5. Note: You can also add a choice on-the-fly when editing a layout by using the Manage link. For more information, see Layouts.

Fields in workspaces

  • Field - the single choice or multi-choice list field in which you want the choice to appear.
  • Name - the choice value that appears to users. For example, if you want the choice to read "Responsive," name it "Responsive." Choice names can be up to 200 characters.
  • Order - a number that represents the position of the choice in relation to the field's other choices. The lower the number, the higher the position on the list. Items that share the same value appear in alphanumeric order. Pane order can be any positive or negative integer, but you can't use decimals.

    Note: We recommend setting the tab order by 10's, starting with 10, then 20, 30, etc. Numbering in groups of 10 lets you later insert an item into any position without reordering all items (e.g., 10, 20, 25, 30, 40).

  • Parent choice - when you create a sub-choice, you can select a parent choice under which the current choice appears. Be aware that once you set your family of choices and tagged values, editing a parent choice causes inconsistencies.

    Note: If you need to change a parent choice, create a new choice family, mass edit the applicable documents, and then remove the old choice.

  • Highlight Color - sets a highlight color for the choice. Highlight color options appear when creating any choice but are only applicable to choices added to multi-choice fields.
  • Relativity Applications - associate an existing application in your workspace to the new choice, in order to link to Relativity Dynamic Objects. See Building Relativity applications.
  • Keyboard Shortcut - designates a keyboard shortcut for the document choice you're editing or creating. You can use the shortcut to code and edit documents in the core reviewer interface. You need to be in edit mode before you can use keyboard shortcuts for choices. This setting is only available for document fields and consists of the following checkboxes. You have to use Ctrl and/or Alt or you get an <Invalid Keyboard Shortcut> warning next to the Key drop-down field:
    • Ctrl - sets the Control key as part of the combination used to trigger the keyboard shortcut.
    • Alt - sets the Alt key as part of the combination used to trigger the keyboard shortcut.
    • Shift - sets the shift key as part of the combination used to trigger the keyboard shortcut.
    • Key - sets the key you want to use in combination with the key specified in one or more of the checkboxes (Ctrl, Alt, and Shift).

Removing a choice

If you want to delete a choice from a field or layout, you can remove the choice from the Choices List. Follow these steps to delete a choice:

  1. Click See All Choices. The Choices List opens.
  2. Select the checkbox next to the choice you want to delete.
  3. At the bottom of the screen, select the Checked drop-down, and then in the next drop-down select Delete.
  4. Click Go, and then click Delete.
    The choice deletes from your Choices list.

Sort top level choices

You can reorder top level choices in the Choices List using the Sort top level choices feature. You can use this method to edit the sort order of choices according to your preferences without manually editing each choice directly. This only reorders top level choices, not nested choices.

Follow these steps to Sort top level choices:

  1. Click Select All Choices. The Choices List opens.
  2. Click the Sort Top Level Choices link in the Sort Top Level Choices column for the field whose choices you want to reorder.
  3. Select a choice in the Order for codes of type window.
  4. Order for codes of type window

  1. Use the Move Up or Move Down buttons to order your choices.
  2. Click Save.
  3. Note: It is a suggested practice to order your choices in multiples of 10 so that it is easier to insert more choices in your intended order in the future. If you enter choices with orders that are not in multiples of 10 and use the Sort top level choices feature to reorder your choices, then Relativity automatically reorders all previously entered order numbers in multiples of 10.