The functionality described on this site is available in Early Access only. It appears only in a preview environment and not in production. The content on this site is subject to change based on modifications made by product development and/or feedback provided by Relativity customers. Once we deploy Early Access functionality to RelativityOne production, this site will no longer display content until the next Early Access release is available in a preview environment.

Field Categories

Field categories allow you to quickly and accurately apply field conditions to the document list. Once a field category has been created, it can be linked to as many fields as desired. The field category can then be selected when adding conditions in the search panel to conveniently access and apply the linked fields. To learn more, visit the Search panel.

All Fields is a system default field category that displays every non-secured field in your workspace. It cannot be edited or secured from other users and it will always display at the bottom of the Field Categories drop-list. All Fields allows you to conveniently switch between viewing all of the fields and the fields included in a particular field category.

Field categories have object permissions so that they can be created and limited to a specific group or workflow within in Relativity. To learn more, visit Setting permissions on Relativity objects.

This page contains the following sections:

Creating a field category

To create a new field category, do the following:

  1. Navigate to the Field Categories tab.
  2. Click New Field Category.
  3. Enter the desired information for the following fields:
    • Name - the title of the field category
    • Order - determines where the field category appears within the view drop-down list. Items that share the same value are sorted in alphanumeric order.
      • Order can be any integer (positive or negative). No decimals are allowed.
      • The default order is 9999.
      • Note: Ordering by 10's, starting with 10, then 20, then 30, etc. is recommended because you can insert an item into any position later in the workspace, without the need to reorder all items.

  4. Click Save to create the new field category.

Link a field or fields to a field category

To link a field or fields to a field category, do the following:

  1. Navigate to the Field Categories tab.
  2. Click on the desired field category in the list.
  3. Click Link.

    (Click to expand)

  4. Filter the field list as needed and check any desired fields.
  5. Once the desired fields have been selected, click Move selected left to right .
  6. Click Apply.
    The selected fields are linked to the field category and display in the Fields section.

Unlink a field or fields from a field category

To unlink a field or fields from a field category, do the following:

  1. Navigate to the Field Categories tab.
  2. Click on the desired field category in the list.
  3. Click the checkbox on the left side of the row for any fields you wish to unlink.

    (Click to expand)

  4. Click Unlink.
  5. Click Unlink again in the pop-up.
    The selected fields are no longer linked to the field category.