Choices

To access the Choice editor from the Fields tab:

1. Navigate to the Fields tab.
2. Click on the Name of an existing single or multiple choice field or create and save a new single or multiple choice field. See Fields.
3. Locate the Choice editor in the Choices section on the Fields form.

To access the Choice editor from the Choices tab:

1. Navigate to the Choices tab.
2. Click Edit next to a choice.
3. The Choice editor opens.

To access the Choice editor from layouts:

1. Open a document in the Viewer.
2. Click Edit on the layout. See Layouts.
3. Click Manage for the field that you want to add another choice.

The Choice Editor opens.

To add a choice from the Fields tab:

1. Navigate to the Fields tab.
2. Click on the Name of an existing field or create and save a new single or multiple choice field. See Fields.
3. Locate the Choice editor in the Choices section on the Fields form.
4. Click Add Choice at the top or bottom of the Choice editor.
   Enter the name of the choice you want to add. The new choice is automatically saved.
5. (Optional) Click Details to customize the choice, and then click Save. See Choice detail fields.

To add a single choice from the Choices tab:

1. Navigate to the Choices tab.
2. Click New Choice.
3. In the Field section, select an Object.
4. In the Field section, select a Field that you want to associate the new choice with. The Choices section appears.
5. In the Choices section, click Add Choice.
6. Enter the name of the choice you want to add. The new choice is automatically saved.
7. (Optional) Click Details to customize the choice, and then click Save. See Choice detail fields.

To add a choice from a layout:

1. Under the field that you want to add a new choice, click Manage. The Manage Choices window opens.
2. Click Add Choice or Click to add a choice.
3. (Optional) Click Options to customize the choice, and then click Apply.
4. Click Apply.

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 List of Choices. The Add List of Choices textbox appears.
2. 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. 
3. (Optional) To create families of choices, use 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.
   
4. Click Save.

To edit the name of a choice:

1. Navigate to the Choice editor. See Accessing the Choice editor.
2. Click on the name of the choice that you want to rename.
3. Enter the new name of the choice. The new name is automatically saved.

To edit the details of a choice:

1. Navigate to the Choice editor. See Accessing the Choice editor.
2. Hover over the name of the choice that you want to edit.
3. Click Details.
4. Modify the details of the choice. See Choice detail fields.
5. Click Save.

• 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.
• 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 Viewer. 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.

• Keywords - keywords associated with the choice.
• Notes - any notes, such as a description, that you want associated with the choice.

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.

Creating choice families

Using the Choice editor, you can create choice families by nesting choices to create a parent choice. When a child choice is selected in a layout, the parent choice is automatically selected as well. A dotted gray line connects the parent choice to its children. In the screenshot below, Fossil Fuels is the parent choice of child choices, Petroleum and Natural Gas.

Note: You can only nest multiple choice field types.

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.

You can also alphabetize choices, parent choices, and child choices. To reorder choices in ascending alphabetical order, starting with A, click the Reorder drop-down menu and select Reorder A-Z. To reorder choices in descending order, starting with Z, click the drop-down on the reorder button and click Reorder Z-A.

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. Use the Move Up or Move Down buttons to order your choices.
5. Click Save.