

Application Field Codes is how Relativity refers to fields that Microsoft documents use to store document data. For example, [Date] is a field code in Microsoft that shows the date of document creation. Excel and PowerPoint refer to these fields as header and footer, Word refers to them as field codes, and Visio refers to them as fields. But for simplicity, Relativity refers to them as field codes, regardless of which Microsoft application document you’re viewing.
When imaging Microsoft application documents in Relativity, field codes embedded within a document can contain incorrect or irrelevant information. The imaged field code functions as it should, but instead of using the original Date, for example, the field code captures the date the document was imaged within Relativity instead of the date the document was actually created. By creating Application Field Codes in Relativity, however, you can determine how various field codes appear on imaged documents.
Relativity comes with 17 of the most commonly-used field codes automatically linked to the default native imaging profile with the most common rendering options supported. You can edit these linked field codes or remove them from the default native imaging profile based on your rendering preferences. You can also add additional field codes to Relativity beyond the 17 we include.
Note: Application Field Codes are only configurable with native imaging.
You tell the attorneys you can re-image the documents and they can select the rendering option for the Date field code. You explain that they can choose to show the field code as [Date], show nothing at all, or replace the field code with a Relativity field value like Date Created on the Excel documents. The attorneys decide to show the field code on the Excel documents.
To do this, you create a new Application Field Code to link to the default native imaging profile. You select the Date field code from the pop-up picker and then select the Show Field Code option. You then link the Application Field Code you created to the native imaging profile. You then re-image the documents and [Date] appears on the Excel documents.
Use the following table to view the 17 Application Field Codes that come with Relativity. An asterisk denotes the default rendering behavior.
Field Code |
Supported Rendering Options |
|||
---|---|---|---|---|
Show Field Code | Show Nothing | Document Default | Replace with Relativity Field | |
Microsoft Word | ||||
Date | ✓* | ✓ | ✓ | ✓ |
FileName | ✓ | ✓ | ✓* | ✓ |
NumPages | ✓ | ✓ | ✓* | ✓ |
Pages | ✓ | ✓ | ✓* | ✓ |
Time | ✓* | ✓ | ✓ | ✓ |
Microsoft Excel | ||||
Date | ✓* | ✓ | ✓ | ✓ |
File | ✓* | ✓ | ✓ | ✓ |
Page | ✓ | ✓ | ✓* | ✓ |
Pages | ✓ | ✓ | ✓* | ✓ |
Path | ✓* | ✓ | ✓ | ✓ |
Time | ✓* | ✓ | ✓ | ✓ |
Microsoft Powerpoint | ||||
DateTime | ✓* | ✓ | ✓ | ✓ |
Footer | ✓ | ✓ | ✓* | ✓ |
Slide Number | ✓ | ✓ | ✓* | ✓ |
Microsoft Visio | ||||
Directory | ✓* | ✓ | ✓ | ✓ |
FileName | ✓* | ✓ | ✓ | ✓ |
Now | ✓ | ✓ | ✓* | ✓ |
Note: For PowerPoint, Relativity only supports field codes for headers and footers. Field codes for speaker notes and text boxes are not supported.
If you need to add field codes beyond the 17 that come pre-loaded, Relativity provides additional field codes you can select via a pop-up picker or enter manually. Those field codes are:
Field Code | Supported Rendering Options |
Relativity Availability | ||||
---|---|---|---|---|---|---|
Show Field Code | Show Nothing | Document Default | Replace with Relativity Field | Popup Picker | Manual Entry | |
Microsoft Word | ||||||
Author | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Citation | ✓ | ✓ | ✓ | |||
CreateDate | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Embed | ✓ | ✓ | ||||
Link | ✓ | ✓ | ||||
PrintDate | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
SaveDate | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Microsoft Excel | ||||||
Picture | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Tab | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Microsoft Visio | ||||||
DocCreation | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
DocLastEdit | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
DocLastPrint | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
PageCount | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
PageNumber | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Please note that Relativity currently does not support the following Microsoft Word field codes:
If you want to add field codes beyond the 17 that come with Relativity or the field codes available in the pop-up picker, you can manually enter the field code for each Microsoft application. Code means any string of non-special characters, for example, DateTime.
Acceptable formats are {Code}, [Code], and Code.
Acceptable formats are [Code], Code, &Code, &[Code].
Acceptable formats are [Code] and Code.
Acceptable formats are [Code] and Code.
You can create a field that's available in the pop-up picker, create a field code that isn't available already in Relativity, or edit one of the pre-loaded 17 field codes or a field code you've already created. To create a new Application Field Code:
Note: When creating Application Field Code RDOs, when the option is Relativity Field, you cannot use the following system fields: System Modified By, System Created By, or Folder Name.
The Application Field Code Information fields are:
Note: View permission needs to be selected on Application Field Code for the Application Field Code layout to display in the imaging profile page.
Once you create your Application Field Code, link the field code to the appropriate native imaging profile. This is only required if you create a new Application Field Code that isn't linked to a native imaging profile by default. The Imaging Profile (Field Codes) section lists the available native imaging profiles in a workspace.
To link an Application Field Code to an existing native imaging profile:
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