Propagate sent date to family documents

This Relativity script sets all email families documents to the same sent date as their parent documents in a case. This allows for chronological sorting within all documents.

This is a case functionality script to be run at a case level.

Special considerations

Consider the following when running this script.

  • This script cannot be undone.
  • The script may run for some time without reporting any progress.
  • This script updates the Document table.

Inputs

Before running the script, complete the following inputs:

  • Date Field - Original - the field from which you want the date to be propagated, such as Sent Date.
  • Date Field Sort - the field you created to be the destination to which you want the date to be propagated, such as Parent/Family Date.
  • Family Identifier - the relational field used to identify which documents are grouped together.
  • Date Propagated - a Yes/No field you created to indicate which documents the script updates, which also indicates where data is changed. If you add additional data to the workspace at a later date, and need to run the script again, this flag ensures the script runs only on the newly added documents.
  • Document Sort Field - instead of using ArtifactID to order documents in each family, use this input to select your choice field in which to order documents by. This accounts for some document families where the lowest ArtifactID isn't the parent.

This script uses the Group Identifier to identify email families. Because this field is not populated for documents without families, it will not run on them. In order to get it to run on them, populate the Group ID field by running Mass Replace on the empty Group ID field, replacing it with another field such as Control Number. Once this is complete, rerun the script. All the documents should then have the destination field populated.

Results

Once this script has been run, the Sent Date field will be updated so all family documents in a case have the same value as their parent document. The parent must be the record with the lowest ArtifactID.

This script ignores records where the field assigned to Date Propagated field is set to Yes. As a result, this script will only affect documents where this field is empty or set to No.