

The search panel is available for the Document list and for many other tabs in Relativity.
Using the search panel, you can build complex searches using drag-and-drop to rearrange and visualize nested conditions. You can easily set conditions and drag and drop them into logic groups. The logic display at the top of the panel updates automatically to reflect your drag-and-drop changes. You can access your dtSearch and keyword search indexes and fields in the workspace when creating your search.
See these related pages:
Search panel functionality is controlled by security permissions. If neither permission below is present, the search panel buttons will not appear.
You can collapse the search panel by clicking the down arrow and expand it again by clicking the right arrow (>) next to the collapse panel.
To move the search panel to either side of the document list, click on and hold the top of the panel until the cross arrows appear () and drag it to the new location.
The condition card features the following icons and menu options:
Name | Icon | Description |
---|---|---|
Grabber |
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Click this icon to drag the condition card to a new location. |
Expand/Collapse |
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Click this icon to expose all of the filters and conditions for the card. Collapse the card to return to the summary display. |
Clear |
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Click this icon to clear all of the card's filters and conditions. |
Copy |
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Click this icon to copy the card's filters and conditions. You can paste the card within the pane, then make your adjustments. |
Enable/Disable |
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Click this box to enable the card's filters and conditions. Uncheck this box to disable the card's filters and conditions without actually deleting the card itself. |
Enable the auto-run setting at the bottom of the searching panel to automatically update your data when you select new conditions.
With Auto-run search set to On, each condition that you select from the searching panel will cause the page to auto-refresh and display updated data based on the new condition. You can leave Auto-run Search set to Off if you prefer to manually apply any new conditions as you add them to your search.
To create a search using the search panel:
The search will be automatically saved and you can reference it later as a saved search.
To remove all conditions from the search panel click Clear All Conditions.
If you want to edit a condition, click on the search card.
When you search on a user-created date field using a relative date, Last 7 Days for example, you may see different results between a saved search and a search from the search panel if you are not in the same timezone as your Relativity instance.
Logic groups act as visual parentheses for your search query. The criteria within logic groups are evaluated first before evaluating against other search conditions or logic groups. When creating logic groups, the logic display at the top of the search panel updates automatically to reflect your drag-and-drop changes.
To apply logic groups to search conditions:
To remove all conditions from the search panel, click Clear All Conditions.
Within the search panel you can expand and collapse your search conditions, in addition to toggling the conditions on and off. By using these options you can better visualize data and make quick changes.
To copy a condition, click the Copy icon in the search panel card.
A pop-up modal opens. In the modal, click Apply to copy the same search condition. Edit the operator and the search before clicking Apply for a variation of the original search card. Click Add Condition to add another condition to your new search card.
You can toggle conditions within the search panel to change the documents the search returns. To toggle conditions on and off click the checkbox in the lower-right corner of the condition box. If the box is checked the condition is on; if the box is unchecked the condition is off.
Click Run Search to update the toggled conditions (if auto-run search is toggled off).
To collapse and expand filter condition cards in the panel click the arrow next to the name of the field applied in the condition.
If you have a very long search panel card, you can collapse the card. To collapse a card, click in the top right corner of the search panel card.
To remove a condition, click X in the upper right corner of the condition box.
Click Run Search to update the toggled conditions (if auto-run search is toggled off).
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