History

On the History tab, you can view the actions of users throughout the workspace. Relativity has a comprehensive audit system that logs actions that users perform, object types, timestamps, and other details. This tab also includes views and filters to help you navigate through the audit records.

Note: When you view a document in the Core Reviewer Interface, you can display its history in the related items pane by selecting the Document History icon.

This page contains the following sections:

History view fields

You can customize the views available on the History tab or create new views as necessary. The History tab includes pre-configured views for recently updated documents, long running queries, and imaging history, which you can modify.

History tab views

The following fields are available in views on this tab:

  • Action - the user activity captured in the audit record.
  • Artifact ID - the artifact ID of the audit action.
  • Details - the detailed description of the audit action.
  • Execution time - the length of time in milliseconds for a document query to run.
  • ID - the identifier for the audited item; each tracked action has its own unique identifier.
  • Name - the name of the object.
  • Object type - the type of object.
  • Request origination - the connection details for the user that sent the change request.
  • Timestamp - the date and time when the audit action occurred.
  • User name - the user who initiated the action.

You can export the contents of a view to Excel using Excel icon at the top of the screen. Only the currently-loaded records are included in the Excel file. For example, in the following workspace, only 1,000 records would be included instead of the full 2,501 records.

Document view first 1,000

Some features' history views are more detailed.

Filters on the History tab

On the History tab, you can search for specific audit records by using filters just as you would on other tabs. For more information on filtering, see Filters.

You can also search for choice values using the Details Filter. Actions related to field choices are recorded using Artifact ID. To display the Artifact ID for choice values, click the Choice Legend icon in the view bar.

Choice legend

On the Choice Legend pop-up, you can search for choices in the workspace, their artifact IDs, and their associated fields. You can then enter Artifact ID listed for a choice value in the Details Filter and filter the audit records. For example, you would use the Artifact ID 2881180 to filter on the Issue choice "Responsive."
Choice field update

Note: You can also use views to filter audit records. See History view fields.

Audited actions

The following table lists audited actions in Relativity:

Note: If you perform a job while previewing a user's security settings, the audit action will be credited to your username and not to the user whose security you were previewing when you started the job.

Note: No login action exists when you access a workspace. Relativity interprets the login based on any other auditable action in the workspace. For example, if you view a document in Workspace A, Relativity audits that view action on the History tab and indicates that a user accessed Workspace A.

Exporting the history list

You can export a history list view as a .CSV file using the following steps:

Note: When Audit is installed, you can't export from the History tab.

  1. Navigate to the History tab.
  2. Select the history objects you would to export.
  3. Click Export to File.
  4. A pop-up appears. Select values for the fields:
    1. Format - select comma Separated Values (.csv), which creates a comma delimited text file.
    2. Encoding - select the desired encoding for the output file.
    3. Escape Formulas - select yes or no. When you select yes, any line starts with the following special characters: =,@,+,-, or if the line starts with any combination of spaces before those characters, Relativity prepends a single quote to the line.
  5. Click Run to export the file or Cancel to cancel the export.