

You can use objects in Case Dynamics to store information related to your case. Object types include:
The following tabs can also be used to store information related to your case:
You can import an Excel file with Facts, Key People, or Issues with assigned numeric order and color coding to the corresponding Case Dynamics object. For example, you might import a contact list to the Key People object or a list of issues to the Issues object. The example below uses Issues to show how each issue and sub-issue corresponds to the import file.
Use the hexadecimal values listed in the table to customize your Issues import.
Hexadecimal value | |
---|---|
Light Gray | #e0e0e0 |
Dark Gray | #807e7e |
Pink | #ffd0d8 |
Red | #cc0000 |
Yellow | #ffe060 |
Orange | #ff8c00 |
Light Blue | #a4d9f3 |
Dark Blue | #1d5ab8 |
Light Green | #addfae |
Dark Green | #339933 |
To import issues into Case Dynamics using the Relativity Desktop Client (RDC).
Note: The following illustrates screen content based on the Facts sub-tab. The data entry screens and practices for other objects are similar.
To view a Fact:
To streamline the inline coding process, Case Dynamics caps how many linked objects display in a field in inline views. If you hover over the number below the last linked object for a field, a pop-up dialog box displays the additional linked objects. You can click on an object's name to see the object's info in a pop-up window. You can also create new issues, entities, and interview questions, or link facts and documents from the pop-up dialog box.
Click Parent Mode or List Mode to set the default inline view.
Inline view considerations:
To add a new fact, use one of the following methods:
Add or edit fact information from the Fact Detail screen.
In the Fact field, type the "@" symbol followed by one or more letters to bring up the type ahead feature. Case Dynamics presents a pop-up list of Entities based on the letters you type. Click the name of the Key Person or Key Organization to add them to the details of your Fact. You can use the type ahead feature on the Facts tab, the Timeline Builder, and the Case Dynamics coding pane.
If an existing entity option displays , go to the Entities tab, and edit the entity with the warning icon. Be sure to fill out all required fields.
Click the X to the right of a key entity to remove an auto-filled key person or key organization from your fact.
To edit an existing fact, use one of the following methods:
To save a fact, use one of the following methods:
To browse between facts on the Fact Detail layout, use the navigation bar in the top right corner. Click the arrows to go to the first, previous, next, or last fact.
Note: Facts are referred to as records in the navigation bar.
To add a new issue, use one of the following methods:
To edit an existing issue, use one of the following methods:
To save an issue, use one of the following methods:
You can nest or add a Child Fact to Facts, Issues, and Interview Questions.
To add a Child:
By default, the Case Dynamics Issue view is configured to correctly display Issues. If creating a new Issue view, ensure that the following Set Sort fields are in this order:
When viewing an object, you can use the Attachments field to attach documents directly from your desktop without importing them into Relativity via the RDC or Web Import.
Note: Custom fields of type File, Currency, Decimal, and User are not supported in Inline Edit lists.
To attach a document to an object:
To delete an attached document:
To link a document to an object from the inline list:
If there are no documents linked to the object, you will see . Click
and select the documents you would like to link from the pop-up window.
Once the document is linked, you can click on the document name, and the Standalone Document Viewer will appear.
Use the following shortcuts and icons when inline coding.
Keyboard shortcut | Action |
---|---|
Ctrl + S | Save |
Ctrl + A | New fact |
Esc | Cancel |
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Add Child. |
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View full details of object |
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Expand/ Collapse |
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Shows nested relationships |
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Removes nesting |
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