

Choices are the predetermined values that you apply to single and multiple choice list fields. With the necessary permissions, you can create choices for workspace fields and admin fields.
In a workspace, you use choices in coding fields to allow users to record decisions on a document. For example, a Responsiveness field might have choices like Responsive, Not Responsive, and Not Sure. You can add and edit workspace choices directly within Field forms and the Choices tab. Within the Field forms, any saved single or multiple choice field contains the choice editor, so you can create and manage choices directly within the field. Within, the Choices tab you may also add single or multiple choices, reorder choices, and create parent and child choices.
From Home, choices are predetermined values applied to pre-workspace objects, such as workspaces, clients, and matters. These choices function the same as choices within a workspace.
Imagine you're a system admin setting up a workspace for a new case, and you want to allow reviewers to code documents as responsive or not responsive. Additionally, you want to track the status of all of your managed cases from Home.
You create a new field in the workspace called Responsiveness and create three choices for this field named Responsive, Not responsive, and Not sure. After you add the choices to the appropriate coding layouts, reviewers have radio buttons for each of the choices you created so they can begin coding documents.
Additionally, you create three admin choices in the Case Status field named First pass review complete, Second pass review complete, and Senior review complete. You can now easily record and track the progress of review for all cases you're managing in Relativity.
With the Choice Editor, you can add and edit choices from the Fields tab, the Choices tab, and layouts.
To access the Choice editor from the Fields tab:
Locate the Choice editor in the Choices section on the Fields form.
To access the Choice editor from the Choices tab:
The Choice editor opens.
To access the Choice editor from layouts:
Click Manage for the field that you want to add another choice.
The Choice editor opens.
In order for a group to be able to edit and add choices, you must grant them Edit and Add permissions on the Choice object.
If the Add Field Choice By Link box is checked, users can view the Choice editor through the Manage link on the layout, but they still cannot edit and add choices without those permissions.
Using the Choice editor, you can add a single or multiple choices to a field.
To add a choice from the Fields tab:
Click Add Choice at the top or bottom of the Choice editor.
To add a single choice from the Choices tab:
To add a choice from a layout:
To add many choices:
Note: You can't create more than 300 choices at one time. If you attempt to create more than 300 choices at one time, then only the first 300 choices get created.
Enter each choice on a separate line. You can also copy and paste a large list of choices, but ensure each choice is entered on a separate line.
(Optional) To create families of choices, use hyphens at the beginning of each separate line. Each hyphen represents a level between parent and child choices. If a choice contains a hyphen, but there is no parent relation, a warning will display.
After you create a choice, you can edit the name and the details of the choice using the Choice editor.
To edit the name of a choice:
To edit the details of a choice:
The Choice Details editor has two tabs: Choice Settings and Advanced Settings.
A pipe character and the keyboard shortcut appear next to the name of the choice when you create a keyboard shortcut.
To delete a choice:
You can also delete multiple choices using the Delete mass operation from the Choices tab.
You can perform mass Copy, Delete, and Export to File on choices from the Choices tab.
See Mass copy, Mass delete, and Mass export to file.
Using the Choice editor, you can reorder choices and create families of choices.
To reorder choices, click the choice row you want to move and drag and drop the choice to the desired position. A blue bar appears in the position where the choice is moved to.
Using the Choice editor, you can create choice families by nesting choices to create a parent choice. When a child choice is selected in a layout, the parent choice is automatically selected as well. A dotted gray line connects the parent choice to its children. In the screenshot below, Fossil Fuels is the parent choice of child choices, Petroleum and Natural Gas.
Note: You can only nest multiple choice field types.
To create a child choice, click the choice row and drag the choice into a preexisting choice. The preexisting choice becomes the parent choice. A double blue bar appears under the new parent tab where the child tab is moved to.
You can also alphabetize choices, parent choices, and child choices. To reorder choices in ascending alphabetical order, starting with A, click the Reorder drop-down menu and select Reorder A-Z. To reorder choices in descending order, starting with Z, click the drop-down on the reorder button and click Reorder Z-A.
You can reorder top level choices in the Choices List using the Sort top level choices feature. You can use this method to edit the sort order of choices according to your preferences without manually editing each choice directly. This only reorders top level choices, not nested choices.
Follow these steps to Sort top level choices:
Note: It is a suggested practice to order your choices in multiples of 10 so that it is easier to insert more choices in your intended order in the future. If you enter choices with orders that are not in multiples of 10 and use the Sort top level choices feature to reorder your choices, then Relativity automatically reorders all previously entered order numbers in multiples of 10.
Note: We recommend setting the tab order by 10's, starting with 10, then 20, 30, etc. Numbering in groups of 10 lets you later insert an item into any position without reordering all items (e.g., 10, 20, 25, 30, 40).
Note: If you need to change a parent choice, create a new choice family, mass edit the applicable documents, and then remove the old choice.
From Home, choices are predetermined values applied to pre-workspace objects, such as workspaces, clients, and matters. These choices function the same as choices within a workspace.
To create or edit an admin choice:
Note: We recommend setting the tab order by 10's, starting with 10, then 20, 30, etc. Numbering in groups of 10 lets you later insert an item into any position without reordering all items (e.g., 10, 20, 25, 30, 40).
You can also add or edit an admin choice on the Choices tab. See Adding choices .
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