Displaying family groups in a view

During review, it may be helpful to quickly see documents as they exist in their family groups. Building a view to organize documents by family can support this workflow.

This topic describes how to create a view to display documents organized by family.

Creating the family group view

To create the family group view, enter the following information:

  • View information:
    • Object Type: Document
    • Name: Documents
    • Owner: Public
    • Order: 10
  • Other:
    • Group Definition: Family Group (Family related items field)
    • Relativity Applications: none
    • Query Hint: leave blank
    • Visible In Dropdown: Yes
  • Suggested fields - include Edit, File Icon, Control Number, Group Identifier, File Name (or Name or Unified Title), Record Type, and any additional fields you want to place on the view
  • Set conditions - none
  • It is necessary to sort based on the related item field. It might be Group Identifier or Family Group.
  • >Setting how the families are displayed is optional.
    • Control Number
    • Family Date - use the Propagate Sent Date to Family Documents script to set values for this field.
The following image is not intended to show as indented (with dots), but to illustrate the view you see when you use the indented list method to group the families together. Note that each family is now divided by bolded lines.