Search panel

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.

Search panel functionality is controlled by security permissions. To access search indexes (Keyword search, dtSearch, Analytics), from the Add Conditions drop-down menu, you must have View Search Index permissions. To view and select fields from the Add Conditions drop-down menu, you must have Edit Search permissions. If neither permission is present, the search panel buttons will not appear. See Workspace security for more information on setting security permissions.

This page contains the following sections:

• Showing, hiding, and moving the search panel
• Using the auto-run search setting
• Creating a search in the search panel
• Applying logic groups to search conditions
• Customizing the search panel

See these related pages:

• Creating or editing a saved search
• Running a dtSearch
• Running a Dictionary search

Showing, hiding, and moving the search panel

You can show and hide the search panel from the item list by clicking the icon above the browser panel.

To move the search panel, click and drag on the top-left corner of the panel.

Using the auto-run search setting

A setting at the bottom of the searching panel allows you 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.

Creating a search in the search panel

To create a search using the search panel:

1. Expand the search panel from the item list by clicking the icon in the upper left corner of your screen.

2. Click Add Condition in the search panel.

   Note: If a related items condition has been set for the saved search, the related items condition also applies to any conditions that are added to the saved search via the search panel.

3. Do one of the following:
   • Enter or select the field to which you want to apply the condition from the drop-down menu.
   • If you have previously linked fields to a field category, you can alternatively select the desired field category from the drop-down menu and then enter or select the field to which you want to apply the condition from the list. To learn more, visit Field Categories.

4. Depending on the field, you will be prompted to specify the conditions to add.

Note: For single object and multiple object fields, the name of the object(s) act(s) as hyperlinks in the filter condition card. You can quickly navigate to the named object instance by clicking on it. For example, if you have a search condition that names the "First pass review" batch set, you can navigate directly to that batch set. from the filter condition card.

5. (Optional) Add additional conditions.
6. (Optional) Apply logic groups to your conditions. See Applying logic groups.
7. Click Run Search if auto-run search is toggled off). To cancel a long running search, click Cancel.

The search will be automatically saved and you can reference it later as a saved search.

Note: To remove all conditions from the search panel click Clear All Conditions.

If you want to edit a condition, click on the search card.

Note: When you search on a user-created date field using a relative date (ex. Last 7 Days), you may see different results between a saved search and a search from the search panel if you aren't in the same timezone as your Relativity instance.

Applying logic groups to search conditions

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. For more information about setting up search conditions, see Search conditions. To apply logic groups to search conditions:

1. Click Add Logic Group.

A green frame appears.

2. Click the handle on the top of the filter condition card you want to add to a logic group.

3. Drag the condition into the logic group frame.
4. Add other conditions to the logic group as needed.

   Note: You can also create a logic group automatically by dragging one condition onto another.

5. Click the AND or OR drop-down menus to set your operators inside your logic group.
6. (Optional) Add additional logic groups and repeat steps 3-5 for the logic groups you add.
7. Click Run Search if auto-run search is toggled off). To cancel a long running search, click Cancel.

Note: To remove all conditions from the search panel, click Clear All Conditions.

Customizing the search panel

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.

Copying conditions

To copy a condition, click in the bottom right corner of 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.

Toggling conditions on and off

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).

Note: To collapse and expand filter condition cards in the panel click the arrow next to the name of the field applied in the condition.

Expanding/collapsing cards

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.

Removing conditions

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).