

Views are customizable lists of items in Relativity. This diagram illustrates the relationship between views and other Relativity objects.
Views are effectively special saved queries that control three things:
Each view corresponds to a Relativity object. For instance, to create a custom list of documents to display in the Documents tab, you must create a document view.
Note: If an Object Type List page does not have a view, it does not load and an error message appears that states no views have been created.
When you create a view, you can set conditions so that only objects that meet certain criteria appear in the view. However, you shouldn't rely on views to control security. If you need to prevent users from viewing an item, you must set the appropriate security permissions for that item.
If a user does not have access to any of the available views, an error message appears that states the page is secured.
This page contains the following sections:
Also see these related recipes:
Imagine you're a system admin, and an attorney handling an insider trading case, John, asks you to configure Relativity in a way that he can easily review all documents in the workspace sent within the month leading up to the questionable trades. The date range he wants to examine is December 1, 2013 to January 1, 2014, but the items returned in all currently available views don't list the Date Sent field in any column.
You create a new view named John's View that displays the Date Sent field and apply conditions to only show documents sent on or after December 1, 2013. You add a second condition to John's View to only show documents on or before January 1, 2014. You specify that John's View displays the returned results in ascending order by Date Sent.
When you’re done, you tell John his view is available in his workspace. John logs in and opens John's View to access his requested documents.
There are several workspace system views. These views display lists of items in special locations throughout the workspace. They include:
Note: These relational views are automatically generated when you make a relational field. By default, they are not included on the Documents tab and are only used to determine the fields that appear in the related items pane for that relational group.
Note: For more information on searching with Batch fields as search conditions, see
Note: This workspace system view is not editable in Relativity.
Note: This workspace system view is not editable in Relativity.
Any time you see a list of items in Relativity, it's a view. There are a number of system views available from Home, including page detail views and pickers.
Pickers have special restricting functionality within Relativity. You can use picker views criteria to control which items are available on the picker. For example, you can set up Relativity so that only clients with an active status are available for linking to users and matters. To accomplish this, edit the criteria for the “ClientsOnPicker” view to include status = active.
A view can be created utilizing field categories or without them depending on where you create the view. Field categories allow you to quickly and accurately apply field conditions to the document list.
To create a view that can utilize field categories, do the following:
To create a view without utilizing field categories, do the following:
The Information tab fields are:
Object Type - is the type of view you're creating.
When choosing an Object Type, ask yourself "What do I want to make a list of?" The answer is your object type.
A common example of a type of view is the document view, which can be used when creating a view with a criterion that only shows documents that have not yet been coded. Another example is a batch view, which can be used to display only batches assigned to a specific user.
Note: It’s always a good idea to order by 10's, starting with 10, then 20, then 30, etc. By numbering in groups of 10 you can insert an item into any position later in the workspace, without the need to reorder all items.
The Other tab fields are:
In the Fields tab you select the fields that appear on your view.
All potentially available fields appear in the left box, Unselected items. If you created a view that utilizes field categories, you can select a field category from the drop-list above the Unselected items box to filter the list.
Move any fields you want in your view to the right box, Selected items. You can move fields between boxes by:
In the Unselected items box, fields appear in alphanumeric order. Choose the fields for your view carefully, and avoid adding long text fields. Depending on the field type, you're able to get only a few fields visible on the screen. Select only those fields a user needs to see, filter on, or sort by.
In the Selected items box, fields are ordered according to their position. The topmost fields in the Selected items box are the leftmost fields on the view. The bottommost fields in the Selected items box are the rightmost fields on the view. Place your cursor in the Selected items box to order the fields using drag and drop.
There are several special system fields unique to views that you can add to a view:
There are filtering capabilities that you can use to help you locate fields. You can use the filter above each box to search for fields found in the corresponding box.
Note: The number of fields, or columns, you select can impact page load performance.
In the Conditions tab you determine which items you want your view to return. A field condition can contain up to 4,000 characters.
When the item list for the view loads slowly due to a long running query, a message box displays with a Cancel Request link. This link is available when you perform other actions on item lists containing documents or Dynamic Objects that initiate a query in the background, as well as when you perform searches, filter, or sort on these objects.
Note: The Set Conditions section is similar to the Conditions section in saved searches. For more information on the available options, see
To define the criterion for your view, you can choose to add conditions, logic groups, or both.
To set a condition, complete the following steps:
Note: If you are setting a condition on a view that can utilize field categories, you can conveniently filter the list of available fields by selecting a field category from the drop-down menu above the fields list.
With date-based fields, you can enter dates with the MM/DD/YYYY format or use the date range filter.
Depending on the field type and operator, you can choose the value(s) from a popup picker. A popup picker is available for selecting choices and objects that provide the following operators:
To set a Logic Group, complete the following steps:
In the Sort tab you define the default sort order of the view. If you don't select a sort criterion, the view sorts by artifact ID. Users are able to temporarily sort the view by any field that has Allow Sort/Tally enabled on the view.
Each row represents a sort criterion. Select the desired sort field in the first column. The second column sets whether the sort should run ascending or descending. The sorts are applied in nested order.
You can edit views in three ways:
When you edit a view from within the view itself, Relativity guides you through the four-step wizard. Complete the fields on the form and click Next after you complete each step. See the following sections to learn about each steps fields:
Make sure to click Save when you are finished making your changes.
The Basic Information (Step 1 of 4) fields are:
View Information
Note: It’s always a good idea to order by 10's, starting with 10, then 20, then 30, etc. By numbering in groups of 10 you can insert an item into any position later in the workspace, without the need to reorder all items.
Advanced Settings
In the second step of the wizard you select the fields that appear on your view.
All potentially available fields appear in the left box, Available Fields. Move any fields you want in your view to the right box, Selected Fields. You can move fields between boxes by:
In the Available Fields box, fields appear in alphanumeric order. If you move a field back to available fields from selected fields, it moves to the bottom of the list. Choose the fields for your view carefully, and avoid adding long text fields. Depending on the field type, you're able to get only a few fields visible on the screen. Select only those fields a user needs to see, filter on, or sort by. Use the up and down arrows on the right of the Selected Fields box to order the fields. The button sends the selected field to the top of the Selected Fields list. The
button sends the selected field to the bottom of the Selected Fields list.
There are several special system fields unique to views that you can add to a view:
In the Selected Fields box, fields are ordered according to their position in the selected fields box. The topmost fields in the box are the leftmost field on the view. The bottommost fields in the box are the rightmost field on the view. To reorder the fields, use the up and down arrows to the right of the selected fields box.
There are four buttons at the top of the wizard:
In the third step of the wizard you determine which items you want your view to return. A field condition can contain up to 4,000 characters.
When the item list for the view loads slowly due to a long running query, a message box displays with a Cancel Request link. This link is available when you perform other actions on item lists containing documents or Dynamic Objects that initiate a query in the background, as well as when you perform searches, filter, or sort on these objects.
Note: The Set Conditions section is similar to the Conditions section in saved searches. For more information on the available options, see
Each row of the conditions builder represents a separate criterion. Each box of the row represents a different part of the criterion.
Note: With date-based fields, you can enter @today as the value instead of choosing a date.
Depending on the field type and operator, you can choose the value(s) from a pop-up picker. A pop-up picker is available for selecting choices and objects that provide the following operators:
When you click next to any of these operators, the following window appears:
Check any item in the Available Items list at the top and click Add to put that item into the Selected Items list below. Click Set to add the Selected Item as a condition in the view.
Likewise, check any item in the Selected Items list and click Remove to place the item back into the Available Items list. Click Set to removes the item from the view condition.
The Available Items pop-up picker is also available when setting advanced search conditions and when performing a mass edit.
There are two additional buttons on the form:
In the fourth and final step of the wizard you define the default sort order of the view. If you don't select a sort criterion, the view sorts by artifact ID. Users are able to temporarily sort the view by any field that has Allow Sort/Tally set to Yes included on the view.
Each row represents a sort criterion. Select the desired sort field in the first column. The second column sets whether the sort should run ascending or descending. The sorts are applied in nested order.
To link a dashboard to a view:
Select the desired dashboard from the Dashboard drop-down menu.
If you switch to a different dashboard while in the view, the link breaks. There are two ways to restore this link:
If you delete a dashboard, Relativity removes the link in the view.
If you delete a dashboard with dependencies, a pop-up appears with a list of dependencies.
Dashboards are available for dynamic object type views. They are also supported by the following static objects:
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