Real-Time Updates for Combined Fields in Relativity Using the Event Handler

IN THIS ARTICLE

Automatically updating combined fields, like Privilege Descriptions, in Relativity ensures that any modifications to input fields are instantly reflected when a document is saved. With the MA.PrivlogPostSaveEventHandler in place, LHA keeps Privilege Descriptions and other custom fields accurate and current as reviewers make edits, providing real-time validation directly in the Coding Layout.

WHO CAN PERFORM

Users with permissions to:

  • Access and edit the relevant input fields used in the combined field formula.
  • Access the combined field displayed in the Relativity Coding Layout.

Using the Real-Time Update Feature

Combined fields in LHA allow you to create customized columns, like Privilege Descriptions, by combining multiple fields (e.g., Privilege Document Type, Privilege Reason) and static text. After creating a combined field, it can be submitted to Relativity to become a custom field available across the workspace, enabling synchronized updates in real time.

  1. Creating a Combined Field:
    • First, create a combined field using the Create Combined Column feature in LHA. This is where you can define the fields and text to be concatenated, set formatting, and apply any necessary conditions for document selection.
    • See Create Combined Column article for detailed instructions on creating and configuring combined fields.
  2. Submitting the Combined Field to Relativity:
    • Once the combined field is created, submit it to Relativity to create a corresponding custom field. In an open privilege log, click the gear icon next to the combined field and select Submit Custom Field to Relativity.
    • Confirm in the popup to complete the submission. The combined field will appear in Relativity, typically named MA_PrivCustomValue::[Field Name].
  3. Adding the Combined Field to Coding Layout:
    • Navigate to the desired Coding Layout in Relativity, and add the new combined field to it. You can set this field as read-only if needed.
    • Rename the field in Relativity to a more user-friendly label if preferred.

Real-Time Update on Save

Once the combined field is in the Coding Layout, the MA.PrivlogPostSaveEventHandler ensures that any changes made to input fields are automatically reflected in the combined field upon saving. This provides immediate validation and keeps information accurate in real-time.

  1. Editing Input Fields in Relativity:
    • When a user edits any of the input fields that contribute to the combined field’s formula (e.g., changes to “Privilege Reason” or “Privilege Document Type” for a Privilege Description), the system will recognize these changes.
  2. Automatic Update on Save:
    • Upon clicking Save in the Coding Layout, the event handler triggers, recalculating the combined field using the updated values from the input fields.
    • This means that if fields contributing to the Privilege Description were changed, the new values will instantly appear in the Privilege Description after saving, without needing additional overlays or manual updates.
  3. Limitations for Finalized Logs:
    • Real-time updates are only available for logs in an Open state. Once a log is finalized, the combined field values are locked, and updates to input fields will no longer affect the combined field. The View Column Settings option remains available to view combined column configurations in finalized logs.