Create fields

In PROJECT SETTINGS, you can create view, edit, and create fields. You can create one field at a time or create up to 200 fields at once using bulk create.

When using bulk create, you download a template CSV file, enter information for each new field, and then upload the file. Using either method to create a field, you specify a unique name, the type of information the field needs to contain, and whether the field is read-only.

When selecting the field type, choose from text (long or short), numeric (integer or float), date, or boolean values. You can also add a choice type field for Coding Forms. When coding these fields, the field type determines whether the user can select only one value or multiple values from the list. When creating a multiple choice field, the coding form lists the values in the order specified during field creation.

To create fields, perform one of the following procedures.

  • To create a single field, perform the following steps.

    1. In the Home page, click and then select .

    2. In the left pane, click .

    3. Click Create Field.

    4. In the Create New Field dialog box, perform the following actions.

      1. In Field Name, type a name for the new field.

      2. In , select one of the following options to specify the type of data to populate the field.

        Type Description

        		up to 255 characters
        for strings exceeding 255 characters
        Single Choice short text field. Also, you can add multiple field values but can select only one field value when marking the documents in Inspect or Review using the coding form
        Multiple Choice short text field. Also, you can add multiple field values and select multiple field values when marking the documents in Inspect or Review using the coding form
        a number without a decimal point
        a number with a decimal point
        a calendar date
        Boolean this field shows only one of the two possible values: Yes or No

      3. Optional. When you select Single Choice or Multiple Choice, to add a value to the field, enter a value in Add Values, and then click Add. The values appear in Value Display Order.

        1. To edit a field value, in Value Display Order, select the field value and edit the value as needed.

        2. To delete a value, in Value Display Order, click in a value.

        3. To change the order of the values, click a value and drag it up or down.

      4. To make the field read-only in coding forms, uncheck the Allow Document Field Edits check box.

      5. Click . In the list, you can view the new field in alphabetical order under .

  • To create multiple fields at a time, perform the following steps.

    1. In the Project page, click and then select .

    2. In the left pane, click .

    3. Click Bulk Create Field.

    4. In the Bulk Create Fields dialog box, perform the following actions.

      1. Click Download CSV Template. The bulk_create_fields.csv file appears at the bottom of the page. Epiq Discovery saves the file to your Downloads folder.

        1. Click the file at the bottom of the page to open it.

        2. For each new field, type the following field information in a row in the file.

          • . Enter a field name. Make sure the name does not contain parentheses or angle brackets (< >).

          • . Enter Shot Text, Long Text, Single Choice, Multiple Choice, Integer, Float, Date, or Boolean.

        3. Save the bulk_create_fields.csv file.

      2. When your saved template file is complete, return to the Bulk Create Fields dialog box.

      3. In File, select your file by navigating it (by default, it is located in your Downloads folder).

      4. Click Create.

        • If the system cannot create a field in the CSV, the top of the page displays ‘Some fields were not created’. If this occurs, click Download Report to view errors. You can correct any errors in the CSV file and perform the steps in this section again.