Create coding forms

You can create coding forms to control how reviewers tag documents. When creating a coding form, you determine how the form should look by dividing the form into sections as needed, and adding fields to each section.

In the coding form, you set field options to specify which fields are required, view-only for reference, or allow reviewers to add field values. You can add conditional coding rules to control when other fields appear or are mandatory during document review. You can also set up propagation on Single Choice, Multiple Choice, or Short Text fields.

Each coding form can contain a maximum of 5 sections, and each section can contain a maximum of 25 fields. You can add a field to a coding form only once, but you can add the same field to different coding forms. You can apply conditional coding only to the non-read-only field. You can configure up to five levels of nested conditional rules.

You can also change the display order of the sections or fields in a coding form. When tagging the documents, the coding form lists the fields in the order specified in the coding form, and field values in the order specified via the project Fields page.

To create a coding form, complete the following procedure.

1. In the Main Menu, select Review or Analyze>Inspect and then Coding Forms.

2. In the CODING FORMS pane, click .

3. In the Create New Coding Form dialog box, follow these steps:

   1. In Form Name, enter a name for the form.

      • Names can contain letters, numbers, spaces, underscores, hyphens, and single and double quotes.
        

   2. Optional. In Notes, enter a description of the form.

   3. In Conditional Rules, select one of the following rules. Once you create a coding form with one of these rules, you cannot modify it.

      • Field becomes visible on coding form (default)

      • Field becomes required on coding form

   4. Click Create.

4. In the FORM BUILDER pane, define the layout and functionality of the coding form.

   1. To add a section, click .

   2. In Section Name, enter a name.

   3. To add a field to the section, click and select a field in Select Field.

   4. Configure field settings as needed.

      • To set the field for viewing only, select Read Only. Note that system fields that cannot be edited display as read-only.

      • To make the field mandatory, select Required.

      • To enable reviewers to add values to a single choice or multiple choice field, select Allow Users to Add Values.

      • To enable propagation for Single Choice, Multiple Choice, or Short Text fields, select Propagate.

      • For more information about the icons that appear next to the field name, see Coding form icons.

   5. Optional. To add conditional coding rules, follow these steps. After you add a rule, you cannot change the field or make it read‑only until you delete the rule.

      1. Click Add Rule.

         • You can add up to 10 conditional rules per field.

      2. Define the If condition.

         1. In the existing criteria, select a condition from the operator dropdown and then select or enter value(s).

         2. To add a criteria, follow these steps. You can add up to 10 criteria.

            1. Click in the existing criteria.

            2. Select the logic you need to apply between criteria from the logical operator dropdown.

            3. Select a field from the field dropdown.

            4. Select a condition from the operator dropdown.

            5. Select or enter value(s).

         3. To remove a criteria, click in the criteria.

      3. In the Then section, do the following.

         1. Select the field that you want to make visible or mandatory when the condition evaluates to true.

            • The selected field names appear at the top of the conditional rule.

         2. To add a field, click Add Field.

            • You can add up to 10 fields.

         3. Configure the field settings as needed.

         4. To delete a field, click in the field.

         5. To add a nested rule to a field, click Add Rule, define the If condition, and then select one or more fields in the Then section.

      4. To delete a rule, click in the conditional rule.

   6. Add additional fields to the section, managing them as follows.

      • To change the order of the fields in the section, click for a field and drag it up or down in the list. You can also move fields from one section to another section.

      • To delete a field, in the field, click and then click Click to confirm you want to delete this field.

      1. If you need to make all the fields in a section read only, click next to the section name. After that, if you remove Read Only from an existing field in that section or add a new field that is editable, appears next to the section name.

   7. Add additional sections to the coding form, managing the sections as follows.

      • To view fields in a section, click on the section. To close a section, click .

      • To change the display order of the sections, click in a section and drag it up or down in the list.

      • To delete a section, in the top right corner of the section, click and then click Click to confirm you want to delete this section.

   8. When finished, save the coding form.

      • Click Save to save the changes.

      • To save the coding form to a new name, click Save As and in the Save As dialog box, perform the following actions:

        1. In Form Name, type a name for the form.

        2. Optional. In Notes, describe the form.

        3. Click Save.