Reveal Help Center

Working with Fields

Fields are discrete items of data which taken together constitute a record; in Reveal this fields store information about the project's documents and are managed from the Fields tab under Project Admin.

Field Profiles
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When a project is first created, a Default Field Profile is automatically created to include a set of standard fields available in the database.  

This Field Profile is assigned to all users unless a different profile is explicitly assigned. 

A project may only have one Default Field Profile, and the project manager can specify which fields should be present (and their order of presentation) in the Default Field Profile. 

Other field profiles might be used for second level review, privilege review, contract reviewers, or any level of review that would need to see different fields displayed. 

See Creating a Field Profile and Assigning to a Team for further details.

Managing Fields

This area is used to view and modify a field’s attributes in the coding form. For example, Manage Fields can be used to make a field updateable (see illustration below). Fields are managed at the profile level, which allows the project manager or administrator to set field attributes appropriate to the team or teams assigned to a field profile.

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Each field has the following properties:

  • Name: Is the field name as stored in the back end of the database. It is also known as field table name, and cannot be changed.

  • Description: Allows the Administrator to type in a more detailed description of the specified field.

  • Field Display Names: Is the column header that the users can see in the Document list. It too cannot be edited.

  • Effective Data Type: Allows the Administrator to change how data is displayed within the tool. This is most common in dealing with date fields. This can also be used to set a field to work with a drop-down list using the List type.

  • Display Lines: Allows the Administrator to you now can set the number of display lines for a field.

  • List Type: Allows the Administrator to select from the different types of lists (Automatic or Managed), as well as determine if the list can be Appendable or not.

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  • Linked List: Is available for fields that have ‘List’ or ‘Multi-List’ as their effective data type.

  • Max Length: Is the value for how many characters can fit within a field. This can only be edited within the Reveal Review Manager.

  • Multi-Value: Is for fields containing multiple values within the field. This can only be edited within the Reveal Review Manager.

  • Initially Visible: Is a Boolean value that determines whether a field will be visible to users when they first log in to the project.

  • Required: Is a Boolean value that determines whether the field is required in the database. This will affect Validation settings.

  • Updateable: Allows the Administrator to allow a field to be edited in the review module. This can be used to allow document field coding directly within Reveal. There are required and system fields that cannot be set to updateable. Administrators should carefully consider making a field editable as it will allow users to directly alter the data in the database. It is strongly encouraged that only custom or user-added fields permit updating.

  • Sortable: Is a Boolean value that determines whether the field will appear in the ‘Sort’ menu within the Review tab.

  • Document Number Field: Allows the Administrator to allow the field to be displayed in the Production Database Update screen and for use as a key Field in image loading. Enables searching for the field content as a Document ID in search functions.

  • Allow Tally: Selected whether the field will display a report of the count of each value found in the current Document List using the Tally function. This function has been removed as of Release 10.

  • Is Relational Field: This is used to create a custom relationship field for linking specific data. Documents having the same value entered into a defined Relational Field will show an additional relational panel to Duplicates, Near Duplicates, Family Members and Email Threads. Note the 450 character limitation on maximum length for this field type.

Add Fields

The Administrator may create a custom field here. See Creating a Field for a discussion.