When is the filter type for a field determined in Relativity?

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The filter type for a field in Relativity is determined when the field is created or edited. During this process, you define various properties of the field, including its filter type, which dictates how users can interact with the data contained in that field. This establishes the rules for how the data will be filtered when users are performing searches or creating views within the workspace.

Choosing the filter type at the time of field creation or modification ensures that the data is properly categorized and that appropriate filtering options are available based on its type. This is important because it affects how users can access and analyze the data later on, ensuring that searches are efficient and relevant according to the needs of the case.

In contrast, the other options occur at different stages and do not influence the filter type directly. For instance, the search execution phase relies on previously established field properties but does not change the filter type. Field deletion simply removes the field and its associated properties, while data import focuses on transferring data into fields without defining their filtering mechanisms. Thus, the configuration that occurs during the field's creation or editing phase is crucial for setting up its filter type correctly.

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