Automate - Relativity Foldering by Custodian

The material in this document is for informational purposes only. This guide assumes that the most recent version of Rampiva Automate is in use unless otherwise noted in the prerequisites. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.

Introduction

This document outlines the items required in order to complete custodian level foldering in Relativity, based on Nuix processing, using Scripted Meta Data values.

Prerequisites

Functioning Workflow using the Legal Export with the option to export to Relativity.
Existing JSON mapping file in Relativity with standard fields.

Instructions

A. Configure Nuix Meta Data Profile

1

In Nuix, add a Scripted Meta Data field called Parent Folder Identifier to your desired export meta data profile. The code for the scripted meta data field in this example is written in python.

Code from Image above:

import datetime
now = datetime.datetime.now()
custodianName = "_No Custodian"
if current_item.getCustodian() is not None:
    custodianName=current_item.getCustodian()
result = "Admin"+ "\\" + str(now)[:10].replace("-","") + "\\" +custodianName + "\\" + "Files"

B. Configure JSON Mapping File

1	Update the mappings file to add the Parent Folder Identifier field. To do so, open the mappings JSON file in a text editor and add the following mapping at the end. Ensure that all curly and square brackets are paired correctly.	`,{"loadfileColumn":"Parent Folder Identifier","workspaceColumn":"Parent Folder Identifier"}`
2	Update the Field mapping file section in the Legal Export operation, to point to the newly created JSON file.