How to add a facet associated with a tag created in LR

Note: The type of facet can only be added to the Definition file for the Matter that the tag was created in.

Follow these steps to add the facet:

1. Create a tag: Legal Review > [Configuration] > [Tags]
2. Open m_####.xml definition file for the Matter, where #### is the Legal Review Matter ID, in a text editor. By default, this file is located in the '\ProgramData\Zylab\LegalReview\Definitions' folder which is usually hidden by default. Find the tag definition by ‘Tag Name’. 
3. Copy and search <KeyFieldValuesGroupName> value of the tag definition to get a definition of the <FieldValueGroupDto> of the tag.
4. The Field Group definition contains a bit type tag definition that is stored in the <Field> section.
5. Copy the bit field definition in a separate notepad window.
6. Adjust 'Id' parameter in the <Field> to 'Ref' and capture its value.
7. Add closing ‘/’ to close <Field>.
8. Remove everything that is stored between <Field z: Ref…> and <UnsetValue>.
9. Create a facet.
10. Paste copied bit tag definition between <KeyField> of the facet,
11. Update the 'Id' parameter with value captured in step 6.
12. Adjust parameters of the following:
    • <Display Name> - name of the facet
    • <IsUserVisible> - set to true
    • <Name> - name of the bit tag
13. Save definition file.
14. Perform IISReset.

APPLIES TO

4.3