RCA Workflow Optimization and Troubleshooting 2 — Questions and Answers
Question 1: A workflow rule is not triggering even though the document meets all stated conditions. What is the most likely first step to diagnose this issue?
- Delete and recreate the workflow rule
- Check the workflow queue and audit log for errors (Correct answer)
- Restart the Relativity agent server
- Increase the workflow rule priority to maximum
Correct answer: Check the workflow queue and audit log for errors
The workflow queue and audit log provide visibility into why a rule may have failed or not executed as expected.
Question 2: Which Relativity agent is primarily responsible for processing active workflow rules?
- Case Statistics Agent
- Workflow Agent (Correct answer)
- Branding Agent
- Analytics Index Agent
Correct answer: Workflow Agent
The Workflow Agent polls for documents that meet workflow rule conditions and processes the associated actions.
Question 3: When a 'Set Field' action in a workflow rule does not apply the expected value, which configuration should you verify first?
- That the field is mapped in the workspace template
- That the user running the agent has edit rights on that field (Correct answer)
- That the document is not locked by active review
- That the workflow rule has a valid stop condition
Correct answer: That the user running the agent has edit rights on that field
The Workflow Agent service account must have permission to edit the target field, otherwise the Set Field action silently fails.
Question 4: You want a workflow to trigger only once per document regardless of subsequent edits. Which condition configuration achieves this?
- Set the trigger type to 'New Document Only'
- Use a dedicated boolean flag field as a stop condition (Correct answer)
- Set the workflow order to 1 and disable re-evaluation
- Apply a date filter limiting triggers to the document creation date
Correct answer: Use a dedicated boolean flag field as a stop condition
A boolean flag field set by the workflow action acts as a stop condition that prevents the rule from firing again.
Question 5: A 'Send Notification' workflow action is configured but emails are not being sent. Which setting outside the workflow rule itself should be checked?
- SMTP server configuration in Relativity instance settings (Correct answer)
- Review queue processing mode
- Workspace security permissions for the Documents tab
- Analytics profile linked to the workspace
Correct answer: SMTP server configuration in Relativity instance settings
Email notifications depend on a correctly configured SMTP server in Relativity's instance settings.
Question 6: In a multi-rule workflow, rules are ordered 1 through 5. If Rule 2 sets a field that Rule 4 evaluates, what must be confirmed about the execution model?
- Rules execute in parallel, so the order is irrelevant
- Rules execute sequentially by order number within the same agent run (Correct answer)
- Rule 4 must use a separate workflow to read Rule 2's output
- The Workflow Agent processes lower-order rules in a later cycle
Correct answer: Rules execute sequentially by order number within the same agent run
Workflow rules with lower order numbers execute first within the same agent cycle, so Rule 2's field update is available to Rule 4.
Question 7: Which action type allows a workflow rule to automatically move documents into a specific reviewer's personal queue?
- Set Field
- Assign to Review Queue (Correct answer)
- Send Notification
- Run Script
Correct answer: Assign to Review Queue
The 'Assign to Review Queue' action routes documents to a designated review queue or reviewer automatically.
RCA Workflow Optimization and Troubleshooting 2
A workflow rule is not triggering even though the document meets all stated conditions.
What is the most likely first step to diagnose this issue?