RCA Workflow Optimization and Troubleshooting 2

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?

Accepted Answer

Check the workflow queue and audit log for errors

Answer

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?

Accepted Answer

Workflow Agent

Answer

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?

Accepted Answer

That the user running the agent has edit rights on that field

Answer

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?

Accepted Answer

Use a dedicated boolean flag field as a stop condition

Answer

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?

Accepted Answer

SMTP server configuration in Relativity instance settings

Answer

Email notifications depend on a correctly configured SMTP server in Relativity's instance settings.

(RCA) Relativity Certified Administrator Practice Test