RCA Workflow Optimization and Troubleshooting 3 — Questions and Answers
Question 1: A workflow rule uses a 'Run Script' action. The script executes but produces unexpected results. What is the safest first troubleshooting step?
- Disable the workflow rule and rerun the script manually with test data (Correct answer)
- Delete the script and reinstall from the application library
- Increase the Workflow Agent's thread count
- Set the workspace to single-user mode before retesting
Correct answer: Disable the workflow rule and rerun the script manually with test data
Running the script manually with controlled test data isolates whether the issue lies in the script logic or the workflow trigger context.
Question 2: You need to pause all workflow processing in a workspace temporarily during a data migration. What is the recommended approach?
- Uninstall the Workflow Agent from the server
- Disable all active workflow rules in the workspace (Correct answer)
- Set document permissions to read-only for the service account
- Remove the workspace from the Workflow Agent's resource pool
Correct answer: Disable all active workflow rules in the workspace
Disabling workflow rules within the workspace stops processing without affecting the agent or other workspaces.
Question 3: Which best practice helps prevent a workflow rule from creating an infinite loop?
- Using a stop condition or one-time trigger flag field (Correct answer)
- Setting the workflow rule's priority to zero
- Running only one workflow rule per workspace
- Limiting the rule to apply to fewer than 1,000 documents
Correct answer: Using a stop condition or one-time trigger flag field
A stop condition field ensures the rule does not re-trigger on documents it has already processed.
Question 4: A reviewer reports that documents they code as 'Responsive' are not automatically advancing to the next review stage via workflow. The rule appears active. What should you check?
- Whether the reviewer has the correct workspace group permissions to trigger the rule
- The condition criteria on the workflow rule to confirm 'Responsive' maps correctly to the field value (Correct answer)
- Whether the Analytics index has been rebuilt recently
- Whether the workspace has exceeded its document storage limit
Correct answer: The condition criteria on the workflow rule to confirm 'Responsive' maps correctly to the field value
Condition criteria must exactly match the stored field value, including capitalization and picklist choice names.
Question 5: What does the 'Order' field on a workflow rule control?
- The priority ranking relative to other workspace resource pools
- The sequence in which multiple rules are evaluated and executed per agent cycle (Correct answer)
- The number of documents processed in each agent batch
- The time interval between agent polling cycles
Correct answer: The sequence in which multiple rules are evaluated and executed per agent cycle
The Order field determines the sequence that rules are evaluated during each Workflow Agent cycle, with lower numbers executing first.
Question 6: You want a workflow to trigger when documents are added to a specific saved search. Which condition type should be used?
- Field Condition referencing a date field
- Saved Search Condition (Correct answer)
- Choice Condition on the document status field
- Analytics Cluster Condition
Correct answer: Saved Search Condition
A Saved Search Condition evaluates whether a document is returned by a designated saved search, enabling dynamic criteria-based triggers.
Question 7: Which Relativity feature allows administrators to view the processing history of a specific document through all workflow actions it has encountered?
- Document History tab in the viewer
- Workflow Audit on the document details (Correct answer)
- Relativity Processing report
- Case Statistics dashboard
Correct answer: Workflow Audit on the document details
The Workflow Audit section on a document's detail page shows each workflow action applied, along with timestamps and statuses.
RCA Workflow Optimization and Troubleshooting 3
A workflow rule uses a 'Run Script' action.
The script executes but produces unexpected results.
What is the safest first troubleshooting step?