About spreadsheet fields

You can filter and tag spreadsheet views based on values in a # field. For example, you can filter the Objects spreadsheet so that only those objects linked to 25 or more facts display.

There are two types of # fields: basic and filtered. A basic # field counts all links between two case elements (58 facts linked to Wrongful Termination issue). A filtered # field counts only those links that meet certain criteria. For example, the # Undisputed Facts field counts the number of undisputed facts linked to each issue on the Issues spreadsheet (23 undisputed facts linked to the Wrongful Termination issue).

Double-click in a # field cell or click the Ellipsis button to display a list dialog box detailing all records represented in the field count. You can also print, print to PDF, or export the data in the list dialog box if needed.  Fields displayed in a list dialog box can be customized by clicking on a field header.

# fields display as columns in the Facts, Objects, Issues, and Research - Authorities spreadsheets. Like other CaseMap fields, you determine what views display # fields and can arrange the order in which they display. # fields also display in the Fact, Object, and Issue dialog boxes. # fields do not display on the Questions spreadsheet or in the Question dialog boxes.

CaseMap recounts the links and updates the field count each time a spreadsheet is refreshed. If you have a slower machine, CaseMap's ability to refresh the # field count can be compromised when you display three or more # fields in a spreadsheet view.

If you have the same case staff working on the same types of cases, you may want to consider making a case template that includes the Evaluation fields you find most useful to use in new cases (instead of using the default case template). Doing so will save you time in re-creating these fields for each new case.

Evaluation fields display in spreadsheet views, detail dialog boxes, and in the Evaluation Comparison dialog box. In spreadsheet views, Evaluation fields display as columns. In detail dialog boxes, Evaluation fields display as rows. In the Evaluation Comparison dialog box, you choose two Evaluations fields to display to compare their values.

CaseMap uses the Criticality scale for the Evaluation field on the Questions spreadsheet. The Criticality field values are shown in the following screen shot.

If you create your own custom Evaluation field, the scale provided is Weight. The Evaluation field's values are shown in the following screen shot. If you create more than one Evaluation field for a spreadsheet, the field values will be the same so it's best to have a distinct name for each field you create.

Evaluation field information can be sorted, used in a search filter, and tagged. Sort information in Evaluation fields to view the scale values by symbol type. Evaluation fields can be selected in a search filter and the results can be tagged. For example, you can sort on the Criticality field on the Questions spreadsheet to list the most critical questions first . You can also sort an Evaluation field created on the Facts spreadsheet so you can view all facts that weigh Heavily Against Us first.

For more information, see Changing the field sort order, Performing basic searches, Tagging case records.

Having multiple Evaluation fields based on the same scale allows you to compare evaluations with other case staff. To do this, create a spreadsheet view that includes one or more of your own Evaluation fields, as well as those made by other case staff. When you view this spreadsheet, review the field values for each record to where evaluations match or differ. You can also use the Evaluation Comparison dialog box to perform a more thorough analysis of the similarities and differences among team evaluations.

For more information, see About evaluation tools.