Creating fields with Claira

Claira can create Nuix Discover fields for you — from the field settings, from any field picker, or in a conversation with Claira. The field is created in Nuix Discover and connected to Claira in one step, with no composite ID to look up.

One part of the process happens outside Claira, and it is the most important one: a case administrator must grant access to the new field in Nuix Discover before anyone can use it. This page starts with that step, then walks through everything else.

The step that needs a case administrator

When a field is created this way, Nuix Discover gives it no group access at all — not even to the person who created it. The field is connected to Claira right away and can be selected anywhere, but until an administrator grants access in Nuix Discover, scans can't actually write results into it — Claira reminds you of this right after creation.

To unlock the field, a case administrator does this in Nuix Discover:

1. Go to Case Setup → Fields and open the new field.
2. On the Security tab, grant read and write access to the groups that use Claira.

If you are not the case administrator, you don't need to remember any of this: after creating a field, Claira offers a Copy instructions for your admin button that puts a complete, ready-to-send message on your clipboard (more on this below).

Create a field or connect an existing one

The field dialog has two tabs:

• Create in Discover — Claira creates a brand-new field in Nuix Discover and connects it automatically. Use this whenever you need a field that doesn't exist yet.
• Connect existing — the classic flow: paste the composite ID of a field that already exists. You still need it for:
  • Pick list fields. Claira cannot create these — a pick list created this way would contain no choices to pick from. Create the pick list in Nuix Discover, then connect it.
  • Fields that already exist in the case.
  • Older portals. If your Nuix Discover portal doesn't support creating fields yet, Claira tells you when you try — nothing is created — and you can connect an existing field instead.

The connect-existing flow is described in Fields.

Creating a field

1. Open Settings → Fields and select Connect New Field — or, in any field picker, choose + Create new field…. (A picker with no fields to offer shows a create button instead.)

2. On the Create in Discover tab, enter a field name. One name serves as both the field's name in Nuix Discover and its label in Claira, so pick something your whole team will recognize.

3. Choose a type:

   • Memo (recommended) — for AI responses: summaries, justifications, any free text. A memo field holds multiple values per document.
   • Text — short single-line values.
   • Number — amounts and counts.
   • Date — dates.
   • Yes/No — yes-or-no determinations.

   Pick list is missing from this list on purpose — Claira cannot create pick list fields (see the troubleshooting below).

4. Optionally add notes and mark what you plan to use the field for.

5. Select Create field.

The administrator access step

Right after creation, the field is connected and ready to select in every field picker. Claira also shows a reminder: new fields start with no group access in Discover, so a case administrator needs to grant read and write to the groups that will use the field (Case Setup → Fields → the field → Security) before scan results can be written into it.

• Copy instructions for your admin — copies a complete, ready-to-paste message: the case, the field name, and the exact steps to follow in Nuix Discover. Send it to whoever administers the case.

You are the judge of when it's ready: if a scan later can't write to the field, the missing grant is the reason — have the access granted (both read and write, to the right groups) and run again. One Nuix quirk worth knowing: after security changes, refresh your Discover browser tab so your own session picks them up.

Creating fields in a conversation

Claira's agent can suggest and create fields too. It may propose one when your case has no connected fields yet, or when a task you are setting up needs a destination field — and you can simply ask: "Create a memo field for privilege analysis notes."

The agent never creates anything by itself:

1. It shows a card with a proposed name and type. You can edit both directly on the card.
2. The field is created only when you select Create field on the card. Because creation is permanent, saying "yes" in the conversation is deliberately not enough — it always takes that explicit click.
3. After creation, the card confirms the field is connected and reminds you of the administrator access step, exactly as above. If a task was waiting on the field, you can continue it right away.

Creation limits

To protect your cases — remember, created fields are permanent — Claira limits field creation: a few new fields per hour and per day for each case. The limits are the same on every plan. If you reach one, wait a little and try again.

Troubleshooting

• "This Discover portal doesn't support creating fields from Claira yet." Your Nuix Discover portal predates field creation from Claira. Nothing was created. Connect an existing field instead, or ask your Discover administrator about a portal update.
• "Your Discover role may not allow creating fields." Creating fields requires sufficient rights in Nuix Discover, and your role may not have them. Nothing was created. Ask a case administrator to create the field, or connect an existing field instead.
• A scan can't write to the field. Access hasn't been granted yet — or it was granted to groups you are not part of, or read-only. Use Copy instructions for your admin to send the exact steps, confirm that read and write were granted to the right groups, then run the scan again (and refresh your Discover tab after security changes).
• Pick list isn't in the type list. Claira cannot create pick list fields — created this way, they would contain no choices to pick from. Create the pick list in Nuix Discover, then connect it from the Connect existing tab (see Fields).

Need help? Contact us at support@claira.to.