Summary

The Summary widget is only used on approval forms to reduce the number of actions and the time required to get acquainted with the subject of approval.

To display the summary of records, you need to add the widget to a form layout and configure the option schema.

Configure the options schema

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To configure the option schema of the widget, complete the following steps:

1. Navigate to an approval record.
2. In the burger menu, select Configure → Form → Layout.
3. In the Selected box, select the Summary widget to call the Widget Instance window.
   • Configure the option schema to override the default widget settings in the Schema option values field. Enter the widget options in JSON.
4. Click Save to apply the changes.

The default settings:

Default Schema option values

"tableId": "",
"isPortal": true,
"viewName": "",
"columnName": "item",
"columnType": "Document ID",
"widgetName": "Summary",
"isShowEmptyField": true,
"isShowRemAttribute": true

caution

If there is no value in the Schema option values field, the widget is not displayed.

1. Define a field with the record that needs approval. Specify a column name and its type:

{
     "columnName": "column_name",
     "columnType": "column_type.title"
}

If the column is of any reference type, specify the table that the column refers to:

{
     "tableId": "table_id"
}

2. Enable the portal style for the widget:

{
     "isPortal": "true" 
}

Use this parameter if the widget is added to a portal form.

3. Define a configured view name with a specific set of fields:

{
     "viewName": "view_name"
}

4. Change the default title of the widget by defining the new one:

{
    "widgetName": "Title"
}

It is better to use a title created in the Source Message (source_message) table, so that it is easier to localize it.

5. Exclude empty fields from the widget:

{
     "isShowEmptyField": "false"
}

6. Exclude REM attributes from the widget:

{
     "isShowRemAttribute": "false"
}

Example:

Schema option values

{
     "tableId": "156873090301469473",
    "isPortal": true,
    "viewName": "",
    "columnName": "employee",
    "columnType": "Reference",
    "widgetName": "Summary",
    "isShowEmptyField": false,
    "isShowRemAttribute": true
}