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.

note

The widget displays the form view with the Approval name. If there is no such view, the Default one is used.

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

See the Add Widget to Form article for the information on how to add a widget to a form.

Configure the widget

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caution

If there is no value in the Configure the value of the widget options field, the widget is not displayed.

To configure the values of the widget options, complete the following steps:

1. In the burger menu of the form where the widget is located, select Configure → Form → Layout.

2. In the Selected box, find the widget you need to configure. Click the icon to the right of the widget title.

3. In the Configure the value of the widget options modal window that appears, specify the widget parameters in JSON format. The default settings:

   Configure the value of the widget options

   {
       "tableId": "",
       "isPortal": true,
       "viewName": "",
       "columnName": "item",
       "columnType": "Document ID",
       "widgetName": "Summary",
       "isShowEmptyField": true,
       "isShowRemAttribute": true
   }
   • tableId – if the column specified in the columnType parameter is of any reference type, specify the ID of the table the column refers to.
   • isPortal – set the value to true to add the widget to a portal form.
   • viewName – specify the name of the form view to which the widget is added.
   • columnName – specify the system name of the column that contains the record to be approved.
   • columnType – specify the type of the column specified in the columnName parameter.
   • widgetName – specify the widget title. It is better to use a title created in the Source Message (source_message) table to add translations to it.
   • isShowEmptyField – set the value to false to exclude empty fields from the widget.
   • isShowRemAttribute – set the value to false to exclude REM attributes from the widget.

4. Click Save to apply the changes.