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The Summary widget is only used on approval forms . It is used 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
Use the Widget Instance window to specify the widget options. Click the widget while configuring the layout.To configure the option schema of the widget, complete the following steps:
- Navigate to an approval record.
- In the hamburger menu, select Configure → Form → Layout.
- In the Selected box, select the Summary widget to call the Widget Instance window.
Configure the option schema to override the default widget settings. Learn how to do it below.settings in the Schema Option Values field. Enter the widget options in JSON.
- Click Save to apply the changes.
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The default settings:
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In the window, fill in the Schema Option Values field. Enter the widget options in JSON.
Note |
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If there is no value in the the Schema Option Values field, the widget is not displayed. |
Define a field with the record that needs approval. Specify a column name and its type:
Code Block { "columnName": "column_name" "columnType": "column_type.title" }
If the column is of any reference type, specify the table to which the column refers to:
Code Block { "tableId": "table_id" }
Enable the portal style for the widget:
Code Block { "isPortal": "true" }
Tip Use this parameter if the widget is added to a portal form.
Define a configured view name with a specific set of fields:
Code Block { "viewName": "view_name" }
Change the default title of the widget by defining the new one:
Code Block { "widgetName": "Title" }
Tip It is better to use a title created in the Source Message (source_message) table, so that it is easier to localize it.
Exclude empty fields from the widget:
Code Block { "isShowEmptyField": "false" }
Exclude REM attributes from the widget:
Code Block { "isShowRemAttribute": "false" }
Example:
Code Block | ||||
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"tableId": "156873090301469473", "isPortal": true, "viewName": "", "columnName": "employee", "columnType": "Reference", "widgetName": "Summary", "isShowEmptyField": false, "isShowRemAttribute": true |