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The Summary widget is only used in on approval forms. It is used to reduce the number of actions and the time required to get acquainted with the subject of approval. But it can also be added to other forms. 

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

*скрин примера виджета на форме

Add a widget to a form layout

To add the widget on forms, complete the following steps:

Image Added

Configure the options schema

Use the Widget Instance window to specify the widget options. Click the widget while configuring the layout. 

1. Navigate to an approval recordNavigate to any table record you need to add the widget.
2. In the hamburger menu, select Configure → Form → Layout.
3. Move the In the Selected box, select the Summary widget from the Available box to the Selected box.to call the Widget Instance window.

   • Configure

   • You can configure the option schema to override the default widget settings. Learn how to do it below.

4. Click Save to apply the changes.

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

Use the Widget Instance window to specify the widget options. Click the widget while configuring the layout to call this window.

In the window, fill in the Schema Option Values field. Enter the widget options in JSON format. If you leave  

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

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

2. 
   

   Code Block
   {

"widgetName

3. "columnName": "column_name" "columnType": "

TitleExclude empty fields not to display in the widget

4. column_type.title" }

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

5. 
   

6. • If the column is of any reference type, specify the table to which the column refers to:
     

     Code Block
     {

   
 

8. • "

isShowEmptyField

9. • tableId": "

false

10. • table_id" }

    Exclude REM attributes not to display in

    • 
      

11. Enable the portal style for the widget:
    

    Code Block
    {      "

isShowRemAttribute

12. isPortal": "

false

13. true" }

Define a reference to a record through a column name and its type

14. 
    

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

    
    

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

    Code Block
    {      "

columnName

16. viewName": "

column

17. view_name"

"columnType

18. }

    
    

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

    Code Block
    {      "widgetName": "

column_type.title

20. Title" }

21. 
    

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

    
    

22. Exclude empty fields from the widgetDefine a configured view name:
    

    Code Block
    {      "viewNameisShowEmptyField": "view.titlefalse" }

    Add it on the portal

    
    

23. Exclude REM attributes from the widget:
    

    Code Block
    {      "

isPortal

24. isShowRemAttribute": "

true

25. false" }

Define a table on which to display the widget

26. 
    

Example:

"tableId": "156873090301469473",
"isPortal": true,
"viewName": "",
"columnName": "employee",
"columnType": "Reference",
"widgetName

": "

Summary",

"isShowEmptyField": false,
"isShowRemAttribute": true