DOC0000697: Summary Widget

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 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. 

1. Navigate to an approval record.
2. In the hamburger 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 default widget settings. Learn how to do it below.

4. Click Save to apply the changes.

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

In the window, fill in the Schema Option Values field. Enter the widget options in JSON format. If you leave the field empty, the default values are applied.

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 to which 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 has translations. 

5. Exclude empty fields not to display in the widget:
   

   {
   
        "isShowEmptyField": "false"
   
   }

   
   

6. Exclude REM attributes not to display in the widget:
   

   {
   
        "isShowRemAttribute": "false"
   
   }