The Summary widget is used in 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.

Set up the widget

The Summary widget can be added to any form. By default, it is displayed on approval forms.

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

Add a widget to a form layout

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

  1. Navigate to any table record you need to add the widget.
  2. In the hamburger menu, select Configure → Form → Layout.
  3. Move the Timeline widget from the Available box to the Selected box.

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

  4. Click Save to apply changes.

If you do not configure the option schema, the widget will have default settings:

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


Configure the options schema

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 the field empty, the default values will be applied.