Related Summary Configuration
- Rebecca David
Placing and Configuring the Related Summary on a Form
Navigate to Configure > Form Types > Choose your form > Form Designer tab.
Drag and drop the 'Related Summary' form element onto your form.
'Select Form Types' that you would like to display on target form. In this example we want information from 'Action Point' and 'Survey Request'.
‘Related Summary Based On’ choose to display the information from the:
Latest Form - will show the latest issued form of the form type selected in step 3.
All Forms - will show all the forms of the form type selected in step 3.
Snapshot of Latest forms only
Snapshot of All Forms
Select Standard Fields - while the related summary is mainly to display user field information, you also have the ability to view metadata from 3 standard fields. Namely the Reference, Title and Status of those forms.
Select User Fields - This section allows the user to select from a list of user fields that are common on all the forms selected in 3. above. These can be either configured as a common user field or just be a user field of the same type, code, and description (case sensitive). Once selected it is these fields that the related summary will read and populate from the associated forms (in this example Action Point and Survey Request).
From the drop down of each listed form type select the user fields (unique to that form) that you want to display in the related summary.
List Style - choose whether you want your list to be expanded or collapsed on the form.
Summary Table Preview - at the bottom on the configuration will be a preview of what your related summary list able will look like on your form.
Snapshot of the Related Summary form element configured based on latest form in the expanded view.
Here is another example when the form (Work Packages) shows information from three related form types i.e. Traffic, Safety and Construction Methodology. The user does not need to leave the Work Packages form to see the important information on the related forms.
Related Summary - List Table User Fields
The Related Summary can include user fields that are in a List Table. Once added the list table user fields will display as sub-rows.
You can have multiple forms in a related summary that include user-fields inside and outside of a list table.
When scrolling through rows of the Related Summary the header is frozen/locked as shown here.
Related Summary - Clickable Links for DocList and Attachment List Fields
In the Related Summary, any data in a DocList or Attachment List user field are displayed as clickable links.
