Summarizing records in a list with GenAI

You can generate summaries of records in a list using GenAI. The summarize action summarizes all currently visible records in a list, helping you understand sets of records at a glance. To use the summarize action, your role must have AI summarization enabled in the configurable features set by your administrator.

  1. Enable the AI summarization configuration for a role:
    1. From Security Administration, select User Management > Role.
    2. Double-click a role to configure.
    3. Click the Configurable Features tab.
    4. Click Edit Features.
    5. Select the AI Summarization check box and click Submit.
  2. From the list to summarize, select More Actions > Summarize. The summary is displayed in the Generate Summary window.
  3. To copy the summarized text, click Copy and Close.