Summary form parts
This option shows all the available parts that make up the Summary form. The available parts vary between modules.
There are many part types depending on the type of data displayed. These part types are set and are not user definable.
This table shows part types of the Summary form:
| Part type | Description |
|---|---|
| Card | Displays multiple fields within a single frame. Drill out on Summary Form Card
Parts to view the fields that can be included in the Card. Note: You can
create a Card Part and assign fields to it. These fields are sourced from the base
entity, in this case it is from lananml.
|
| Text box | Individual field |
| Grid | Data is displayed in a grid. Drill out on Summary Form Part Column to view the columns contained within the grid. |
| Date | Individual field (date format) |
| Date/Time | Individual field (date/time format) |
| Time | Individual field (time format) |
| Tree | Data is presented in a tree type structure. |
| Boolean | Individual field (boolean) |
| Integer | Individual field (integer type) |
| Numeric | Individual field (numeric type) |
| Chart | Dashboard chart |
| Text area | Individual field. Used where an unknown amount of text may have been specified, such as in a comment field. |
You can use the Label Text column to change the field label. For example, you can change Date Created to Record Created.
You can use the grid row limit to define the number of records displayed within a grid on the Summary form. For example, you can limit the number of Owners that are displayed in the Property Summary form.