Configuring the summary outline

The License InfoViewer includes an optional Summary tab, which can include a panel showing an outline of the license's milestones.

If the Summary tab is enabled for your agency, users can show or hide it based on their My Infor preferences, and they can indicate whether they want to show the outline.

Note: To enable the Summary tab, use the Show Summary attribute on the General node in the CDR configuration.

The outline must be configured for each license type. To configure the outline, select the Summary Outline node under the application type node in License Workflow. Use the Summary Outline grid to list the milestones that you want to show in the outline, and to set the order in which the milestones will be displayed. You can also specify a display name for each milestone, if you want to use something other than the milestone name.

The outline will show a dot for each milestone that you select, from left to right in the order that you specify. Milestones that the license has passed through are represented by green dots, and milestones that it has not passed through are represented by clear dots.

The representation of which milestones a license has passed through is based on the status logs and the order of the milestones in the outline. A milestone will show a green dot if the date of its most recent status log is after the date of the most recent status log for the previous milestone.

Note: The outline is not intended to represent a license's complete history or its progression through the milestones. It only indicates whether a license has passed through the milestones that you select to display. It has no other functionality.