InfoViewers
Use InfoViewers to view and edit records in your system. They show summary information about individual records and include various tools to use to update this information. To view a record in an InfoViewer, click an ID link. ID links are usually displayed in grids, such as lookup grids.
Many InfoViewers divide information into tabs. For example, the Employee InfoViewer includes an Information tab, an Associated Information tab, an Emergency Information tab, and so on.
Certain tabs list information in grids, such as the Associated Information tab, which has grids for an employee's job classifications, qualifications, availability, and responsibilities. Depending on your access rights, records can be added, edited, or deleted in some of these grids.
Summarize record
If GenAI is enabled for your tenant, the button is shown at the top of each InfoViewer. This provides an AI-generated summary of the current record.
When you click , the Record Summary window opens. The Key Points field shows a predefined AI prompt that you can use as is, or modify to fit your needs. When you click , the AI agent generates a summary based on the prompt in the Key Points field.
The summary is shown in a comments field so you can modify it as needed.