Summary View Overview

Summary View Overview

Summary View displays an object’s data in an outline form based on a summary view layout file. A summary view usually arranges an object’s data in multiple panes: one pane for the object’s own data and several carefully structured panes for connected objects. For example, a company summary view may look as follows:

Figure 1. Example of summary view showing company data

A properly structured summary view should help you to:

• Focus on the key information. The view above is configured to display the key data about the company and all objects connected to it.

• Pay attention to the current data. For example, the “Events” pane lists only a few most recent past events, as well as the nearest future ones, connected to the main company:

Figure 2. Only events relevant right now are shown

• Analyze business facts. Panes may be designed which not only filter through database objects but, in addition, automatically calculate and publish total values of an object field:

Figure 3. Company sales cases can be summed up and grouped by status

• Pick relevant data from huge archives. A pane usually filters through the connected objects and shows only those which match some condition:

Figure 4. Only active sales cases are listed from all connected ones

A click on the Show More icon or link will open all sales cases in a table:

Figure 5 Full contents of an expanded pane can be displayed as a table