The Form Details screen allows for specifying a Summary Description formula. This page describes how to configure this field.
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Formula
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This field allows the user to specify a formula that will dynamically populate the "Summary" field on the Program Components tab wherever the component form is used a label composed of information in a submission. This allows the user to see a summary of the most important information on a submission without having to open the submission for viewing.
The Summary Description formula is configured on the Component Type lookup edit screen for program component forms, and on the Form Details screen for all other form types.
The text composed by the formula displays on different screens depending on the type of form:
for Program Component forms, the summary label is displayed in the Summary column of a program components list screen (for example, on the Site Details > Program Components list page)
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for all other forms (Applications, Service Requests, Complaints, etc.), the summary label is displayed on the following screens; Dashboard, Submissions - All, Submissions- Inbox, Submission Detail, and Site - Submissions
This page describes how to configure this field.
Editing the Summary Description Formula
The Summary Name Formula field configuration for a Component Type is shown below. As mentioned previously, this field is also available on the Form Details screen.
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There are three options for configuring this field:
Option #1: Leave field blank
If the Summary Description Field is left blank, then the system will automatically populate the field by displaying the first field label and value on the formDepending on the display context, leaving the summary name formula field blank will result in one of three behaviors:
Blank label is displayed - This is the case for non-program component submissions shown on the Dashboard, Submissions - All, Submissions- Inbox, Submission Detail, and Site - Submissions screens.
The label and value of the first control on the form is displayed - This is the case for program component list screens. For example, if the first field on the form is "Tank ID" and the value of that field on a particular form is "T-02", the Summary field will display "Tank ID: T-02". Note that this option does not support grid controls. So if the first field on a form is a grid control (i.e., a table), one of the two options listed below should be used instead.
Option #2: Specify a basic custom formula
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