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Summary pages are XML files used to display multiple records in a tabular form based on search criteria.

 

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Table of Contents

 

Creating Summary Pages

To create a new summary page, you need to create a single XML file under ../pages/summary/<module_name> directory. 

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In the following example, warehouses.xml is created under ../pages/summary/inventory and uses an SQL statement to retrieve the information. 

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titleWarehouses Summary Page Example
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titlewarehouses.xml
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<summary xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/summary.xsd">
	<message>Physical locations where traceable and non-traceable items are stored.</message>
	<title>Warehouses</title>
	<sql>FROM WAREHOUSE
		LEFT JOIN USERS CREATEDBY ON CREATEDBY.USERID = WAREHOUSE.WRHCREATEDBYUSERID
		LEFT JOIN USERS UPDATEDBY ON UPDATEDBY.USERID = WAREHOUSE.WRHLASTUPDBYUSERID
		LEFT JOIN OUUNITS CREATEDBYUNIT ON CREATEDBYUNIT.OUUID = WAREHOUSE.WRHCREATEDBYOUUID
		LEFT JOIN OUUNITS UPDATEDBYUNIT ON UPDATEDBYUNIT.OUUID = WAREHOUSE.WRHUPDATEDBYOUUID
		LEFT JOIN WAREHOUSETYPES ON WAREHOUSETYPES.WRHTYPEID = WAREHOUSE.WRHTYPEID
		LEFT JOIN OUGROUPS ON OUGROUPS.OUGID = WAREHOUSE.OWNEROUGID
		LEFT JOIN PRIVACYLEVELS ON WAREHOUSE.PRIVACYLEVELID = PRIVACYLEVELS.PRIVACYLEVELID
		WHERE WAREHOUSE.WRHDELETED = 0
	</sql>
	<rowsperpage>20</rowsperpage>
	<primaryfield>WAREHOUSE.WRHID</primaryfield>
	<mainlinkfield>WAREHOUSE.WRHNAME</mainlinkfield>
	<orderbyfields>WAREHOUSE.WRHNAME</orderbyfields>
	<allownocriteria>true</allownocriteria>
	<multiselect>true</multiselect>
	<module>INVENTORY_MANAGEMENT</module>
	
	<fieldlist>
		<!-- external filters -->
		 <field>
			<fieldname>WAREHOUSE.WRHID</fieldname>
			<filtertextoption>equal</filtertextoption>
		</field>
 
		...
		<!-- fields -->
		<field>
			<fieldname>WAREHOUSE.WRHNAME</fieldname>
			<caption>Name</caption>
			<summary>true</summary>
			<filter>true</filter>
			<filtercaseinsensitive>true</filtercaseinsensitive>
			<link>page.do?act=itm&amp;xml=inventory/warehouse&amp;jndi=ejb/CRMUIWarehouse&amp;fc=loadForm&amp;pv0=((WAREHOUSE.WRHID))&amp;pvc=1</link>
		</field>
 
		...
 
		<!-- drilldowns -->
		<field>
			<fieldname>BALANCE</fieldname>
			<fieldfunction>''</fieldfunction>
			<caption>Balance</caption>
			<summary>true</summary>
			<available>true</available>
			<fieldtype>label</fieldtype>
			<label>Balance</label>
			<link>drilldown:inventory/warehouse_balance;WRHID~((WAREHOUSETRANSACTIONS.WRHID))</link>
		</field> 
 
		...
 
	</fieldlist>
 
	<actions>
		<action>
			<caption>New</caption>
			<topmenu>true</topmenu>
			<link>page.do?act=new&amp;xml=inventory/warehouse&amp;fc=createButton&amp;pvc=0&amp;jndi=ejb/CRMUIWarehouse</link>
		</action>
 
		...

	</actions>
</summary>
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titleWarehouses Summary Page

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