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Create Custom Summary Pages

Whilst on To create a new custom summary page, the developer will be able to edit the page by using the links provided on the developer toolbar.

 

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titleSummary Page Developer Toolbar

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By clicking on 'Edit Page', the path of the page can be viewed at the top of the page designer. 

 

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titleCustom Summary Page Path

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The page can be modified as needed by joining more tables for more information, or adding/removing summary fields, filters and drilldowns in the field list.

 

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titleAdding New Summary Fields

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The developer then clicks "Save" and if the changes made are valid and correct, the system renders the new you need to create a single XML file in your custom project's directory under ../pages/summary/<module_name>.

All custom summary pages should follow this naming convention: <release_page_filename>Custom.xml

In the following example, a new summary filter and field is added to the existing contact information summary page.

 

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titleThe Newly Created Summary Page