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Summary pages are used to display multiple records in a tabular form. They give the ability to the user to search for a specific record in the database by specifying a set of criteria.

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The user is also able to setup his summary page by specifying a number of other parameters such as the fields that are displayed on the summary page, how the records are ordered, which filters are visible , etc...

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In this tutorial, we are going to create a summary page that lists Installed Item Types.

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In this case, we create a directory named ../pages/summary/inventory and then we create a new XML file named installedItemTypeSummary.xml as follows.

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Code Block
languagexml
titleInstalled Item Type Summary Page XML
firstline1
linenumberstrue
collapsetrue
<summary>
    <title>Installed Item Types</title>
     <sql>FROM INSTALLEDITEMTYPES
         LEFT OUTER JOIN PRODUCTS ON PRODUCTS.ProdID=INSTALLEDITEMTYPES.ProdID
         LEFT OUTER JOIN PRODUCTTYPES ON PRODUCTTYPES.ProdTypeID=INSTALLEDITEMTYPES.ProdTypeID 
         LEFT OUTER JOIN USERS CREATEDBY ON CREATEDBY.UserID=INSTALLEDITEMTYPES.InstItemTypeCreatedByUserID
        LEFT OUTER JOIN USERS UPDATEDBY ON UPDATEDBY.UserID=INSTALLEDITEMTYPES.InstItemTypeUpdatedByUserID 
        WHERE INSTALLEDITEMTYPES.INSTITEMTYPEDELETED=0
    </sql>
    <rowsperpage>100</rowsperpage>
    <primaryfield>INSTALLEDITEMTYPES.InstItemTypeID</primaryfield>
    <mainlinkfield>INSTALLEDITEMTYPES.InstItemTypeID</mainlinkfield>
    <groupby></groupby>
    <autosearch>true</autosearch>
    <hidefindbutton>false</hidefindbutton>
    <multiselect>false</multiselect>
    <userviewfilter></userviewfilter>
    
    <fieldlist>
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeName</fieldname>
            <caption>Name</caption>
            <summary>true</summary>
            <filter>true</filter>
            <fieldtype>string</fieldtype>
            <link>page.do?xml=inventory/installedItemTypeDetailBody&amp;act=itm&amp;fc=loadForm&amp;jndi=ejb/CRMUIInstalledItemType&amp;pv0=((INSTALLEDITEMTYPES.InstItemTypeID))&amp;pvc=1</link>
        </field>
        
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeAltCode</fieldname>
            <caption>Alternative Code</caption>
            <summary>true</summary>
            <filter>true</filter>
            <mouseover>false</mouseover>
            <expand>false</expand>
        </field>
        
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeDesc</fieldname>
            <caption>Description</caption>
            <summary>true</summary>
            <filter>false</filter>
            <mouseover>false</mouseover>
            <expand>false</expand>
        </field>
        
        <field>
            <fieldname>IsDefault</fieldname>
            <fieldfunction>INSTALLEDITEMTYPES.InstItemTypeDefault</fieldfunction>
            <caption>Is Default</caption>
            <fixedlookup>ejb/CRMUIInstalledItemType.getYesNoSelectBox</fixedlookup>
            <filter>true</filter>
            <filteronexpand>true</filteronexpand>
        </field>
        
        <field>
            <fieldname>IsTraceable</fieldname>
            <fieldfunction>INSTALLEDITEMTYPES.InstItemTypeIsTraceable</fieldfunction>
            <caption>Is Traceable</caption>
            <fixedlookup>ejb/CRMUIInstalledItemType.getYesNoSelectBox</fixedlookup>
            <filter>true</filter>
        </field>
        
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeDefault</fieldname>
            <caption>Is Default</caption>
            <fixedlookup>ejb/CRMUIInstalledItemType.getYesNoLookup</fixedlookup>
            <summary>true</summary>
        </field>
        
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeIsTraceable</fieldname>
            <caption>Is Traceable</caption>
            <fixedlookup>ejb/CRMUIInstalledItemType.getYesNoLookup</fixedlookup>
            <summary>true</summary>
        </field>
           <field>
               <fieldname>PRODUCTS.ProdID</fieldname>
               <caption>Product</caption>
            <filter>true</filter>
            <filteronexpand>true</filteronexpand>
            <filterlookupname>dataset;products.getproducts;prodid;prodnum</filterlookupname>
            <summary>false</summary>
           </field>
           
            <field>
               <fieldname>PRODUCTTYPES.ProdTypeID</fieldname>
               <caption>Product Type</caption>
            <filter>true</filter>
            <filteronexpand>true</filteronexpand>
            <filterlookupname>dataset;products.getproducttypes;prodtypeid;prodtypename</filterlookupname>
            <summary>false</summary>
           </field>
        <field>
            <fieldname>PRODUCTS.ProdNum</fieldname>
               <caption>Product No.</caption>
               <summary>true</summary>
               <expand>false</expand>    
           </field>
           
           <field>
            <fieldname>PRODUCTTYPES.ProdTypeName</fieldname>
               <caption>Product Type Name</caption>
               <summary>true</summary>
               <expand>false</expand>    
           </field>   
        <field>
            <fieldname>CREATEDBY.USERNAME</fieldname>
            <caption>Created by</caption>
            <summary>false</summary>
            <available>true</available>
            <expand>true</expand>
        </field>
        
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeCreatedDate</fieldname>
            <caption>Created on</caption>
            <fieldtype>date</fieldtype>
            <summary>false</summary>
            <expand>true</expand>
        </field>
        
        <field>
            <fieldname>UPDATEDBY.USERNAME</fieldname>
            <caption>Updated by</caption>
            <summary>false</summary>
            <available>true</available>
            <expand>true</expand>
        </field>
        <field>
            <fieldname>INSTALLEDITEMTYPES.InstItemTypeUpdatedDate</fieldname>
            <caption>Updated on</caption>
            <fieldtype>date</fieldtype>
            <summary>false</summary>
            <expand>true</expand>
        </field>
        
        <field>
               <fieldname>CREATEDBY.USERID</fieldname>
               <caption>Created By</caption>
            <filter>true</filter>
            <filteronexpand>true</filteronexpand>
            <filterlookupname>dataset;businessnetwork.searchusers;userid;userpersonname</filterlookupname>
            <summary>false</summary>
           </field>
           
           <field>
               <fieldname>UPDATEDBY.USERID</fieldname>
               <caption>Updated By</caption>
            <filteravailable>true</filteravailable>
            <filterlookupname>dataset;businessnetwork.searchusers;userid;userpersonname</filterlookupname>
            <summary>false</summary>
           </field>
    </fieldlist>
    
    <actions>
        <action>
            <caption>New</caption>
            <link>page.do?xml=inventory/installedItemTypeDetailBody&amp;act=new&amp;fc=createButton&amp;jndi=ejb/CRMUIInstalledItemType</link>
            <topmenu>true</topmenu>
        </action>
        <action>
            <caption>Set Default</caption>
            <link>javascript:displayModalCreate('inventory/setDefaultTypeDetailBody','ejb/CRMUIInstalledItemType','loadDefaultForm',null,'new',null,'','')</link>
        </action>
    </actions>
</summary>

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Detail pages are used to display a single record. Through a detail page, the user can see all the records information, can modify, delete or apply other operations on a record.Image Removed

In this tutorial, we are going to create the Installed Item Type detail page.

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Creating the Data Entry Page XML Files

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