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Customising Summary Pages

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Customising Summary Pages

This guide will assist you in customising summary pages.

 

Whilst on a summary page, the developer will be able to know if that page is custom or not by the links provided on the developer toolbar.

 

 Summary Page Developer Toolbar

 

In a summary screen, if under the link “Development” there is an option “Create Custom Page”, it means that no custom summary screen has been created yet. If there is an option “edit Custom”, it means that a custom summary screen has been created. 

 

 Create / Edit Custom Summary Page Links

 

By clicking on either option, the path of the custom page can be viewed on the top of the page designer. Note that only one custom summary page can be created for each summary page.

 

 Custom Summary Page Path

 

In order to create custom summary pages through the page designer, the developer needs to navigate to the summary page he desires to modify in the system, and click the link “Create Custom Page”.

 

 Creating A Custom Summary Page

 

A custom summary page will be created at the default specified custom path. This page is a copy of the release summary page, and can be modified as needed by joining more tables for more information, or adding/removing summary fields, filters and drilldowns in the field list.

 

 Adding New Summary Fields

 

The developer then clicks "Save" and if the changes made are valid and correct, the system renders the new summary page.

 

 The Newly Created Summary Page

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