Configuring the Summary Panel
The Summary Panel in Zoho IOT presents essential information of a managed entity (device, asset, or location) in a crisp and user-friendly format. Placed in the left pane of the screen of any managed entity view, the panel comprises three sections that can be customized to display the desired information.
Summary panels are applied at model level, such that the summary panel of a device, asset, or location belonging to the same model will be of similar format. For example, in an IIoT setup, if you have a Chiller model and configured a summary panel for this model, all the assets of Chiller type will have the same summary panel format with the values pertaining to that particular asset(Chiller).
Note: The Summary Card widget in dashboards helps to configure widgets to display information as configured in the summary panel.
Summary Panel Sections
The Summary Panel is made up of three sections.
Section 1: This is the fixed Status section. Instance Name, Instance Image, Model detail, Status, and Connection Status are displayed in this section of the summary panel. This section cannot be modified.
Section 2: This is the Related Summary section. The managed entity's specific related lists and datapoint values are displayed in this section.
Section 3: This is the Fields section. Values for any fields of the managed entity are displayed in this section. The corresponding information page can be displayed on clicking on any value. And also, the values of the fields can be modified by clicking on the Edit icon next to it from the panel itself.
Note: A combined total of 10 entries(section 2 and section 3) can be configured.
Viewing the Summary Panel
Summary Panel in Device/Asset/Location Views
The summary panel of any managed entity (device/asset/location) can be viewed in the left pane of any managed entity in the End Application.
To view the managed entities information page with summary panel,
1. Access the End Application.2. Click on any managed entity (device/asset/location) menu item in the left pane to invoke the respective list view.3. Click on the name of any managed entity. The information page is displayed with the tabs to view the complete details of the managed entity. The summary panel is displayed on the left with the three sections.
Image: Devices Summary Panel View
Image: Locations Summary Panel View
Summary Panel in Maps
A summary card is displayed when you click on any managed entity on a map. Here, the Section 1 and Section 2 parts of the summary panel are shown.
Summary Panel (Card) in Dashboards
The Summary Card option in the Card type widget is used to configure a widget with a summary panel template for the selected managed entity. The Section 1 and Section 2 components are displayed in the widget.
Complete details on creating a Summary Card in dashboards are available in the Summary Card Widget document.
Configuring the Summary Panel
Let us consider the scenario in an Energy Monitoring setup where you want to create a summary panel template for the Energy Meter model so that all the Energy Meters of this model will display the configured card.
To create a summary panel,
1. Access the Developer Application.2. Click the Model tab and click any type of model in the left pane i.e. Device/Asset/Location. The available models of the respective type are displayed.3. Click the model for which you want to configure the summary panel.
4. Click Summary Panel in the left pane. The default summary panel for the model is displayed.
5. Click Edit.
6, Modify the sections of the summary panel as required.
Note: The first section of the summary panel comprising the Instance Name, Instance Image, Model detail, Status, and Connection status is static and cannot be modified.
The two sections that can be modified are provided below.
Customizable Related Summary
The related summary section is used to display the related counts and the datapoint values of a managed entity.
1.Select the radio button option Related Count to select any of the values related to the managed entity, such as the associated assets/locations, source alarms, etc.
(or)
1. Select the radio button option Datapoint to display any of the datapoint values of the managed entity, such as the temperature, fuel level, etc.2. Click Add Item to add more related count or datapoints to the list.3. Click Save to save the new added entries of Relations count or Datapoints in the Summary panel.
Customizable Fields Summary
The fields summary section is used to display the field values of a managed entity.
1. Click on the Field drop down list and select the field whose value must be displayed in the summary panel.2. Click Add Item to add more related counts or datapoints to the list.3. Click Save to save the new added entries of fields in the Summary panel.
Note: You can add up to a total of 10 items in the two sections combined.
Rearranging Components in the Summary Panel
Components in section 2 and section 3 of the summary panel can be rearranged easily by drag-drop method.
To rearrange the summary panel components,
1. Access the Developer App.2. Click the Model tab and click any type of model in the left pane. Device/Asset/Location. The available models of the respective type are displayed.3. Click any model for which you want to configure the summary panel.4. Click Summary Panel in the left pane. The default summary panel configured for the model is displayed.5. Click Rearrange.6. Click Save to update the changes.
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