Summary Fields in Form
What are Summary Fields in Zoho People?
Summary fields are certain fields in a form that are identified as key fields (important fields), thereby allowing a viewer to summarize what the form or record is all about without having to view all fields. For example, in a gadget request form, the gadget type, gadget model, and request date could be selected as summary fields. Summary fields along with the primary lookup field of a form can be assumed to be the most important fields in a form.
NOTE
Summary fields can only be configured for custom forms.
Application of Summary Fields
The summary fields are displayed during operations initiated in Zoho or other third-party applications that refer to the form's record data. Other fields will be excluded. Let us see an example to understand how summary fields are configured and displayed in Zoho Cliq, which is a Zoho application that can be integrated with Zoho People.
- Navigate to Settings and open a custom service.
- Open a form by clicking on the corresponding form name. Now in the form builder view, navigate to the Customization tab. Click on the Manage Sections dropdown and select Configure Summary Fields.
- Use the provided drop-downs to select a few fields (up to 4) from the form as summary fields.
- Save your changes.
Now when an approval request for this form is received in Zoho Cliq, this is how the selected summary fields will be displayed:
Notice how only the summary fields are displayed while other fields will be excluded.
Click here to learn about how approval notifications are configured in Zoho Cliq.To learn about setting up approvals. Refer to our article on approvals.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Data Masking in Form Fields
What is Data Masking feature? Data masking conceals sensitive information by replacing it with asterisks. This feature is available across various fields and forms. The purpose is to protect sensitive information from unauthorized viewing by anyone ...Sending E-sign Documents from a Form
Some HR documents, like probation confirmation letters or experience certificates, are specific to individual employees. You can store these documents in each employee's form in Zoho People or create customizable templates to send them for ...Extending a service in Zoho People
What do we mean by Extend Service in Zoho People? The Extend Service tab within the settings pages of various services allows for extending the default capabilities of a service. Each organization is unique and may come with its own set of ...Leave Reports
To access the various leave reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab. Here is a detailed look of all the leave reports in Zoho People: Daily leave status Daily leave status report is ...Copy Customization
What is Copy Customization? Copy Customization is a process that allows an organization to create a new account by replicating many of the modules and forms from an existing base (or primary) account. This makes it easier to set up the new account ...
New to Zoho LandingPage?
Zoho LandingPage Resources