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.