Record Summary

The Record Summary allows you to format how records are displayed in app ribbons. In our App ribbon example we set up a relationship between the Contact table and a fictional pets table so we could show how many pets Bob Crenshaw has.  

You can set up the summary to show basic information, like the name of the pet, its age, the type, and any other fields you have in the table. Here's how to set this up. 

The below example will assume a fictional custom eduPets table, as well as a custom Pets App. These do not exist in your account so replace any reference to the Pets App where appropriate.
  1. Select the vertical ellipsis (...) on the Pets App and then click Manage.
  2. On the left menu, select Record Summary.
  3. Select Default Summary to edit it. 

The first drop down field gives you a choice between two types: Text and Field.

  • Text: Type in text to display in the record summary
  • Field: Select a field in the table to display

Beside it are the formatting options: Bold, Italics, and Underline.

Note the option to Add Another Item. This allows you to add more fields or text within the record summary.

In the above example, we chose to display the Name field from the Pets table, and within brackets, we put in the PetType field. This will show up in the App Ribbon as shown below:

And that’s it!  You’ve successfully configured your app!  Onward and upward!

[top]

Was this article helpful?

Can’t find what you’re looking for?

Contact Us