Summary Fields screen

Lets app designers configure the summary fields for a process-based app.

Background and Setup

Prerequisites

Good to Know

  • A summary field shows in Modern Work Center after you add it in the Summary Fields screen. It is not required to publish the app to show the summary fields.
  • This field shows only simple data, such as strings, numbers, or dates. It can not show complex data, such as repeating schema elements, or data from subforms.
  • This field shows only in Modern Work Center. It does not show in Classic Work Center.
  • This field shows to users who have permission to see the app in Modern Work Center.

    Modern Work Center only considers whether a runtime app user has access to an app when it shows summary fields. It does not consider other security permissions within the app, such as whether specific users or groups can access entities or eForm. AgilePoint recommends that app designers consider data security when they create summary fields.

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the Application Explorer screen, select a process-based app.

    Click Process Based App
  3. Click Summary Fields.

    Click Summary Fields

Summary Fields Configuration screen

Configures the summary fields for a process-based app.

Figure: Summary Fields Configuration screen

Summary Fields screen

Fields

Field NameDefinition

Display Name

Function:
Specifies the label that describes the data in Modern Work Center.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Value

Function:
Specifies the variable whose value shows in the summary field.
Accepted Values:
A process data variable.
Default Value:
None

Import Import icon

Opens this Screen:
Import JSON File screen
Function of this Screen:
Uploads a list of exported summary fields from your local machine, and adds it to a process-based app.

Export Export icon

Function:
Downloads the summary fields as a JSON file to your local machine.
Limitations:

This field is available in these releases:

Add Row Add Row icon

Function:
Adds a row to create a summary field.

Delete Delete icon

Function:
Deletes a summary field row.

Import JSON File screen

Uploads a list of exported summary fields from your local machine, and adds it to a process-based app.

Figure: Import JSON File screen

Import JSON File screen

Prerequisites

Fields

Field NameDefinition

Select File

Function:
Specifies a JSON file that stores the summary fields to import.

You can drag the JSON file from your local machine.

Accepted Values:
A JSON file that stores a list of summary fields.

Click the Select file button to select a file from your local machine.

Default Value:
None
Limitations:

This field is available in these releases:

Import File

Function:
Uploads a list of exported summary fields from your local machine, and adds it to a process-based app.
Limitations:

This field is available in these releases: