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Organize tab on the Summary View form

Optional. Complete this tab to define the contents of the title area. Complete a Caption for each row in which the Enable? box is selected.

Field Description
"Customize View" button

Select to cause the Customize View button to appear in the title area. This permits report users to make a personal copy of the summary view rule.

Enter a Caption to appear as button text. The default is Customize View.

This capability is not available when the Activity Name identified on the Content tab is not GetContent.

If your application is to support users in multiple locales, choose a noun or noun phrase for the caption of 64 characters or less and select the Localize? check box on the HTML tab. When practical, choose a caption already included in a language pack, to simplify localization. Click the Open icon

to review or create the field value rule supporting localization. The pencil icon appears only after you select the Localize? check box on the HTML tab. See Localization wizard and Rules Inspector tool — Localizing forms and reports with the Field Value Inspector.

"Customize Criteria" link Select to cause the Customize Summary Criteria link to appear in the title area. This permits report users to make a personal copy of the summary view rule, altering the criteria.

Enter a Caption to appear as button text. The default text is Customize summary criteria.

"Export to Excel" button Select to cause the Export to Excel button to appear in the title area. This allows users to export the report contents to Microsoft Excel.

Enter a Caption to appear as button text. The default text is Export to Excel.

"Export to PDF" button Select to cause an Export to PDF link to appear in the title area. When clicked, the report output is converted to a Portable Document Format file and downloaded to the user workstation.

This conversion uses the Public API method getPDFUtils().generatePDF(byte[] htmlStream).

"Add to Favorites" Button Select to cause the Add to Favorites button to appear in the title area. This allows users to add a shortcut to this report.

Enter a Caption to appear as button text. The default text is Add to Favorites.

"Open" button Select to allow users to open this summary view rule, allowing them to update it (unless it is locked) or to save a copy for personalization.

Enter a Caption to appear as button text. The default text is Open.

"New" button on Drill Down display Select to include a New button in the title area after drill down. This allows users of the report to add a new instance of the class supporting the drill-down report.

Select only for data classes that do not affect the integrity of your application.

Enter a Caption to appear as button text. The default text is New.

Data Transform name for new window Optional. Specify the name of a data transform to be applied when users click the New button. The data transform must have the same Applies To class as this summary view rule. If this field is blank, the system uses the data transform named pyDefault in the summary view rule's Applies To class.

  • Summary views

    Use the Summary View rule form to define a custom or personal query. This rule generates HTML that provides an interactive display or chart.

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