Summary View form
Completing the Organize tab

Field

Description

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, altering any part of it that can be changed using the Report wizard.  

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 pencil 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 About the Localization wizard and Rules Inspector tool — Localizing forms and reports with the Field Value Inspector.

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.

In releases before Version 4.2SP6, users can save a personally customized summary view rule defined through this link only into certain RuleSets — those that had a Local customization? box selected. This field and the restriction are removed. A customized summary view rule can be saved in any RuleSet version that a user can add rules to.

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.  

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.

Your application can attach summary view report output, converted to PDF, to a work object. See How to attach report output (as PDF) to a work object.

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

Select to cause the  Add to Favorites   button to appear in the title area. This allows users to add a shortcut to this report on their Monitor Activity workspace.  

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

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.  

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...

Optional. Identify a model in the Applies To class to be applied when users click the New button. If this field is blank, the system uses the model named pyDefault.