Summary View form - Completing the Format tab

Summary View form Understanding the Format tab
About New Content Drill Down Organize Format Chart
Parameters Pages & Classes Join HTML History More...

All fields on this tab are optional. Complete this tab to control the runtime appearance and behavior of rows of the display, and up to two pop-up SmartInfo sections.

View Style

Field

Description

View Style

Style Name

Optional. To override the default CSS styles associated with the display of this summary view report, identify the final and middle key part of a text file rule containing report styles, with the format css/reports_zzzz, where the rule key is webwb.reports_zzzz.css.

You can override the styles for all list view and summary view reports at the portal level, through a skins rule that references your custom report styles. See About Skin rules.

Use the Style Viewer tool to help identify the names and appearance of the styles used in the report. See About the Style Viewer tool.

Events Handling

Field	Description
Events Handling	Complete these optional fields to allow the view to respond to mouse clicks. The response can be an activity, started on the PRPC server, or a JavaScript function, executing in a client browser session. When the parameter `param.glimpseMode` is set to the literal value `Scripts`, the system responds to click events by calling the script identified in the call script function field. Otherwise, it responds by calling the activity.
Single click event - call Activity	Optional. Identify an activity to run upon single click.
call script function	Optional. Identify a JavaScript function to run upon single click.
Custom tool tip for summary view	Optional. Enter Tooltip text to appear explaining the single-click event.
Custom tool tip for detailed view	Optional. Enter Tooltip text to appear explaining the drill-down to detailed view.
Target Frame	Optional. Identify the HTML frame in the display for the output of the event. The default frame is `DETAILS`.
Fragment for script functions	Optional. Identify an HTML Fragment rule that contains the JavaScript functions identified above, or that references a static file containing the script functions.

Preview Setting

Field	Description
Preview Setting
Show glimpse of record?	Select if you want the summary view display to be included in a FRAMESET. The upper frame displays the drill-down data. The bottom frame renders the HTML code produced by the activity in the Single Click event — call Activity field.
Size of top frame in %	Optional. If you selected Show glimpse of record?, specify here what percent of the height of the workspace is to hold rows of the report. For example, enter 80 to leave 20 percent of the height for the FrameSet information. The default value is 70.

SmartInfo Settings (for hover)

Field	Description
Smart Info Settings	Optionally, you can define a source for HTML code to be rendered in a pop-up window or displayed as an embedded <DIV> when users hold the mouse pointer over a row (hover) or when they click a row expand arrow() at the beginning of the row. For example, this capability can allow users to review details about a work item on a worklist, without requiring the users to open the work item. For examples, see How to implement "hover and see" worklists with Smart Info and PDN article 25214 How to add a SmartInfo display in a row of a report. SmartInfo pop-ups are designed for read-only presentation. Do not attempt to include input fields or other controls.
Header	Enter text to appear in the header of the pop-up window. Alternatively, if this summary view report is to be localized, identify a field value rule to contain the header text.
Header	Enter text to appear in the header of the pop-up window.
Content	Identify the name of an activity to develop the HTML text to be rendered. This activity must meet the following conditions: The Applies To key part of the activity matches the Applies To key part of the summary view rule, or is a parent class of this list rule The activity accepts a parameter named `keyHandle`. The activity assembles and returns text or an HTML stream that meets certain restrictions listed here. The activity can return HTML code that is a partial document that contains: No <HTML> or </HTML> elements No input fields No <TEXTAREA > elements No JavaScript code or calls Additionally, when rendered by a browser as a pop-up, the window must be modest in size. For an example activity that meets these criteria, see PDN article 24125 How to enable a SmartInfo display on report rows. It may be beneficial to record in the Description field a notification that this capability is available, for example: Hold mouse pointer over any row to see details... This facility uses AJAX to communicate the request to the PRPC server.
Embedded?	Select to have the SmartInfo content embedded in the report to display when you click the expand arrow at the beginning of the row. When selected, at runtime a Row Expand Arrow () changes to a Row Collapse Arrow (), the workstation sends a request to the server to run the Content activity specified in the previous field, and the resulting HTML output appears below the current line.
Field	Optional. Select one field — from those appearing in the Display fields tab — to activate the SmartInfo display — to cause the SmartInfo display to appear only when the mouse pointer is held over a value in that field. If blank, the SmartInfo display is activated when the mouse pointer is held over any field in the row and does not move for at least 700 milliseconds. The workstation sends a request to the server to run the Content activity specified in the previous field, and the resulting HTML output appears in a pop-up window. This field appears only when the Embedded? option is not selected.

SmartInfo Examples

For examples, see How to implement "hover and see" worklists with SmartInfo and these PDN articles:

25214 How to add a SmartInfo display in a row of a report.
25615 How to create reports that offer users two distinct SmartInfo display

Right-click SmartInfo settings

Optionally, you can define a source for HTML code to be rendered in a pop-up window or displayed as an embedded <DIV> when users right-click a value in the row. For example, this capability can allow users to review details about a work item on a worklist, without requiring the users to open the work item.

SmartInfo pop-ups are designed for read-only presentation. Do not attempt to include input fields or other controls.

Field	Description
Right-click SmartInfo Settings
Header	Optional. Enter text to appear in the header of the pop-up window. Alternatively, if this summary view report is to be localized, identify a field value rule to contain the header text.
Contents	Optional. Identify the name of an activity that computes the HTML text to be rendered. This field functions similarly to the Content field in SmartInfo Settings.
Field	Optional. Select one field — from those appearing in the Display fields tab — to activate the SmartInfo display — to cause the SmartInfo display to appear only when the user right-clicks over a value in that field. If blank, the Smart Info display is activated from a right-click in any field in the row. The workstation sends a request to the server to run the Content activity specified in the previous field, and the resulting HTML output appears in a pop-up window.

Header and Footer

You can add a header and footer to reports. For an example, see PDN article 25211 How to add a header or footer to a report.

Header	Optional. Select a section that specifies content to be included in the section as a header.
Footer	Select a section that specifies content to be included in the section as a footer.

About Summary View rules

Summary View form Understanding the Format tab

Field

Description

Field

Description

Field

Description

Field

Description

SmartInfo Examples

Field

Description

Summary View form
Understanding the Format tab