You are here: Reporting > Deprecated report types > Summary View rule form > More about Summary View rules

  More about Summary View rules
 

  1. About 
  2. New 
  3. Content 
  4. Drill Down 
  5. Organize 
  6. Format 
  7. Chart 
  1. Parameters 
  2. Pages & Classes 
  3. Join 
  4. HTML 
  5. History 
  6. More... 

Execution of a summary view rule

To present a summary view report to a user, your activity can call the standard activity Rule-Obj-SummaryView.ShowView. Through parameter options, you can choose to retrieve the data from the database and add it to the clipboard with or without displaying.

Specify one of four values for the pyAction parameter:

To specify that execution is to use a reports database (regardless of the setting of the Use reports database? check box on the Contents tab), set the pyUseAlternateDb parameter to true.

To remove the data page after the initial display (reducing the size of the clipboard), set the removeDataPage parameter to true.

To execute a summary view report or interactive chart when the user clicks a link, such as on a portal gadget, call the built-in JavaScript function showSummary(), which calls one of these two activities.

The older activities Rule-Obj-SummaryView.ShowGraph and Rule-Obj-SummaryView.ShowViewGraph. are deprecated.

Summary view rules can accept additional parameters for selection, by referencing them with the notation param.name in the Value column of the Criteria array on the Content tab. Ensure that processing sets values for these parameters before the summary view rule executes. For a similar example, see the PDN article 25410 How to use parameters as selection criteria in a list view rule.

Report title from Full Description field

The text of the Full Description field (property pyDescription) of a summary view rule on the History tab appears to application users as a report title. Choose text that clearly describes the report contents. You can include syntax in the Full Description to include at run time the value of a parameter or scalar property. For example:

List of {pagename.property1} as of {pagename.property2 }

Only refer to properties that are certain to be present. The valid formats are{Param.name} and {Page.property}. This feature can support localization, through language-specific RuleSets.

If your summary view rule calls a custom getContent activity, the activity can set property values that are then displayed in the title.

Personalization

If your access group includes an unlocked RuleSet version, you can use the Customize View feature. Use the Customize View button to create a personal copy of the summary view rule, with your Operator ID as the last key part.

Performance and limits

The summary view facility works best for queries involving 1,000 or fewer rows. It does not support queries that contain more than 10,000 rows.

To the extent possible, design summary view reports to maximize processing by database software (based on the Content tab) and reduce processing within the PRPC server.

Access Role restrictions

To execute a summary view rule, users must have the ability to search through instances of the class identified in the Applies To key part. Accordingly, users must have an access role that links to an Access of Role to Object rule (for the Applies To class or a parent class) in which the Search Instances value grants read-only access.

Time zone conversion of DateTime values

When processing a summary view report, the system converts DateTime values (but not Date or TimeofDay values) in the results are converted to display in the time zone of the user, based on the Time Zone value on the Availability tab of the Operator ID instance. This conversion affects selection criteria and displayed results, and so may present a different day and time for different users.

Heat map chart

By using a summary view rule and a special section, your application can include a heat map about work items, assignments, or other application data. See the PDN article 25614 How to create a heat map.

Agent can produce scheduled reports as files

Using an agent and a Connect File rule, your application can produce PDF files of reports, on a regular schedule.

Viewing the Java code of a rule

Click Actions > View Java to view the generated Java of a rule. You can use the Java code to debug your application or to examine how rules are implemented.

Parent class

The immediate parent class of Rule-Obj-SummaryView and Rule-Obj-ListView classes is the Rule-Obj-Report-class. At run time, the system uses stream processing to assemble the query results.