WorkSmart Platform
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  • Low code, Unified Platform
  • Custom Database Apps
    • Create new App
    • Columns
      • Column Types
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        • Number
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        • TimeInput
        • Duration
        • Yes/No
        • Choice – Drop Down, Radio Button, and Check Box
        • Email Address
        • Phone/Fax No.
        • URL
        • Relationship
        • E-Signature
        • Formula
      • Adding a New Column
      • Modifying Existing Column
      • Removing a Column
    • Views
      • Adding a View
      • Adding a Chart View
      • Adding a New Summary View
      • Editing a View
      • Deleting a View
      • View Settings
        • Setting default view
        • Re-ordering view sequence
        • Making view active/inactive
    • Forms
      • Adding a New Form
      • Editing a Form
      • Deleting a Form
    • Plug-ins
    • Relationships
      • Lookup
        • Adding a New Lookup Field
        • Editing a Lookup Field
        • Deleting a Lookup Field
      • Summary
        • Adding a New Summary Field
        • Editing a Summary Field
        • Deleting a Summary Field
    • User Permissions
      • Levels of Access Controls
      • Sharing an App
      • Sharing a Record
    • Notification Settings
      • Adding a new Email Template
      • Editing a Email Template
      • Deleting a Email Template
      • Turning a Email Notification as On/Off
    • Automation Rules
      • Adding a new Rule
      • Edit a Rule
      • Deleting a Rule
      • Custom Action Rules
        • Overview
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      • User Based Rules
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      • Record Based Rules
        • Rule Conditions
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      • Rule Actions
        • Hide Form Tabs
        • Update Record
        • Add Record
        • Column Control
        • Apply Approval
        • Add Subform Record
        • Email Alert
        • Delete Connected Records
        • Navigate To
      • Conditional Formatting
      • Operator Precedence
    • Workflow Process
    • Modifying Database App Details
    • Save As Template
    • Transferring Ownership of Database App
    • Exporting Data
      • Excel
      • PDF
    • Delete a Database App
    • Formula Functions
      • Formula Funtions
      • Text Functions
      • Number Functions
      • Date Functions
      • Formatting Functions
      • Aggregate Functions
      • Database Functions
  • Ready to Use Apps
    • Files Manager
      • Working with Folders
        • Adding a Folder
        • Adding a Sub-Folder
        • Downloading a Folder
        • Renaming a Folder
        • Moving a Folder
        • Sharing a Folder
        • Managing Folder Properties
        • Setting-up Approval Process on a Folder
          • Approval Settings
          • Defining a Approval Process
          • Modifying Approval Process
          • Deleting Approval Process
        • Deleting a Folder
        • Sequencing Sub-Folders
      • Working with Files
        • Adding Files
        • Adding a New File
        • Viewing File Details
        • Downloading a File
        • Viewing Files Revisions
        • Adding a New Version to a File
        • Locking a File
        • Unlocking a File
        • Sharing a Record
        • Adding a Comment to a File
        • Copying/Moving a File
        • Setting-up Approval Process on a File
          • Approval Settings
          • Defining a Approval Process
          • Modifying Approval Process
          • Deleting Approval Process
        • Approving a File
        • Deleting a File
    • Kanban WorkFlows
      • Installing Tasks Manager
      • Adding a Task
      • Viewing a Task
      • Editing a Task
      • Sharing a Tasks Manager
      • Sharing a Task
      • Completing a Task
      • Undoing the completion of a Task
      • Deleting a Task
    • Spreadsheet To Smart Apps
  • FAQ
    • Update User Profile
    • Lost Access
    • Two Factor Authentication
      • Authenticator App Setup
      • Security Key Setup
      • Change Primary Channel
  • Additional Features
    • Reports Management
    • Smart Dashboards
  • Portal Management
    • Address Book
      • Working with Address Book
    • Portal Administration
      • Workspace Branding
        • Change Logo
        • Remove Logo
        • Change Workspace Details
      • Data Retention Policy
      • Theme Selection
      • Notifications Settings
      • Security
        • Password Settings
        • Security Policy
        • Two Factor Authentication
          • Setup as Optional
          • Setup as Mandatory
      • Time/Date Settings
      • Monitoring
        • Activity Log
        • Site Log
      • Special Privileges
      • Templates
        • Global Catalogue
        • Local Catalogue
    • Sites Management
      • Working with Sites
      • Site Members
        • Adding Individual Members
        • Removing Members
        • Managing Workgroups
          • Adding Work Group
          • Editing a Work Group
          • Deleting Work Group
          • Adding members to a Work Group
        • Contact Groups
          • Adding a Contact Group
          • Removing a Contact Group
        • Site-Specific Special Privileges
        • Visibility Settings
      • Managing Sites
        • Creating a New Site
        • Editing a Site
        • Making a Site Active
        • Archiving a Site
        • Deleting a Site
        • Customising Site Dashboard
        • Exporting Site as Template
        • Site Quota Settings
        • Notification Settings
      • Site Categories
        • Adding a New Site Category
        • To Edit a Site Category
        • Deleting a Site Category
        • Re-ordering Site Categories
      • Site Statuses
        • Adding a New Site Status
        • Editing a Site Status
        • Deleting a Site Status
        • Re-ordering Site Statuses
    • Billing and Payment
      • Setup Payment - Direct Debit
      • Setup Payment - Card (Debit/Credit)
      • Invoices
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  1. Custom Database Apps
  2. Views

Adding a New Summary View

  1. Select a Site

  2. Click App Name on site menu

  3. Click “Manage Views” from “More…” drop down menu located on top right corner of page

  4. Click “New View” button located on top right corner of page

  5. Summary view has five sections:

    a. View Details

    1. Click View Details on left hand menu

    2. Select View Type as Summary

    3. Provide View Name and Description

    b. Display Settings

    1. Click Display Settings from left hand menu

    2. Sub-Column Settings: If this is Yes then plug-in data (comments, attachments, etc) will be displayed in field selected next to Yes/No buttons

    3. Extra Rows/Record

    4. Default Display: Each table view can have three display types

      1. List View

      2. Card View

      3. Group View

    5. By default the default display is List View.

    c. Group By

    1. Click Group By from left hand menu

    2. Select Column from Group By dialog to group the data

    d. Data Summary

    1. Click Data Summary from left hand menu

    2. Select Field and Summary Type

    e. Data Filters

    1. Click Data Filters from left hand menu

    2. Click “New Filter” button from Data Filters dialog

    3. Select Field, Operation, and compare value

  6. Click “Save” button

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Last updated 4 years ago

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