> For the complete documentation index, see [llms.txt](https://help.workdigital.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.workdigital.io/custom-database-apps/views/adding-a-new-summary-view.md).

# 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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.workdigital.io/custom-database-apps/views/adding-a-new-summary-view.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.