Configuring a Summary View for an Entity

Overview

A Summary View allows you to display key information from multiple related sources on one single, scrollable page. This means users can quickly view important details — such as profile information, applications, licenses, or related records — without navigating through multiple tabs or forms.

A Summary View is optional, but when one is set as default, it will automatically appear as the first page for every record in that entity.

What You Can Do With a Summary View

• Combine information from the main entity and related entities

• Display information in cards or grid layouts

• Organize content using sections

• Show data from lookups or connections

• Allow users to open, view, and (optional) create related records

• Display totals (for grid layouts)

Example:
On a Profile record, you could show personal information along with related licenses and applications.
On an Application record, you could display applicant details pulled from the connected Profile record.

Before You Start

You’ll need:
✔ Access to the entity you want to configure
✔ Permission to edit Summary Views

Steps to Create a Summary View

1. Navigate to the entity where you want the Summary View added and open the Summary View tab from the top toolbar.

2. Click Create a New Record (+).

   • The left panel contains layout elements and form fields.

   • The right panel is the Summary View design area.

3. Rename the Summary View and set it as the default if required:

   • Select Edit Summary View Properties (tools icon)

   • Enter a name (for example, "Profile Summary View")

   • Select Default Summary View if you want it to appear first

   • Click Save

4. Add Sections to organize your page layout:

   • Drag Section from the left panel into the design area

   • Enter a section name

   • Select how many columns you want to display

   • Click Save 

     

5. Add Connections if you want to show records from another related entity:

   • Drag Connection into a Section

   • Configure: Label, Entity, View, Filtering, and Display Style (Card or Grid)

   • Optional: Enable Show Files or Add New Record Button

   • Click Save

     

6. Add Fields from the parent or connected entity:

   • Drag a field from the left panel into a section

   • Optional: rename label, hide label, or enable link for lookup fields

   • Click Save

     

7. Open a record in the entity to preview your Summary View.

   • If it has been set as default, it will display first

   • Click Refresh to reload data at any time

     

Notes and Tips

• If no default Summary View is set, the Summary page will not appear.

• Grid views can display totals and record counts.

• The Add New Record button is disabled automatically when multiple lookup filters are applied.

• Only the fields and connections you add will appear in the Summary View.