App Settings - Record Summary

Set the default for how records are displayed in app ribbons

Updated over a week ago

The Record Summary sets the default for how records are formatted in an app ribbon when the panel is first generated.

However, once you customize and change this screen, the Record Summary will no longer be used: the text set up will be discarded.

For more information on creating an app ribbon, please see our article Set Up an App Ribbon.

Record Summary Example Set Up

In this scenario, we will assume a fictional custom table called Pets is set up, along with a custom Pets app. These do not exist in your account so replace any reference to the Pets App where appropriate.

  1. Select the vertical ellipsis [ ] on the Pets App and then click Manage.

  2. On the left menu, select Record Summary.

  3. Select Default Summary to edit it. 

  4. Type in text you see fit.

  5. To add more elements to the text, click ⊕ Add Another Item.

The first drop down field gives you a choice between two types: Text and Field.

  • Text: Type in text to display in the record summary.

  • Field: Select a field in the table to display.

Beside it are the formatting options: Bold, Italics, and Underline.

The option ⊕ Add Another Item allows you to add more fields or text within the record summary.

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