Summary Fields

Steps For Using Summary Fields Features:

Step 1:

To open the Administration Page, Click on Admin Tab as shown in the below screenshot.

Step 2:

Open Administration Page, Click on "Summary Fields" from the Other Section.

Step 3:

On click of the link, the Summary Fields List view page will be open. (Note: If there is no record then it will show a link "You Currently have no records saved. Create one now") as shown in the below screenshot. Click on Create link to add a new Record.

Step 4:

On clicking the CREATE link, the Summary Fields page will be open as shown in the below screenshot.

Select Module (Click on the NEXT Button to go Related Module Custom Filter Step)

Primary Module : Select Module for which you want to add Summary Fields Configuration. It contains all modules in SuiteCRM(Default & Custom Module). Subpanel Module : Select Subpanel Module for which you want to add Summary Fields Configuration. It contains Subpanel Modules of the selected primary module in SuiteCRM. Operation : Select Operation(Count/Sum/Min/Max/Avg) from the dropdown. Subpanel Module Fields : Select Subpanel Module field on which you want to perform the selected operation. It contains all the fields of the selected Subpanel Module. Text Color : Choose color from the color picker which you want to apply on the show as text on the Detail View of the Primary Module Record. Background Color : Choose color from the color picker which you want to apply on the background on the Detail View of the Primary Module Record. Show As : Add show as text which you want to display on the Detail view of the Primary Module Record. Summary Fields Widget Order: Enter the order number of widget and it will display on Detail view of the Primary Module Record in ASC Order depending on the order mentioned. Status : Select Status of the configuration from the dropdown. If status is active, it will be displayed on the Detail view of the primary module record, else it will not be displayed if status is Inactive.

(Note: you can also click on Related Module Custom Filter Step Tab, to go next step, CANCEL Button is used to redirect to the Listview of the Summary Fields, CLEAR Button is used to clear the data selected/filled from all the fields)

Related Module Custom Filter (Click on the NEXT Button to go Additional Condition on Summary Fields Records Step)

Add Subpanel Module’s Custom Filter : Enable filter if you want to add a filter of the selected Subpanel Module. Select Filter : Select Existing Filter from the Dropdown. It contains all the filters of the selected Subpanel Module.

Toggle Switch Button to apply filter and Select Custom Filter from "Related Module Custom Filter" Dropdown. (Note: Values from the custom filter are displayed first. After that we can change the values if we wish and save it)

Additional Condition on Summary Fields Records (Click on the Save Button to Save Configuration)

Click on the ADD CONDITIONS Button to add Multiple Conditions and click on the SAVE Button to Save the Record.

Step 5:

After clicking the SAVE Button, Listview will be displayed as shown in the below screenshot.

Step 6:

Go to Accounts Module & Select Invoices from the INVOICES Subpanel.

Step 7:

After adding Invoices in Invoice Subpanel of Account Module, Summary Fields widget shown in Detail view. As per Configuration, shows Count of the Paid Invoices in below screenshot.

Step 8:

To Duplicate the Summary Fields Configuration Record from Existing Configuration, you can select record using the checkbox option on the left hand side of the view & Click on the "Duplicate" from the “BULK ACTION” Option as shown in the below screenshot.

Step 9:

Once you click on the Duplicate from the “BULK ACTION”, Existing Configuration opens as per below screenshot and you can change the existing record and click on “Save” Button to save the Configuration.

Step 10:

After adding new Configuration for Unpaid Invoice, Summary Fields widget shown in Detail view. As per Configuration, shows Count of the Unpaid Invoices in below screenshot.

Step 11:

To Update the Record, Click on the pencil icon from the List view as shown in the below screenshot.

Step 12:

To add a new record, click on ADD NEW Button as shown in the below screenshot.

Step 13:

To Active single or multiple Summary Fields records, you can select records using the checkbox option on the left hand side of the view & Click on the “Active” from the “BULK ACTION” Option as shown in the below screenshot.

After Clicking on the “Active” from “Bulk Action”, the records are updated as “Active” shown in the below screenshot.

Step 14:

To Inactive single or multiple Summary Fields records, you can select records using the checkbox option on the left hand side of the view & Click on the “Inactive” from the “BULK ACTION” Option as shown in the below screenshot.

After Clicking on the “Inactive” from “Bulk Action”, the records are updated as “Inactive” shown in the below screenshot.

Step 15:

To Delete single or multiple Summary Fields records, you can select records using the checkbox option on the left hand side of the view. Click on the “Delete” from the “BULK ACTION” Option as shown in the below screenshot.

Once you Click on the “Delete” Link, the Confirmation Alert Box will be displayed. Once you click on the “OK” button from Alert Box, the selected records will be deleted.