Adding Fields to the Synopsis Widget

Each management form can have a unique Synopsis widget configuration. It is recommended that no more than five fields be used in the synopsis widget. If a field contains private data or is on a user’s forbidden fields list, that information will not be displayed to the user. If the field has not been completed yet, the display is empty for the widget.

Note: Pick tree fields are not supported in the Synopsis widget.

Prerequisite: The 'Synopsis Widget Configuration' role function must be enabled.

To add fields to the Synopsis widget:

  1. Access the Synopsis Widget Configuration page (page 1).
  2. Select the management from the list. If any fields have been assigned to the form’s Synopsis widget, they are displayed.
  3. Click the New button. The Add Field dialog opens.
  4. Click Select to view a list of fields that can be added to the Synopsis widget:
    1. Type a value in the empty field to filter the fields shown in the list.
    2. From the list of matching fields, click a field name to select it.
  5. Note: This value appears in the second column of the widgets. If the value is too long to fit in the widget column, the user can hover over it to view the full text in a tool-tip.
  6. Type up to 15 characters into the Field Caption field. This value appears in the first column of the widget.
  7. Click OK. The new field is added to the end of the list.
  8. Tip: Use the Move Up or Move Down button to rearrange the fields, as desired.