Configuring the Synopsis Widget

The Synopsis widget that appears on the management form can display one or more fields from the file in a central location. This reduces the need for the user to scroll throughout the file to find the key information. As an administrator you can determine which fields appear in the widget for each management form. It is recommended that you include five or fewer fields in the Synopsis widget.

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

To configure the Synopsis widget:

1. Click the Logged in as link and click Admin Center. Under the General Settings section, click the Synopsis Widget Configuration link (not shown).
2. Select a management form from the list to view the fields that will appear in the associated Synopsis widget.
   The fields listed for the <Default> option are displayed in the synopsis widget when no configuration has been defined for a management form.
3. Select a field to use the following buttons:
   1. Edit – to modify the field
   2. Delete – to delete the selected field from the widget. Click Yes to confirm the deletion.
   3. Move Up – to move the field towards the top of the list
   4. Move Down – to move the field towards the bottom of the list
4. Note: The Move Up and Move Down buttons may only be used when one status is selected.
4. Click New to select a new field for the synopsis widget (page 1).