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Summary Templates

78 bytes removed, 16:57, 6 June 2013
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There are two panes in the Summary Designer window. On the right is the design pane, where you can add, remove, and modify elements. Above the design pane is a series of tabs that let you switch between pages. The pane on the left displays a data tree of elements available for the selected item. You can drag elements to and from the data tree to populate your summary.
When you have finished customising the summary, you can either save it with a new name or overwrite an existing summary. Whatever file you save is placed in the Summary Manager window with a [[HowTo:Publish and Archive Views#View Status | status]] of ''draft''. You still have to [[HowTo:Publish and Archive Views#Publishing a View | publish]] it before it is visible to IMSMA users.
The following sections describe how to complete common tasks in the Summary Designer window. For a complete list of the available functions, refer to [[HowTo:Customise Views#View Designer User Interface Buttons | Summary Designer User Interface Buttons]].
==Customising a Summary==
#Select an item from the '''Object''' menu to display its complete list of views.
#Select one of the item's existing summaries from the list.
#Click the [[Image:EditIcon.png | 20px | Edit]] button to open the [[HowTo:Customise Views | Summary Designer]] window.
===Adding Data Elements===
# Drag an element from the data tree to the design pane.
# Double-click the element's graphic or label to edit its properties.
# If you are editing a table, refer to [[HowTo:Customise Tables|How To Customise Tables]].
===Adding Graphic Elements===
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''Graphic Elements'' make up the visual layout of an item's summary, and are unaffected by data entry. They are the [[HowTo:Customise Views#Lines | lines]] that border or separate sections, [[HowTo:Customise Views#Text Boxes | text boxes]] where messages can be written, and [[HowTo:Customise Views#Images | images]] (like photographs, maps, and diagrams) that add to the visual aesthetic. All graphic elements are located in the Summary Designer data tree, inside the '''Tool Folder'''.
====Lines====
* Click '''Save''' to overwrite the existing custom summary.
Remember to [[HowTo:Publish and Archive Views#Publishing a View| publish]] the summary if you want to activate it in IMSMA. Note that you can save separate summaries with the same name in the Summary Manager.
===Summary Designer User Interface Buttons===
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