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Summary Templates

279 bytes removed, 17:47, 19 June 2017
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The Summary Designer window lets you modify how an item's data displays in the [[Summary Window]]. The figure to the left shows an example.
There are two panes in the Summary Designer window. 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. On the right is the design pane, where you can add, removedelete, and modify elements. Above the design pane is a series of tabs that let you switch between pages.
When you have finished customising the summary template, you can either save it with a new name or overwrite an existing summary. In both cases the new version will get the status '''draft''' and you need to [[Publish and Archive Summary Templates#Publishing a Summary template | publish]] it before it is visible to the users.
==Customising a Summary template==__NOEDITSECTION__
#From In the [[IMSMA Navigation Window]], click '''Customisation > ''' menu → '''Summary Manager'''.
#Select an item from the '''Object''' menu to display its complete list of Summary Templates.
#Select one of the item's existing Summary Templates from the list.
===Adding Data Elements===__NOEDITSECTION__
''Data Elements'' are the relevant information (gathered during [[Entering Data into IMSMANG#Entering Data into the Data Entry Form Template| data entry]]) that display on an item's summary. You can move existing data elements around in the design pane, and resize, relabel, or delete them. You can also add elements by dragging them from the data tree to the design pane. With certain exceptions, only one instance of the same data element can be added to each tab.
# Click the tab on which you want to add the data element.
===Saving a Summary template===__NOEDITSECTION__
When you have finished customising your Summary Templateand saved it, do one of the following:* Click '''Save As''' to save the Summary Template as a separate entry in the Summary Manager Window.* Click '''Save''' to overwrite the existing Summary Template. Remember remember to [[Publish and Archive Summary Templates#Publishing a Summary template| publish]] the Summary Template if you want to activate it in IMSMA. Note that you can save separate Summary Templates with the same name in the Summary Manager.
===Summary Designer User Interface Buttons===__NOEDITSECTION__
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