Summary Elements

If you want summarized information from the query tab displayed in the upper form, define the summary data elements and then add them to the upper form of the business process.

To define Summary Elements:

  1. Click the Summary Element node (beneath the Query Tabs node). The Summary Element log opens.
  2. Click the New button in the log toolbar. The Summary Element window opens.
  3. Enter an Element Name. The Summary Element Name is concatenated from the Element Name you enter and the Summary Type you select, with a system-defined prefix. Unifier only allows alphanumeric characters.
  4. Enter a Form Label. You will add this element to the upper form.
  5. Select a Summary Type. Available options are Average, Count, Total, Maximum, and Minimum. The interface changes dynamically for the type selected.
  6. Select the Query Tab on which you want to display this information.
  7. Click OK when done.

To add Summary Elements to the Upper Form:

  1. Open the Destination business process Upper form.
  2. Select a cell into which you will add the Summary Element.
  3. Click the Summary button on the Upper form toolbar. The Summary Element Picker opens.
  4. Select a Summary Element and click OK.
  5. Click Save.
  6. Click Close Window.
  7. Follow the same steps to add the Summary Element to any other Upper forms on which you want to include the Summary Element.
  8. When finished designing the business process, change the Status to Complete.
  9. Click Deploy to make the business process available in Unifier.

Last Published Monday, June 3, 2024