User Guide
Other documentationsDemoCommunity
  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
      • Edit widgets
      • Display widgets
      • Options
      • Default actions on relationships
    • Actions
      • Edit a record
      • Create a record
      • Using Smart Actions
    • Segments
    • Scopes
    • Performance
  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
  • dashboards
    • Charts
      • Create a chart
      • Display record-specific charts in Analytics
  • Other tabs
    • Collaboration
      • Communicate with Notes
      • Approval requests
      • Inboxes
    • Activity
  • Integrations
    • Metabase
  • Project settings
    • General tab
    • Environments tab
    • Teams, Users & Permissions
      • Create and manage a team
      • Add and manage users
      • Manage roles and permission levels
      • Export users history
    • Security tab
      • SCIM integration with OneLogin
      • SCIM integration with Okta
      • Manual SCIM integration with Okta
    • Other project settings
      • Interface tab
      • Billing tab
    • Organizations
      • Organization settings
        • Configure SSO with AWS IAM
        • Configure SSO with Azure AD
        • Configure SSO with Google
        • Configure SSO with Okta
        • Configure SSO with OneLogin
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  • Organizing your data layout with the Visual builder
  • Accessing related data
  • Acting on your data

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  1. Getting Started
  2. Master your UI

Build a Summary View

PreviousCustomize your creation and edition formsNextBuild an Explorer View

Last updated 1 year ago

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You may not need all your data on a day-to-day basis; however you want it well presented and easy to read! This is why we've created Summary Views.

Organizing your data layout with the Visual builder

To configure a Summary View, go to the Summary tab (1), then click "Add one" (2).

Once the Summary View created for a specific collection, it will become the default entrypoint while navigating to a record of this collection.

The Visual builder works as a standard drag and drop tool.

It is divided into four categories: Formatting, fields, related data and actions. Add a “Section” from the formatting category and fill it with fields (1).

If you wish to delete a Section or a Module from your Summary View, simply drag it from the upper right corner (2) to the trash icon (3).

Accessing related data

In the related data category, you will find all fields associated to your record (1). For example in the demo, a customer has many orders, so you find ‘Orders’ in the related data section (2). Adding a related data field works exactly the same way as other modules in the builder: just drag and drop it where you want (2).

Acting on your data

For example in the Forest Admin Live Demo, you can upload Legal Docs (3) for a company and Mark it as Live (2) from this Summary View.

The Summary View will most likely be the main check point for your operational teams, so customize it wisely!

If a Summary View already exists, you can always reconfigure it by activating the .

The Summary View is of course very useful to check at a glance all the information on a record. But, it is also possible to act on the data straight from this View. The last menu, actions (1) allows you to insert into a Section any of your .

Layout Editor mode
Smart Actions