Using Summary control

The Summary control is an Advance control that lets you show a summary of input fields from different pages and then make them available in the workflow.

The summary control basically enables you to provide a summary based on the data from different controls in a multi-screen scenario. Earlier when you wanted to use data that was input on a different form, you added it as a hidden control in the current form and used the respective value. However, with the summary control, this need not be done. You can use the input data from the pages on the current form and even in the linked workflows for different purposes.

You can have a look at this video to understand how we can use the Summary Control.

Let us take an example of candidate details added using two forms for experience details and educational qualifications. A summary of these details would be generated using the Summary control on another form. We would also submit the information to a sheet. The data from all three forms would be submitted from the third form.

Here note that form three is the one with the Summary of the data from the first two forms. To this form, under Advance control select Summary Control.

Now let us see what properties you need to set to get the data from the other pages or forms. Under Properties, select the pages from where you want to summarise the input data.

Note: The Summary control displays the data from all the input controls other than the form multi-row control.

Now you need to add a workflow to Submit the data from the three forms to the sheet. We have a sheet for Candidate_Experience with columns Candidate name, Experience, Exp_months and Qualifications.

Now let us add the workflow and add an Update task. Add a self-explanatory task name and click Next. Select the Candidate_Experience sheet and under What to do, select Insert record. Now you need to bind the columns from the sheet to the controls from the two forms using the data option. Note that the Experience column from the sheet is of JSON data type. To this column, you can bind the summary control (summary2 in this example). Now, whenever you run this workflow the detailed records from the summary control are added in JSON format.

Now make sure you have linked the workflow for the screen, and run the form. In the sheet, you can see the values from the input controls from the screens are now inserted in the sheet.

In this example, if you check the experience column from the sheet which was linked to the summary control, the data from the summary control is stored as a JSON object as shown below.

Summary control thus makes it extremely easy to access data in a multi-screen scenario. You can access as well as store such data easily.