How do I configure the Summary Boxes in Apptivo’s Orders App?

Updated on September 21, 2020 04:57AM by Admin

You can use the Summary Boxes in Orders App to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business need. In addition, you can add these summary boxes in the standard and the Custom view also. You can add a maximum of 6 summary boxes.

Note: Summary Boxes are supported in the Ultimate and Enterprise plans only.

Steps to Configure

  • Login and access the Orders app from the Universal Menu.
  • Click on the More (...) icon and select Settings.

  • Click on the Customize app from the left panel and select Views.
  • Click on the Create button to create a custom view.
View Builder

  • Create view side panel will appear. In the create view window, add the Title and Description.
Create View Window

  • Enter the Condition in the criteria section as Order Status is Booked by using the Insert Attribute.

  • Then, click on the Summary Boxes tab next to the Criteria and click on the Create Button.
Create Summary Box

  • In the Create Summarization Popup, you can add the additional filters for the custom view.
  • Enter the Name of the Summary box.
  • In the Aggregation Type, select the type whether it is in Sum, Count, or Average.
  • Depending on the Aggregation Type, you can select the Attribute from the dropdown.
Create Summarization

  • In the Additional Filter, add the attribute filter condition.
Additional Filter

  • In the Preview Button, you can preview the box and you can customize the box with the Box Properties. For example, you can change the Label name, Background color, Text, and Icon in the Box.
  • Then, click on the Create button.

  • You can view the created Summary Boxes on the List.
Summary Box Created

  • Similarly, you can create a maximum of 6 summary boxes.
  • Then, click on the Create button.
Create View Button

  • If you are trying to create more than 6 summary boxes, you will get the popup warning.
Error Message
  • You can view the created custom view in the list.
View Created

  • Then, go to the Orders home page. You can view the Created Custom view on the left panel.
  • You can view the created view with the created number of Summary boxes.
Summary Boxes