Starting with the release, the Summary card has been redesigned to provide a configurable and intuitive experience for users. The Summary card now combines both: the Related items and Properties pop-up windows.
As a System administrator, you can customize the card to:
- Choose fields and sections that are displayed in the card.
You can edit fields in Settings > Profiles > <profile_name> > <item-type> > Field Layout > Summary Card > Edit.
- You can choose up to three actions and available option for each action. The Custom actions action button is added automatically if a custom action exists for the item type. Additional actions are available via the More drop-down list.
You can edit actions in Settings > Profiles > <profile_name> > <item-type> > Actions > Summary Card > Edit.