Redesigned configurable Summary card

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.
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