How to configure the Summary Tab?
Summary tab
The concept of the Summary tab is to provide a place where the STAC Administrator can display data from multiple areas of STAC in a single place. The Summary tab allows the creation of multiple pages, allowing for different users to see the data that matters at a glance without having to scroll through multiple fields or records that are not relevant for their work.
What can be published in the Summary Tab?
There are two methods to create pages in the Summary tab: Using the Summary Page Writer or Crystal reports.
The Summary Page Writer is the most efficient and faster solution. The STAC Administrator can write a set of SQL queries and publish them. Each page can have multiple queries, and each query can either present data in a grid (for multiple records) or in a Form format with fields distributed between the section.
Using Crystal report allows for additional formatting in the page, like using colors for example, but Crystal is a reporting tool, and it takes longer to generate the report that way. As the STAC administrator, they understand the reason it takes a little bit longer to generate a report, but the users don’t necessarily understand that difference and think there is a problem with the application. When in fact, the mistake was made by the Circuits STAC Administrator for not setting up the module efficiently for their users.
How to create a summary page using the Summary Page Writer?
To create or modify existing pages, the admin should use the Screen Customization Tools. The view should be set to Custom.
Administrators can change the view to Preview. This will allow the admin to see the Summary page as the users will view the screen.
This will allow administrators to see the edit buttons directly on the Summary tab.
- The Add button allows users create a new summary page or Add a query to the current summary page.
- The Edit button allows users to edit the Summary page title and description.
- The Delete button allows user to delete the entire summary page
- The Pencil icon allows users to edit the Query.
- The Trash icon allows users to delete a Query.
- The Square icon allows users to edit the order and name of the columns in the grid defined in the query.
How to add a new Query?
To add Query to the Summary page, select the Add Button > Add Query and fill out the Query Name and SQL Statement.
When adding a new query or editing the SQL for a section, the following fields are available
| Name | Description |
|---|---|
| Query Name | The name of the section. That is displayed at the top of each section |
| SQL Statement | Indicates the SQL syntax used to retrieve the data. |
| Variables | Indicates the 2 variables that can be used in the SQL statement (IncidentId or Userlogged). Users are able to select the variable from the screen to add the variable into the SQL Statement. |
| View | If the statement returns multiple records, the admin should use a grid view. If only one records is retrieved, then administrators can use the Form view and select the name of columns per row |
| Show | This provides the ability to create a section and not publish it until it is ready |
What are the limitations for a query in the Summary Tab?
The Summary tab Queries do NOT accept:
- Queries with pound sign (#) to name a column.
- Queries with compound name between double quote marks (e.g. "Attorney Name" or "Directory Id") to name a column.
- Queries with single quote between the string to name a column.
- Column name with space that is used as hyperlink to another column (e.g. "Directory Id" to be the hyperlink reference to the "Defendant" column)
Columns should be named as a single string without any quotes between or spaces.
Below are some valid and invalid examples:
- SELECT incident_no, --valid
- incident_no as case_no, --valid
- incident_no as caseno, --valid
- incident_no as case, --valid
- case_no = incident_no, --valid
- incident_no as 'Case No', ---invalid
- incident_no as "Case No", ---invalid
- incident_no as 'Case #', ---invalid
- incident_no as "Case #", ---invalid
- 'Case No' = incident_no, ---invalid
- 'Case #' = incident_no, ---invalid
- "Case No" = incident_no, ---invalid
- "Case #" = incident_no, ---invalid
How to edit fields from a Query?
Once the SQL Statement is created in the Query and saved. Users can select the Square icon to decide the order of the fields, whether or not the field is shown on the screen and the caption for the field.
How to add a Crystal Report to the Summary Tab?
Once the Crystal Report is ready, the administrator will need to add the report like any other report in STAC, and use the screen field to indicate this report will be listed in the Summary Tab.
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