How to use Workflow Summary Fields to help users quickly understand the most important details in a Record
Summary Fields allow you to designate up to five fields that best describe records in your workflow. Many workflows contain dozens of fields, which can make it difficult to identify which ones are most relevant at a glance. By setting Summary Fields, you provide a quick, default way for users to see the key details of a record without needing to build custom reports.
Set Summary Fields
- On the Application Canvas, right click in the background of the Workflow you would like to set Summary Fields for and select Edit Workflow.
- In the side panel, click Settings.
- Under the Summary Fields section, select up to five fields from the list.
- Supported field types include: Text, Text Area, Text Concatenation, Number, Date Picker, Radio, Checkbox, Select, Multi Select, and User.
- Fields such as Attachments, E Signature, Linked Records Count, Calculations, Date Calculations, Global Fields, and System Fields cannot be used as Summary Fields.
- Click Save to finish setting Summary Fields along with any other changes you made to the Settings menu.
View Summary Fields
Currently, users can view pre-built reports for Control Frameworks on the Framework Details Page:
Later, Summary Fields will be surfaced in multiple places throughout your Risk Cloud environment:
- Linked Records Tables – Automatically surface the most important fields when viewing linked records, without requiring users to create a custom Table Report.
- Spark AI Record Linking Recommendations – Help Spark AI identify the right context for suggesting record links.
- Table Reports – Surface Summary Fields at the top of the field list when creating reports, making it easier to select the most relevant columns.
Summary Fields vs. Primary Field
While the Primary Field serves as the “name” of a Record, Summary Fields provide the key descriptors that give context. Together, they help users quickly identify and understand records across your workflows.