Title: (Title of Summary Template)

Description: (Description of Summary Template)

Image: Upload the previously saved image of the Template

Select from templates: (Name of template being used for Summary)

Customer Facing: Toggle ON

Template feature groups: Select the app that correlates with your template

Select table and assign data path: Map each table used in the template by specifying the relationship to the primary record. Use the below for reference or reach out to VividCharts for support. The relationship between related tables and the primary record can be confirmed by going to a record and finding the copying the query.

In this example, we are looking at a project record and the related table is Project Task.

If we right click on "Parent = PRJ0010575" and click "Open In new Window", we can see in the URL what the correct query will be and confirms the relationship from Project Tasks to Project is Parent. In the below example, the relevant information is in bold.

Example URL : "https://vividcharts.service-now.com/pm_project_task_list.do?sysparm_query=parent%3D5f3e720a1bc65110cad9cb36624bcb82%5E&sysparm_view="

So the table mapping information would look like this:

Table: pm_project_task

Primary: parent

Secondary: false

Table: pm_project

Location ID (Primary) = sys_id

Location ID (Secondary) = false

Table = project_status

Location ID (Primary) = project

Location ID (Secondary) = sys_id

Table: dmn_demand

Primary: sys_id

Secondary: false

Table: pm_program

Primary: sys_id

Secondary: false

Table: pm_portfolio

Primary: sys_id

Secondary: false

Table: core_company

Primary: sys_id

Secondary: false

Table: change_request

Primary: sys_id

Secondary: false

Table: cab_meeting

Primary: sys_id

Secondary: false

Table: incident

Primary: sys_id

Secondary: false

Table: problem

Primary: sys_id

Secondary: false