To edit a Summary, you will need:
VividCharts builder role. This can be confirmed by clicking on the "i" icon in the upper right corner and looking for "Builder" under the Roles dropdown menu.
Edit access to the Summary you'd like to edit. You can confirm if you have edit access by locating the Summary, and then confirming you can see the pencil icon.
Step 1:
Locate the Summary you'd like to edit either by going to the Hub home page or searching for the title.
Step 2:
Click the pencil icon to go to the Summary editor page.
Step 3:
Click the SETUP button in the upper left corner.
Step 4:
Confirm your process area. This should not change.
Step 5:
Confirm your template. Here is where you can keep the same template, or choose a new one.
Step 6:
Confirm your card style. Click the "eyeball" icon to view an example of what the card/list will look like.
Step 7:
Add your conditions to narrow in on the specific number of records you are interested in seeing.
Step 8(Version 1.5 and later):
Select the frequency of when you would like your summary data to be refreshed. The VividCharts refresher role, Edit access to the Summary, and you must be logged into ServiceNow to refresh your summary data on-demand.
Step 9:
Save and wait for your Summary to generate. This time may vary depending on the number of records included in the Summary.