VividCharts

When a summary is generated, the list of cards come with pre-defined data points on each card.  This is customizable across all process areas, even custom summaries. Once a summary is generated take the following steps to customize the summary cards.  This walkthrough is for a custom summary but the process is the same across all process areas.

After summary generation, navigate to the Portal Connection table - x_vivid_vc_core_view_portal_connection

Find the record where the View column matches the name of the summary just generated.  In this case we are looking for Custom Summary in the View column.

When we have found the record, locate the Portal column and click into the sys_id on the Portal column. This will open the portal record.

Within the Card field on the Portal record there will be a JSON object containing the configuration items for the card.  Many of these items can be changed to customize the card but we are looking for “titleField” and “fields”.

Update the title of each card by replacing the “vcDisplay” string after “titleField” with the system name of a field on the records we are generating the summary for.  In this case, we will be replacing “vcDisplay” with “article” since we are building our summary on the kb_use table. It is important to remember to wrap the string in double quotes.

We can now update the data points on each card.  In the screenshot above, fields is an empty array, but depending on the process area, this array may be pre-populated. This is an array of strings which are the system names of fields on the record this summary was generated upon. In this case, we will be adding “user” and “times_viewed”. Please note it is important these are wrapped in double quotes.

Save the portal record and refresh your summary page and the new information will be displayed.

1. After summary generation, navigate to the Portal Connection table - x_vivid_vc_core_view_portal_connection
    
2. Find the record where the View column matches the name of the summary just generated.  In this case we are looking for Custom Summary in the View column.
    
3. When we have found the record, locate the Portal column and click into the sys_id on the Portal column. This will open the portal record.
   
    
4. Within the Card field on the Portal record there will be a JSON object containing the configuration items for the card.  Many of these items can be changed to customize the card but we are looking for “titleField” and “fields”.
   
    
5. Update the title of each card by replacing the “vcDisplay” string after “titleField” with the system name of a field on the records we are generating the summary for.  In this case, we will be replacing “vcDisplay” with “article” since we are building our summary on the kb_use table. It is important to remember to wrap the string in double quotes.
    
6. We can now update the data points on each card.  In the screenshot above, fields is an empty array, but depending on the process area, this array may be pre-populated. This is an array of strings which are the system names of fields on the record this summary was generated upon. In this case, we will be adding “user” and “times_viewed”. Please note it is important these are wrapped in double quotes.
   
    
7. Save the portal record and refresh your summary page and the new information will be displayed.
