Summary panel

Low-code configurable 8.6

The summary panel contains areas of critical data and core actions and is always available to the user.

The summary panel consists of a header, summary data, and case tabs.

The header houses the case ID, breadcrumbs, icon, and label of case type names. Here, a user can also follow the case, access a set of actions, and edit.

The summary data section provides a field value list of core data relevant to the case.

Case tabs hold additional data related to a current page or case. There are two default tabs on most work items. The default active tab, activity, contains the conversation stream and history. The second tab displays the general information related to the case, such as its creation date and author.

The summary panel gives the user additional control to view precisely the data that pertains to their workflow, whenever they need it. It resides on the left side of the screen, just to the right of the main navigation, and can be accessed at any time.

As a best practice, avoid having more than seven tabs in a summary panel.