Summary View Overview

Summary View displays an objectAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case.’s data in an outline form based on a summary view layout file. A summary view usually arranges an object’s data in multiple panes: one pane for the object’s own data and several carefully structured panes for connectedVine objects are linked to each other by connections. Vine shows an object together with links to all objects directly connected to it. objects. For example, a company summary view may look as follows:

Figure 1. Example of summary view showing company data

A properly structured summary view should help you to:

Figure 2. Only events relevant right now are shown

  • Analyze business facts. Panes may be designed which not only filter through database objects but, in addition, automatically calculate and publish total values of an object field:

Figure 3. Company sales cases can be summed up and grouped by status

  • Pick relevant data from huge archives. A pane usually filters through the connected objects and shows only those which match some condition:

 

Figure 4. Only active sales cases are listed from all connected ones

A click on the Show More icon or link will open all sales cases in a table:

Figure 5 Full contents of an expanded pane can be displayed as a table