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This is the settings page to configure options for the [[Summary Matrix]]. To access this page in the Arcadia interface, take the following steps:# Click on the Configuration Settings button of the UTA ({{SettingsButton}})# On the General tab, within the Arcadia Interface Options, click on the "Summary and List View Options". There are five configurable options availableon this page:
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Roles_-_Show_Summary_.28matrix.29|Roles - Show Summary (matrix)]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Level_1_Type_to_Omit_for_Summary|Level 1 Type to Omit for Summary]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Level_1_Status_to_Omit_for_Summary|Level 1 Status to Omit for Summary]]
* [[Arcadia_-_Level_1_Summary_(matrix)_Settings#Level_1_Summary_Options|Level 1 Summary Options]]
[[Image:ArcadiaL1SummarySettings.png|border|link=]]
===Roles - Show Summary (matrix)===
* [[Level 1 Templates]] as the ''row headings'' and
* [[status]]es as the ''column headings'' in the cross-tab view.
{{ArcadiaL1SummaryView}}<br />In the above illustration:
* "Housing," "General Community," "Women," etc. are the ''row headings'' and correspond to the different [[Level 1 Templates]] in the [[UTA]].
* "Draft," "Submitted," "Under Review," etc. are the ''column headings'' and correspond to the different [[status]]es in the [[UTA]].
[[Status]]es are hard-coded to be always displayed as the ''column headings'', but the following [[standard field]]s can be configured to be used as ''row headings'':
* Branch,
* Customer* Owner, and * OwnerPerson.
Note that these standard fields may be renamed in your instance of SmartSimple using a [[UTA_Standard_Field_Settings#Caption|standard field caption]].
In the following examples:
* "Level 1 Templates" have been renamed to "Funding Program"
* the "Branch" standard field remains "Branch"
* the "Customer" standard field has been renamed to "Organization"
* the "Owner" standard field has been renamed to "Primary Contact"
* the "BranchPerson" standard field remains "Branch"has not been [[UTA_Standard_Field_Settings#Adding_a_field|enabled]], so it is not shown as an option.
To enable these alternate standard fields as ''row headings'' in alternate summary views, take click on the standard fields you wish to use in the following stepsSummary Options setting.<br />[[Image:L1SummaryOptions.png|link=]]# Click on the Settings button at * The standard fields you have selected will then be selectable from the top right dropdown when viewing a list or summary of the screen ({{SettingsButtonl1}})s[[Image:PickingASummary.png|link=]]
==See Also==
* [[Summary Matrix]]
* [[Arcadia Settings]]
* [[Arcadia - Level 2 Summary (matrix) Settings]]
[[Category:Arcadia]]
