Actions
This section includes the actions available in the Smart Summary Types workspace.
Header Actions
| Field | Description |
|---|---|
| + | Click this action to create a smart summary type. |
| Copy... | Click this action to copy this smart summary type. |
| Use as Default | Click this action to make this the default smart summary type for its specified category. |
| Test... | Click this action to test your smart summary type. |
| Delete | Click this action to delete the smart summary type. |
Table Actions
| Field | Description |
|---|---|
| + | Click this action to add another line to the data selection. |
|
The Row Tools icon allows you to add another line/information to the record. In this table, choose from the following actions:
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Parent Topic: Smart Summary Types