Here is a description of the interface elements on the Summarization Template page.
Button Bar
| Button | Description |
|---|---|
| Back to List | Returns you to the most recently displayed list view. |
| Clone | Creates a new summarization template from the current template's settings. You will be prompted to supply a name for the new template. Any unsaved changes are saved to the new template, but are not saved back to the original template. |
| Save | Saves the current summarization template. |
| Save and Build | Saves the template and submits a batch job to populate the summarization table according to the mappings in this template. You are notified by email when the batch job has completed. |
|
Opens the related FinancialForce Help topic. |
|
Maximizes/Restores the page in your browser window. |
Fields
Key: * – Mandatory field; The number indicates the number of characters that are allowed in this text field, where appropriate.
| Field | Description | ||
|---|---|---|---|
| Name | * | 80 | A unique name for the summarization template. |
| Dataview | * | The dataview used by this summarization template. When a dataview is in use, there are restrictions on what you can edit in the dataview. See Editing Dataviews for details. If you want the summarization template to use a different dataview, you must clear all fields from the template before the dataview can be changed. | |
| Destination | * | The destination object that will store the summarized data. |
Field Mappings
The Field Mappings tab is where you build up the list of field mappings from source dataview to destination object.
| Button | Description |
|---|---|
| Add | Adds a blank row at the bottom of the list where you can fill in details for the new mapping. |
| Add All | Adds rows for all available source fields that are not already included in the grid. |
| Delete | Removes the selected rows from the grid. |
The grid options are as follows:
| Field | Description |
|---|---|
| Checkbox | Selects the current row. |
| From | The source field on the selected dataview. |
| To | The destination field on the selected destination object. You cannot map to the same destination field more than once. |
| Summarization Method | Indicates how the information held in the destination field will be summarized. If the source field is flagged as Aggregatable on the underlying dataview, then this defaults to SUM indicating that the values will be summed. If the source field is not flagged as Aggregatable on the underlying dataview, then this defaults to Group By indicating that results will be grouped by this field. For example, typically monetary values will be summed and names (such as Account) will be used for grouping. |
| Filter | Click  to apply a column filter. Filters can only be applied on rows where the summarization method is SUM. A green check is displayed when a filter has been applied. See About Column Filters in Summarization for more information. |
Row Selection
The Row Selection tab is where you specify the selection rule that the summarization process will use when building the summarized data. The selection rule is displayed graphically as an expression and always starts with an AND container. Drag the Field icon and drop it within the AND container (inside the area marked as the drop zone), then click the pencil icon to display the Selection Criteria popup where you define the details to use.
| Field | Description |
|---|---|
| Field | The field that you want to use. Only fields that have the Selectable checkbox enabled on the source dataview are available. Fields from relationship joins cannot be used in selection criteria. |
| Operator | The operator that you want to use. For example, with numeric fields you might want to use '=' or 'In Range', whereas with text fields you might want to use 'Starts With' or 'Contains'. If the field is a Salesforce Record ID the operator can only be '=' or '<>'. |
| Value | The value that you want to use. If the operator is 'In Range' or 'Not in Range', you need to enter From and To values. If the value is a date, you can enter either an explicit date (hard date) or an offset of the current date (soft date Salesforce refers to soft dates as "relative date values". FinancialForce Accounting supports the following relative date values: Today, Tomorrow, Yesterday, Last "n" Days, Next "n" Days, This Week, Last Week, Next Week, This Year, Last Year, Next Year. See the Salesforce Help for details of how these relative date values are resolved.
Note that Last "n" Days and Next "n" Days are ranges. For example if today is May 25 then Last 3 Days is from May 23 to May 25. A filter on transaction date of "< Last 3 days" would retrieve transactions dated prior to May 23.). The value can be left blank when the operator is '=' or '<>'. Values for other operators cannot be left blank. |
You can add multiple AND and OR containers to build more complex selection rules.
You can remove criteria and containers from the selection rule by clicking their 
symbol. You can also rearrange containers and criteria by dragging and dropping them within the selection rule.