SData record summary gadget

To add a new record summary gadget:

  1. Click SData Record Summary from the Gadget Wizard.
  2. Select from Sage CRM SData feed, Pre-configured SData feed, or Custom SData feed. For more information, see SData list gadget.
  3. Click Next.
  4. Click an entity to base your gadget on from the list.
  5. Click Next.
  6. Click the check box next to the columns you want to display on the gadget, or click Select All. The columns within each entity are defined in the SData Schema.
  7. Click Next.
  8. Add a name and description for the gadget.
  9. Click Finish.

The SData record summary gadget displays content when it is linked to an SData list gadget. For more information, see Linking gadgets.