As mentioned earlier, the Summary Details (also known as Summary Information) for a Dynamic Evidence Type Version specifies the value to be used in the Description column of the Dynamic Evidence Type Workspace page for each Case Evidence record in respect of this Dynamic Evidence Type Version. As a reminder, the Dynamic Evidence Type Workspace page is the tab opened by clicking on an Evidence Type name on the Evidence Dashboard. The Description appears on the Dynamic Evidence Type Workspace page as a hyperlink that, when clicked, opens up the Business Object Tab for the selected Case Evidence record.
Dynamic Evidence provides a number of different ways to specify Summary Details for a Dynamic Evidence Type Version, controlled by the radio buttons on the Summary Details Tab of the Evidence Properties Panel.
The following options are provided:
No Summary Details have been provided for the Dynamic Evidence Type Version. At runtime, the Description for Case Evidence records in respect of this Dynamic Evidence Type Version will be represented as an asterisk (to allow the hyperlink to be clicked). However, it is strongly recommended that Summary Details be provided for every Dynamic Evidence Type Version, as it would otherwise be impossible for case workers to differentiate Case Evidence records for such Dynamic Evidence Type Versions.
As with Validations, it is possible to use a CER Rule Set to calculate the Summary Details description at runtime, and this is typically used in the case where Summary Mappings cannot be used to achieve the desired outcome.
If this option is selected, the 'Rule Set Name' field gets enabled for editing. As the name suggests, the Rule Set Name should be populated with the name of a valid CER Summary Rule Set if the Summary Details for the Dynamic Evidence Type Version is to be calculated using CER Rules. Activating the Dynamic Evidence Type Version will validate that any value provided for this property points to a valid CER Rule Set.
Information on defining Summary Details using CER can by found in the chapter on CER Rule Sets; see Summary Information Rule Sets for more details.
The most usual (and straightforward) way of defining Summary Details for a Dynamic Evidence Type Version is by defining Summary Mapping information. Using Summary Mapping allows the administrator to specify the description to be used in the case worker workspace as a Resource Message, and also allows the administrator to specify a number of attributes to be used in the display of the Dynamic Evidence Type Workspace pages. Summary Mapping is described in detail in the next section.
With Summary Details, however, these options are mutually exclusive - it is only possible to select one of the above options.