Customising the Record Summary2

The Record Summary is assessable from the Active site and by default displays the following details of the record:

This page can be customised to include/exclude metadata properties. To customise this page follow these steps:

NOTE: Experience in XSLT code is required to perform this task.

Go to the RecordPoint site
Go to view all site content--> Pages
Click on the RecordSummary page
Click on the page tab and select edit page in the ribbon
Click yes to checkout the item
On the RecordSummaryWebPartISO15489, click edit Web Part
On the right hand side expand out RecordPoint
Click on the ... on XSL Transform
Copy the text from the Text Editor into a note page and save this (this is so you can revert to the original if needed)
Copy the text into a html editor as this will make it easier to edit the text (e.g. Visual Studio)
Add the required metadata field and click ok (see example text below for adding the container record format i.e. Physical/Electronic)
Note the format needs to be in the following:
<tr>
<td width="165px" class="dlg-formlabel" nowrap="nowrap" valign="top">Record Format</td>
<td width="335px" class="dlg-formbody" nowrap="nowrap" valign="top"><xsl:value-of select="//MetaData[Name='Record Format']/Value" /></td>
</tr>
Copy the edited text back into the text editor
Click ok
Click Apply and ok
Click stop editing in the ribbon
Go to Site Actions--> View All Site Content--> Pages
Check in the RecordSummary Page as a Major Version
Click ok
Complete an iisreset on all servers in the farm