Customising the Record Summary2

Owned by Laura Boustany
Apr 20, 2020
2 min read

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

  • Record Number

  • Record Type

  • Record Classification

  • Record State

  • Disposal Action

  • Disposal Action Due

  • Container

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.

  1. Go to the RecordPoint site

  2. Go to view all site content--> Pages

  3. Click on the RecordSummary page

  4. Click on the page tab and select edit page in the ribbon

  5. Click yes to checkout the item

  6. On the RecordSummaryWebPartISO15489, click edit Web Part

  7. On the right hand side expand out RecordPoint

  8. Click on the ... on XSL Transform

  9. 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)

  10. Copy the text into a html editor as this will make it easier to edit the text (e.g. Visual Studio)

  11. 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>

  12. Copy the edited text back into the text editor

  13. Click ok

  14. Click Apply and ok

  15. Click stop editing in the ribbon

  16. Go to Site Actions--> View All Site Content--> Pages

  17. Check in the RecordSummary Page as a Major Version

  18. Click ok

  19. Complete an iisreset on all servers in the farm