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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a new custom approval summarizer

After you add a new table that has approvals to an instance, you can add a custom activity formatter by creating a new UI macro and then add it to the appropriate form.

Before you begin

Role required: admin

About this task

approval_summarizer can only be used on approval forms in the global scope.

Procedure

  1. Navigate to All > System UI > UI Macros

  2. Click New.

  3. Give the macro a name that follows the summarizer naming convention: approval_summarizer_<tablename>

  4. Complete the rest of the form and click Submit.

  5. Create a formatter and add it to a form and add it to the appropriate form.

    To learn more about activity formatters, see Activity formatter.