Actions

This section includes the actions available in the Smart Summary Categories workspace.

Header Actions

Field Description
Create Standard Setup

Click this action to create a standard smart summary category.

This action is only available if no standard setup exists for the category.

Restore Standard Setup Click this action to restore a standard setup. This can be used to remove customizations from a standard setup or to reset the standard setup.
Remove Standard Setup Click this action to remove a smart summary category as the default category.