Create a new custom approval summarizer

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • 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.