# Summary Details

Summary details let you customize submission cards and are a Pro feature, also included in Business. Open your form results, switch to the **Inbox** view, and open inbox settings.

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:::callout{type="info"}
Summary details are part of the submissions inbox. They help teams review responses quickly without opening every submission.
:::

## What summary details control

Summary details control how submission cards are displayed in the inbox view.

You can configure:

- Which fields appear on each card.
- Field groups for related answers.
- How many submissions load at a time.
- Refresh behavior for new submissions.
- Conditional styling rules for important responses.

![Summary detail example](https://fs.pagegun.com/p/BtaPkTIL/media/04aa9ed7.webp)

![Summary detail settings](https://fs.pagegun.com/p/BtaPkTIL/media/ad07e94b.webp)

## When to customize summary details

Customize summary details when your team reviews a lot of submissions and needs the important fields up front.

Good examples:

- Lead qualification forms
- Job applications
- Support intake
- Order requests
- Event registrations
- Internal approvals

For simple forms, the default inbox layout is usually enough.

## Configure the inbox

1. Open your form results.
2. Switch to the **Inbox** view.
3. Open inbox settings.
4. Choose fields or field groups to show on cards.
5. Adjust page size or refresh behavior if needed.
6. Save the settings.

## Use field groups

Field groups make related details easier to scan.

For example:

- Contact: name, email, phone
- Company: company name, website, role
- Request: plan, budget, timeline

Use groups when the same set of fields should stay together on every card.

## Use conditional styling

Conditional styling can highlight submissions that need attention.

Examples:

- Mark enterprise leads when budget is above a threshold.
- Highlight urgent support requests.
- Flag submissions from a specific plan or region.

Keep styling rules rare. If everything is highlighted, nothing is highlighted.

## Testing checklist

- Save the inbox settings.
- Review several real or test submissions.
- Confirm the most useful fields are visible without opening the card.
- Check that grouped fields are readable.
- Test conditional styling with matching and non-matching submissions.

## Troubleshooting

### A field does not appear

Check that the field still exists in the form and is included in the inbox settings.

### A style rule does not apply

Confirm the rule uses the correct field and expected value.

### The inbox feels cluttered

Show fewer fields and group related details. The inbox should be scannable, not exhaustive.
