Merge pull request #10733 from MicrosoftDocs/jasongre-recordSummaries

Jasongre record summaries - user experience

Author: shwetamurkute

powerapps-docs/user/media/row_summary_collapsed.png

@@ -0,0 +1,62 @@
+---
+title: Use row summaries in model-driven apps 
+description: Learn how to access and utilize AI-generated row summaries in main forms.
+ms.date: 12/17/2024
+ms.topic: article
+ms.component: pa-user
+ms.subservice: end-user
+author: JasonGre
+ms.author: JasonGre
+ms.reviewer: smurkute
+ms.collection: 
+    - bap-ai-copilot 
+search.audienceType: 
+  - enduser
+contributors:
+---
+
+# Use row summaries in model-driven apps
+The **Row summary** feature in model-driven apps provides users with a concise, AI-generated overview of key details about a record (row). Displayed within the **AI assistance** area at the top of main forms, the summary helps users quickly understand essential information without manually scanning through fields, related records, or activity timelines. Summaries are presented in either a paragraph or bullet point format, ensuring clarity and ease of consumption.
+
+The feature enhances user efficiency by delivering context-rich insights directly within the form. Users can interact with summaries to copy content, regenerate updated information, and provide feedback on their relevance, improving both usability and accuracy.
+
+> [!IMPORTANT]
+> - This feature is in public preview for Dynamics 365 apps.
+>   - Preview features aren’t meant for production use and might have restricted functionality.
+>   - Preview features are available before an official release so that customers can get early access and provide feedback.
+
+## Prerequisite
+Copilot assistance is available for all model-driven apps where the [AI insight cards](/power-platform/admin/settings-features#ai-insight-cards-preview) toggle is turned on. 
+
+## Limitations
+Summaries are only currently supported in the English language.
+
+## Feature details
+
+### Viewing the record summary
+- When a [table has been configured to display summaries](../maker/data-platform/configure-form-row-summary.md#create-a-row-summary), the record summary will appear in the **AI assistance** area at the top of the main form.
+- The summary content is dynamically generated and presented in a clear paragraph or bullet point format, emphasizing key details about the record.
+
+> [!NOTE]
+> Record summaries only appear after a new record has been successfully saved. For unsaved records, the summary area remains hidden.
+
+:::image type="content" source="media/row_summary_expanded.png" alt-text="Screenshot that shows a row summary card in the AI assistance area on a form.":::
+
+### Expanding and collapsing the summary
+- Users can **expand** or **collapse** the summary section as needed. The system remembers the expanded/collapsed state for each user across sessions per device, ensuring a consistent experience when revisiting records.
+- Summaries are currently expanded by default. 
+
+:::image type="content" source="media/row_summary_collapsed.png" alt-text="Screenshot that shows a collapsed row summary.":::
+
+### Acting on the summary
+- **Copy**: Users can select the **Copy** button to copy the summary content directly to their clipboard for easy sharing or documentation.
+- **Refresh**: Users can select the **Refresh** button to regenerate the summary content, ensuring the displayed information reflects the latest updates to the record.
+
+### Providing feedback
+- To improve the usefulness of summaries, users are encouraged to rate the feature using the **thumbs up** or **thumbs down** icons.
+- This feedback mechanism helps refine summary generation, ensuring future summaries better meet user expectations and needs.
+
+### Related information
+
+[Manage feature settings](/power-platform/admin/settings-features)  
+[Configuring summaries for tables](/power-apps/maker/common/faq-from-filling-assistance)