Using Query-Based Tab Logs

From the Query-Based tab log, you can view, create, and copy BP records. The following toolbar options are displayed in the log.

Toolbar Options

Description

Create

Create new records from the QBT. This button is seen only if you have permissions to create the record. Click the arrow to select a workflow if multiple workflows exist for the BP

Refresh

Refresh and reload the page

Print

Prints the list view. You can choose from: Print, Export to CSV, Export to Excel.

Find on Page

Enables users to type in find parameters to quickly search line items matching the criteria.

Search

Enables users to search for specific line items across all pages.

The gear menu displays next to each record and contains all available actions that you can perform on the record. The following options are displayed in the gear menu: Open, Copy, Copy With Attachments, and Copy Without Attachments. The copy options are displayed only if you have permissions to create records in the current shell.

See Also

Working with Query-Based Tabs



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Last Published Monday, April 11, 2022