Query-based tab (QBT) enables the user to:
- View a filtered list of business process records associated with the parent business process.
Once the QBT in a business process is correctly configured and deployed, the QBT appears in the business process for which the QBT has been configured.
- Create a new business process from the QBT in the same Project/Shell, where the parent business process resides.
Users can create new business process records from the QBT provided that the users have permission to create business process records for the Project/Shell that contains the business process.
- Copy a business process in the same location as the parent business process.
Users can copy a business process either with or without attachments. In addition, a user can copy any of the records in the QBT and create a new business process record. Note, only one record at a time can be copied.
When the user copies a business process record in order to create a new business process, the new business process record contains all the information present in the copied/based business process record. So, in case of business records with attachments, the user has the option of including or excluding (copying or not copying) the attachments when copying a business process record.
- Search for business process records based on user-entered criteria.
Users can find any record from the list of records included in the QBT.
Notes
- The fields available for the Find feature must be defined in the uDesigner for the business process.
- The source Business Process/Space/Level of the QBT must be active in order for the tab to display.