To use or view a Query-Based Tab (QBT):
- Navigate to the parent Business Process log in your Project/Shell.
- Open a record to view the QBT.
Note: The source Business Process/Space/Level of the QBT must be active in order for the tab to display.
- Click New or Copy to create a record. The new record will display if query conditions are met.
As a pre-process to defining the Query tab in the business process (applicable for Line Item, Cost, and Document-type business processes), you need to use a reference picker in one of the upper forms of the business process, Space, or Level from where you want to create the Query tab. For defining a Query tab, click on the Query Tabs link in uDesigner, click New, and select a business process, Space, or Level. The system allows you to create a maximum of 8 tabs in uDesigner, including the QBT.
Query-based tab 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 (User mode) 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: Users can copy one record at a time.
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.
Note: The fields available for the Find feature must be defined in the uDesigner for the business process.
Format of the Currency for Query-Based Data Element (QBDE)
When the values for the query conditions are set, you can see the QBDE values according to the values that had been setup in the Modify Data Element window (selecting, or deselecting, the Hide Currency Symbol in Cost type Business Process option). Go to your project (User mode) and click the item.
When you open the record, you will see the same QBDE value, in the new user interface. You can print the record. In the Classic View, the Upper Form contains the values, accordingly.
Administrator
Go to Company Workspace (Admin mode) > Configuration > Business Process.
Click on a BP to open the Configuration window.
Click the Query tab.
Under the Query Conditions block, click the query element name, and click Modify.
Define the values under the Definition and Condition blocks and deploy.
Creating a Record from the Query-Based Tab
When creating a record from its own BP log, the “SYS Numeric Query Based” Data Definition is updated when the user picks a reference process.
When creating a record from the Query Based tab of another BP (that auto-populates data to the record being created), the “SYS Numeric Query Based” Data Definition is not updated, unless the user:
- Manually changes the value.
- Uses a triggering element.
You cannot create a company-level business process record within a project, from a Query-Based tab.