In Unifier, a Query Based Data Element (QBDE) enables you to view data from the Upper Form or Detail form of a Business Process. QBDE also enables you to view data from:
- Other Business Processes
- Sheets
- Cash Flow
The QBDEs are based on the “SYS Numeric Query Based” Data Definition (DD), and the query for these QBDEs is set in the Business Process Configuration setup. See the "Configure a Query for a Query Based Data Element on a BP" for additional details.
In addition to the Web interface (Unifier Application in the browser), the system evaluates QBDE in the following areas:
- CSV import for record creation
- CSV import for Line Item creation
- Web Service methods for record creation along with Line items
- Web Service methods for Line Item creation
- Web Service methods for record updates
- Bulk Edit
- Bulk Update
- Creating BP records using BP Template
Evaluating Query Setups of Data Picker Data Elements
Unifier supports many types of Data Picker DEs. The Administrator can set up Query conditions on these Data Picker DEs to filter the results. When a Data Picker DE is launched in the Web interface (Unifier Application in the browser), the system runs the query and displays the records based on the queries defined in uDesigner. The system evaluates the data picker query conditions in the following areas, as well:
- CSV import for record creation
- CSV import for Line Item creation
- Web Service methods for record creation along with Line items
- Web Service methods for Line Item creation
- Web Service methods for record updates
The following is a list of the supported Data Pickers:
- BP Data Picker
- Shell Data Picker
- User Data Picker
- CM Data Picker
- Role Data Picker
See the "Importing Configuration Packages" section for more information about importing data.
Creating a Record from the Query Based Tab
When creating a record from the Query Based tab of another BP (that auto-populates data to the record being created), the Data Element (DE) of type “SYS Numeric Query Based” Data Definition (any DE of this type) is not updated, unless the user manually changes the trigger element.