QBDE Evaluation Upon Creating Record From Query-Based Tab

When creating a new record from a Query-Based Tab (QBT), if the trigger element gets populated, then the Query-Based Data Element (QBDE) will be evaluated.

When you create a Change Order record from a QBT (on Base Commit), the reference commit is populated and QBDE will be evaluated, if the reference commit is selected as the trigger element.

Whenever a reference picker is selected as the trigger element, and the reference picker is updated by means of record creation from the QBT, then the QBDE is evaluated.

Unifier:

  1. Calculates any formula elements that are based on QBDEs.
  2. Auto-populates the auto-populate element that is based on QBDE in the Line Item tab.
  3. Triggers any form validations (based on QBDE), when routing the record or saving line item.

When you create a record by way of copy in the QBT (with attachments or without attachments), Unifier evaluates the QBDEs, if the reference picker is selected as the trigger element, Unifier updates the reference picker. Unifier calculates any formula elements that are based on QBDEs and triggers form validation based on QBDEs.



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Last Published Monday, April 11, 2022