Working with Query-Based Tabs

Query-based tab (QBT) enables the user to:

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.

Notes:
- Only one record at a time can be copied.
- You cannot copy attachments for document BPs. Line items of records are treated as attachments, so details of line items and forms are not copied to document-type BPs.
When the user copies a business process record 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 for the business process.

Last Published Monday, April 14, 2025