Using or Viewing a Query-Based Tab

To use or view a Query-Based Tab (QBT):

  1. Navigate to the parent Business Process log in your Project/Shell.
  2. Open a record to view the QBT.

    Note: The source Business Process/Space/Level of the QBT must be active for the tab to display.

  3. 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.

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 set up 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 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.

Related Topics

Using Query-Based Tab Logs


Last Published Monday, August 28, 2023