Using Query-Based Tab Logs
From the Query-Based tab log, you can view, create, and copy BP records. The following toolbar options are displayed in the log.
Toolbar Options | Description |
---|---|
Create | Create new records from the QBT. This button is seen only if you have permissions to create the record. Click the arrow to select a workflow if multiple workflows exist for the BP |
Refresh | Refresh and reload the page |
Prints the list view. You can choose from: Print, Export to CSV, Export to Excel. | |
Find on Page | Enables users to type in find parameters to quickly search line items matching the criteria. |
Search | Enables users to search for specific line items across all pages. |
The gear menu displays next to each record and contains all available actions that you can perform on the record. The following options are displayed in the gear menu: Open, Copy, Copy With Attachments, and Copy Without Attachments. The copy options are displayed only if you have permissions to create records in the current shell.
See Also
Using or Viewing a Query-Based Tab
Last Published Monday, August 28, 2023