Configure a Query for a Query Based Data Element on a BP

You can configure a Query, for a Query-based data element, on a BP. The Query-based data elements give you the ability to query data from business processes and manager sheets, and display the results on a business process. For example, you can create a small cost report on a business process. This reduces referring back to the cost sheet while a user is working in the business process.

When a Query-based data element (Query Based Data Element) is added in a BP Form, you can define the query on which the element gets refreshed (trigger element).

Example

Go to: Company Workspace > Admin mode > uDesigner > Business Processes > Action items - Home > Upper Forms.

Add a Query-based data element in an Upper form of a BP and deploy it.

Go to the Configuration Tab > Business Process> Required BP and open it to see the Query tab.

During configuration, for each query-based data element (up to five per business process), you can define a query formula and any conditions that will filter query results. For example, if you want to see the total project commitment, which includes the original commitment amount plus any changes to the original commitment, you can build a query formula to show that value from the cost sheet. You may limit, or filter, the query results by adding a condition. You can also define the refresh condition that will prompt a data update for these query-based data elements. When a user opens the business process, Unifier looks at the refresh condition to determine if it can display the last calculated value or values in the business process.

Notes:

This feature is not available for company-level, single-record business processes.
The difference between a refresh condition and a trigger: A refresh occurs when a user opens a business process. A trigger works when the BP is already open, and a user changes a value in a "trigger element" on that BP form. The trigger element prompts the system to run the query again and dynamically update the value in the query-based field.

To configure the query

Go to the Company Workspace tab and switch to Admin mode.
Navigate to Configuration > Business Process. The Configuration-Business Processes log opens, displaying the BPs that have been imported into your company. Click Business Process Setup in the left Navigator.
Select the business process that contains the query-based data element, click Open and go to the Query tab.
Under Query Conditions, click the Add button. The Define Query window opens.
The Define Query window shows two sections, a Definition section and a Condition section.

Fields in the Definition section:
- Data Element: Select the data element you want to configure. The list shows only the query-based data elements on the form.
- Data Type: Select the source from which Unifier will extract the values (e.g., a column in the CBS Cost Sheet or a business process).
- Datasource: Click the Select button and on the Formula Creation window that appears, build a formula to calculate the value you want to see in the field on the BP form. For information on creating a formula for a query, see About Queries.
If you want, you can specify a condition to filter the data that is extracted by the definition.
A condition is not mandatory for a query definition, but your results will be more refined if you build a condition.
1. Click the Add button. The Add Query Condition window opens.
2. Use the instructions under About Queries to complete the query condition.
3. Click OK.
On the Define Query window, click OK.
On the Data Elements Configuration window, under Refresh Conditions, click the Add button. The Refresh Condition window opens. Fields in the Refresh section:
- Data Element: Select the data element you want to prompt the field refresh.
- Condition: Select the condition this data element must meet to prompt the refresh.
- Values: Enter or select the value this data element must contain to prompt the refresh.
- AND/OR: Select the "And" or "Or" condition between multiple queries.
Click OK, then click Close on the Data Elements Configuration window.

Last Published Monday, August 28, 2023