Query Tabs in Spaces

The Query tab allows access to all BP records, related to Space, by way of Query-based Tab (QBT). For example, if you need to see all approved BPs related to your Space, you can use the QBT to query/fetch those records. Once a Query-based Tab (QBT) is successfully created and deployed using uDesigner, the BP Query Tabs appear in the Unifier required Space, in User mode.

As a pre-process to defining the Query Tab in the Space, you need to use the Space picker in one of the upper forms of the BP 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. The system allows you to create a maximum of 8 Query Based Tabs in uDesigner. To define a Query Tab, go to uDesigner:

Click Query Tabs.
Click New.
Select a BP.
Note: You can use the Space picker (uuu_phy_space_picker) for the Query Tabs in the Upper form of the Business Process (BP), where you want the Query Tab originate from.

All the functionalities that are available with Query Tabs for Business Processes (BPs) are also available for the Space Manager.

The Query Items sub-node under the Space Manager node (uDesigner > Admin mode > Space Manager > [Space]) allows you to include references to other BPs in a form of a Query-based tab.

Within a selected Space, the Query Items sub-node provides the following two links:

Query Tabs
Summary Elements

Query Tabs

Once a Query-based Tab (QBT) is successfully created and deployed using uDesigner, the BP Query Tabs appear in the Unifier required Space, in User mode. You can use the Query Tabs sub-node to define and maintain the various Query Tabs that are defined within the Space. See "Opening Space Records" and "Creating a New Space Record" topics in the Unifier User Guide for more details.

General Tab

In the General tab, you can enter the name, description, and reference picker for the required QBT BP.

In case, you have already included the Space picker in the Upper form of the BP, the Space picker appears in the drop-down list of the reference picker. In this case, the Name field is populated with the name of the BP, but you can change the name of the QBT, if necessary. The name and reference pickers are mandatory fields on the General Tab, so you cannot create a QBT if you have not included the Space picker on the Upper form of the BP.

Query Tab

The Query Tab of the QBT is used to create a query to filter the results, displayed within the QBT, based on any particular condition.

Note: It is not mandatory to have a query, so in case no queries are defined all records display in the QBT, in User mode.

You can define multiple queries within the Query tab.

Once you complete adding values in both General and Query tabs, click Save. The Query Tabs log page allows you to:

See all the Query Tabs
Create a new QBT (New).
Open an existing QBT to review or change content (Open).
Delete an existing QBT (Delete).
Rearrange the ordering of the QBTs that are displayed (Tab Order).

Summary Elements

You can use the Summary Elements on the Detail form of the Space to show the data that is being exchanged. You can use all existing types of Summary Elements (Average, Count, Total, Maximum, and Minimum) in the QBT.

You can define multiple Summary Elements. To create Summary Elements, go to uDesigner > your space [Space] > Summary Elements and use the Space QBT to create your Summary Elements. After defining the Summary Elements, click OK to save. The Summary Element log page allows you to:

See all the Summary Elements.
Create a new Summary Element (New).
Open an existing Summary Element to review or change content (Open).
Delete an existing Summary Element (Delete).

Once you create the Summary Elements, you can include them in the Detail form of your space [Space].

Query Tabs

Summary Elements

See Also