Configure Pickers in Admin Mode

The information in this topic applies to the following pickers:

CBS Picker
CM0 Picker
CMx Picker
Note: Each class of CMx pickers can have its own query conditions.
Funding Picker

If the picker Data Element (DE) is added on the BP form, you can also configure the query condition on the picker Data Definition (DD) to restrict the visibility of available data at runtime.

As an administrator, you can:

Configure query condition on picker DE to restrict the visibility of available data at runtime.
See whether or not any query condition is added.
Perform the following actions:
- Add new query condition
- Modify/delete existing query
- Apply And/Or condition
- Add a query based on different data selection to filter data that needs to be available at runtime
- Change And/Or conditions among different queries
- Save so that only saved changes are applicable and data is filtered based on saved queries or cancel changes made in query conditions
- See a list of all available picker attributes in the required DD field, on the Add Query Condition and Modify Query Condition windows. This lets you select an attribute value from the drop-down (pulldown) menu to apply the condition on.
- See a list of all available options for the required Condition, field based on the DD field value on the Add Query Condition and Modify Query Condition windows, while adding or modifying a query condition. This lets you select the appropriate condition to apply between the DD and values.
  Note: To define a query condition, you can use the Date Picker and Date Only Picker. No other pickers are supported. Also, the cost code and cost attribute pickers cannot be used in the query condition.
- Select the value (Value field) as Dynamic or Constant, if the DD and the Condition fields have values on the Add Query Condition and Modify Query Condition windows, while adding or modifying a query condition. This is so you have a choice to:
  - Define that a comparable value will be provided at runtime, based on the Data Source selection, or
  - The value can be a constant value.
  The system compares the DE value against a given or selected constant value and filters the data based on the defined condition at runtime.
- Have different options (such as Cancel, Add Another, and Add or Update) while adding or modifying a query condition. You can select:
  - Cancel - to cancel the changes
  - Add Another - to add another query condition
  - Add - to add the query in the query log
  - Update - to update the existing query, in the query log
- See added or modified query conditions in query log. This is so you can see all of the added query conditions in one place, and if required, delete or modify the existing query condition. Also, it will provide the option to put And/Or condition in the defined query conditions.

When you go to your Company Workspace (Admin mode) > Configuration > Business Processes and select and open a BP, in the left Navigator, you see the Pickers functional sub-node, in addition to the other sub-nodes, such as Log Views, Mobile Log Views, and Customize Email.

The Pickers functional sub-node is available if the picker DE has been added on the BP form. The Pickers functional sub-node log has the following panes:

Pickers Configurations (the left pane) which displays the DEs, under the Data Elements block. The Data Elements block displays the available pickers.
<picker name> Query Conditions (the right pane) which displays the query conditions. In the <picker name> Query Conditions you can use the following toolbar options:
- Click Add to open the Add Query Condition window, select the DE, determine the condition for the query, create and add your query conditions.
  The Data Element drop-down field is a required pulldown field that will list all the attributes. You can select any of these attributes to define the query.
  
  The Condition field is a required field that is disabled by default. After the value for Data Element is selected, the system enables the Condition field and lists the values to select from.
  
  For numeric type DEs, the conditions will differ from string and date type elements.
  
  If the values for the Data Element and Condition are selected, then a new section will be displayed labeled Value. The Value has the following options to select from:
  - Dynamic
  - Constant
  Query condition value as Dynamic
  
  By default, the option Dynamic is selected and there will be drop-down fields to select the data source and data element (based on Data Source value). The Data Source value can be <BP Name>, upper form, <BP Name> detail form, single instance BPs, and shell attributes. Based on the data source that you select, the list of matching DEs will be listed.
  
  Query condition value as Constant
  
  If you select Constant, then a text box or pulldown is displayed, based on the type of the value under the Data Element field. In case of the text box, a placeholder text 'Type here' will be displayed. You can enter a constant value.
  
  To select a value from predefined data set, a pulldown will be displayed, and you must select a constant value from the pulldown.
  
  Example
  
  If the Data Element value is Status, then the constant will be a pulldown with values as Active or Inactive.
  
  Query on Date type data element
  
  When you select the Date DE for the type of the value under the Data Element field, the Condition drop-down field will list all the available conditions for the Date DE. Depending on the selection in the Condition drop-down field, different options will be displayed.
  
  After all queries are added, they will be listed within the Query Condition log with the And condition as a check box, not selected by default.
- Select the Show results matching any of the following conditions option to apply the And/Or condition to multiple query conditions. By default, this option will be deselected. You will be able to change the selection.
The <picker name> Query Conditions has the following columns:
- Data Element
- Condition
- Value
- And/Or
- Delete
- Edit
The Cancel and Save options will appear at the bottom, when you make changes to an existing query or add a new query. When you click Save, the query conditions will be saved in the database. After you click the Save or Cancel options, the system will not display those options on the pane, until the next change.

Note: The attributes added on the detail form will be available to define query conditions even if it is a part of a hidden block.

As soon as a query is added to the log, the Delete and Edit options will be displayed in log. The Delete option will delete the selected row, and the Edit option will open the Modify Query Condition, where you can view or modify the condition. Double-clicking an existing query in the query log also lets you view or modify the condition.

After performing any action, you must click Save to save the changes.

Date Type Query Condition

If the value for the Condition drop-down is empty, or not empty, there is no need to define any value.

You can select the value for Condition as between and select a date range between two dates: Date 1 and Date 2. The available options are:

Dynamic
Selected by default. You are required to select a date for Data Source and a Data Element value to define value of the Date field.
Date
To select the date from the system calendar.
Today
To select the current date.

In the Condition field, if you select any value other than between, is empty, or is not empty, then different options will be displayed for selecting the date value:

Date
You can select one of these options:
- Dynamic
  Selected by default and the user needs to select a date 'Data Source' and 'Data Element' to define Date.
- Date
  To select the date from calendar.
- Today
  To select the current date.
Add/Subtracts days
Your options are: Plus, Minus, and None. By default, Plus is selected.
Number of days
Displayed only if Plus or Minus is selected. You can select one of the following options:
- Dynamic
  Selected by default. You must select a date Data Source and a Data Element to define the Date.
- Days
  To set a numeric value.

Last Published Sunday, July 20, 2025