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 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
 Print Print	Prints the list view. You can choose from: Print, Export To CSV, Export To Excel. Notes: For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols. If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
 Find on Page	Lets you find items on the displayed page. When you click this option, the system inserts a row that lets you enter filter parameters.
 Search	Lets you 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