Creating Query-Based Tab in Business Processes

To create a Query tab

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Business Processes.
  3. Select and open a business process (BP).
  4. In the left Navigator for the BP, click Query Items > Query Tabs.
  5. In the Query Tabs log, click New.
  6. In the Select Business Process window, click the drop-down list (under Select Business Process/ Attribute field), select a business process or attribute, and click OK to open the Query Tab window.
  7. In the Query Tab window, enter values in the Name, Description, and Reference Picker fields (this is to filter records in the Query tab).

    The value for the Reference Picker field is auto-populated when a user creates a new business process record based on a QBT. In such a case, the record number of the parent record will be auto-populated and the user can edit the number and change it to a desired record number. After the business process record is successfully created, the reference graph shows the intended business process record.

  8. When finished, click OK.
  9. In the left Navigator, click Item Logs to begin designing the log. You can have a total of 8 (eight) tabs, including the Query tabs.

    The log for the Items Log has several columns. The Type column enables you to distinguish between the Detail Form line items list and the Query Items. The Tab Name column appears before the Name column. Define query conditions in the setup for filtering the list of records returned at runtime.

    Note: You can sort Item Logs using the Name, Last Saved, or Type column. You cannot sort the log using the Tab Name, Tab Order, or System Defined column.

  10. Click to open the Query items window and click the Query tab to begin setting your condition.
  11. Click Add to open the Query Condition window. If you do not add a query, the tab returns all the records, based on the reference process.
  12. Select and enter values in the Data Element and Condition fields. You can add multiple conditions. the system performs the query with "And" operand, on the conditions.
  13. In the left Navigator, go to the Upper Forms node to configure the Query tab options, similar to the Detail Forms.
  14. Complete your business process.
  15. Deploy the business process form.

    Note: When setting two BPs that are dependent on each other with a Query Based Tab (QBT), ensure that you do not assign a Summary DE (Data Element) to both BPs.

Additional information:

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

Query Tabs

You can use the Query Tabs sub-node to define and maintain the various Query tabs that are defined within the business process.

General Tab

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

In case, you have already included the reference picker in the Upper Form of the business process, the reference picker appears in the drop-down list of the Reference Picker field. In this case, the Name field is populated with the name of the business process, 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 reference picker on the Upper Form of the business process.

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.

To access the Query Tab, go to Item Logs sub-node, open the QBT that was created, and switch to the Query tab.

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

You can define multiple queries within the Query tab.

The Query Tabs log allows you to:

Summary Elements

You can use the summary elements on the Upper Form of the business process to show the data that is being exchanged. You can use the following types of the summary elements in QBT:

You can define multiple summary elements. To create summary elements:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Business Processes.
  3. Go to your business process, click the Summary Elements node and use the QBT to create your summary elements. After defining the summary elements, click OK to save.

The log for the Summary Elements node allows you to:

After you create the summary elements, you can include them in the Upper Form of your business process.


Last Published Thursday, December 14, 2023