Creating Query-based Tabs and Summary Elements

A query-based tab (QBT) is a mini business process log within a business process form that displays a filtered list of specific business process records in the tab line item list.

You can create multiple detail forms for a Document type, Line Item type, and Cost type business processes, in uDesigner. Each advanced Document-type business process enables you to include/create up to fifteen tabs, including the query-based tabs.

Note: The first detail form in Document type business process must be used to define only a Document-type standard tab that has a folder structure. The subsequent detail forms must be used to define either the Line Item type or the query based tabs.

You are required to add a Reference Picker in the Upper Form of a business process that the user wants to run the query.

You can use a query-based tab to:

View a filtered list of business process records associated with the parent business process.
Create a new business process from the QBT.
Copy a business process either with or without attachments.
Search for business process records based on user-entered criteria.

For example, a contract's QBT can display all change orders issued against that contract. Another QBT on the same contract record can display all invoices against it. The records displayed in the QBT's line item list are from the same level (project or company.)

Business Processes that do not support query-based tabs include Simple, Resource, Text, RFB, and Project/Shell Creation.

Under the corresponding business process, Query Items has two sub-nodes:

Query Tabs define the query-based tabs that will be added to the business process. You can create Query tabs if the maximum number of tabs (fifteen) has not been reached.
Summary Elements define the summary data elements to be added to the Upper Form of the business process. They specify the type of summary information (Average/Count/Total/Maximum/Minimum) that will be shown from the selected Query tab, for example, the total amount of records, or the count of records in the tab.

The Item Logs log accommodates both detail form line items lists and query items. The logs contains:

Type column to help distinguish between Detail Forms and Query Items.
Tab Name column appears before Name column.
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.

Required References

You must define references in the source business process from which you want to display information. For example, if Meeting Minutes is the destination business process in which you want to display Action Items data, then:

Action Items (the source business process) must have:
- A Meeting Minutes reference defined in its Reference Processes.
- A business process picker on the Upper form that you can use to select the Meeting Minutes record in which you want to show Action Items data.

Required References

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