Query-based Tabs

The Query Tabs enable you to define the query-based tabs (QBTs) that you want to be added to a business process.

You can define query conditions in uDesigner (Company Workspace > Admin mode > uDesigner > Cost type business process > Query Items > Query Tabs.

  1. Navigate to Company Workspace > Admin mode > uDesigner node > Business Processes node.
  2. From the Designer - Business Processes - Current View window/log, find an existing Cost-type business process in Draft status and open.
  3. In the opened business process, on the toolbar, click the Status drop-down list to validate status. If the business process status is Complete, you can click Draft so you can edit the business process forms.
  4. (Optional) Click Detail Form, on the left Navigator, to open the Detail Form - Current View window/log. The log lists previously created tabs. You are allowed fifteen tabs, including the query-based tabs.
  5. Click Query Items node, on the left Navigator, to expand and click Query Tabs to open the Query Tabs - Current View window/log. The system allows you to create a total of fifteen Query-based Tabs (QBTs) on a business process.
  6. From the menu, click New to open the Select Business Process window.
  7. Under the Select Business Process/Attribute field click the drop-down list to see all the available business processes.
  8. Select the source business process and click OK to open the Query Tab window, General tab.
  9. Enter values in the Name and Description fields.
  10. Click the drop-down list of the Reference Picker and select a reference for the source business process.
  11. Click Apply and then OK.
  12. In the left Navigator, click Item Logs to open the Line Item List - Current View window/log.
  13. Select the name and click Open. The Query items window opens which has two tabs: General and Query. The General tab shows the tab name (Tab Name).
  14. Click the Query tab and define the query by following these steps:

    Note: You can add only one query per QBT.

    1. Click Add to open the Query Condition window.
    2. Under Add Query Condition, the Data Source is displayed. This is the name of the business record from which you want to pull data and show in the destination record.
    3. Click the drop-down list of the Data Element and select a data element from the Upper Form of the source business process. For example, you can select Status to show all source records of that type in a particular status. In the Values section, select either:
      • Dynamic: This option requires a Data Source and a Data Element selection.

        Or

      • Constant: This option requires that you select a data definition from the list of available data definitions.
    4. When finished, click OK to go back to the Query items window.
  15. Click Apply and then OK to save your query.

Last Published Monday, June 3, 2024