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.

  1. Got to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select uDesigner, and then select Business Processes.
  3. From the Designer - Business Processes - Current View window/log, locate and open an existing Cost-type BP that is in Draft status.
  4. From the toolbar, click Status to check the status. If the business process status is Complete, you can click Draft so you can edit the business process forms.
  5. (Optional) In the left Navigator, select Detail Form 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.
  6. In the left Navigator, select Query Items, and then select Query Tabs to open the Query Tabs - Current View log. The system allows you to create a total of fifteen Query-based Tabs (QBTs) on a business process.
  7. From the toolbar, click New to open the Select Business Process window.
  8. Under the Select Business Process/Attribute field click the drop-down list to see all the available business processes.
  9. Select the source business process and click OK to open the Query Tab window, General tab.
  10. Enter values in the Name and Description fields.
  11. Click the drop-down list of the Reference Picker and select a reference for the source business process.
  12. Click Apply and then OK.
  13. In the left Navigator, select Item Logs to open the Line Item List - Current View window/log.
  14. 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).
  15. Click the Query tab and define the query by following these steps:

    Notes:

    • You can add only one query per QBT.
    • If a Query tab is configured using a query condition, the same query condition has to be implemented within the UDR. For example, if a query-based tab (QBT) has a condition, Status = Approved, create a corresponding query condition in the UDR as: BP A/QBT BP B/Status = Approved.
    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.
  16. Click Apply and then OK to save your query.

Last Published Wednesday, July 2, 2025