Record Properties

You (the designer) can hide tabs that can be seen in all business processes (company, shell, and project levels), in user mode. To do so, you can use the Record Properties tab.

The Record Properties tab enables you to hide the properties tabs form an upper form or detail form, or both. All business processes (at company, shell, and project levels) have Record Properties tab in their properties window.

Hide Upper Form Properties

This block in the Record Properties tab enables you to hide the following tabs from a selected BP record properties (upper form):

Attachments
Comments
Linked Records
Linked Mail
Workflow Progress
Audit log
Reference Records

By default, these options are not checked. You can select one or multiple check boxes in order to hide additional tabs seen in business process record at run time.

Based on your selection, the upper form properties seen will be applicable to the following types of BPs (at company, shell, and project levels):

Text BP
Simple BP
Line item type BP
Cost type BP
RFB BP - Requestor Forms
Time Sheet BP
Document type BP

Example

If the Attachments tab in property (under Hide Upper Form Properties) is checked, then the Attachments tab will not be visible when the user accesses the BP record from browser or through mobile app; however, the user is still allowed to:

Add attachments using the CSV import or Restful services methods.
Retrieve attachments using getCompleteBPRecord call even though the tab is hidden from the user interface.
Note: When the Upper Form properties that are checked in uDesigner, the corresponding tabs will be hidden at run time in business process record. The visibility of tabs are applicable to the user interface only.

Additional information regarding the Hide Upper Form Properties:

In Document type BP, the Attachments option will not be available in the Upper Form Properties.

Hide Detail Form Properties

This block in the Record Properties tab enables you to hide the following tabs from a selected BP record properties (detail form):

Attachments
Linked Records

These additional tabs are available for each line item tab selected in the record at run time. By default, these options are not checked. You can select a check box to hide the additional tab seen for the line items per line item tab at run time.

Based on your selection, the detail form properties seen will be applicable to the following types of BPs (at company, shell, and project levels):

Line item type BP
Cost type BP
RFB BP - Requestor Forms
Time Sheet BP
Document type BP
Note: When the Detail Form properties that are checked in uDesigner, the corresponding tabs will be hidden at run time in the business process record. The visibility of tabs are applicable to the user interface only.

Additional information regarding the Hide Detail Form Properties:

The Linked Mail option will not be seen for the company level business process.
The Workflow Progress option will not be seen for the non-workflow BPs.
The Attachments option will not be available for the Document type and text type BPs. For the Document type BP additionally
The Attachments and Linked Records properties will be disabled for the Payments with SPA type BP standard tab.
The Record Properties tab will be editable in the published designs. You can change the visibility of the tabs, in the design, both for unpublished and published designs.
In the RFB BP, the record tabs restrictions will be applicable only to requestor forms.
The Hide Requestor Detail Form Properties section will only show detail forms that are defined in requestor.
The selected tabs will be hidden only when the requestor is accessing the records in user mode.
The bidders will always see both the Attachments and the Linked Mail tabs, when they receive the bids—whether the bidders are viewing requestor or bid form.
In the Detail Form Properties for the system-defined tab, the Attachments option will be disabled since "attachment" is a line item in the Document type BP. You cannot hide attachments from the system-defined line item tab.

Last Published Monday, June 3, 2024