Record Properties

You (the designer) can use the Record Properties tab to specify which tabs will be visible or hidden in all business processes (at the company and project/shell levels) made available to your users in the User mode.

The Record Properties tab enables you to hide the properties tabs from an Upper Form, or Detail Form, or both. All business processes (at company and project/shell levels) have the 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 (not applicable to only Document type BPs)
Comments
Linked Records
Linked Mail
Workflow Progress
Audit log
Reference Records
Integration Log (visible only if Oracle Integration is being enabled at the Company level)

By default, these options are not checked. You can select one or more check boxes to hide additional tabs seen in the business process record at runtime.

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

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

For example, if you select Attachments in the Hide Upper Form Properties section, the Attachments tab will not be visible when the user accesses the BP record from a browser or through the mobile app. However, the user can still:

Add attachments using the CSV import or RESTful services
Retrieve attachments using the getCompleteBPRecord call
Note: When the Upper Form properties are checked in uDesigner, the corresponding tabs will be hidden at runtime in the business process record. The visibility of the tabs are applicable to the user interface only.

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 runtime. 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 runtime.

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

Line item type BP
Cost type BP
RFB BP - Requestor Forms
Time Sheet BP
Document type BP
Note: When the Detail Form properties are selected in uDesigner, the corresponding tabs will be hidden at runtime 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 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 the 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 the requestor or the 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 Wednesday, July 2, 2025