Group By Tab

This tab appears only if you are designing a picker log for a data picker, or a master BP log. This is where you can create a tree or hierarchy structure for the business process and space records. When a user opens a data picker on a form or a master BP log, this tree structure appears and makes it easier for the user to view and select records from the log.

For more information on data pickers, see About Data Pickers.

On the Group By tab, you specify what fields from the form you will use to make the tree structure. When the business process or space type is imported into Unifier, an administrator will configure these fields with a query to extract the appropriate records from the database and display them on the data picker list or the log.

To create the tree structure:

  1. On the Group By tab, click the Add button. uDesigner opens the Add Data Element window.
  2. In the Data Element field, select the field you want to appear in the tree structure.

    uDesigner shows the label of the element in the Data Element Name field.

  3. To add another field for the tree structure, click Add; otherwise, click OK.

    The Log Page Design window displays the fields you selected for the tree structure.

  4. (Optional) If you want to rearrange the order in which these fields will appear in the tree structure, highlight the fields and use the Move Up or Move Down keys until the fields are in the order you want.

    Note: If a field in this tree structure is removed from the business process form or space attribute form, the Add Data Element window will show the removed field in red.


Last Published Monday, June 3, 2024