Working with Query-Based Tabs

Query-based tab (QBT) enables the user to:

• View a filtered list of business process records associated with the parent business process.

  Once the QBT in a business process is correctly configured and deployed, the QBT appears in the business process for which the QBT has been configured.

• Create a new business process from the QBT in the same Project/Shell, where the parent business process resides.

  Users can create new business process records from the QBT provided that the users have permission to create business process records for the Project/Shell that contains the business process.

• Copy a business process in the same location as the parent business process.

  Users can copy a business process either with or without attachments. In addition, a user can copy any of the records in the QBT and create a new business process record.

  Note:

  • Only one record at a time can be copied.
  • You cannot copy attachments for document BPs. Line items of records are treated as attachments, so details of line items and forms are not copied to document-type BPs.

  When the user copies a business process record to create a new business process, the new business process record contains all the information present in the copied/based business process record. So, in case of business records with attachments, the user has the option of including or excluding (copying or not copying) the attachments when copying a business process record.

• Search for business process records based on user-entered criteria.

  Users can find any record from the list of records included in the QBT.

  Note:

  • The fields available for the Find feature must be defined for the business process.
  • The source Business Process/Space/Level of the QBT must be active for the tab to display.