Editing Detail Form

For business process (BP) records that support workflows, line items, or folders, edit the Detail Form and additional tabs as needed.

1. To access line-item tabs or additional tabs, scroll.

   Note:

   If you select a Query-based tab (QBT) to process a BP record, the BP record may display in a QBT log view only if:

   • Query-based tabs are enabled and applicable for the business process.
   • A QBT log view has been configured for the business process instead of the mobile log view.
2. Add or edit line items:
   1. To select an appropriate tab, scroll horizontally.
   2. To add a new line item, tap Add in List view or tap Add Line item in Grid view.
   3. Tap Save to close a line item.
3. Edit the Detail Form or additional tabs. If enabled and applicable:
   1. Edit information for fields outlined in Common Data Entry Tasks.
   2. For workflow BPs, complete the workflow step assigned to you as outlined in Working with Workflow BPs.
   3. Attach supporting files. For more details, see Working with Attachments.
   4. Add comments. For more details, see Working with Comments.
   5. For Contract BPs and Change Order BPs, enter line items with corresponding cost codes, quantities, and amounts as outlined in Populating Detail Form with Line Items.
4. Perform any of the following actions:
   1. To save the current line item, tap Save.
   2. To continue adding line items, tap Save and Add New.

   If the record contains validation errors, you cannot switch to the Main Form, save, submit, or send the record.