How to search Process Management by record name?

Hi, thanks for taking the time to look at this query.

When troubleshooting Process Definitions, the Process Management page is very useful under /#pmse_Inbox/layout/casesList

However, with 80k processes, you cant rely on "next 20 records" to try and identify the record in particular so you can view the history or view the flow image.

Filtering is limited to Status, and Search is limited to the Process Name.

Apparently, you used to be able to search by Record Name in 7.11.

80865 Bug here for the newer versions of Sugar: SugarCRM

Does anyone know of any code changes that would allow me to search this module by record name?
(navigating the DB is becoming tedious for this task)

Many thanks!

0 Hussain Nasir over 5 years ago

Maybe you will need to override the

modules\pmse_Inbox\clients\base\api\PMSECasesListApi.php

This might be a good starting point.
0 Felix Burri over 5 years ago

Thank you James for your investigation.

It might be helpful to get a feedback from Sugar engineering team how they plan to proceed with case 80865.

Felix Burri ǀ CEO ǀ Himmelrichstrasse 7 ǀ CH-6003 Luzern ǀ sugarmountain.ch
0 Bud Hartley over 5 years ago

Yes! I submitted a Case in May 2018 and was told "it's a defect" (# 80865). We remain "standard" in the On-Demand environment and have no intention of tweaking code. The Bug is listed as a High Priority and now we're up to Release 10.2 with no fix in sight. I'm trying to be patient...

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
0 Alex Nassi over 4 years ago

Hi everyone,

I checked with our engineering team on bug 80865 and it is associated with and dependent on a larger project that currently does not have a determined timeline. The bug has already received an escalation and we’ll continue to update the bug report as it receives any updates.

-Alex
0 Dmytro Chupylka over 4 years ago

Hello colleagues,

Probably you can get regular search capabilities with no waiting for development to provide enhancements

I suppose a custom module with searches you need could be added to Sugar with Studio, then configure a logic hook for Processes entity to add/refresh a record to that module on Process data change, e.g. Process status change.
I'm not a developer but it looks configurable with Logic Builder.

If still interested, I can investigate this approach and post the results here

Best,
Dmytro

Best Regards,
Dmytro Chupylka

integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
0 Chloe McAllister 4 months ago

Hi James!

This add on in Sugar Outfitters will cover what you are looking for! Allows you to search and filter by Record Name, Date Created, Date Modified and Process Owner
https://marketplace.sugarcrm.com/addons/sugarbpm-process-management-added-filters
0 Bud Hartley 4 months ago in reply to Chloe McAllister

Hi Chloe,

Thanks for pointing out the existence of an Add-On for this Bug.

i'm glad there's a solution to the bug I discovered when the function disappeared as we updated to Release 8 in May 2008. I'm on Release 14.2 now and the Bug still showing as a high priority with no date estimated.

Unfortunately, the $300 USD / Year for the Add-On is a bit too much for the frequency I've wished I could do a search on a record name in the Process Log.

My "work around" has been to pull a large block of Process Log records into a spreadsheet to do my search to find the record :-). It doesn't happen very often...

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)