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How to search Process Management by record name?

James Banbury

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!

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    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

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  • 0

    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

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