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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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  • 0

    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 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)

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  • 0 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)

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