PMSE Inbox: Extend Search for CAS Title

Dear Sugar Experts,

I have the problem that the search function in the module Processes (psme_inbox) is not sufficient for us, because we cannot search for the names of the entries belonging to the process number. Example: The search works only if I search for the process definition "ABC". But if I want to search for the CAS Title "123", nothing is found.

How can I extend the search to the CAS Title, i.e. the name of the record on which the process is running?

Thanks for your support in advance!

Kind regards
Martin

  • Hey Martin,

    You could use our powerful Rest API for this and filter your results:

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    // if you want a "startsWith" filter, this is how you could do it
    /pmse_Inbox/casesList?filter=[{"cas_title":{"$starts":"Income"}}]
    // this is for an exact search
    /pmse_Inbox/casesList?filter=[{"cas_title":"Income Free Investing LP"}]
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    SugarCRM | Principal Developer Advocate

  • Hi Rafael,

    I tried to do the request this way via GET argument or also via POST. But it does not work. Results are displayed, but all of them have nothing to do with the filter criterion cas_title.

    What can go wrong here?

  • casesList returns a list with the processes for Process Management, so you might need to make a better filtering, for example, add your sugar module ("cas_sugar_module") to filter even deeper. 

    if you get a casesList without filter, you should get all your records you need, from there, start filtering.. you can use and implement a better filtering using those expressions available herehttps://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.3/Integration/Web_Services/REST_API/Endpoints/modulefilter_GET/#Full

    SugarCRM | Principal Developer Advocate