Dear All,
We want to find out Process Email Templates used in each BPM, can you please suggest best way to find Process Definitions Associated Process Email Templates.
Thanks,
Shreya
Dear All,
We want to find out Process Email Templates used in each BPM, can you please suggest best way to find Process Definitions Associated Process Email Templates.
Thanks,
Shreya
Hello shreya dalvi,
From the Sugar graphic interface, you'll need to navigate to the Designer of your Process Definition and open the settings of each Message event to see the related Process Email Template name.
If you have access to the Database I believe you can list all the Process Email Templates related to a given Process Definition ID with the following query:
SELECT def.prj_id as ProcessDefinitionID,def.evn_criteria as EmailTemplateID ,templ.name as EmailTemplateName FROM pmse_bpm_event_definition def, pmse_emails_templates templ WHERE def.prj_id='<ProcessDefinitionID>' AND def.evn_criteria=templ.id;
Can you give it a try and let me know if this works for you?
I hope this helps.
Dear ,
Thanks for the response, I m trying to get process definition name, please check below query:
SELECT def.pro_id as ProcessDefinitionID,pmse_project.name as ProcessDefinitionName,def.evn_criteria as EmailTemplateID ,templ.name as EmailTemplateName
FROM pmse_project
LEFT JOIN pmse_bpm_event_definition def
ON def.pro_id = pmse_project.id
LEFT JOIN pmse_emails_templates templ
ON templ.id = def.evn_criteria
WHERE pmse_project.prj_status = 'ACTIVE' AND pmse_project.deleted = 0;
Above query is not working...
Thanks,
Andre
Hello shreya dalvi,
There was a typo on my query that you copied into yours, on the Select it should be def.prj_id instead of def.pro_id.
I corrected it and added a line to exclude rows with empty template names. Let me know if this works for you.
SELECT def.prj_id as ProcessDefinitionID,pmse_project.name as ProcessDefinitionName,def.evn_criteria as EmailTemplateID , templ.name as EmailTemplateName FROM pmse_project LEFT JOIN pmse_bpm_event_definition def ON def.prj_id = pmse_project.id LEFT JOIN pmse_emails_templates templ ON templ.id = def.evn_criteria WHERE pmse_project.prj_status = 'ACTIVE' AND pmse_project.deleted = 0 AND templ.name IS NOT NULL;
Dear Andre,
If I run above query then it's not fetching all process definitions email template even though
pmse_project.prj_status = 'ACTIVE'.
Can you please check.
Is "pmse_bpm_event_definition" table contains entries for process definitions events which are triggered?
Thanks,
Shrey
Hello shreya dalvi,
Can you provide me with an example of a process definition email template that is not being fetched? Is it by chance part of an out-of-box pre defined Process?
Just verify if you are getting email templates for all records in pmse_project with condition pmse_project.prj_status = 'ACTIVE' and has send message event in that process definitions.
To reproduce the issue:
Create 2 process definitions and add send event
Trigger first process definition only
Then and execute below query.
THanks,
Shreya
The pmse_bpm_event_definition will contain the information of the email template in the column evn_criteria as you can see here:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_12.0/Architecture/SugarBPM/
I am being able to return all the custom Processes and Email templates with the following query (triggered or not triggered)SELECT def.prj_id as ProcessDefinitionID,
def.evn_criteria as EmailTemplateID,
templ.name as EmailTemplateName,
proj.name as ProcessName
FROM pmse_bpm_event_definition def
LEFT JOIN pmse_emails_templates templ
ON def.evn_criteria = templ.id
LEFT JOIN pmse_project proj
ON def.prj_id = proj.id
WHERE templ.name IS NOT NULL;
Only the out-of-the-box processes are not being caught as the pmse_bpm_event_definition > prj_id does not find a match in the pmse_projects table.
Can you let me know if the results for you are the same?
Hi Andre,
Yes right, now above query is working to get all email templates, but if I export the result and if process name is column is blank and if I try to open process definition using "ProcessDefinitionID" column then it gives error of "
Page does not exist or you do not have permission to access this page.
Please try again. If the error persists, please contact your Sugar Administrator.
"
even thought I have admin rights.
Please suggest..
Thanks,
Shreya
Hi shreya dalvi,
The 3.0 release of our Upsert BPM Essentials plug-in is now available and includes a dashlet for viewing related email templates, business rules, and process definitions! Here is a sample of what the dashlet looks like on a Process Definition record view:
Similarly, if you add the dashlet to the Process Email Templates or Process Business Rules record view, you will see any process definitions currently using that record in its design:
It's not clear if you are looking for a UI-based solution for your use case. If you are, our plug-in is at a great price point and includes a number of other features to make SugarBPM even more powerful.
Chris