Access BPM History to populate fields in Studio

Sugar on Demand Environment.

We use BPM for a lot of our processes including custom modules. When a user within a BPM is required to "Approve/Reject" a step in a BPM process, a record is written to BPM History of the user name, date and time. This is very strong and sound from an audit perspective.

However, because this information in BPM History cannot be easily displayed in associated modules, we currently require users to enter their name in a custom field. This is so weak.

In the absence of being able to directly access the BPM History, we would be happy if we were able to access that BPM information in Studio to populate custom fields.

Any thoughts. We have logged the issue with SugarCRM and it has been linked to an enhancement request along with 7 other customers who have asked for this.

Parents

0 André Lopes over 4 years ago

Greg Barrass I understand that BPM Historic is not quite user friendly and easily accessible. As per your description, I may suggest you to update the BPM Processes in order to store on some fields information regarding who approved and when.

André Lopes
Lampada Global

Skype: andre.lampada
0 Greg Barrass over 4 years ago in reply to André Lopes

Agree - we have done that already by making the fields required within the BPM Form, however it means the user has to type their name in (and they could type anything to be honest), whereas if I could have the field populate automatically using a formula based on the user who Approved/Rejected from BPM history that would be perfect.

Reply

0 Greg Barrass over 4 years ago in reply to André Lopes

Agree - we have done that already by making the fields required within the BPM Form, however it means the user has to type their name in (and they could type anything to be honest), whereas if I could have the field populate automatically using a formula based on the user who Approved/Rejected from BPM history that would be perfect.

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