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Process Management

Can you please prioritize some improvements to the Process Management window?!   It is becoming a very time-consuming and tedious task when multiple in-progress processes need to be cancelled due to a process redesign. 

To make this easier, we need:

- the ability to filter process records in the same way as other modules.  For example, I need to find all process with Status = "In Progress" and record-name = "Xyz".

- the ability to bulk select and edit or cancel process records

Dave Hodgman
Parents

  • Hi ,

    Last month we released Upsert BPM Essentials to address some of the most common asks we have seen from customers. The package introduces the ability to filter on any of the SugarBPM modules which is especially helpful in the Process Management view. 

    Your request to modify records under Process Management is a great use case and we are currently reviewing what effort it would take to introduce this as an enhancement in our product.

    If you are interested in learning more about the plug-in, feel free to contact me here or through our site!

    Chris

Comment

  • Hi ,

    Last month we released Upsert BPM Essentials to address some of the most common asks we have seen from customers. The package introduces the ability to filter on any of the SugarBPM modules which is especially helpful in the Process Management view. 

    Your request to modify records under Process Management is a great use case and we are currently reviewing what effort it would take to introduce this as an enhancement in our product.

    If you are interested in learning more about the plug-in, feel free to contact me here or through our site!

    Chris

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