Advanced Pack 2.4.0 released

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  • yuri
    Member
    • Mar 2014
    • 8440

    Advanced Pack 2.4.0 released

    What's new:

    BPM:
    • Added 'Call Activity', 'Sub-Process', 'Event Sub-Process' elements.
    • Added 'Error', 'Escalation', 'Signal', 'Message' events.
    • Added boundary events, attachable to activities.
    • Visualization of process flow. Highlighting completed and active processed nodes with colors.
    • Ability to manually interrupt & reject flow nodes.
    • Ability to manually start flow from any node.
    • Ability to start process with Workflow action.
    • Ability to use process variable placeholders in the email template of Send Message Task.
    • User Task: Ability to use placeholders in a name.
    • User Task: Ability to specify instructions text for a user.
    • User Task: Ability to specify different target record.
    • Send Message Task: Ability to add opt-out link.

    Workflows:
    • New 'Signal' trigger type. Allows to catch various events occurred in CRM.
    • New 'Send HTTP Request' action.
    • Send Email: Ability to add opt-out link.
    • Send Email: Using matching group email account when sending from a specific address.
    • Added 'Send in Email' service action for Quote/Sales Order/Invoice entity types.
    • Added 'Convert Currency' service action for Quote/Sales Order/Invoice entity types.
    • Added 'Opt-out' service action for Contact/Lead/Account entity types.
    • Added 'Generate Password' service action for User entity type.

    See updated documentation for BPM: https://www.espocrm.com/documentatio...istration/bpm/

    Drip Email Campaign with BPM: https://www.espocrm.com/documentatio...mail-campaign/
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
  • Sab0tajue
    Senior Member
    • Jul 2019
    • 315

    #2
    Браво!

    Comment

    • murugappan
      Active Community Member
      • Aug 2017
      • 467

      #3
      Does this upgrade has any dependency on Espocrm version 5.7.3?

      Comment


      • yuri
        yuri commented
        Editing a comment
        There are some features that will work only on 5.7. But it can be used on 5.6 too.
    • rinorway
      Senior Member
      • Feb 2016
      • 179

      #4
      Can we have one or two simple examples for how to use SIGNAL ?

      The documentation on https://github.com/espocrm/documenta...bpm-signals.md is very complete but lacks an example :

      Eg: I want to push every update note (stream) to an http request for auditing. How would you monitor the creation of a note and push the note.data json to outside?

      `{"fields":["orgtype"],"attributes":{"was":{"orgtype":"supplier"},"becam e":{"orgtype":"client"}}}`

      Would you use a signal for that?




      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #5
        You just need a regular workflow for Note entity type, and use Send HTTP Request action https://github.com/espocrm/documenta...d-http-request

        No need to use signals here.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • rinorway
          Senior Member
          • Feb 2016
          • 179

          #6
          According https://github.com/espocrm/documenta...ula-in-actions
          there is no formula evaluation before triggering the HTTP request so we cannot use custom vars / placeholders in the JSON payload, correct?
          EspoCRM Documentation. Contribute to espocrm/documentation development by creating an account on GitHub.

          Comment

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