Advanced Pack news

[yuri]

Version 2.12.0 released.

Features & improvements:

• Workflows: Manually started workflows;
• Workflows: Categories, ability to group workflow rules into folders.

Bug-fixes:

• Reports: Report with radar chart can't be created;
• Reports: Group total not printed if no aggregated columns.

Manually started workflows

The new Manual trigger type. Allows running a workflow rule from the detail view.

The ability to define:

• an element type (a button or a dropdown item);
• a label text;
• teams allowed to run the workflow;
• dynamic-logic defining conditions making a button/menu-item visible;
• access to the record required to be able to run the workflow (read, edit, admin).

Limitations:

• portal users are not allowed to run manual workflows.
• requires Espo v7.0 or greater.

Workflow rule:



Record detail view:




Categories, ability to group workflow rules into folders

[yuri]

Version 2.10.0.

BPM:

• Ability to define sub-process target by formula expression;
• Multi-instance sub-processes.

[yuri]

Version 2.7.0 released.

Reports:

• The ability to display records in grid reports (when grouped by 0 or 1 column; not supported in export).
• The ability to display results table on dashlets and report panels.

BPM:

• The ability to send and catch unique URLs. See here.

More detail here in the blog: https://www.espocrm.com/blog/advanced-pack-2-7-0/

[yuri]

The new version 2.6.0 is released.

Workflows:

• Send HTTP Request: Added support of PATCH, DELETE, GET methods.
• Send HTTP Request: Added support of placeholders in a request URL.
• Formula variables passing from action to action. The ability to use variables defined in a previous action of the same workflow rule.
• Send HTTP Request: A response body is stored in _lastHttpResponseBody variable. Can be accessed in following actions. JSON attributes can be retrieved with a new function json\retrieve (added in v6.0.0). See in the documentation.
• New ‘Execute Formula Script’ action.

Reports:

• Added ‘Auto-refresh’ option for the report dashlet.

With new enhancements of Send HTTP Request action it will be possible to integrate EspoCRM with other systems through REST API w/o writing code.

[yuri]

2.5.14

* Workflows: Send HTTP Request: Ability to use payload placeholders not inside string. Supporting array, integer and float values. Example: `{"teamsIds": {$teamsIds}}`.

2.5.13

* Workflows: Sent emails (that are stored in CRM) gets assigned to teams of teams of an email template.
* BPM: Sent emails (that are stored in CRM) gets assigned to teams of a process.

2.5.8

* BPM: Supporting process variables in 'Create Notification' action with the placeholder `{$$variable}`.

2.5.7

* Workflows: Fixed bug when copying an attachment-multiple field and there are other fields of that type.
* Workflows: Fixed bug that formula executed twice in Update Record action.
* Reports: Improved UI for specifying complex expressions in Group By.

2.5.5

* Spanish language added.

[yuri]

2.5.2 release

Reports:

• 'Export Only' parameter for columns of list reports. Columns won't be displayed in report results in EspoCRM, but available in export.
• Support Currency Converted fields in complex expressions.
• Ability to flip table in PDF with flip=true attribute.
• Ability to group by foreign fields through one-to-one relation.
• Ability to aggregate by foreign fields.
• Fixed bug that array fields not exported to PDF and an email.

BPM:

• Formula function to start a process: bpm\startProcess(FLOWCHART_ID, TARGET_TYPE, TARGET_ID).

[yuri]

2.5.0 released

Reports:

• Ability to print to PDF (EspoCRM 5.8.0 and later). https://github.com/espocrm/documenta...rinting-to-pdf

BPM:

• Ability to use Campaign Tracking URLs in an email body (a click can be caught with a signal event). https://github.com/espocrm/documenta...acking-urls.md
• Ability to start process from a record detail view (EspoCRM 5.8.0 and later).

Workflows:

• Attachment-Multiple fields support in conditions.
• Contains & Not Contains comparisons in conditions.

[yuri]

2.4.0 released

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.

[yuri]

2.3.14

• Workflows: Ability to trigger another workflow with another target.
• BPM: Ability to trigger a sequential workflow from a process.

[yuri]

2.3.0 released

• Reports: Ability to display non-summary columns when grouped by link.
• Reports: Showing total values for the second grouping.

[yuri]

2.2.0 released

Updates in reports.

• Reports: New 'Joint Grid' report type. Ability to combine multiple grid reports of different entity types into one report.
• Reports: Grid reports w/o grouping. Showing totals only.
• Reports: Multiple summary columns on the same chart (Bar and Line).
• Reports: Multiple totals on one dashlet.
• Reports: Charts with a large number of data can be zoomed and dragged horizontally.
• Reports: Chart elements on report panels are clickable, showing a list of records.
• Reports: Option to use SI multiplier for total values on Report dashlet.

[yuri]

2.1.0 released.

Updates in reports:

• Reports: Bar Grouped Vertical and Bar Grouped Horizontal chart types for reports with grouping by two columns.
• Reports: Ability to use complex expressions in group by (for EspoCRM 5.6.0 and later).
• Reports: Ability to use custom complex expressions in filters (for EspoCRM 5.6.0 and later).
• Reports: Separate page showing report in full width (for EspoCRM 5.6.0 and later).
• Reports: IN group filter (for EspoCRM 5.6.0 and later).
• Reports: Color pickers for bar chart when grouping by two columns.
• Reports: Ability to control access to specific reports for portals.
• Reports: Report with runtime filters automatically run on opening.

[yuri]

1.34.0 released.

What's new:

• Reports: Click on chart elements shows sub-report (only 1-level depth reports).
• Reports: Grid: Ability to add foreign columns (currency, int, float) when grouped by a link field (for EspoCRM 5.6.0 and greater).
• Reports: Grid: Ability to show sub-report for 2nd grouping.

[yuri]

If you upgraded Advanced Pack to 1.33 with EspoCRM 5.4.0 or lower installed, a problem can occur that affects working of Quotes feature. This problem occurs on some environments w/ php files cache enabled.

The solution:

1. Uninstall advanced pack
2. Remove manually directories: application/Espo/Modules/Advanced/, client/modules/advanced
3. Install advanced pack

[yuri]

Google Calendar Sync regression bug (appeared in 1.33.4) fixed in 1.33.5.