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
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