Advanced Pack news

[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.

[yuri]

Quotes are not printed into PDF properly in EspoCRM 5.5.0. Will be fixed in 5.5.1. You can also apply the fix manually: https://github.com/espocrm/espocrm/c...eebd2264d9e44b

[yuri]

Some files are moved to different places in 1.33 version, so if you have caching of php files it's recomennded to do Clear Cache from Administration page in a few minutes after the upgrade.

[yuri]

EspoCRM 5.5.0 has some compatibility issues with Advanced Pack 1.32 and older. Problems are with configuration UI for Google Calendar and MailChimp. Advanced Pack 1.33.0 resolves these problems. We apology for the inconvenience. Please contact as via the customer portal if you updated EspoCRM but don't want to update advanced pack and need these problems to be resolved.

[yuri]

1.33.0 version released.

* Reports: Grouping by quarter (for EspoCRM 5.5.0 and greater).
* Reports: Grouping by fiscal year (for EspoCRM 5.5.0 and greater).
* Quotes: Number field now is auto-increment (can be disabled via Entity Manager).
* Bug fixes.

[yuri]

1.32.0 version released.

* Quotes: Ability to customize layout of items on the Quote detail view.
* Quotes: Ability to customize layout of bottom line fields on the Quote detail view.
* Quotes: Ability to specify discount rate for line items.
* Opportunities: Ability to customize layout of items on the Opportunity detail view.

[yuri]

New Advanced Pack 1.31.0 with new features in.

* Report Filters: Ability to use reports as filters in a list view (for EspoCRM 5.1.0 and greater).
* Report Panels: Ability to show reports for a specific record in a panel on the detail view (for EspoCRM 5.1.0 and greater).
* Reports: Having filters support (for EspoCRM 5.1.0 and greater).
* Reports: Supporting related fields of Link type as columns in list reports.
* Report: Ability to apply ACL for grid reports.