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  • #61
    2.3.0 released
    • Reports: Ability to display non-summary columns when grouped by link.
    • Reports: Showing total values for the second grouping.

    Comment


    • #62
      2.3.14
      • Workflows: Ability to trigger another workflow with another target.
      • BPM: Ability to trigger a sequential workflow from a process.

      Comment


      • #63
        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.

        Comment


        • #64
          2.5.0 released

          Reports:
          BPM:
          Workflows:
          • Attachment-Multiple fields support in conditions.
          • Contains & Not Contains comparisons in conditions.

          Comment


          • #65
            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).

            Comment


            • #66
              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.
              Last edited by yuri; 05-28-2020, 03:07 PM.

              Comment


              • #67
                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.
                Last edited by yuri; 10-14-2020, 12:19 PM.

                Comment


                • #68
                  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/
                  Last edited by yuri; 02-17-2021, 10:25 AM.

                  Comment


                  • #69
                    Version 2.10.0.

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

                    Comment


                    • #70
                      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:

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                      Record detail view:

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                      Categories, ability to group workflow rules into folders

                      Click image for larger version

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ID:	86219
                      Last edited by yuri; 12-12-2022, 09:07 AM.

                      Comment


                      • #71
                        Version 2.13.0 released.

                        Improvement:
                        • Workflows/BPM: Ability to apply default time zone to scheduling.

                        Comment


                        • #72
                          Version 2.14.0 released

                          BPM:
                          • Added activity compensation support.
                          • Uncaught errors now are propagated to the parent process. The process, in which the error occurred, is terminated.
                          • Ability to reactivate ended processes. After reactivation, the flow can be manually resumed from a specific node.
                          • Ability to view process variables.
                          • Ability to view a caught exception message in the flow log.
                          • Ability to obtain a caught error code & message with formula functions bpm\caughtErrorCode(), bpm\caughtErrorMessage().
                          • Regular users now are able to view process log.

                          Comment


                          • #73
                            Version 2.15.0 released

                            Workflows:
                            • Send HTTP Request: Ability to take payload from a formula variable.
                            • Send HTTP Request: Increased max length of headers.
                            • Send HTTP Request: Fixed application/x-www-form-urlencoded payload.
                            Last edited by yuri; 04-03-2023, 12:22 PM.

                            Comment


                            • #74
                              Version 3.0.0 released.
                              • Minimal supported EspoCRM version now is 7.0.
                              • The Reports backend was completely rewritten to meet higher standards and utilize new Espo frameworks.
                              • A few minor bugs in Reports were fixed.
                              • The extension was moved to the custom directory.

                              Comment


                              • #75
                                Version 3.1.0 released.

                                Reports:
                                • Ability to use complex expression columns in Grid reports.
                                • Ability to specify decimal places for Grid report columns.

                                Comment

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