Advanced Pack news

[yuri]

Version 3.9.0 released.

Workflow:

• Supporting field loaders for non-storable fields (for v9.1).
• Formula function workflow\lastCreatedEntityId .
• Ability to show a custom message after a manual workflow run. With a formula function workflow\alert.
• Change: Now a failed action will always interrupt workflow rule execution and re-trigger the error.

Reports:

• Sticky first column in grid reports with grouping by 2 fields.

[yuri]

Version 3.8.0 released.

• Reports: Preview report results while creating or editing.
• BPM: Parameter allowing to isolate variables within a task.
• Workflow: Link => Link-Parent, ID => Link-Parent field mapping in create/update record actions. The ability to set a link-parent field with the target record or a record linked to the target record.

[yuri]

Version 3.7.0 released.

• Flowcharts: Action to move to the canvas center in the flowchart builder.
• Flowcharts: Undo/Redo actions in the flowchart builder.
• Flowcharts: Categories.
• Workflows: Small UI improvements in edit view.
• Reports: Small UI improvements.

[yuri]

Version 3.6.0 released.

• EspoCRM v7.4 is min supported.
• Workflows: Supporting Working Time Exceptions.
• Workflows: Process Order parameter. Workflows are executed according their order.
• Workflows/BPM: Send Email: CC email address.
• Workflows/BPM: Send Email: Ability to add attachments generated in Formula.
• Workflows: Send Email: Ability to use a Formula variable to specify email addresses.
• Reports: Formula function to generate an XLSX export file.

[yuri]

Version 3.5.0 released.

• Workflows: Ability to add or remove items for Link-Multiple, Array, Multi-Enum & Checklist fields in Create Record and Update Record actions.

[yuri]

Version 3.4.0 released.

• Workflows: UI improvements of conditions and actions.
• Workflows: Create Notification action: Support recipient from has-many relations.
• Workflows: Create Record action: Ability to set event duration.
• Reports: Grid: Support column expressions with belong-to links (e.g. account.name).

[yuri]

Version 3.3.0 released.

• Drop PHP 7.4 support. PHP 8.0 is min supported.
• Reports: Shortcut key Ctrl+Enter to run a report.
• Workflows: Trigger another Workflow for multiple related records (one-to-many and many-to-many relationships).

[yuri]

Version 3.2.0 released.

Workflows:

• Signal parameters for @relate, @unrelate, @eventAccepted signals. The ability to access a foreign ID in formula.
• Showing explanation text for Scheduling.
• Ability to specify a confirmation text for manual-trigger workflows.
• Fixed issue that stream notes and notifications were by-passed for Apply Assignment Rule.

BPM:

• Refreshing a flowchart with WebSocket on the process detail view.

[yuri]

Version 3.1.0 released.

Reports:

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

[yuri]

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.

[yuri]

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.

[yuri]

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.

[yuri]

Version 2.13.0 released.

Improvement:

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

[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.