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  • yuri
    replied
    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).

    Leave a comment:


  • yuri
    replied
    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).

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    Version 3.1.0 released.

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

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    Version 2.13.0 released.

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

    Leave a comment:


  • yuri
    replied
    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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    Last edited by yuri; 12-12-2022, 09:07 AM.

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  • yuri
    replied
    Version 2.10.0.

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

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    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.

    Leave a comment:


  • yuri
    replied
    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).

    Leave a comment:


  • yuri
    replied
    2.5.0 released

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

    Leave a comment:

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