Advanced Pack news

[tanya]

Advanced Pack includes:

• Reports
• Workflows
• BPM

Release notes: https://www.espocrm.com/extensions/a...release-notes/

More info: https://www.espocrm.com/extensions/advanced-pack/

[tanya]

Now is able to schedule sending report result to selected users in list reports

[gribs]

Hi,
How to send report result by email?

[yuri]

Hi, only list report are supported for now. There should be panel in the right side.

[yuri]

Products and Quotes now are available in Advanced Pack

http://www.espocrm.com/extensions/

[info@jaguarsoft.com]

Hi there,
That would be very nice to have Export to PDF option next to 'Get CSV'. (List & Grid reports)
best regards,
Selcuk

[Ruslan]

Hi,
i just get the email "Save 25%
Your coupon code" :......
but where we can insert the coupon code?

[yuri]

Hi Ruslan

You need to click Proceed Payment first. Today is the last day coupon is active.

[tanya]

Now is able to schedule sending report result to selected users in GRID reports as well!

[Ruslan]

Hi Yuri now i see the field and made a payment

Thanks.

[yuri]

The new version 1.5.0 released.

Workflow: Condition for link fields improved (will be compatible with the upcoming 3.6.0 version).
Make Followed Action added. Force certain users to Follow the record once conditions met.

[gribs]

The new version 1.5.0 released.

Workflow: Condition for link fields improved (will be compatible with the upcoming 3.6.0 version).
Make Followed Action added. Force certain users to Follow the record once conditions met.

Hi, thank you
but still not working workflows emails with fields linked
example : I put a contact field in my custom entity, I want to receive the contact's name in my email, I type "{personName}" in the template but I receive user assigned, or I type "{contacts.name}" or {myentity.contactsName} or {myentity.contacts} and still doesnt works.

[yuri]

Hi,

LinkMultiple fields are not supported by design. For link fields {myEntity.contactName} should work.

[yuri]

1.5.1 version released.

* Workflow Action: Make Followed.
* Workflow Action: Create Notification.
* Report Dashlet: Ability to open report from dashlet.

[jvirtuel]

Hello, i am testing the workflow feature on a demo before buying the pack, i am trying to set a condition for an opportunity but i can not achieved it maybe you can help me

Here is what i need :

First
when stage of opportunity become "Needs Analysis" create in this opportunity "task 1" "task 2" task 3"

Second
when stage of the opportunity equal "Needs Analysis" and that all tasks have status completed update stage of the opportunity to "Value Proposition"

Third
when stage of opportunity become "Value Proposition" create in this opportunity "task 4" "task 5" task 6"

Fourth
when stage of the opportunity equal "Value Proposition" and that all tasks have status completed update stage of the opportunity to "Proposal/Price Quote"


etc etc...

the overall ui and features look nice so i just need to know how to achieve this to buy tha package

Please help me
Thank you