A lot of enhancements for BPM & Workflows.
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.
See updated documentation for BPM: https://www.espocrm.com/documentatio…istration/bpm/
Drip Email Campaign with BPM: https://www.espocrm.com/documentatio…mail-campaign/