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Advanced Pack Release Notes


* BPM: Supporting process variables in ‘Create Notification’ action with the placeholder `{$$variable}`.


* 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.


* Spanish language added.



* ‘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.


* Formula function to start a process: `bpm\startProcess(FLOWCHART_ID, TARGET_TYPE, TARGET_ID)`.



* Ability to print to PDF (EspoCRM 5.8.0 and later).


* Ability to use Campaign Tracking URLs in an email body (a click can be caught with a signal event).
* Ability to start process from a record detail view (EspoCRM 5.8.0 and later).


* Attachment-Multiple fields support in conditions.
* Contains & Not Contains comparisons in conditions.



* Added ‘type of’ condition for *Link-Parent* fields.


* Ability to use variables in *Send Message* when specifying recipient’s email address.



* 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.


* 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.

* Workflows: Ability to trigger another workflow with another target.
* BPM: Ability to trigger a sequential workflow from a process.
* Bug-fixes.

* Workflows: Fixed double execution after scheduling change.

* Workflows: ‘After record updated’ trigger type added.

* Reports: Ability to display non-summary columns when grouped by link.
* Reports: Showing total values for the second grouping.

* Reports: New ‘Joint Grid’ report type. Ability to combine multiple grid reports of different entity types into one report.
* Reports: Grid reports w/o grouping. Showing totals only.
* Reports: Multiple summary columns on the same chart (Bar and Line).
* Reports: Multiple totals on one dashlet.
* Reports: Charts with a large number of data can be zoomed and dragged horizontally.
* Reports: Chart elements on report panels are clickable, showing a list of records.
* Reports: Option to use SI multiplier for total values on Report dashlet.

* Reports: Bar Grouped Vertical and Bar Grouped Horizontal chart types for reports with grouping by two columns.
* Reports: Ability to use complex expressions in group by (for EspoCRM 5.6.0 and later).
* Reports: Ability to use custom complex expressions in filters (for EspoCRM 5.6.0 and later).
* Reports: Separate page showing report in full width (for EspoCRM 5.6.0 and later).
* Reports: IN group filter (for EspoCRM 5.6.0 and later).
* Reports: Color pickers for bar chart when grouping by two columns.
* Reports: Ability to control access to specific reports for portals.
* Reports: Report with runtime filters automatically run on opening.

* Splitting: Now Advanced Pack contains only Reports, Workflows and BPM.

* Reports: Click on chart elements shows sub-report (only 1-level depth reports).
* Reports: Grid: Ability to add foreign columns (currency, int, float) when grouped by a link field (for EspoCRM 5.6.0 and greater).
* Reports: Grid: Ability to show sub-report for 2nd grouping.

* Reports: Ability to group by fiscal quarter.

* Reports: Ability to group by ID in Grid reports.

* Reports: Grouping by quarter (for EspoCRM 5.5.0 and greater).
* Reports: Grouping by fiscal year (for EspoCRM 5.5.0 and greater).
* Quotes: Number field now is auto-increment (can be disabled via Entity Manager).
* Bug fixes.

* Italian language.

* Workflow: Ability to specify values for array/multi-enum fields w/o options in conditions.

* Quotes: Ability to customize layout of items on the Quote detail view.
* Quotes: Ability to customize layout of bottom line fields on the Quote detail view.
* Quotes: Ability to specify discount rate for line items.
* Opportunities: Ability to customize layout of items on the Opportunity detail view.

* Report Filters: Ability to use reports as filters in a list view (for EspoCRM 5.1.0 and greater)
* Report Panels: Ability to show reports for a specific record in a panel on the detail view (for EspoCRM 5.1.0 and greater)
* Reports: Having filters support (for EspoCRM 5.1.0 and greater).
* Reports: Supporting related fields of Link type as columns in list reports.
* Report: Ability to apply ACL for grid reports.

* Reports: Ability to display total on dashlets for grid reports.
* Reports: Appearance improvements of charts.

* Reports: Supporting Link-Multiple fields as columns in list reports.
* Opportunity Items: Ability to customize entity.
* Bug fixes.

* Bug fixes.

* Quotes: Fixed mass update.

* Reports: Added categories (folders).
* Quotes: An email gets related to an opportunity if a quote has an opportunity.

* Business Process Management tool.
* Workflows: Ability to send event invitations through service action.
* Workflows: Ability to add quote items through service action.

* Workflows: Ability to create notifications to users related to records that are related to the target record.

* Workflows: Ability to add conditions on fields of related records.
* Workflows: Ability to use from/to address of persons of related records in Send Email action.
* Workflows: Ability to send emails to followers of the related record.
* Workflows: Added condition ‘Not Changed’.
* Google Calendar Sync: Ability to sync custom entities of the event type.

* Workflows: Ability to send email to persons linked through Link Multiple field.
* Workflows: Ability to send a reply on another email with Send Email action.
* Reports: Color Picker for Chart Color field (w/ EspoCRM version 4.8.1 and greater).

* Workflows: Ability to specify Reply-To address in Send Email action.
* Workflows: Supporting parent relationship type in Update Related Entity action.
* Reports: Supporting address fields in list report columns.
* Reports: Supporting grouping by week.
* Reports: Supporting WEEK function in complex expressions.

* Workflows: Ability to link the created entity with the target entity in Create Entity action.
* Workflows: Supporting many-to-one relationships in ‘Create Related Entity’ action.
* Product Category and Product Brand entity types now are customizable.

* Bug fixed: Not working Quote Item re-ordering.

* Reports: Ability to export grid report results to Excel.
* Reports: Ability to send report results in email.
* Reports: Excel file is attached in email when report being sent.
* Reports: Fixed AVG and MIN functions in total.
* Workflows: Added Note entity support.
* MailChimp: Ability to map fields for sync.

* Reports: Ability to specify complex expression with functions as a filter (only with EspoCRM 4.7.0 and greater).
* Reports: Supporting foreign date, datetime and image fields as columns in list reports.
* Workflows: Fixed not properly working conditions w/ Link Multiple fields.

* Reports: Not operator in filters (only with EspoCRM 4.7.0 and greater).
* Reports: Supporting foreign fields in export of list reports (only with EspoCRM 4.7.0 and greater).
* Reports: Fixed not working File and Image fields in list reports.
* Workflows: Fixed bug that email being sent twice on assignment rule.
* Workflows: Fixed ‘Create Related Entity’ action for tasks, meetings, calls being created from account.
* Workflows: Fixed not properly working ‘today’ condition.

* Reports: Ability to use filters by Link Multiple fields in nested OR, AND statements (only with EspoCRM 4.6.0 or greater).

* Minor bugs fixed.

* Google Calendar Sync: Ability not to sync attendees.

* Quotes: Ability to add custom fields for quote items.
* Bug fixing in MailChimp integration.

* Workflows: Ability to define condition as a formula.
* Workflows: Ability to define formula for entities being created or updated.
* MailChimp integration: Bugs fixed.

* Switched to the new MailChimp API.
* Default Quote Template is filled when create.

* Minor bugs fixed.

* Quote: Ability to print discount for each item in pdf.
* Minor bugs fixed.

* Google sync account settings UI improvements.

* Workflows: New actions ‘Link with Another Entity’ and ‘Unlink from Another Entity’ added.

* Workflows: Send Email now uses user’s SMTP for sending from current user and assigned user;
* Workflows: Added an option “To Specified Contacts” for Send Email action;
* Workflows: Fixed a bug with read only fields;
* Workflows: Fixed a bug with line items of Opportunity;

* Compatibility with EspoCRM 4.3.0.

* Bugs fixes in Report.

* Bugs fixes in Report.

* Bug fixed in Workflow.

New features:
* Google Contacts integration. User can push contacts and leads from EspoCRM to Google Contacts.
* Workflow: Ability to update related entities for many-to-many, one-to-many relationships.
* Workflow: Ability to send email from system address.
* Workflow: Ability to send email to parent record.
* Workflow: ‘Campaign Log Record’ entity type support.
* Workflow: Ability not to store sent emails.
* Workflow: Ability to specify users to send email to.
* Workflow: Ability to send email from System email address.

Bug fixes:
* Fixed issue with Workflow’s Send Email action.
* Fix in Google Calendar sync.
* Fix list report sorting by link fields.

* Report: Added support of group by Parent fields.
* Bug: Fixed issue of not working list reports with parent field in columns.

* Workflow: ‘Apply Assignment Rule’ action added. Round-Robin and Least-Busy rules are available.
* Reports: Ability to use OR and AND operators in filters.
* Reports: ‘Display Only Total’ option for report dashlet. Large text that is convenient for a quick reference.

* Bug fixes.

* Workflow: Log panel allowing to monitore what records were processed by certain workflow.

* Reports: List report layout became more adjustable.
* Reports: Order can be specified for list reports.
* Quotes: Added description field for quote items and oppotunity items.
* Products: Added weight field. Can be used in quote template.

* Workflow: Sequential workflows.
* Workflow: Scheduled workflows.
* Workflow: Ability to setup workflow rule only for portal.
* Workflow: Delay can be defined in hours and minutes.
* Reports: Ability to use fields from a linked record as columns in list reports.

* Reports: Ability to setup colors for charts.

* Quotes: Send quote pdf in email attachment (compatible with EspoCRM 4.0.0 and greater).
* Workflow: Send email to followers and teams.
* Workflow: Create notification for followers and teams.

* Fixes.

* Reports: Added checkbox that make to skip report sending if result is empty.
* Fixes.

* Fixes.

* Reports: Ability to filter by children link (e.g. emails of lead). Works since EspoCRM

* Workflow: Ability to specify value of link multiple fields in conditions.