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Advanced Pack Release Notes

Note: Only minor and major versions are listed.

3.14.0

Improvements:

  • Workflow: Parameter Continue if no target in Trigger Another Workflow and Start BPM Process actions that prevents an error from being produced if no target found.
  • BPM: Process Order parameter for start events. Controls the order in which multiple processes triggered by start events run. The lower the value, the sooner the process starts.

Changes:

  • Workflow Start BPM Process action now produces an error when the target record is not found. This behavior can be disabled by enabling the parameter Continue if no target.

03 Sep 2026

3.13.0

  • Reports: Field level access control improvements.
  • Workflows: Whitelist parameter to allow internal addresses workflowSendRequestAllowedAddressList.

26 May 2026

3.12.0

Reports:

  • Non-aggregated columns in Grid report export.
  • Normalized table mode for 2-dimensional Grid reports.
  • Ability to create internal reports via the UI.
  • Ability to show/hide and resize columns in the list report result view.

06 Feb 2026

3.11.0

Workflows:

  • Nested OR/AND condition groups.
  • Any Of, None Of condition types for Enum fields.

BPM:

  • Flowchart element icons in menu.

17 Jul 2025

3.10.0

Improvements:

  • BPM: Ability to run BPM processes in parallel.

Compatibility:

  • Min supported Espo version is 8.2.
  • Min supported PHP version is 8.1.

23 Jun 2025

3.9.0

Workflows:

  • 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.

12 May 2025

3.8.0

  • 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.

10 Apr 2025

3.7.0

  • 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.

17 Feb 2025

3.6.0

  • 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.

10 Jan 2025

3.5.0

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

14 Oct 2024

3.4.0

  • 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).

21 Jun 2024

3.3.0

  • 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).

15 Apr 2024

3.2.2

  • Workflows: Ability to disable confirmation dialog for manual workflows.

3.2.0

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.

3.1.0

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

3.0.0

  • 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.

2.15.0

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.

2.14.1

  • Supporting custom entity types in Sync Target Lists with Reports.

2.14.0

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.

2.13.0

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

2.12.0

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.

2.11.0

  • Reports: Support of multi-enum fields in grid report columns.

2.10.0

BPM:

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

2.9.0

  • Reports: Radar chart;
  • Reports: Decimal Places parameter support on UI;
  • BPM: Dark theme support.

2.8.6

BPM:

  • Ability to catch HTTP response error code with boundary error event improvement;
  • v7.0 compatibility fix.

Workflows:

  • Passing parent record to email template;
  • workflow\lastHttpResponseBody function.

2.8.5

  • Supporting @relate, @unrelate object signals for all relationship types.
  • Broadcasting object signals with formula.

2.8.0

  • Compatibility with EspoCRM v7.0.

Workflows:

  • Bug-fix: Round-Robin assignment not working for existing records.
  • Bug-fix: Variables not being transferred between actions in some cases.

2.7.9

  • Workflows: Supporting the checklist field type in conditions.

2.7.1

BPM/Workflows:

  • Added the formula function bpm\broadcastSignal. It can be useful to broadcast a custom signal from a worfklow rule and then catch it inside a running process. Example: bpm\broadcastSignal($signalNameStoredInVariable).

2.7.0

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.

2.6.5

BPM:

  • Change: Variables defined within Update Record actions won’t be passed back to the process. Use Execute Formula Script to define variables.

2.6.4

Reports:

  • Supporting foreign Currency Converted fields in list report columns.
  • Supporting negative values.

2.6.3

Reports:

  • Supporting image fields in Print-to-PDF.

2.6.1

Reports:

  • The ability to define what columns to display on a chart (if multiple column is selected for a report).
  • Supporting the currency format ’10 $’ (added in v6.0.4).

2.6.0

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.

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.

2.5.2

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).

2.5.0

Reports:

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

BPM:

  • 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).

Workflows:

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

2.4.5

Workflows:

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

BPM:

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

2.4.0

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.

2.3.14

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

2.3.11

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

2.3.0

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

2.2.0

  • 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.

2.1.0

  • 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.

2.0.0

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

Legacy releases

1.34.0

  • 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.

1.33.6

  • Reports: Ability to group by fiscal quarter.

1.33.4

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

1.33.0

  • 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.

1.32.15

  • Italian language.

1.32.14

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

1.32.0

  • 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.

1.31.0

  • 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.

1.30.0

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

1.29.0

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

1.28.2

  • Quotes: Fixed mass update.

1.28.0

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

1.27.0

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

1.26.1

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

1.26.0

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

1.25.1

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

1.25.0

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

1.24.0

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

1.23.4

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

1.23.0

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

1.22.0

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

1.21.0

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

1.20.0

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

1.19.1

  • Minor bugs fixed.

1.19.0

  • Google Calendar Sync: Ability not to sync attendees.

1.18.0

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

1.17.0

  • Workflow: Ability to define condition as a formula.
  • Workflow: Ability to define formula for entities being created or updated.

1.16.0

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

1.15.2

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

1.15.1

  • Google sync account settings UI improvements.

1.15.0

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

1.14.0

  • 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;

1.13.0

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.

1.12.1

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

1.12.0

  • 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.

1.11.0

  • Workflow: Log panel allowing to monitor what records were processed by certain workflow.

1.10.0

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

1.9.0

  • 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.

1.8.0

  • Reports: Ability to setup colors for charts.

1.7.0

  • 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.

1.6.8

  • Reports: The ability to filter by children link (e.g. emails of lead).
  • Workflow: Ability to specify value of link multiple fields in conditions.