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Advanced Pack Release Notes

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.

2.5.15

  • French language added.

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.

2.5.12

Bug-fixes:

  • BPM: Event sub-process is triggered if the parent is a sub-process.
  • Reports: Dashlet total value can be overflown if text is long.

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.

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.

2.3.13

  • Workflows: Fixed double execution after scheduling change.

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.

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.