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Advanced Pack 2.4.0 released

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/