Changelog

The version number includes information about the complexity of this update.

<major>.<minor><revision>

If you see an update with updated revision number, which isn’t listed here, there are only small bugfixes for single customers and you don’t need to install if you don’t have problems.

Here you could see the changelog of the Workflow Designer.

• Important Update for all users of 600.1413
• Fix one problem with $[Now] Function, without any parameters
• Fix a problem, where the setup require two turns
• Fix a problem with italian translation and the “Export Workflow” Button

• [add] Add Shortfunction interface, which makes it possible to create custom $[..] functions. Read Documentation

• [add] Modify the Repository system for easier repositories of partners
• [add] Add the option to add Workflow Buttons on top of DetailView
• [add] Add task to trigger a import process from a workflow
• [improve] This update improve the Process Log. If you get an error mail, you will see the block with the error in statistic, instead the block before
• [improve] This update improve the Save process of Inventory Records to increase performance and give a better compitibility to custom event handler
• [improve] Improve Condition Layout for smaller and wider screens
• [fix] Fix a problem with complex conditions and logical operators. Now everything will be saved correctly
• [fix] Fix some missing translations
• Changed tasks: Send mail, mysqlquery, export records
• Add tasks: trigger Import from Workflow

Also this is the last update with the old update paths.
Because Workflow Designer provide many features and is used by many agencies, like a “core” module, which could not simple receive updates.
I will follow the way Debian use and maintain different “feature versions”, which only receive minor bugfixes and you could manually choose, if you also want to have new features. (No extra costs for you, but more security of updates)

• [rewrite] A complete reimplementation of Conditions to make use of a pluggable interface for external modules and increase the usability of condition configuration
• [modify] I modify the config field layout during configuration. The Reset and clear buttons are moved to context menu
• [add] Options to set the timezone, which will be used to execute the Workflow and use the DEFAULT timezone every time nothing custom is set. No more wrong times are used in your Workflows!
• [add] A great auto completion system for variables during configuration
• [add] Add an easy Formula Assistent
• [add] Add the feature to only see statistics of one single Record ID
• [add] Add CodeMirror Editor in Custom Expression block to make development easier
• [add] Add a “add related record” to add related records to a record. (For example transfer Comments or Documents from one records to another)
• [fix] Fix some nasty bugs to allow a smoother usability

• [add] more flexible language downloader. Documentation created soon. Do you want to create a translated version of Workflow Designer? See here: http://translation.stefanwarnat.de/
• [add] Compatibility to vTiger Multi User Assignment from vtexperts.com with all special functions this module provide
• [fix] Log Clean is limited to 1 till 6 o'clock servertime
• [fix] Fix a problem with end date field in calendar

• [add] Frontend Manager could add “ListViewBasic” Buttons on top of ListView.
• [modify] Attachment Management of sendmail Task & other
• [fix] Improve the time_start Field in Events/Tasks
• [fix] Add one Fix for History Widget

• [add] clipboard to copy & paste one/multiple blocks with connections
• [fix] A problem if SQL Log is activated during configuration of Workflow Designer
• [fix] a problem with request values without a related record

• [fix] Limit the amount of garbage collection in log table to create a faster result
• [fix] Bring back the condition popup of Workflow Planer

• [add] Because a bugfix within last update, which makes every workflow visible on listview, regardless of Conditions or not, I insert a checkbox in FrontendManager to deactivate a workflow in Listview

• [add] Execute a Workflow before deleting a record
• [add] Workflow Designer goes Frontend. Execute a Workflow directly in the moment you choose a reference in EditView to check requirements and show requestforms or errors
• [add] Read the custom global variable $vtiger_compatible_version. This variable could be used to create a custom fork with own version numbers, but get Auto Update from Workflow Designer. Set this variable to the compatible vtiger version. (6.2.0, 6.3.0, 6.4.0, …)
• [add] You could now check $environment variables during default conditions
• [add] Variables $comments, $lastComment, $last5Comments to get more compatible to internal Workflow module. This variables returns comments with Author and date.
• [fix] Improve Layout of batch execution in ListView
• [fix] Several bugs in Log Management, Request Values Form, Batch Execution

• [fix] Fix one problem, which completely prevent the module to work properly on some servers

There is one important change related to Calendar Workflows! If you use a Workflow for Events/Todo, please check the function.
I separate Events and ToDo workflows, like the internal Workflow module does.

• [add] You now could select one/more tasks and move them around, delete, copy just like in any standalone software
• [add] Add ProviderManager: A great and secure place to configure external services you use in several tasks
• [fix] Bugfixes

• [add] Function to execute Workflow Planer with multiple records, instead without a record

• [add] Record Collection Workflows. Execute one Workflows with the record IDs you choose in Listview (see start block documentation)
• [add] Redirections of user and result messages will now also work after full and quick record edit
• [add] Separators for Frontend Manager
• [fix] fix some heavy problems with special chars
• [fix] fix a problem with field selector if there are many configured fields
• [fix] fix some missing translations

• [fix] fix a problem with deleted files in the temporarily filestore

• [fix] several bugfixes with filestore
• [fix] task creation use correct status picklist

• [add] option to disable the “enter values later” during request values
• [fix] several bugfixes

• [add] function to show message for the current user on every page with a workflow designer sidebar (for example to use error messages)
• [add] block to export records to CSV or XLS
• [add] option in start block to start a workflow without a related record
• [add] function to collapse the workflow list
• [fix] problem with request values form on ListView
• [fix] problem with vtigercrm systems with >10000 products and services and “create Invoice” task

• [add] add the feature to request a fileupload, which will be stored in temporarily filestore
• [add] function to automatically recognize additional inventory fields
• [fix] several bugfixes

• [add] add a task to execute an expression for every linked products within a Quote (execute Expression on Products (For example to sum fields of all linked products)
• [add] add a task to convert a record into a record of any other module (for example Quote→SalesOrder, Lead→Contact, …)
• [fix] fix a problem with the new PDFMaker Integration
• [fix] fix problems, sometimes happen if you want to set multipicklists

• [add] Task to decode a postalcode with the Webservice from geonames.org (Account required)
• [add] Add the option to completely hide the workflow list in sidebar and only show configured buttons
• [fix] Lot's of fixes for firefox / IE

• [add] Add Task to add event in your Google Calendar [PRO Version only]
• [add] Feature to execute an Workflow with a labeled button from sidebar
• [add] Duplicate check in “Create Record” task
• [add] add Support to exit a workflow from start request values popup
• [add] add new Field type, which could be used to choose a record from a list you could definie absolutely free
• [fix] date fieldtype for “request values” now shows the date picker

• [add] Add Support for Custom Intentory Fields

• [add] option to add comments to custom ids
• [fix] Review the code of the CSV Import and fix lot's of Bugs related to different CSV formats

• [fix] fix many Bugs, found during a general code review

• [add] Feature to implement own request values fieldtypes
• [add] Reference Request Values Fieldtype to list all related records in the PopUp and choose one Read this
• [add] A completely new PDFMaker Integration Block with lot's of new features (open documentation)
• [fix] repair a problem with listing on Workflow Frontend Page

• [add] implement filestore to give more options to temporarily filehandling
• [add] interfaces for developers to create custom import/export file options, which are available in default tasks
• [add] generate_recordlist introduce a new function of the Workflow Designer. It could be used for simple Reporting lists

• [add] add send mail feature to assign mail to another record
• [add] add send mail feature to add AccessTracker
• [optimization] implement results from usability tests
• [fix] optimize send mail configuration layout

• [fix] fix reminder setup during event creation
• [fix] create “Please wait .. ” messaging during execution of workflows from sidebar

• [fix] fix some display problems
• [add] feature to support Webservice Task

• [fix] Repair the missing PDFMaker and SQLReports Attachments function on sendmail Task

• [fix] fix problem with internal nusoap library
• If you also cannot update, please load this update manually into your vtiger from the customer portal
• There is probably one modification, which load the nusoap library on every page view

• Please execute the DB Check after this Update!
• [add] modify the “Documentation” Button in every task. now you should get a documentation for every block
• [fix] a problem with the Upgrade routine
• [fix] scrollbars in task configuration now also in firefox

• [add] a automated daily check if there are updates for existing tasks and show a small icon if they exist
• [fix] fix a critical problem of delays together with “send mail” in one workflow

• [add] send mail attachment could be attach all documents from a record
• [add] plugin interface for send mail attachment handling to allow the creation of individual attachment handling
• [fix] repair some problems with languages with special chars
• [fix] make the module completely vtigerCRM 6.1 compatible
• Available Updates of different tasks. Please go to “Task Management” and install all updates to get all new features!

• [add] complete rewrite of workflow execution to allow interactive workflow
• [add] to make use of this use the new task “request value”
• [add] task “custom numbering” from 5.4 version
• [add] task “send pushover notification”
• [add] task “send sms”
• [fix] repair some layout problems in vtigercrm 6.1

• [add] Task to request values from the executing user to allow the creation of interactive workflows
• [add] Task to send a notification via the Pushover service
• [add] Task to make use of self defined number rows
• [fix] fix some layout problems in firefox
• [fix] make it compatible with the latest development version of vtigerCRM 6.1

• [add] functions wf_haschanged and wf_oldvalue functions for custom expressions
• [fix] fix some delay problems

• Realy last version with new features for vtigerCRM 5.4
• [add] function to create a mail attachment from an custom url

• [add] new Block “custom numbering”, which allows you to setup cross module custom number rows for any field you configure, like the internal numbering
• [add] add the feature to only execute a workflow one time for every record, regardless the execution trigger (To get security together with custom numbering task to not rerun this task for one record)
• [fix] fix a problem with Calendar Record and Permission Page
• [fix] fix a problem with Setter Task and referenced modules

• [add] Workflow Scheduler
• [add] new Block “show message on record detail view”
• [add] you now could attach PDF Reports to emails from the SQL Report module of a-g-c
• [fix] one bug with german special chars in comments of Products of Inventory Products

• [fix] fix problem with creation of events

• [add] add wf_dbSelectAll function in custom expressions
• [fix] fix Memory-Limit during Auto-Update
• [fix] fix creation of Events, which don't show mandatory fields in 1.92

• [add] Condition in Start-Block, which will only execute/show in sidebar the Workflow if the Condition is true.
  If there is no Condition, the Workflow will be executed every time.
• [add] You could request a variable Product List in the Start fields wich could be input into “create Inventory” task
• [add] create Inventory with products from an Array (advanced usage)
• [fix] Fix Problem in “duplicate Record” Task if you want to duplicate an Inventory Record with a currency value
• [fix] Delay “wait until time” will realy wait until the given time is reached and not continue directly if the current time is after this value

• [fix] custom fields in Calendar Workflows will be available

• [add] Feature to redirect to a PDFMaker Template inside the “Redirect User to a custom URL” block
  This allows you to open a PDF after you execute a Workflow from the sidebar
  You probably should set the Window type to “new Window” in this case.
• [fix] Fix a bug which occurred some times if you use vtiger 5.4 and create a Calender Entry
• [fix] Fix a bug which occurred if you combine product based “Percent Discount” with Tax

• [add] New Task “execute & store Mysql query” (See here)
• [add] Syntax Check for custom expressions in configuration window
• [fix] Preparation for vtiger6

• important Bugfix for special issues of textarea Handling in “set values”

Image to show the new features

If possible please try this update with your workflows in a development system before you update productive systems, because of improvements!

• [add] internal error log of the last 14 days
• [add] syntax check of custom expressions, before execution to prevent failures
• [add] feature to add text blocks/comments to your workflows
• [add] feature to colorize your tasks
• [add] feature to collect used Environment Variables ($env[“..”] and list them on bottom of field list in template fields)
• [add] Possibility to use <?php … ?> instead of ${ … }}> to include custom expressions. This should be more intuitive
  The CKEditor from “Send Mail” Task transform these block into HTML Comments, which hide these tags from “Frontend View”. These is a internal behaviour of this editor to prevent HTML entities to be converted. View and Edit in Source Code mode is working. But you could still use ${ .. }}> in CKEditor to see expressions in WYSIWYG mode!
• [add] SMSNotifier Task to send automatic SMS (For more providers and easier implementation, look at the Communicator)
• [add] Task to separate manual execution from automatic execution to bypass a delay, for example
• [add] HTTPHandler functions lets you execute Workflows via HTTP POST/GET Requests
• [extend] more secure cronjob handling to prevent the situation an error in workflow will stop the complete Cronjob
• [fix] issue with attachments in “send mail” Task if no PDFMaker is installed in the same system
• [fix] fix some bugs

If possible please try this update with your workflows in a development system before you update productive systems, because of improvements!

• completly new Execution Handling to allow really unlimited workflows. Previous versions are limited by the “PHP nested functions” limit. This will also increase the Performance!
• [add] new EntityData System
• [add] new dynamic delay
• [change] unified all “set/change values” configurations
• [fix] fix some small bugs
• [fix] internal libraries updated

• [fix] important bugfix, because of problems with the Queue, which could lead into performance problems
• [fix] several fixes for Internet Explorer
• Updated used libraries to the latest versions

• [add] CSV Import feature
• [add] statistic cleaner removes data after X days (could be configured in configuration)

• [add] a new task “redirect User to a custom URL”

If possible please try this update with your workflows in a development system before you update productive systems, because of improvements!

• [add] possibility to attach multiple attachments in “send mail” task (Mixed PDFMaker and Documents are available)
• [add] convert Quote and SalesOrder to Invoice and change single fields
• [add] duplicate record
• [add] Help Link in some tasks
• [add] Feature to define custom triggers (Will be important in a later version)
• [add] You could customize the text on the 3 buttons in “request permission” task
• [add] You could configure the “request permission” task to continue the workflow directly after permission was set
• [edit] Layout of “request permission” page. Now you have each block separated in a group with headline
• [edit] Now you could choose the ID of the record or from related records directly from template list
• [fix] some bugfixes since 1.81

• [add] new feature to request individual values on workflow execution over sidebar. You could configure this values in start Block.
• [fix] several bugfixes since 1.8

If possible please try this update with your workflows in development system before you update productive system, because of heavy improvements!

• [add] now you could create Invoices/Quotes/SalesOrders with Products
• [add] you could add products to existing Invoices/Quotes/SalesOrders
• [add] you could define single permissions, which users see/execute a workflow. The default is the old behaviour: Every User execute every Workflow
• [add] There is a new regex Task, which allows to filter values from long textfields, like email content
• [fix] Statistic Optimization
• [fix] Bugfix for PDFMaker Free
• [fix] Lots of small other bugfixes

If possible please try this update with your workflows in development system before you update productive, because of heavy improvements!

• new style to be prepared for vtiger 6.0 support
• [add] two new start conditions (start when new comment is added or start when mail is send to record)
• [add] Environment variables to store information from one to other expression or work with results of some tasks
• [add] new Tasks (documentation is following … )
• global Search and decide path if any record is found
• exec Workflow with external records (don’t have to be related)
• exec Condition with external records (don’t have to be related)
• define custom php conditions
• remove record
• [add] support for arrays in custom expressions
• [fix] lots of big/small bugfix
• [fix] bugs with sending mails

• [add] function to use a mailtemplate, which contain default header/footer, without being included in every task
• [fix] different bugs

• [add] new Task to create comments
• [add] context Menu of tasks for faster administration
• [add] ListView Button to start a Workflow with multiple records
• [improvement] small graphical improvements of Workflow Designer
• [fix] some bugfixes

• [add] Feature to execute Workflow directly from create task
• [fix] several bug in create task
• [fix] create calender records should work now, as expected

• [add] include function to include custom expressions (php) into default fields with only template abilities (Mailtext)
• [fixed] fix a possible bug in delay, which would send mails twice

• [add] possibility to colorize rows and give each row a info message in permission task, which could be generated by custom functions
• [fixed] some Templating Bugs

• [add] feature to submit parameter to template functions in emails (date format)
• [add] custom functions in conditions
• [change] change way how custom function testboxes are styled
• [fixed] bugfix in delay task

• [add] sidebar feature to view running workflows of a single record
• [fixed] fixed some bugs in combination with php 5.2.x and vtiger 5.2.x
• [fixed] lots of small bugs to improve interaction with vTiger

• [add] Sidebar Widget to force execution of a Workflow could be enabled in administration
• [fixed] bug with missing mandatory fields in Creator task

• [add]Entity Creator
• Now you could add records/tasks/events/trouble tickets from workflows
• [add]manual permission
• You could pause the workflow and wait until a user have accept/decline the state of records. Also there are a ouput for a “rework” state.
• [fixed] with special decimal settings, there could be problems with invoices
• [fixed] sometime date fields would be cleared, if workflow set the date
• [fixed] lots of missing translations
• [fixed] lots of small bugfixes
• [improvement] increase performance of workflows
• [improvement] increase usability and clarity of analysis

first commercial release