Advanced Pack (Reports, Workflows, BPM)¶
The Advanced bundle adds reporting, automation, and BPM to EspoCRM. It has three pillars: ad-hoc/scheduled reports, event/manual/scheduled workflows, and BPMN processes with user tasks.
Key Capabilities¶
- Reports (Report, ReportPanel, ReportCategory, ReportFilter) – grid/list/joint reports with filters, runtime filters, charts (Bar/Pie/Line/Radar), categories, and scheduled e-mail delivery (
emailSendingInterval,emailSendingUsers). Reports can be added to dashboards as panels. - Workflows (Workflow, WorkflowCategory, WorkflowLogRecord, WorkflowRoundRobin) – types
afterRecordCreated/Updated/Saved,scheduled,manual,sequential(linked to BPMN flowchart), andsignal. Supports user confirmation, form logic, report-based targets, and round-robin assignment. - BPMN (BpmnFlowchart, BpmnProcess, BpmnUserTask, BpmnFlowNode, BpmnSignalListener) – process models with user tasks, signals, and branching. Execution is tracked in BpmnProcess and BpmnFlowNode.
- Templates & organization – workflows/flowcharts can be categorized; reports can be categorized and placed on dashboards.
Schedulers (Jobs)¶
| Job | File | Purpose |
|---|---|---|
RunScheduledWorkflows |
Jobs/RunScheduledWorkflows.php |
Runs scheduled workflows. |
ScheduleReportSending |
Jobs/ScheduleReportSending.php |
Queues report e-mails per emailSendingInterval and time. |
ReportTargetListSync |
Jobs/ReportTargetListSync.php |
Syncs target lists from reports. |
ProcessPendingProcessFlows |
Jobs/ProcessPendingProcessFlows.php |
Advances BPMN processes and user tasks. |
Cron/queue must be enabled; otherwise scheduled workflows and report e-mails will not run.
Core Entities¶
| Entity | Purpose |
|---|---|
| Report | Report definition (grid/list/joint, columns, filters, chart, e-mail schedule). |
| ReportPanel | Dashboard configuration for a report. |
| ReportFilter | Saved filters for reports. |
| Workflow | Automation on an entity (event, scheduled, manual, sequential, signal). |
| WorkflowRoundRobin | Round-robin assignment pools. |
| WorkflowLogRecord | Audit of workflow executions. |
| BpmnFlowchart | BPMN process model with visualization. |
| BpmnProcess | Live process instance with variables and status. |
| BpmnUserTask / BpmnFlowNode | Process nodes and user tasks. |
How to Navigate¶
- Usage: creating reports, workflows, and BPMN processes.
- Administration: permissions, categories, cron/jobs, portal access.
- Reference: quick overview of Advanced Pack entities.