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Advanced Pack – Usage

Detailed guidance for reports, workflows, and BPMN provided by Advanced Pack.

Reports (Report, ReportPanel, ReportFilter)

Report types

  • Grid – tabular with aggregations and grouping.
  • List – simple list.
  • JointGrid – joins across entities (advanced queries).

Creating a report

1) Reports → Create → pick entityType and type (Grid/List/JointGrid). entityType is read-only after save.

2) Columns & sorting: configure columns, groupBy, orderBy/orderByList; optional columnsData for fine-tuning.

3) Filters: add filters/filtersDataList and runtime filters. Save reusable filters as ReportFilter.

4) Chart: choose chartType (Bar vertical/horizontal/grouped, Pie, Line, Radar) and colors (chartColor, chartColorList); data via chartDataList/chartOneColumns/chartOneY2Columns.

5) E-mail delivery: set emailSendingInterval, emailSendingTime, weekday/month/day settings, recipients emailSendingUsers; last sent date in emailSendingLastDateSent. Job ScheduleReportSending delivers.

6) Runtime: supports CSV export, PDF (if enabled), starring, last viewed, categories category, portal publishing (portals).

Dashboard panels (ReportPanel)

  • From report detail “Add to dashboard” or create ReportPanel manually.
  • Key fields: type (side/bottom), displayType (table/chart), displayTotal, displayOnlyTotal, useSiMultiplier, column selection (column, columnList), reportType/reportEntityType for proper rendering.

Categorization & permissions

  • Organize reports via ReportCategory (hierarchy). ACL + category + teams (teams) govern visibility. Portal users are read-only per aclPortalActionList.

Workflows (Workflow, WorkflowRoundRobin, WorkflowLogRecord)

Types (type)

  • afterRecordCreated, afterRecordUpdated, afterRecordSaved – entity events.
  • scheduled – run by job RunScheduledWorkflows per scheduling (cron-like) and schedulingApplyTimezone.
  • manual – triggered by user; optional confirmation (manualConfirmation + manualConfirmationText), label (manualLabel), dynamic logic (manualDynamicLogic, manualStyle), restricted to teams/portal (manualTeams, portal, portalOnly).
  • sequential – linked to BPMN flowchart (flowchart); execution tracked in BpmnProcess/FlowNode.
  • signal – waits on signalName (handoffs between processes).

Steps to configure

1) Automation → Workflow → Create, set entityType and type. 2) Conditions: conditionsAll, conditionsAny, optional conditionsFormula. 3) Actions actions: field updates, notifications, record creation, attachments, chaining workflows/processes, round-robin assignment (pool WorkflowRoundRobin stores last user in lastUserId), target report (targetReport). 4) For scheduled, set schedule; for manual, set texts/portal/teams; for sequential, pick flowchart. 5) Activate isActive after testing; inspect runs in WorkflowLogRecord.

What to watch

  • lastRun, processOrder, isInternal for system workflows.
  • Portal access is limited by ACL and portal/portalOnly flags.

BPMN (BpmnFlowchart, BpmnProcess, BpmnUserTask, BpmnFlowNode)

Modeling (BpmnFlowchart)

  • Fields: flowchart (diagram JSON), elementsDataHash, start events (eventStartIdList, eventStartAllIdList), hasNoneStartEvent.
  • Organized via BpmnFlowchartCategory; access via teams (teams) and assignedUser.

Execution (sequential workflow + BpmnProcess)

  • Sequential workflow with flowchart spawns BpmnProcess with variables, target/targetType, and workflowId backlink.
  • Process status: Created, Started, Ended, Paused, Stopped, Interrupted; lock isLocked; end time endedAt.

Nodes and tasks

  • BpmnFlowNode statuses: Created, Pending, In Process, Standby, Processed, Rejected, Failed, Interrupted; includes elementType/id, elementData, lock isLocked, timing (proceedAt, deferredAt), linkage (subProcessId, userTaskId).
  • BpmnUserTask actions: Approve, Review, Accomplish; flags isResolved / isCanceled; instructions, resolution/resolutionNote, assignment (assignedUser, teams), links to flow node/process.
  • BpmnSignalListener wires signals for cross-process handoffs.

Running & advancing

  • Process starts when workflow conditions match. Job ProcessPendingProcessFlows advances nodes, handles waits/timeouts/signals.
  • User tasks honor locks (isLocked) until resolved.

Common scenarios

  • Dashboard KPI: Report → add ReportPanel (side) → BarVertical chart grouped by field; schedule 08:00 daily.
  • Round-robin lead assignment: Workflow afterRecordCreated on Lead → round-robin action (pool WorkflowRoundRobin) → notify/assign.
  • Approval via BPMN: Flowchart with UserTask (Approve) → sequential workflow on Opportunity → process tracked in BpmnProcess and waits for task/signal.