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Advanced Pack – Administration

Admin notes for Advanced (Reports, Workflows, BPMN).

Install & versions

  • Bundle version: 3.11.1 (manifest.json).
  • PHP ≥ 8.1, EspoCRM ≥ 8.2 (acceptableVersions).
  • scripts/AfterInstall.php / AfterUninstall.php manage metadata and cleanup.

Permissions

  • Scopes Report, Workflow, BpmnFlowchart, BpmnProcess, BpmnUserTask are ACL-protected; set role permissions for read/create/run.
  • Portal: Report has aclPortalActionList: read; Workflow supports portal/portalOnly for manual runs—grant cautiously.
  • Categories (ReportCategory, WorkflowCategory, BpmnFlowchartCategory) help segment access.

Cron / Jobs

Enable system cron/queue for schedulers: - RunScheduledWorkflows – scheduled workflows. - ScheduleReportSending – report delivery schedule. - ReportTargetListSync – sync target lists from reports. - ProcessPendingProcessFlows – advance BPMN processes and user tasks.

Additional settings

  • Round-robin: WorkflowRoundRobin defines assignment pools (users/teams/weights).
  • Report e-mails: set recipients (emailSendingUsers) and time (emailSendingTime); job fires by interval.
  • Target list sync: use reports to populate TargetList (job above).
  • Process locking: BPMN uses isLocked and visitTimestamp to protect concurrent edits.