Release Note vtenext 26.04

Additional formatting options have been added to address compatibility issues with external applications.
image
In CSV export for any module, it is now possible to choose the format for numeric fields:

• Default (1000.5496): previous format (dot as decimal separator)
• Italian (1000,550): comma as decimal separator
• English (1,000.550): comma as thousand separator, dot as decimal separator
• User (1000.55): based on user settings

image

Guest Search by Email

In calendar events, it is now possible to add attendees by searching them via email address

Email Attachments

It is now possible to attach files to an email directly from the Documents module.

image

Groups in Conversations

It is now possible to select a group to send a conversation to all its members.

image.png

User Selection Avatars

User avatar images have been added to user auto-complete fields.

image.png

Negative Numbers

Support for negative values has been added to numeric and currency fields in Layout Editor, Module Creation, and Process Maker.

Screenshot 2026-04-20 alle 15.06.28.png

Out of Office in Conversations

The out-of-office status configuration has been moved to user preferences under the “More” menu in the top-right corner.
If a user sends a conversation to someone who is out of office, they will receive an automatic message.

Layout Editor: Sorting Fields for Relationships

In the relationship management page, it is now possible to define, for each related module, the field used to sort the list of items and the sorting direction (ascending/descending).

Field Name in Module Creation

When creating modules, it is now possible to configure the field name, allowing a custom and more meaningful name instead of default values like vcf_*.

image.png

Synchronizations: Multiple Configurations for the Same External System

It is now possible to configure multiple connectors for different instances of the same system (e.g. WooCommerce, HubSpot, etc.).

Mail Converter: Automatic Message Filtering

By enabling the property settings.mailscanner.filter_auto_msg, it is possible to detect whether an incoming email was sent by an automated system and prevent ticket creation from triggering a new outgoing email from vtenext.

Processes: Send Newsletter Action

Reply-To and Language configuration options have been added.

Screenshot 2026-04-20 alle 15.40.51.png

Conditional Fields

It is now possible to define a rule that applies to all groups/roles except the selected one.

Screenshot 2026-04-20 alle 15.48.02.png

Trash

New buttons have been added to delete specific records or all records of a module.

Screenshot 2026-04-20 alle 15.52.42.png

Processes: Events with Reminders

Support for the “Notify” function has been added when creating or updating events from Process Maker.

image.png

Processes: Enable/Disable Newsletter Subscription

A new SDK function has been added to process actions to enable or disable the “Receives Newsletter” field for Leads, Contacts, and Accounts.

image.png

Processes: Import Actions

A new “Import actions from…” button has been added to process action tasks, allowing users to duplicate one or more already configured actions into the current task.

image.png

Processes: Formula Function

Process SDK functions for sum, subtraction, multiplication, and division have been unified into a single vte_formula function, using formula field syntax.

Examples:

ciao "$sdk:vte_formula( $1-amount - (20 + 40) - $1-delta )"
// ciao "300.02"

$sdk:vte_formula( if "$1-name" == "ciao" then $1-amount + $1-delta else 0 end )

Processes: Process Helper

To simplify configuration of Process Maker action tasks, the Process Helper will now be disabled by default. When enabled, the “Linked to” field will be automatically populated with the main entity.

Processes: New UI

If multiple processes requiring a dynamic form are linked to a record, it is now possible to scroll through them and choose which one to complete first.

Screenshot 2026-01-26 alle 12.33.53.png

For simple dynamic forms with a single “choice” field (used to confirm or route a workflow), a new “Quick choice configuration” button has been added. It allows configuring quick action buttons directly within the requested action instead of using the “Fill in” button.

Screenshot

The process list, accessible from the top menu, has been simplified and now replicates the same block-based UI used in record detail views.

Screenshot 2026-01-26 alle 12.53.47.png

Developers

SDK Class Extensions

Several PHP classes have been made extensible and improved to support SDK development without modifying core files:

• WebformCapture (webform saving)

• Import_Data_Controller (CSV import management)

• ListViewController (list management)

• ExportUtils (CSV export)

• Mail Converter classes: MailScannerMailBox, MailScanner, MailRecord, MailRecordZend, MailScannerMailBoxZend, MailScannerInfo, MailScannerAction, MailScannerRule, MailScannerSpam

• All VteSync connector classes

More details available in the documentation.

Module Conversion

It is now possible to create a record starting from another module (e.g. Quote → Generate Sales Order) via the new ConvertModesUtils class.

More details available in the documentation.

Themes

The “softed” and “next” themes have been removed, and “next22” is now the new default theme in Smarty/templates.
Any custom templates replacing standard ones must be placed in Smarty/templates_sdk.

Settings

A new SettingsPage class has been introduced for managing settings pages.

Code Review Skill

A review skill is available under tools/skill/review-sdk-26 to be used with AI agents in your IDE, helping adapt code to the new version.