Efficy Overflow Q&A - Recent questions and answers in How to

SMS récurrent / recurring sms

Thu, 21 Mar 2024 09:19:17 +0000

Bonjour,
Je souhaite paramétrer l'envoi d'une campagne SMS récurrente sur la Version 2021.
Je comprends que dans NetBusiness, l'écran de création d'un SMS récurrent fonctionne comme l'envoi d'emailing récurrent mais comment est déclenché l'envoi ?
Pour les emails il y a une tâche planifiée mais pas pour les sms.
Je ne vois rien dans l'aide en ligne, seuls les emailings récurrents sont présentés mais pas les sms. Pourtant la fonctionnalité "type = envoi récurrent" est bien proposé dans Edeal pour les sms. C'est très confusant pour les utilisateurs.
Merci

Hello,
I would like to configure the sending of a recurring SMS campaign on Version 2021.
I understand that in NetBusiness, the screen for creating a recurring SMS works like sending a recurring email, but how is the sending triggered?
For emails there is a scheduled task but not for SMS.
I don't see anything in the online help, only recurring emails are presented but not text messages. However, the “type = recurring sending” functionality is indeed offered in Edeal for SMS. This is very confusing for users.
Thanks

Answered: How can I insert (picture or signature) into a Word template by using runscripts into a contact array

Wed, 09 Aug 2023 12:22:12 +0000

Hi,

It's not possible.

https://overflow.efficy.io/?qa=4582/insert-picture-field-in-word-template&show=4606#a4606

Kr,

Answered: Extranet invoicing

Fri, 17 Feb 2023 15:04:59 +0000

I don't think so, I think the customer can only see the timesheets on projects.
But may ask this question to Audrey Levin directly

Answered: "New Outlook" and Efficy macOs Sidebar compatibility issue

Tue, 27 Dec 2022 12:17:22 +0000

Almost 2 years later, still no AppleScript on Microsoft's side?
New Outlook looks nicer though.

Planned for March 2023.
See: https://www.microsoft.com/en-in/microsoft-365/roadmap?filters=&searchterms=apple%2Cscript

how install wsl linux extension to Install Elastic Search for Efficy on a 2019 server

Tue, 06 Dec 2022 17:03:33 +0000

Hello
I want to configure the Elastic Search functionality Into my on premise serveur 2019.
I found this tutorial but it's only for windows 10 not for server version.

https://help.efficy.io/edn/projectguides/install-es-wsl

I guess you have done it on your own servers for cloud customers. So I think you have a step by step tutorial to install the linux feature.

Thank's
Laurent Tuffraud

Answered: how open a soap session by using api token rather than efficy:logon xml tag ?

Tue, 06 Dec 2022 08:07:53 +0000

Here the solution I found and was working for me.

So the previous version was like that :

 <SOAP-ENV:Envelope xmlns:efficy="http://www.efficy.com" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope"> 
<SOAP-ENV:Body> 
<efficy:logon database="XXXXX" user="ZZZZ" password="AAAAAAA" /> 
   <efficy:api> 
             <datacontainer operation="query" master="-1" param1="EEEE"  detail="10" /> </efficy:api> 
    <efficy:logoff/> 
    </SOAP-ENV:Body> 
</SOAP-ENV:Envelope>

The new version :
With the Efficy token you can use the same except that you change all the efficy:logon tag by this only tag

 <SOAP-ENV:Envelope xmlns:efficy="http://www.efficy.com" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope"> 
<SOAP-ENV:Body> 
   <efficy:api> 
             <currentuserfullname/>
             <datacontainer operation="query" master="-1" param1="EEEE"  detail="10" /> 
   </efficy:api> 
    </SOAP-ENV:Body> 
</SOAP-ENV:Envelope>

But it's not enough
You must send in the header the informations about the token
So you have to add the following informations

X-Efficy-ApiKey with the token you declare into the designer.
https://help.efficy.io/edn/admin/dsgn_createapikeys
this optional option X-Efficy-Customer if your URL is not dedicated to a single customer profile
and X-Efficy-Logoff with the option = true to have the same behavior of the xml tag <efficy:logoff/>

Laurent Tuffraud

Answered: how to fill the data into the LK with EditInitialized into the workflow for the mobile Application ?

Mon, 29 Nov 2021 09:09:11 +0000

Hello Laurent,

The Mobile app uses edit context the exact same way that the "web" app does.

Therefore, you can add your custom logic in the EditInitializedComp method:

function EditInitializedComp(editHandle, inserted) {
    // Triggered on Comp creation
}

Cheers

Geoffrey

Edit: for lookup values, you may want to also update the displayed value:

function EditInitializedComp(editHandle, inserted) {
    if (!inserted) return;
    var dsComp = Efficy.getMasterDataSet(editHandle, 0);
    dsComp.edit();
    dsComp.fieldByName("R_LEGALKIND").asString = Efficy.getLookupValueFromKey(Efficy.entityCatalog.tableIDFromName("COMPANIES"), "LEGALKIND", 4); 
    dsComp.fieldByName("LEGALKIND").asFloat= 4;  
}

Answered: Is there a way to resynchronize into Efficy a campaign which has launched directly from Flexmail?

Fri, 26 Nov 2021 10:35:50 +0000

Hello,

I think you can do this by creating the publication in Efficy, with the same NAME than the Flexmail Campaign. And then activate the category "PUBL$EMAILING" and fill in the following fields with DBEditor (Efficy tool to access the Database records) because this category is hidden and cannot be managed from Efficy interface:
- PUBL$EMAILING.KFLEXMAIL = [Key of the Flexmail Account you can find this to Efficy Designer Flexmail configuration window]
- PUBL$EMAILING.CAMPAIGN_ID = [the Flexmail key of the campaign that has been created from Flexmail]

If this is working, you can probably create a new functionality to ask the Flexmail Campaign ID and update the hidden fields in PUBL$EMAILING via a ServerScript.

Then the campaign can be synchronized to get the campaign result.

Answered: How customize relations fields to show + icon on mobile APP

Wed, 03 Nov 2021 16:40:49 +0000

To display your custom field just think you must first adapt your sys_queries.
so in the Linked SQLTEXT in DBEDITOR you must adding the fields you want to display in the relation grid.

Then it working as asked.

For the problem of the icon displayed into the application.
You must use the name of the icon id used into the creation entity in designer.

<div><input type="radio" name="ENTITY_ICON" value="\e908" id="coin-euro"><label for="coin-euro" class="i-coin-euro"></label></div>

Then you must use the ID into you JSON

"entities":{
      "Amou":{
         "active":false,
         "icon":"coin-euro"
      }
   }

and et voilà !!!

Answered: Unable to see page without Full Access Rights

Mon, 02 Aug 2021 08:28:46 +0000

Hi Luc,

I added Administrator to the Everyone group. (UAT)
But I couldn't reproduce your issue.

In the console, you have also have some errors for one widget.

You can contact me if the problem persists.

Kr,

Answered: My ranking and Global ranking: How is it calculated?

Tue, 20 Jul 2021 07:04:36 +0000

Dear Erwin,

It seems that it counts the number of Actions, Documents, Mails.

For My Ranking, it counts the links to those entities that have been created by your user.
For Global Ranking, it counts the links to those entities created by any user.

Answered: Extranet - Notification per email for the customers ?

Thu, 08 Jul 2021 12:58:46 +0000

As user, you cannot verify this. Only the server administrator could inspect the log files of the service and verify if - within a certain timeframe - an e-mail was sent.

There are so many reasons why an e-mail notification could not be received:

The person who is managing the incident in Efficy, did not use the case "Inform Customer" command
The contact is not linked to the Action or has no e-mail
E-mail ended up in SPAM

Answered: How does work Efficy.impersonateUser(impersonateAccount, forceUserRole)

Tue, 15 Jun 2021 06:59:17 +0000

The owner is defined in the field K_USER of your record, you can simply update it.
forceUserRole can be used to set the default securities of a given role (group) when creating records.
impersonateAccount makes use another user as the user logged in. It is used by services like exchange synchros.

Answered: COntacts synced to Flexmail depends on language

Mon, 01 Mar 2021 10:07:47 +0000

Hi Dave,

I suppose that a new customer is prompted by Flexmail to select the desired languages when creating the account and if they want to add new languages latter, they currently have to contact Flexmail to add them in the account. I don’t think that Flexmail added the interface to add new languages but they are planning to do it.

Yes if the language is added in the Flexmail account, the synchro will synchronize the contacts. The synchro attempts to synchronize them at every run until the language is added in Flexmail.

Kind regards,

Alain Pegurri
R&D Senior Developer

Answered: Where can I find the standard agenda colors for different languages in Efficy 11.3

Thu, 07 Jan 2021 08:41:59 +0000

Hi Jan

The mapping between the MODE and NATURE values with the CSS class happens client-side in JS file efficy\js\agenda\render.js, in the start method.

this._appointmentColors = mode: {
'appo-mode-meetingIn': 'meeting in;rdv au bureau;afspraak in;cita en la oficina;meeting (innen);ミーティング中;zebranie w biurze;içerde toplantı',
'appo-mode-meetingOut': 'meeting out;rdv extérieur;afspraak uit;cita fuera de la oficina;meeting (außen);ミーティング終了;zebranie poza biurem;dişarda toplantı',
'appo-mode-holidays': 'holidays;congé;verlof;vacaciones;urlaub;休暇;wolne;tatil'
},

Answered: Selection view - native SQL - call query from SQL

Wed, 02 Dec 2020 14:19:22 +0000

Hi Patrice,

I don't think it is possible

Answered: Efficy Drive - Is there a alternative solution for Mac?

Tue, 24 Nov 2020 09:44:57 +0000

AFAIK there is no project to make the equivalent feature for MacOS, because the efficy drive became a bit obsolete due to the enhancement of the file management in Efficy, which does something similar.

See "Making local use of (large) files" in CRM features 11:
https://help.efficy.io/edn/admin/crft_11_largefilessupport

Answered: How To Sync Googla Agenda with Efficy ?

Tue, 27 Oct 2020 11:21:02 +0000

hello
maybe you can check on this URL
https://help.efficy.io/edn/admin/scpr_googlesync

How to add Documents, tasks, products, opportunities, cases, mails to a Step like if it was into Stage.

Fri, 23 Oct 2020 09:32:36 +0000

I need to link documents, tasks, products, opportunities, cases, mails to a Step like if it was into a Stage.
I added a new tab products on stages and it work sot the method to attach tables is ok, but no one of the tab is working when I call a step. I saw that some of WkldEditDetailTabHeaders and WkldEditDetailTabContents was filter by <# if (!isStep) { #> or <# if (isStep) { #>

So in my custom I changed some stuff to make it appear and I created a variant of the addLink button to have
data-msg="addLink;WrkStep;<#=@ data.key #>;$detail$" or data-msg="addLink;WrkStag;<#=@ data.key #>;$detail$" both (WrkStep and WrkStag) are existing into the sys_tableviews.
Why it has no effect on addLink for steps while it work's on step. I call only a basic addLink.

Into MacroWorkloadCustom I changed the standard like this.

For main entity commnands :

WkldEditDetailTabHeaders {[WkldTabHeaderFields;WkldTabHeaderMemo;WkldTabHeaderActi;WkldTabHeaderCase;WkldTabHeaderDocu;WkldTabHeaderMail;WkldTabHeaderOppo;WkldTabHeaderProd]}
WkldEditDetailTabContents {[WkldTabContentFields;WkldTabContentMemo;WkldTabContentActi;WkldTabContentCase;WkldTabContentDocu;WkldTabContentMail;WkldTabContentOppo;WkldTabContentProd]}
WkldDetailGridColumns..Prod {[MENU2,NAME]}

For workload MicroTemplate :

WkldTabHeaderActi   {[<dd><a href="#tab-acti" class="i-Acti" draggable="false"></a></dd>]}
WkldTabHeaderCase   {[<dd><a href="#tab-case" class="i-Case" draggable="false"></a></dd>]}
WkldTabHeaderDocu   {[<dd><a href="#tab-docu" class="i-Docu" draggable="false"></a></dd>]}
WkldTabHeaderMail   {[<dd><a href="#tab-mail" class="i-Mail" draggable="false"></a></dd>]}
WkldTabHeaderOppo   {[<dd><a href="#tab-oppo" class="i-Oppo" draggable="false"></a></dd>]}
WkldTabHeaderProd   {[<dd><a href="#tab-prod" class="i-Prod" draggable="false"></a></dd>]}

WkldTabContentActi {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-acti" data-entity="Acti">
<%Macro('WkldTabContentDetail', detail='Acti', $addlabel$='Add Link to Action')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-acti" data-entity="Acti">
<%Macro('WkldTabContentDetailStep', detail='Acti', $addlabel$='Add Link to Action')%>
</div>
<# } #>
]}

WkldTabContentCase {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-case" data-entity="Case">
<%Macro('WkldTabContentDetail', detail='Case', $addlabel$='Add Link to Incident')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-case" data-entity="Case">
<%Macro('WkldTabContentDetailStep', detail='Case', $addlabel$='Add Link to Incident')%>
</div>
<# } #>
]}

WkldTabContentDocu {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-docu" data-entity="Docu">
<%Macro('WkldTabContentDetail', detail='Docu', $addlabel$='Add Link to Document')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-docu" data-entity="Docu">
<%Macro('WkldTabContentDetailStep', detail='Docu', $addlabel$='Add Link to Document')%>
</div>
<# } #>
]}

WkldTabContentMail {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-mail" data-entity="Mail">
<%Macro('WkldTabContentDetail', detail='Mail', $addlabel$='Add Link to Mail')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-mail" data-entity="Mail">
<%Macro('WkldTabContentDetailStep', detail='Mail', $addlabel$='Add Link to Mail')%>
</div>
<# } #>
]}

WkldTabContentOppo {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-oppo" data-entity="Oppo">
<%Macro('WkldTabContentDetail', detail='Oppo', $addlabel$='Add Link to Opportunity')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-oppo" data-entity="Oppo">
<%Macro('WkldTabContentDetailStep', detail='Oppo', $addlabel$='Add Link to Opportunity')%>
</div>
<# } #>
]}

WkldTabContentProd {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-prod" data-entity="Prod">
<%Macro('WkldTabContentDetail', detail='Prod', $addlabel$='Add Link to Product')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-prod" data-entity="Prod">
<%Macro('WkldTabContentDetailStep', detail='Prod', $addlabel$='Add Link to Product')%>
</div>
<# } #>
]}

WkldTabContentDetailStep {[
<div class="row">
<div class="small-2 medium-1 columns">
<button type="button" class="icon i-add" title="<%GetLabel('$addlabel$', context=ATTR)%>" data-msg="addLink;WrkStep;<#=@ data.key #>;$detail$"></button>
</div>
<div class="small-12 medium-11 columns">
<h3 class="section-title"><%GetLabel('$detail$s', context=TEXT)%></h3>
</div>
</div>
<div class="row">
<div class="small-12 columns wkld-detail-grid"></div>
</div>
]}

So I remove the if clause into the header and contents to remove the restriction on steps. And I added a macro called depending on if it's step or not. If yes the addling is done on WrkStep or if not on WrkStag.
I have missed something to finish the job.

Answered: How to set customer parameter in SOAP request?

Mon, 28 Sep 2020 09:05:15 +0000

Hi Stefan

If the url is not uniquely mapped with a customer profile, Efficy will throw this "The host is allowed in more than one customer profile..." exception.

Either you make sure the host is uniquely mapped (preferred) or you have to pass the customer argument in the SOAP url.

E.g. https://myhostname/crm/SOAP?customer=xxxxx

Answered: Email Template using multiple tables

Tue, 15 Sep 2020 08:19:40 +0000

This will not be possible to use the onField, since your field is on the relation table.
The best is to create a Template Script to find the company/contact linked to your case that has the needed role and call it in your template to retrieve the result.

Here is a guide that can help you with it : RunScript Template

How to upgrade sidebar after migration (Efficy 11)

Fri, 28 Aug 2020 08:24:34 +0000

Log manually in your Efficy ( example.efficy.com)
Enter your login and access to your home page of Efficy
go to the right top and select " Sidebar and Add Ins "
Download your new Sidebar and run it.
The installation software gonna remove the old version and install the new one.
After the installation you can run the app from your desktop.
In case of error check if your profile is selected, right click on you sidebar > Profile
in case of that you don't have a profile. > Open again the windows " Sidebar and Addins" and select the option > Configure the Efficy Sidebar
A little windows gonna open and ask for your EFFICY PASSWORD
The profile name is not your username (so you can give any name that you want.) Efficy detect automatically your username.

Answered: Cannot save document via Mac (file size not showing)- MacOs Catalina

Wed, 19 Aug 2020 07:25:23 +0000

The solution are the next steps:

Go the "Systeme Preference"
choose " Security & Privacy"
Select " Privacy"
Choose " Full Disk access" on the left list.
Click on the lock for make changes
Check Efficy sidebar on the list.

Answered: Timesheet record deletion

Tue, 25 Feb 2020 14:12:34 +0000

In Efficy 11.3, there are two ways to delete a timesheet entry:

Set the time on zero
Edit the timesheet and click the delete button

Answered: Steps of a timesheet

Tue, 25 Feb 2020 14:10:58 +0000

You have to enable the Project Management feature on a Project entity. Then you can create stages, deliverables and steps in the roadmap of your project.

When you allocated users to your project, the steps will appear in the timesheet automatically so they can be quickly completed by users.

We highly recommend to read the instructions:
https://help.efficy.com/edn/admin/crft_11_pm_roadmap

Answered: How to use a group as K_ACCOUNT into a dashboard 11.3 version

Wed, 19 Feb 2020 16:32:12 +0000

Hi Laurent,

please consider this. set 2 widgets A and B to the main dashboard global

set security of widget A to group GA and security of widget B to group GB.

Now when a user of Group GA login the dashboard will only display widget A
same for user of Group GB with widget B.

so with One dashboard you have two different possible display regarding groups of the users.

I hope that can help you.

Answered: What is the key value for SYNCHRO_RELATION_CONTACT in constant.js for flexmail.

Thu, 30 Jan 2020 19:24:28 +0000

Hi Laurent,

I don't know if this will help, but if R&D can give a more detail description of the SYNCHRO table it will help a lot :)

What I don't understand is how we can store RELATIONS for instance CONT_COMP relation into the SYNCHRO Table

But, here is what I have and understand :

Answered: IE configuration for self-signed certificate(HTTPS)

Wed, 15 Jan 2020 18:05:35 +0000

Hello,

I still don't understand why using a self sign certificate.

Today, you can have a valid ssl certificate for free on https://letsencrypt.org/ or for a single adress, prices start at 12€ per year.

Regarding the time spend on debugging this and decreasing the browser security.. it cost much more than 12 €..

Alex.

Answered: Timesheet notification icon

Mon, 30 Sep 2019 08:56:01 +0000

This is defined in MacroBadges.txt.
It's there because it's a standard feature, that produce a badge if timesheet is not filled for the previous week.
This can be removed in Custom in a MacroBadgesCustom.txt.
KR,
Yann

Answered: Gamification Metric - Quizz

Wed, 25 Sep 2019 09:33:54 +0000

Hi Yann

Thanks for both answers.

You're saying:
"Quizz standard metrics : quizz completion and quizz score"

I can't find where to choose the calculation method (designer or Efficy). Can we set the calculation method or is the default "Completion"

SQL
I have amended the code as follow:

    SELECT COUNT(*)

FROM <#table name=OPPORTUNITIES> O

WHERE O.STATUS  = 9

AND EXISTS (SELECT K_USER FROM <#table name=OPPO_USER> OU WHERE O.K_OPPORTUNITY = OU.K_OPPORTUNITY AND K_USER=<#gamplayerid> and isactive='1') 

AND O.D_DISCUSS >= TO_DATE('<#gamchalbegin>', 'yyyy/mm/dd hh24:mi:ss') 



AND O.F_BILL_ENTITY=1

[Options]

NativeSql=1

and I have set the aggreg value to "Last value".
Is that correct?

It looks like no calculation is run on the Efficy side. Does any parameter need to be set on the server to trigger calculation automatically ? (we're on cloud)

thanks

Answered: Gamification Design

Wed, 25 Sep 2019 08:36:09 +0000

Hi Patrice,

Is it possible to change the design of the map ? Does Efficy propose (off the package) other graphics ?

Efficy is shipped with three graphical "universes" or packs : Inca, Jungle, and Polar.
The last one is the one enabled by default.
Initially it was intended to bind these graphical universes to the concept of Narrative, but this has not been done yet.
Changing the map is feasible by changing several files that refer to the map, which are png files of the maps (located in the web files, under efficy\imgnew\game), of the map path, but also a macro that provide coordinates for the path and the dimensions (macros ProgressSteps and ProgressSize in MacroWidgets). To ease the generation of the ProgressSteps coordinates, we can provide a little javascript/html tool page to make this calculation easy once the path is designed (ask R&D for further information for that matter).

If within a challenge, a new quizz starts, how can we alert the players ?
Do they have to enter in the game dashboard everyday to check if a new quizz is to be answered.

I suppose you can do that in custom, we don't provide this mechanism yet. So yes for now they have to enter the game dashboard to be aware of that.

KR,
Yann

Answered: Undo the confidential state for a company

Tue, 17 Sep 2019 11:46:42 +0000

The concept of private only exists for appointments, not for other entities. It was first introduced in Efficy 10. Record confidentiallity is a feature available on all entities and since the first release.

Making a record private will give active linked users "Full permission" and inactive linked users "Readonly permission".
Making a record public again, restores the default security defined by the role of the current user
Making a record confidential, only gives the current user "Full permission". There is no interface button or API method to undo.

in many ways, private is smarter (from prespective of the user) compared to confidential.

To answer your question, the undo of confidential requires to open the security dialog and set the desired security for groups. With custom, this can be automated.

I'll make a suggestion to improve this behavior in Efficy

Fragments error(solution)

Wed, 14 Aug 2019 08:26:53 +0000

Procedure to follow in order not to reproduce the error message above:

Create Template (.docx type Quotation)
The tempate needs to have a GetTable with an empty table like this :
[$GetTable(PROD)]
[/$]
Create/Add Fragments
Ex: Product, Title, Total
Create Opportunity (fill in required fields)
Link Template and Apply (from Oppo)
Add your Fragments
Generate Quotation

link of the case with the template test and additional documentation:
CFT-2019-102239

Answered: Settings for AutoMailUploader with Exchange on-prem

Thu, 01 Aug 2019 06:49:14 +0000

Hello Alan,

Your exchange server is using SSL ? If yes, the server on which the service is running has to have OpenSSL installed (or equivalent).
If not, the SSL protocol won't be able to be reached and you get an error.

You can also try without SSL encryption.

Best regards,
Sébastien

Answered: how using the maintenance mode with version 11.2 and +

Wed, 17 Jul 2019 15:34:34 +0000

We deprecated this feature, it wasn't really operational nor maintained anymore.

We'll remove the Save and Load State buttons from this page (they should no longer be present).

I'm surprised somebody asks a question about this feature, I really thought nobody was using this :).

Answered: How to use ImportUserPasswords

Mon, 24 Jun 2019 13:41:07 +0000

Hi Rob,

(Edit original answer)

You can set the passwords using the Efficy utility ImportUserPasswords.exe. Create a simple text file containing the usercode and the initial password and use the Utility for updating the ACC_AUTH table.

The file format is as followed:

ABC=secretpasswordABC
BCD=secretpasswordBCD
CFR=secretpasswordCFR

Answered: Report of actions/visit to Word

Fri, 10 May 2019 14:01:56 +0000

Hi Patrice

What about a simple query that lists all visits from a certain period? You can also select the fields you want, the sorting order. You can even export the result to Excel if you would like additional capabilities. This is the simplest way to achieve your goal in Efficy and doesn't require development.

Qlik is made for charts and diving into data, seeing relations etc. Not for simple listings like these.

Controlling a document merge with .dot and csv files with VBA code just for the sake of generating a report seems rather complex and insecure, especially in the context of a web application and cloud based software. Office will do everything to block code executions.

So, start with a query :-)

Answered: Datasynchro Export to CSV

Wed, 24 Apr 2019 12:23:01 +0000

Hello

You can build a CSV file in memory in using a DataSynchro script. This is explained on this Project guide, see topic 9.1.

Here is also a minimalistic version of the export script you can add to export from a query the K_CONTACT and NAME of a contact.

var ExportList,
Folder = "C:\\temp\\";

function EfficyExportRecord(SourceDataSet, DestDataStore) {
  ExportList.Add(SourceDataSet("K_CONTACT") + "\t" + SourceDataSet("NAME")); 
  return false;
}

function EfficyStartJob(SourceRecordCount) {
  Efficy.log("Job has started, count: " + SourceRecordCount);
  ExportList = TStringList.Create;
}
function EfficyEndJob(SourceRecordCount) {
  Efficy.log("Job has finished");
  var file = Folder + 'MyExport.csv';
  ExportList.SaveToFile(file);
  ExportList.Free;
  Efficy.log("Saved to file " + file);
}

Answered: Steps for Customers to create the correct API which can be used

Thu, 28 Mar 2019 09:27:37 +0000

What about this?

https://overflow.efficy.com/?qa=3926/google-maps-google-places-api-which-costs-for-which-feature

Answered: install Gmail integration with Efficy 11.2 and latest sidebar version (11.2.16945)

Wed, 27 Mar 2019 13:43:22 +0000

Hi Stephan,

The old Gmail integration is not longer available in Efficy 11.2
The new Gmail Add-on will soon be available in the G-Suite Marketplace of Google and compatible with Efficy 11.2 (we are still waiting the approval of Google)

Kind regards,

Alain

Answered: Efficy 11 - Saving mail to efficy only works for administrators in Mac environment

Fri, 22 Mar 2019 15:18:26 +0000

Hi,

In the designer, can you check the right of the group on the tables ("Rechten op de tabellen" in your screenshot)?
The sidebar requires to have access to the Mail entity (at least Show, Add and Modify).

Kind Regards

Alain

Answered: No customer allowed on this host

Wed, 27 Feb 2019 08:10:28 +0000

In fact the configuration exemple is wrong.
the result it's not "www.efficy.com","127.0.0.1" but only www.efficy.com ; 127.0.0.1

For each url it's a new line.

Answered: Why the chronos in custom entities record only the last record, not all records changed

Mon, 11 Feb 2019 13:46:23 +0000

Hi Laurent

The history dialog groups changes together if they occurred closely in time (within 5 min), typically correcting input mistakes. In your test case, these changes happened too close to each other.

I assume that when Efficy will make the previous view back available, you will still see all changes.

Answered: Crystal report : output word format

Tue, 08 Jan 2019 13:27:44 +0000

Hello,

You will find the info there : https://help.efficy.com/edn/admin/rpts_export2browser

Alex.

Answered: Favorites management

Mon, 07 Jan 2019 15:15:02 +0000

If you need to isolate the data even up to the level of favorites, then it looks like you made the wrong decision to use PRODUCTS as a multipurpose entity. Inserting a separated entity for missions would have been more appropriate.

The <%GetFavoriteGrid()%> doesn't support custom filtering

Answered: Document and Opportunity model : add property like 'EditEntityGridActi'

Tue, 11 Dec 2018 14:23:18 +0000

Dear m.chalavon,

I don't understand why you don't want to use the family field in the tr ?
What do you tried to attend ?

For my point of view, I will have done the customization this way:

In order to be able to access the PRODUCTS.FAMILY from the GetRelationGrid you will need to add it in the SYS_TABLEVIEWS name = 'Docu_Prod', column "SELECTFIELDS" and don't forget to set the columns ISCUSTOM to '1' and to apply the DB structure from Efficy Desginer.

DOCU_PROD.*, PRODUCTS.NAME, PRODUCTS.FAMILY, PRODUCTS.OPENED

Once you have done that you will be able to acces the field FAMILY directly in the GetRelationGrid. And so you can override the Macro "TabContentProds " by adding the column "FAMILY".

TabContentProds.Docu {[
    <div class="content tabs-content-item" id="tab-prod">
        <div class="row">
            <div class="small-12 medium-1 columns">
                <button type="button" class="icon i-add <%IfReadOnly(detail='Prod', then='disabled')%>" title="<%GetLabel('Add Link to Product')%>" data-msg="addProduct"></button>
                <%AddRelationButton(entity='Prod')%>
            </div>
            <div class="small-12 medium-11 columns">
                <h3 class="section-title"><%GetLabel("Linked products")%></h3>
            </div>
        </div>
        <%OnMultiCurrency(0=, else=|<div id="currcyError"><span class="error"><%GetLabel("Warning: The currency must be set before adding products")%></span></div>|)%>
        <%Delay(1)%>GetRelationGrid(columndefs="GridEditColumns.txt", entity="Prod",
            columns="FULLNAME,QUANTITY,PRICE,DISCOUNT,COMMENT,VAT,TOTAL,CONSO_RATE{HIDDEN},CONSO_TOTAL{HIDDEN},FAMILY,<%IfReadOnly(else=|SORTDELETE|)%>")%>
    </div>
]}

In order not do display the value, you will have to add the following code in GridEditColumnsCustom.txt :

th.FAMILY.Prod {[#EMPTY#]}
td.FAMILY.Prod {[<input id="DETAIL-PROD-<#G>-$FIELD$" value="<#F=$FIELD$;nospace=T>" type="hidden">]}

Now in your MacroEditSCustom.txt you can override the standard macro "JsScriptsTRW.Docu", in order to do your calculation (cf comment //Custom where I changed information from standard functions)

function ComputeTotal(K_Product) {
    var
        Mode = Model('multicurrencyMode'),
        MForm = document.forms[0],
        Prefix = "DETAIL-PROD-" + K_Product,
        Qtity = GetScriptNumeric(MForm[Prefix + "-QUANTITY"].value),
        Price = GetScriptNumeric(MForm[Prefix + "-PRICE"].value),
        Family = GetScriptNumeric($('#' + Prefix + '-FAMILY').val()), //<< Custom
        Discount = GetScriptNumeric(MForm[Prefix + "-DISCOUNT"].value),
        Total = (Family == '1') ? Math.round( (Qtity+Qtity) * Price * (100 - Discount)) / 100 : Math.round(Qtity * Qtity * Price * (100 - Discount)) / 100, //<< Custom not sure it is the right calculation you want
        ConsoRate = GetScriptNumeric(MForm[Prefix + "-CONSO_RATE"].value);
    MForm[Prefix + "-TOTAL"].value = GetDatabaseNumeric(Total);
    MForm[Prefix + "-CONSO_TOTAL"].value = GetDatabaseNumeric(Total * ConsoRate);
    ComputeAll();
}

        function ComputeAll() {
        var MForm = document.forms[0]
        var IsInvoice = false
        if (MForm["CATEGORY-DOCU$INVOICING-TOTAL_NO_VAT"]) IsInvoice = true

        var Total = 0
        var TotalVAT = 0
        var TotalNoVAT = 0
        var ConsoRate = 0
        var ConsoTotal = 0
        var ConsoTotalVAT = 0
        var ConsoTotalNoVAT = 0

        if (IsInvoice) {
            for (var i = 0; i < MForm.elements.length; i++) {
                var ProdInfo = MForm.elements[i].name
                if ((ProdInfo) && (ProdInfo.indexOf("DETAIL-PROD-") == 0) && (ProdInfo.indexOf("-TOTAL") > 0)) {
                    var Prefix = ProdInfo.substring(0, ProdInfo.lastIndexOf("-TOTAL"))
                    var Qtity    = GetScriptNumeric(MForm[Prefix + "-QUANTITY"].value)
                    var Price    = GetScriptNumeric(MForm[Prefix + "-PRICE"].value)
                    var Discount = GetScriptNumeric(MForm[Prefix + "-DISCOUNT"].value)
                    var VAT      = GetScriptNumeric(MForm[Prefix + "-VAT"].value)
                    var ConsoRate = GetScriptNumeric(MForm[Prefix + "-CONSO_RATE"].value)

                    var Family = GetScriptNumeric($('#' + Prefix + '-FAMILY').val()) //<< Custom

                    var AmountNoVAT = (Family == '1') ? Math.round( (Qtity + Qtity) * Price * (100 - Discount)) / 100 : Math.round(Qtity * Qtity * Price * (100 - Discount)) / 100; //<< Custom not sure it is the right calculation you want
                    var AmountVAT = Math.round(AmountNoVAT * VAT) / 100;
                    TotalNoVAT += AmountNoVAT
                    TotalVAT += AmountVAT
                    Total += AmountNoVAT + AmountVAT
                    ConsoTotalNoVAT += AmountNoVAT * ConsoRate;
                    ConsoTotalVAT += AmountVAT * ConsoRate;
                    ConsoTotal += (AmountNoVAT + AmountVAT) * ConsoRate;
                }
            }

            var PrePaid = GetScriptNumeric(MForm["CATEGORY-DOCU$INVOICING-PRE_PAID"].value)
            var Expenses = GetScriptNumeric(MForm["CATEGORY-DOCU$INVOICING-EXPENSES"].value)
            var ConsoExpenses = Expenses * ConsoRate;

            MForm["CATEGORY-DOCU$INVOICING-TOTAL_NO_VAT"].value = GetDatabaseNumeric(FormatCurrency(TotalNoVAT))
            MForm["CATEGORY-DOCU$INVOICING-TOTAL_VAT"].value = GetDatabaseNumeric(FormatCurrency(TotalVAT))
            MForm["CATEGORY-DOCU$INVOICING-TOTAL_WITH_VAT"].value = GetDatabaseNumeric(FormatCurrency(Total - Expenses))
            MForm["CATEGORY-DOCU$INVOICING-TOTAL_TO_PAY"].value = GetDatabaseNumeric(FormatCurrency(Total - PrePaid - Expenses))

            MForm["CATEGORY-DOCU$INVOICING-CONSO_TOTAL_NO_VAT"].value = GetDatabaseNumeric(FormatCurrency(ConsoTotalNoVAT))
            MForm["CATEGORY-DOCU$INVOICING-CONSO_TOTAL_VAT"].value = GetDatabaseNumeric(FormatCurrency(ConsoTotalVAT))
            MForm["CATEGORY-DOCU$INVOICING-CONSO_TOTAL_WITH_VAT"].value = GetDatabaseNumeric(FormatCurrency(ConsoTotal - ConsoExpenses))
        }
    }

Best Regards,
Stéphane Roncin

Answered: Argmuents/Variables in custom function template

Thu, 04 Oct 2018 07:21:05 +0000

You don't have to pass it as an argument to the [$RunScript()] tag.
Instead, take the comp argument direclty from the request URL.

var k_Company = StrToFloatDef(Request.argument("comp"), 0);

Answered: How to know if a PROD_OPPO relation exists based on DOCU_PROD

Wed, 05 Sep 2018 08:53:52 +0000

PositionDetail should work, I can see no obvious flaw in your code.

Are you testing on an opportunity (devis)? The code initially selects either the main Project or the main Opportunity.
In what follows (DeleteProdOnContainer) only the "Opportunity" case is handled.

DeleteDetail() is the recommended method instead of Dataset.delete (but both methods will work).

Answered: Use MS SQL "CASE" in SYS_TABLEVIEWS

Mon, 20 Aug 2018 15:30:51 +0000

In the OnInsertDetailDocuProd workflow event, loop through the detail dataset of Product and manipulate K_SORT in such a way that the products will be sorted according to your desired logic. To speed up, instead of consulting PRODUCTS each time to know the family, you could insert the FAMILY value as well in the Docu_Prod table. If the column in DOCU_PROD has the same name as in PRODUCTS, I believe it's automatically filled when inserted into the document.

The interface will sort automatically based on the sorting value.

Answered: custom.js / AddRelation - "half commit"

Tue, 14 Aug 2018 07:10:24 +0000

Hi there.

I believe you can achieve everything you want purely with DB workflow, nothing is required client side. Just attach code to the event OnInsertDetailDocuProd.

DB Workflow script:

var C = {
    LK_PROD_FAMILY: {
        BATCH: 1
    }
}

function OnInsertDetailDocuProd(editDocuProd, detail, detailkey) {
    insertBatchChildren(editDocuProd, detail, detailkey)
}

function insertBatchChildren(editDocuProd, detail, k_Product) {
    try {
        var consProd = Efficy.openConsultContext(ntProd),
            dsProd = Efficy.consult(consProd, k_Product, false),
            family = dsProd.fieldByName("FAMILY").asInteger;

        if (family != C.LK_PROD_FAMILY.BATCH) return;

        var queryHandle,
            dsProdProd = Efficy.consultDetail(queryHandle, consProd, k_Product, ntProd, false, true, 0)
            dsProdProd.first;
        while (!dsProdProd.eof) {
            Efficy.insertDetail(editDocuProd, ntProd, k_Product, -1, false);
            Efficy.updateDetail(editDocuProd, ntProd, 0, -1, "NAME", dsProdProd.fieldByName("NAME").asString);
            Efficy.updateDetail(editDocuProd, ntProd, 0, -1, "COMMENT", "Batch key is " + k_Product);
            dsProdProd.next;
        }
    } finally {
        Efficy.closeContext(consProd);
    }   
}

When inserting a Car product (family=Batch), the child car brand products are also inserted (three in my example). The NAME field in the tableview DocuProd is set using updateDetail to avoid the empty name when the page reloads. In the COMMENT field, we store the key of the Cars product. You can replace that with F_LOT.

Regards
Kristof