Efficy Overflow Q&A - Recent questions and answers in Other

problem with one of the users

Fri, 19 Jan 2024 13:49:58 +0000

Hello, im contacting you regarding one of our clients (Stadim - Belgium).
One of the users has an issue with efficy add in in outlook, every time he starts outlook he gets the following error (see attached photo).
i did a try to reaper the installation and disabled the add-in and re-enabled it but it didnt help.
How can we solve this problem?

ttp://

many thanks in advance
Mohamed Abdelkader

Delete et Merge

Mon, 11 Sep 2023 12:38:41 +0000

Bonjour,

Est-ce qu'il est possible, pour l'objet person

D'empêcher sa suppression en modifiant sa partition par exemple.
Pendant le process de merge, de garder la personne "esclave" en modifiant sa partition

Answered: SchedulerAdmin modification disapearing

Wed, 16 Aug 2023 13:48:25 +0000

Did you first stop the Scheduler service?
This is needed before you make adjustments with SchedulerAdmin.

Answered: How to have a company show only active contacts with that company?

Tue, 11 Apr 2023 06:04:57 +0000

The common functional solution for this question is working with the "end date" and when it's before today the person is no longer working for that company.

A contact can have only one "main" (or primary) company in Efficy, this is used for auto linking it to Actions, Documents etc. This is functionally different from actively working at.

Hope it's clear now.

Answered: Disable the chat access from Effcy's desktop

Thu, 01 Dec 2022 07:14:01 +0000

Hello I see in the code of this new Intercom Chat, that in MacroLibrary.txt there is a macro
IntercomAppId

So I think you only need to overload this macro like this in your custom

IntercomAppId {[#EMPTY#]}

Because, if this macro is empty it will not start the JavaScript that display the Intercom Chat Green Button :)

Answered: Users' groups resetting without user action

Wed, 15 Jun 2022 07:47:15 +0000

I don't think Exchange sync is synchronizing users, it just synchronize agendas/tasks/contacts/companies.

May be your customer restored a backup of their database (if they are onPremise) or directly via an SQL request ?

What you can also to, is to activate the change logs on the ACC_ACCOUNTS/ACC_GROUPS tables. This can be done in SYS_TABLEVIEWS by setting the LOGCHANGES column to '1' and ISCUSTOM column to '1' on table views : Users and Groups.

This will help you to understand if the modification is done by a user or not ?

Answered: Flexmail Sync : Several emails for a same contact

Tue, 08 Feb 2022 16:44:00 +0000

Dear Anthony,

For question 1/, once a contact has been synchronized with Flexmail, the trio :

Efficy Contact key (SYNCHRO.K_1 =K_CONTACT)
EmailID (SYNCHRO.INT_1, 1=EMAIL1, 2=EMAIL2, 3=EMAIL3)
and FlexmailID

are saved in the SYNCHRO table (the K_APPLICATION in the SYNCHRO table = 27 for Flexmail Synchro). So since the flexmail synchronization is based on the Ids, I would say that if the email address change in Efficy, it will also change in Flexmail and vice versa.

For question 2/ same as before it is the trio Efficy Contact Key, Email Id and FlexmailID so in Flexmail I supposed (to be verified) that there will be 2 contacts with same NAME and FIRSTNAME but with a différent Email address and a different Flexmail.referenceId (which is composed of Efficy Contact Key + '_' + EmailID)

Answered: New "mirror" replication mode

Tue, 11 Jan 2022 11:18:01 +0000

The mirror mode replicates more tables than before, we cover the complete database except a small number of tables for which replication doesn’t make any sense (e.g. SYS_LOCKS or SYS_DATABASE).

Answered: Calcul de la date de dernière modification sur une personne

Tue, 11 Jan 2022 09:59:04 +0000

Bonjour Laure,

La tâche planifiée est le processus asynchrone qui permet de calculer de manière périodique sur toute la base des personnes leur date de dernier mouvement en effet.
En revanche il existe en standard des règles dans le moteur de règles qui mettent à jour instantanément (synchrone) la date de dernier mouvement des personnes lorsque une interaction ou une demande est réalisée sur une personne par exemple.

voir la régle "Data Privacy: Set correspondant date of last move" dans le moteur de regles sur l'objet Interaction sur les evenements après "Mise à jour" et après "Création".

Voir la regle "Data Privacy: Set Demande date of last move" sur l'objet demande également.

Attention ceci n'est pas exhaustif, il pourrait y avoir d'autres traitements customs ou standards qui mettrent à jour le champ PerDataPrivLastMove immediatement.

Answered: How to unlock a user with Efficy 11.3+

Tue, 14 Sep 2021 10:08:23 +0000

Have a look at the ACC_AUTH table

Answered: Does some one have experience on dtSearch with multiple criteria.

Tue, 04 May 2021 07:04:30 +0000

Hi Koki

See the manual.

With Fast Google Search, you can type train doc to get all documents whose name contain e.g. training and document. But dtSearch looks for words, not parts of words, so if you type train doc, it would search for files containing train and doc as a whole word, not as part of a word. Thus, to obtain the same kind of results, you would need to type train* doc* as a search string.

See also the dtSearch website to learn how to look for values.

ApplyApply master-detail relations with category forms project guide

Fri, 24 Jul 2020 14:13:00 +0000

Hello,
I cannot get the master-detail relations to work in this context.
Like in a classic form I have defined a field to call the script during a change (field.CATGLOOKUPMASTER {[<% GetEdit (“$ FIELD $”, type = “LOOKUP”, onchange = “JavaScript: CebPerformCustom ('CEB_STATE', $ FIELD $); ”)%>]}) on the master lookup but the following code does not seem to work in this context.
function CebPerformCustom(ActionCode, field) {
var Key = null;
var Element = null;
var CebAction = document.getElementById("CEBACTION")
if (Key)
CebAction.value = ActionCode + Key
else
CebAction.value = ActionCode
if (DoSubmit(ActionCode, Element, field.name)) {
if (! BeforeSubmit(ActionCode == "CEBOK" || ActionCode == "CEBAPPLY")) return
window.EntityModified = false; // the CEB_PERFORM will save any changes made
document.forms[0].submit()
AfterSubmit()
}
}

Can anyone help me please ?

Thanks

Answered: com+ identity didn't stay configured ?

Mon, 27 Jan 2020 12:53:15 +0000

This seems to come close to what you experience:

https://social.technet.microsoft.com/Forums/en-US/bfb47b13-34c9-4d33-8fd1-1b549142314b/an-error-username-or-password-is-incorrect-occurs-when-com-component-is-started?forum=winservergen

The reason why resetting the DCOMCNFG user will work is that , this will reset the "Logon as a batch job right" for the user account configured for the DCOM application.

Regarding why this fails sometimes or why it fails only on some instances (and be fixed by resetting the password in dcomcnfg), it is because they have some GPO that revokes the right (or the account is locked, etc.). However, resetting the dcomcnfg may also fail some time later for the same reason.

You need to give the DCOM user the "Logon as a batch job right" to prevent this problem happening again. This is the root cause why you got the "logon type 4" error message.

Answered: uncheck "enforce access checks for this application" missing in the doc ?

Fri, 11 Oct 2019 07:32:53 +0000

It's best to address documentation change requests directly to the doc e-mail address of Efficy. It should indeed remain in the documentation.

Good news, since Efficy 11.2 (or 11.3), the checkbox is unchecked automatically during the installation.

Answered: What is the SHEET field at the bottom of edit product in 11.3?

Wed, 02 Oct 2019 07:32:12 +0000

It's used by the feature Quotation Builder introduced in Efficy 11.1

A new field Sheet has been added to the Products and to the Prod_Oppo detail. It allows to define additional information about the product, like a technical sheet or a text description. This field can be edited in the product using Word, and if filled it will be copied to Prod_Oppo when linking the product. It will be editable into the quotation without impacting the original in the product.

Answered: Database structure : some info about Files / Mails / Docu

Wed, 28 Aug 2019 17:06:05 +0000

Hello,

Here are the explanations:

DOCUMENTS.EMAIL is flagged as 1 when it was converted from an Outook e-mail. The link with the mail can be removed, but this "source information" field will still be flagged
FILES.KIND and the 4 common kinds are in detailed explained in the Files Overview guide. It indicates if the file is embedded (into STREAM), linked, remote or a big file.
In case the file is linked, FILES.PATH contains the path to the local file and FILES.COMMENT is the display name. For embedded files, when you alter the name, you change the COMMENT field.
The STREAM, PICTURE and THUMB fields are described in this topic Pictures and PDF files in Efficy. The latter two are only used when the STREAM is a picture and ImageMagick is installed.
The K_ATTACHMENT and K_ATTACHVERSION should be custom fields, I don't know them. That also explains why they don't exist in your SYS_FIELDS.
MAILS.K_FOLDER values (1 = Emails created and sent by Efficy, 2 = Inbound mails, 3 = Outbound mails)
MAILS.FROMOWA, is flagged as 1 when it was uploaded from Outlook Web Access (OWA)

COMMENT is actually the file name, while PATH contains the unchangeable extension. Renaming happens only on COMMENT. Typically, when uploading files in Efficy, the extension is not included in COMMENT while PATH contains the original filename including the extension. Efficy always used the extension available in PATH to associate the target application.

I'm hoping that your Efficy wisdom has just been leveled up!

Answered: Force client browser to refresh cache after a file change

Thu, 01 Aug 2019 08:12:44 +0000

Hello,

You can try to refresh Efficy on server side.
You can log on administration console then reset Database Connections, Refresh Settings and Release Libraries.
Then stop the COM+ Server.

Best regards,
Sébastien

Answered: Bug de l'app / affichage et recherche des contacts ?

Wed, 12 Jun 2019 12:49:08 +0000

Hello Patrice, I tested it from Android with Efficy App 11.2.3 and AppServer 11.2 and I cannot reproduce it. When the phone is connected to internet, searching any contact is possible. When airplane mode is on, the search input box is not visible and I can only access recents and favorites. If they are available offline, they can be consulted.

I recommend to create an incident with Efficy support so they can study your case.

Answered: Is Efficy 2012 summer still compatible with Office 2019 or 365 (2019 release)

Tue, 28 May 2019 06:18:24 +0000

It will likely be compatible, but it's not supported anymore. We will surely not release an updated SIdebar & Office integrations version for the 2012 release.

Reply to the customer we recommend to do a quick test with the latest version of Office, as we don't have the field experiences anymore

Answered: TLogonRequestHandler - Required Argument not found: "DATABASE"

Wed, 24 Apr 2019 12:50:59 +0000

Probably related to this issue with the virtual store, as indicated by Vincent.

Could it be that the Alias.ini stored in C:\Program Files (x86)\Efficy\Alias.ini is empty or does not exist?

If the user that executes Alias Manager does not have write permissions (without elevation) inside C:\Program Files (x86)\Efficy\, Windows will let applications write their settings to a virtual store folder AppData\Local\VirtualStore. I assume the ini file is stored in that location and cannot be accessed by the IIS

Solution:

Move the Alias.ini from the virtual store to C:\Program Files (x86)\Efficy\
Give the Users group write permissions on C:\Program Files (x86)\Efficy\

Answered: Get efficy ID inside a flexmail campaing

Tue, 16 Apr 2019 08:53:52 +0000

If you want to want to set a custom url with the the Contact Mailingcode inside a Flexmail message, you can use the free_field_5 field, it already contains the mailingcode of the Efficy Contact.
Example:

https://guest-url/guest?app=yourapp&page=pages/index.html&cont=#free_field_5#

Answered: Error on opening DOCX and XLSX files

Thu, 06 Dec 2018 14:33:03 +0000

This case has been resolved by direct mail.

This issue has already been corrected.
The customer needs to install Efficy 11.1.14823 instead of their current 11.1.14457.

Answered: WARNING : take care of comments in your Macros

Tue, 25 Sep 2018 12:06:19 +0000

Correct

Efficy supports only the usage of /* and */ to define comment blocks in macro files. In the standard macro's, you don't find // outside of a macro.

It's true that it's missing in the manual

How to install new font for pdf conversion

Fri, 10 Aug 2018 13:05:12 +0000

install the font on needed server (usually regular Efficy services server)
modify securities of the font (properties, security) and add the user which runs the efficy pdf service

Answered: Customize TabContentProds : "DS_DocuEdit_6_Docu_Prod: Field 'BATCH' not found"

Tue, 24 Jul 2018 11:41:14 +0000

Some answers below.

SYS_QUERIES contains generic queries that can be multi-table and have complex join or filtering criteria. They are mainly used to retrieve lists of elements (e.g. the Actions linked to a Company) and are always read-only.

The [columns] section in SYS_QUERIES specifies the default columns of the query; as you say this value usually is overwritten in the Macro, so it's not very useful.

"Table Views" are simple views on a single database table and are used to retrieve the data for consulting or editing.
Table Views are grouped in "Entity Views" (defined in SYSENTITYVIEWS); an Entity View contains all the table Views that are used in a consult or edit window. For example the Document window uses the "DocuEdit" Entity View which contains Table Views on DOCUMENTS, FILES, DOCUUSER, DOCUCOMP, DOCUCONT, DOCU_PROJ etc.

The customization of the product list in the Document Edit should normally be done in the DOCU_PROD Table View, but what you want is too complex for the simplified view system.

A solution might be to add in SYSFIELDS a couple of virtual fields KBATCH and BATCHNAME to the table DOCU_PROD. The fields would use a database function (stored proc) to return the batch key or name.

First create the functions/stored proc in the database to return the key of the batch name for a given KPRODUCT.
Then add the appropriate lines in SYSFIELDS for table DOCUPROD (KTABLE=31030). You can specify the USAGE 'P' (for "procedure") and the name of the function in LOOKUPASSOCIATE. The parameter passed in the function is defined in KLOOKUPTABLE and KLOOKUPFIELD; in your case these would be 31030 and 2 to pass DOCUPROD.KPRODUCT to the function.

Take a look at some other examples in SYS_FIELDS for which USAGE equals 'P', for example for the field USERS we run a function that returns the list of linked users.

I hope this helps,
Robert

Answered: Agenda reactivate scrollTime in main.js

Fri, 08 Jun 2018 17:58:29 +0000

I'm not sure why, but it seems to work now. I'm sure I refreshed everything in the console as well as my browser while testing, but it did not gave the result I was looking for immediately. But for now it works!

Answered: US Date format is not applied in IE

Fri, 26 Jan 2018 09:56:24 +0000

Hi,

I found a solution to overwrite a function in Efficy.JS called "SetTimeStamp" and set in there the required format: even en-US or en-GB like the following

function SetTimeStamp(elemName, userName) {
    var
        now = new Date(),
        elem = document.getElementById(elemName) || document.forms[0][elemName],
        separatorText = (elem.value && elem.value.trim().length) ? '_______________________________________________\n\n\n' : '',
        tsText = userName + ', ' + now.toLocaleString('en-GB') + '\n\n' + separatorText, //Set in toLocaleString the desired date format
        curPos = tsText.length - separatorText.length - 1;
    if (elem.style.display !== 'none') {
        elem.focus();
        InsertTimeAtTop(elem, tsText, curPos);
    }
}

It works perfectly. Hope it helps.
Best Regards.

Answered: I can only import data in Relation Table with DataSync Tool

Wed, 13 Dec 2017 12:49:38 +0000

Are you sure you are using the latest version of the datasync tool? (the one compatible with your Efficy version?)

I know that in a previous version (Efficy 10 first version I think) there was an issue with this, not all the tables were displayed (like in your printscreen)

Answered: Mac - Time Out / Sidebar (Cache & Cookies) Solution

Tue, 05 Sep 2017 12:25:34 +0000

Step 1:
Accessing User Library in MacOS Sierra
If you don’t need to constantly show the ~/Library folder on the Mac, you can just access it when needed by using the “Go” menu:
1. From the Finder of Mac OS, pull down the “Go” menu and hold down the SHIFT key
2. Choose “Library” from the drop down list

You can also hit Command+Shift+L from the MacOS Finder to immediately jump to the ~/Library directory of the active user account.
* Note that in older versions of MacOS and Sierra you need to hold down the OPTION key rather than the SHIFT key.

Step 2: go to the folder "Caches" and delete the folder "com.efficy.sidebar"

Step 3:
Go to the folder " Cookies" and delete the next files:
"com.efficy.sidebar.binarycookies" and "Cookies.binarycookies"

Step 4: Reboot your Mac

Answered: How to disable the copy of PROJ - COMP links to DOCU - COMP when creating a new document?

Tue, 21 Mar 2017 18:44:29 +0000

I would customize the standard function editNew(detail) defined in js\commands\gridtoolsAddCmd.js

The condition to override/change is the COPYMAINDETAIL. Remove Comp

if (['Proj','Oppo','Case'].indexOf(entity) !== -1) {
  params += '©MAINDETAIL={entity};{key};Comp;Cont';
}

I assume you know how to override a standard command. If not, take a look at the sample custom folder.

Answered: How format a specific columns into a query result

Tue, 14 Feb 2017 16:52:47 +0000

I recently found this : (SP2)

look into :

Efficy/pages/grid/QueryResult.htm

you can copy it into your custom folder and try to understand how it works.

for your information I succeed adding a definition by overriding a the <#FDEF> tags and adding adding my format into the <#F=FIELDNAME> associated tag

these are the lines I have added (MEMO_CRA is my custom query column name)

<#HDEF=MEMO_CRA> </#HDEF>

then

<#FDEF=MEMO_CRA> </#FDEF>

finally

<#MDEF=MEMO_CRA>
<tr>
    <td> </td>
    <td> </td>
    <td colspan="5"><i><#F=FIELDNAME; RAW=true></i><br></td>
</tr>
</#MDEF>

I hope it will help you.

Answered: Is Efficy 2012 Summer compatible with SQL Server 2016?

Thu, 09 Feb 2017 13:02:11 +0000

The compatibility sheet still states that SQL Server 2014 tests are "ongoing", but this must be outdated. We have at least one customer running Efficy in production on SQL Server 2014.

Historically speaking, we never had major compatibility issues with SQL Server since SQL Server 2000. That doesn't mean it is guaranteed that it will work 100% correct in SQL Server 2016, but history learns me it it will probably be no issue. SQL Server also allows you to configure your database compatibility. You could decide to leave it on the current version of SQL Server or the highest supported one.

I don't think Efficy 2012 Summer will ever be officially compatible with SQL Server 2016, as this version of Efficy is no longer maintained. Surely Efficy 10 will be supported in the (near) future on SQL Server 2016.

Answered: Merge Radio Button Visibility or Displayed but it should not

Fri, 20 Jan 2017 16:11:40 +0000

I checked the codes and found in GridColumns.txt that there was a mistake

Here is the solution in order to have the same behavior than in Efficy 2012 ... cf <#M=;ELSE=visibility:hidden>

td.SELECTED.Dupl {[<td class="text-center nowrap Grid<#E=Identical>">
<span class="switch compact round tiny" style="<#E=visibility:hidden>"><input type="radio" id="<#F=FIELDID>_1" name="<#F=FIELDID>" value="1" <#I=SELECTED;1=checked> onclick="if (this.checked) SelectValue(1,2,<#N>)"><label for="<#F=FIELDID>_1"></label></span>
<span class="switch compact round tiny" style="<#M=;ELSE=visibility:hidden>"><input type="radio" id="<#F=FIELDID>_3" name="<#F=FIELDID>" value="3" <#I=SELECTED;3=checked> onclick="if (this.checked) SelectValue(1,2,<#N>,true)"><label for="<#F=FIELDID>_3"></label></span>
<span class="switch compact round tiny" style="<#E=visibility:hidden>"><input type="radio" id="<#F=FIELDID>_2" name="<#F=FIELDID>" value="2" <#I=SELECTED;2=checked> onclick="if (this.checked) SelectValue(2,1,<#N>)"><label for="<#F=FIELDID>_2"></label></span>
</td>]}

Answered: How to return a single value within MacroLibraryCustom

Mon, 16 Jan 2017 06:36:56 +0000

GetField is the macro to be used.

So, what you can do is:

<%RunQuery(id="myquery", SQL="SELECT top 1 K_PROJECT from <#TABLE NAME=DOCU_PROJ> where MAIN='1' and K_DOCUMENT=:p1", param1="%%GetField('F_BM')", store=2)%>

<%GetField("K_PROJECT", query="myquery")%>

Don't forget to assign a store for your query. The store is suppose to be unique per request, else the last running query with the same (or without) store is overwritten.

Greetings
Kristof

Answered: Melange des champs adresses pour un contact / ceux de sa société

Fri, 13 Jan 2017 09:07:50 +0000

Bonjour,

tu trouveras dans le fichier FormFieldsConsult.txt
la définition des champs adresse :

STREET.Cont
BUILDING.Cont
...

tu peux bien sur les surcharger dans ton dossier custom.

Cordialement,

Answered: mails from Flexmail in spam

Sun, 18 Dec 2016 14:18:05 +0000

Increase your deliverability with email authentication :
proceed with following steps with your domain manager :
http://www.flexmail.eu/en/support/playbooks/increase-your-deliverability-with-email-authentication

Answered: Inactive Users button

Fri, 07 Oct 2016 08:41:29 +0000

Hi Erwin,

this shows you the undone tasks of inactive user(s). You can only see it when selecting a group - and if there are undone tasks for one (or more) inactive user(s) in that group.
If you select for example in our Efficy the group 'Project Team Brown' and the button 'inactive users', 9 more undone tasks will come up (for users BBO & TBR).

Br,
greg

Answered: Agenda & TS have a specific background color - efficy 2014

Thu, 22 Sep 2016 17:13:53 +0000

Hello for your first case (Agenda) please find a way to doing that into an Efficy 2014 6640

First in efficyCustom.css you must add this code.
The first line is for all cases. the second one is for the specific today highlight.

/* Cas du férié */
.fc-ferie{
    background-color:#a6bbce;
}
/* Cas du férié sur le jour today */
.fc-day.fc-widget-content.fc-thu.fc-today.fc-state-highlight.fc-ferie{
    background-color:#cecca8;
}

Next you need 3 JS :
- js/commands/agendaCmd.js
- js/config/require.config.js
- js/main/agenda.js

into js/commands/agendaCmd.js you must add this fonction loadFerie and update datePrevious() and date next() as below :

define([
    'standard/commands/agendaCmd',
    'jquery',
    'moment',
    'history',
    'datetimepicker',
    'base/browser',
    'base/constants',
    'base/model',
    'classes/commandListener',
    'utils/url'
], function(agendaCmd, $, moment, History, Datetimepicker, Browser, Const, Model, CommandListener, Url) {
    //console.log('dans le nouveau agendaCmd')
    loadFerie()
    function _navigateDate(past) {
        var
            title = $('title').html(),
            detail = Model('detail').toLowerCase(),
            date = parseInt(Model('currentDate'), 10);

        if (detail == 'week' || detail == 'week5')
            date += (past) ? -7 : 7;
        else if (detail == 'day')
            date += (past) ? -1 : 1;
        else if (detail == 'month') {
            date = moment.delphi(date);
            date.add('months', (past) ? -1 : 1);
            date = date.toDelphiDate();
        }
        History.setup({basepath:'/efficy.dll/'});
        history.pushState(null, title, Url.setArguments({'date': date}));
        Model.set('currentDate', date);
    }


    function changeView(toView){
        Browser.navigate(Url.setArguments({'date': Model('currentDate'), 'detail': toView}));
    }

    function changeList(hasList){
        Browser.navigate(Url.setArguments({'date': Model('currentDate'), listview: hasList}));
    }

    function changePlanning(isPlanning) {
        if (isPlanning === 'T') {
            Browser.navigate(Url.setArguments({'date': Model('currentDate'), detail: 'Day', planview: isPlanning}));
        } else {
            Browser.navigate(Url.setArguments({'date': Model('currentDate'), planview: isPlanning}));
        }
    }

    function datePrevious() {
        _navigateDate(true);
        $('[class^=agenda-detail-area]').each(function() {
            $(this).fullCalendar('prev');
        });
        loadFerie()
    }

    function dateNext() {
        _navigateDate(false);
        $('[class^=agenda-detail-area]').each(function() {
            $(this).fullCalendar('next');
        });
        loadFerie()
    }

    function loadFerie() {
        var DatesF = Model('ferie') 
        //console.log(DatesF)
        var ToUpdate = DatesF.split(',');
                for (i=0;i<ToUpdate.length;i++){
                //console.log(ToUpdate[i])
                $($('.fc-widget-content').find('td[class^="fc-day"]').filter('td[data-date^="'+ToUpdate[i]+'"]')).each(function(index, obj) {
                    $(this).addClass("fc-ferie")
                });
            }
    }

    agendaCmd.commands.set({dateSelect: dateSelect,
        datePrevious: datePrevious,
        dateNext: dateNext,
        changeView: changeView,
        changeList: changeList,
        changePlanning: changePlanning,
        loadFerie: loadFerie
    });

    return agendaCmd;

});

Into js/main/agenda.js you must load your overwriting CSS on each event like on change planning view etc. as bellow

define([
    'domReady!',
    'modelFilled!',
    'jquery',
    'class',
    'base/model',
    'utils/format',
    'desktop/desktop',
    'agenda/main',
    'commands/agendaCmd'
], function(doc, modelFilled, $, Class, Model, format, Desktop, Agenda, AgendaCmd) {

    var agenda = new (Class.extend({

        start: function () {
            Desktop.start();
            AgendaCmd.start();
            this.Agenda = new Agenda();

            var agendaDetailAreaClass = 'agenda-detail-area';

            if (Model('relentity') && Model('relkey')) {
                this.Agenda.start('.' + agendaDetailAreaClass,
                    format('entityagenda?_macrofile=MacroAgenda&_macro=JsonAgendaMeetings&entity={relentity}&key={relkey}&active=true&explodegroup=true&subentities=T'));
            }
            else if (Model('planningView') && !(!Model('listView') && Model('detail').toLowerCase() === 'day')) {
                console.log(Model('userIdList'))
                var
                    users = Model('userIdList').split(/;/g),
                    $agendaDetailContent = $('#agenda-detail-content');
                    console.log(users)

                for (var i = 0, len = users.length; i < len; i++) {
                    var agendaDetailAreaUserClass = agendaDetailAreaClass;
                    if (i > 0) {
                        agendaDetailAreaUserClass += '-' + i;
                        var $newagendaDetailArea = $('<div></div>', {
                            'class': agendaDetailAreaUserClass
                        });
                        $agendaDetailContent.append($newagendaDetailArea);
                    }
                    this.Agenda.start('.' + agendaDetailAreaUserClass,
                        format('agenda?_macrofile=MacroAgenda&_macro=JsonAgendaMeetings&entity=Appo&active=true&explodegroup=true&user=$0&planview={planningView}', users[i]));
                        loadFerie() 
                }
            }
            else {
                this.Agenda.start('.' + agendaDetailAreaClass,
                    format('agenda?_macrofile=MacroAgenda&_macro=JsonAgendaMeetings&entity=Appo&active=true&explodegroup=true&user={userIdList}&planview={planningView}'));
                    loadFerie() 
            }
        },

        stop: function () {
            this.Agenda.stop();
            AgendaCmd.stop();
        }

    }))();

    // Auto start when loaded via data-main
    agenda.start();
    loadFerie() 
    return agenda;

});

function loadFerie() {
        var DatesF = Model('ferie') 
        //console.log('loadferieragenda'+DatesF)
        var ToUpdate = DatesF.split(',');
                for (i=0;i<ToUpdate.length;i++){
                //console.log(ToUpdate[i])
                $($('.fc-widget-content').find('td[class^="fc-day"]').filter('td[data-date^="'+ToUpdate[i]+'"]')).each(function(index, obj) {
                    $(this).addClass("fc-ferie")
                });
            }
    }

Into js/config/require.config.js you must overwrite the both files as bellow

require.overrideModule('main/agenda');
require.overrideModule('commands/agendaCmd');

Next you must declare your overwrite into macros/MacroDescktopCustom.txt like that

RequireConfigCustom {[
  <%UseScript('custom/js/config/require.config.js')%>
]}

Finally you must add into your Model the data. To do that you must activate into MacroAgendaCustom.txt the JsonAgendaModelCustom macro.

JsonAgendaModelCustom {[
    ,"ferie": "2016-09-20,2016-09-13,2016-09-22,0"
]}

Answered: Do not inherit security from main relations (protect current security)

Tue, 20 Sep 2016 16:06:42 +0000

Dear Bob,

You should read this: http://help.efficy.com/HelpEfficy/user/UserGuide/EN/index.html?helppage=project_secure.htm?zoom_highlightsub=security

For some entities you can check that any detail you link to it will inheritate the security of the parent record.

If you don't want the inherited security to be applied then on the children entity you should check the box "Do not inherit from main relation" (parent)

Answered: How come the number of contacts in a profile difers from the numbera added

Mon, 19 Sep 2016 13:47:12 +0000

Kathleen,

Can you check if you also selected the link with companies to be the main link in the query, of there is such a link, to rule out any double contacts?

Kr,
Gert

Answered: Setup "verkopers"

Wed, 17 Aug 2016 18:56:03 +0000

You are certainly looking for Efficy Designer, aka Conficy. There should be a shortcut on the servers start menu. Other option, some developers put a redirect in the subfolder conficy to the full url.

Should be something like http(s)://servername/conficy

Else, ask our support to help you find it.

Greetings

Answered: Is it possible to setup Nomad Efficy on Windows tablet (Windows 8 or 10)

Wed, 17 Aug 2016 10:01:28 +0000

It has to work if your tabblet runs a full version of Windows 8.1 or Windows 10. Windows RT versions are not supported.

Answered: is it possible to synchronize ressource with exchange calendar?

Wed, 13 Jul 2016 07:44:25 +0000

Hello Cédric.

Initially it was on the R&D developments wishlist of Belfius, but later on it was decided to skip the sync of resources. So I'm pretty sure this extension of the sync was never developed.

Answered: Quelles sont les regles d'affichage des opportunités / tableau de bord

Thu, 09 Jun 2016 15:10:50 +0000

Bonjour, il me semble que le widget des opportunités se base sur la macro TodaySales dans le fichier MacroWidget,

Cette macro se base sur la query Master 22 et Detail 1

les opportunités qui sont renvoyées par cet appel semblent être les opportunités dont la date cible est inférieure à la date du jour +7 jours
ET qui sont actives. (champ OPENED à 1)

J'ai du mal à voir comment les paramètres sont surchargés en revanche il semble tout à fait possible de changer ces paramètres.

De plus vu que le gadget se base sur un RunQuery vous pouvez tout à fait modifier votre query à loisir en y injectant directement du SQL.

Bien à vous

Answered: Comment initialiser la table LK_CITY pour la France ?

Mon, 23 May 2016 11:39:07 +0000

On the Efficy FTP Partner there is also a zip file containing the SQL to import Zip code for Belgium/Germany/Luxemburg/Swiss and France : /Utilities/Postcodes - Zipcodes

Answered: Chronos: Why is the detail Cont/Comp excluded from consult Proj, Oppo?

Fri, 20 May 2016 10:37:41 +0000

In the functional analysis, R&D excluded those relation entities from the standard version.
Actually, during the test phase we haven't received any feedback on the missing relations... so the test version became standard.
It doesn't mean it can't be changed either in standard or (of course) in custom!

Comment activer la liste des doublons ?

Wed, 11 May 2016 19:02:20 +0000

La liste des doublons est vide.
Je dois les détecter par analyse des listes (selections) et les corriger un par un
Comment activer cette liste ?
Merci

Conficy : modification de la valeur par defaut dans un champ

Tue, 26 Apr 2016 12:23:25 +0000

Dans Conficy, il est possible de donner la valeur par défaut du champ.
Ok pour faire cela lors de la création du champs avec "appliquer la structure"

mais comment peut on modifier cette valeur par défaut ??
Faut simplement modifier la valeur et rééxécuter "Applique la structure" ??

je l'ai fait et sauf erreur de ma part, la valeur pa défaut n'a pas été modifier.

Merci

Création de plusieurs fonctions successives pour un contact au sein d'une même société

Tue, 26 Apr 2016 12:19:38 +0000

Lorsqu'on affecte un contact à une société, nous renseignons sa fonction avec la possibilité de date de début et de fin.

Je souhaite utiliser ce principe pour enregistrer le changement de fonction d'un contact sans changer de société.
par exemple :
responsable achat jusqu'au 15 avril 2016
directeur du bureau d'étude à partir du 16 avril

Comment faire ?
Merci

Mettre en place un "warning" / oubli d'enregistrer

Tue, 26 Apr 2016 12:15:06 +0000

Lors de la création d'un document avec pieces jointes, ou du rapatriement d'un mail ou création d'un contact, ou création d'une société, tout le travail de saisie est perdu si on "oublie" de cliquer sur Enregistrer.

Existe t il la possibilité de créer un message de "warning" qui demande la confirmation de quitter la fenêtre sans enregistrer ??

Merci