Efficy Overflow Q&A - Recent questions and answers in Efficy design guidelines

edit categories in designer and all definition in designer

Fri, 22 Nov 2024 14:24:09 +0000

Hey everyone,

I have a client who would like the date (ACTIONS.D_BEGINS) not to be editable. Is this done well in the designer?

I also take advantage of this message to ask you what are the other definitions for the fields in the designer?

Answered: Default Date Field to Today's Date

Fri, 08 Jul 2022 13:25:37 +0000

Hello,

When you create a field within Efficy Designer, you have the possibility to select default value during the field creation.
If your field is a Date or a Datetime, it should purpose you the Current date for default value.

Answered: Efficy solution with Alcatel OXE

Wed, 29 Dec 2021 14:11:08 +0000

Hi David,

With the Efficy sidebar installed, all devices compatible with TAPI can work.
For the features, you can see them here (virtually anything with some customization)

Kr,

Answered: Multiple entities editing in a single window in 11.1

Tue, 12 Oct 2021 10:25:43 +0000

Hi Alexander,

It is quite complex to do so.
For a basic implementation, you can check how the grid between Documents and Actions is done (in edit Docu).
MacroEdit.txt>>EditEntityGridDocuActi>> <%GetEditNoDS%>

If you have more questions you can send me an email,

Answered: What is the best way to implement a dynamic form in consult mode depending on a status ?

Mon, 02 Aug 2021 10:40:46 +0000

For my part, I will add a configuration column in your LK_STATUS table in order to save the id of the form to display in consult, and another one for the edit (if needed)

When the consult page is loading you can load a serverscript in the ConsultSectionsForm of your entity in order to get the form id from the column added previously in LK_STATUS.

This will work out of the box for Efficy 11.3 in consult because the ConsultSectionsForm macro is evaluated in EntitySection0/1/2 macros.

But in Efficy 12.0 those macros do not evaluate the ConsultSectionsForm macro anymore, you may need to get the old code from Efficy 11.3 in order to add back the evaluate function tag

something like this (I only show 1 macro, should be done on all macros EntitySection) :

EntitySection0 {[
<%GetFormSections(form="%%Evaluate(|<%Macro('ConsultSectionsForm')%>|)", consulthandle@="ConsultHandle", fielddefs="FormFieldsConsult", start=0, end=0, noformbounds=T, nosectionbounds=T, class="%%Macro('ConsultSectionsClass0')")%>
]}

Answered: How can I use "Chart options" / "Series configuration" in a Chart Widget?

Tue, 13 Jul 2021 06:40:08 +0000

Here is an example for a pie chart, we remove the legends and we reformat the tooltips on the slices.

For the documentation, cf the links in Kristof post.

Graphic Configuration

{
   "legend": {
      "valueLabels": {
         "text": ""
      }
   }
}

Series Configuration

{
   "ticks": {
      "disabled": true
   },
   "labels": {
      "disabled": true
   },
   "slices": {
      "tooltipText": "{category}: {value.value} € cases ({value.percent.formatNumber('#.00')}%)"
   }
}

Answered: In version 11.3, is it possible to have a single view of all Timesheets without classification by project?

Mon, 02 Mar 2020 11:46:17 +0000

This is not possible without customization. Even with customization, it is not advised to change this standard behavior anyway.

So if this is a customer question, just say No.

Answered: Display the current date in a word template

Tue, 15 Oct 2019 16:14:03 +0000

I don't think there is such a template tag, but maybe you can achieve this by providing the current date in an argument (and then use [$GetArgument])?
Could be an interesting suggestion to R&D too.

Answered: Creation of dynamic lists in Efficy

Fri, 11 Oct 2019 13:47:08 +0000

I implemented such a customization for a customer.
It's based on "template" (segmentation) queries with parameters.
Example : Contacts who subscribed to a newsletter, the newsletter being the parameter
These queries are linked to a profile and the parameters can be changed for the profile.
Example : Contacts who subscribed to THE newsletter ABC.
You can use a query to feed a profile or to remove contacts.
The profile is fed by a process runner (Cf. https://help.efficy.com/edn/projectguides/process_runner)
The refresh of the profile is also performed before the synchronization of the profile with Flexmail.

It's quite a "big" customization.
I'll try to sell it to the R&D.