Efficy Overflow Q&A - Recent questions and answers in Efficy/ Client side

Answered: How works Efficy.autoMergeDuplicate exactly ?

Thu, 26 Feb 2026 11:07:15 +0000

Hello,
Is there someone to answer ? I have the same problem ...
Thanks

Answered: How to overwrite/customize ckeditor.config.js properly ?

Tue, 02 Dec 2025 10:50:55 +0000

Hello Hamid,

I think this is the only way of doing so, because this is the way it has been implemented in standard.

I mean in standard in the following files it is calling Model('filebaseFolder') so we are forced to override the initCkEditor function for the following files :

efficy\js\editentitygrid\main.js
efficy\js\views\editView.js
efficy\pages\modal\setWidgetCaption.htm

Answered: Placeholders must be setted to be interpreted ?

Wed, 22 Oct 2025 19:23:18 +0000

Dear fauremax,

In standard file MacroConsult.txt cf macro DetailButton
there is an exemple of how to do such dev with the $icon$ macro parameter.

1- the parameter is optional so in the definition of the macro EntityRelationsTemplate I would add the $label$ like this :

EntityRelationsTemplate$caption;label

2- in this macro I will call the $label$ macro parameter like this

<%If('$label$', then=|<%(GetLabel('$label$', context=TAG)%>|)%>

You will need to try this to be sure it works

Answered: How to deactivate OpenUrl.log log file ?

Mon, 20 Oct 2025 07:48:57 +0000

As stated in the Overflow post you shared, the setting "logOpenUrlRequests" is configured at the server level, not at the database level.

Therefore, if you need to modify it, you must locate the "serversettings.json" file on the server where Efficy is installed and make the change there.

does LOOKUPMASTER still working in Efficy enterprise 2024 ?

Thu, 10 Jul 2025 15:07:41 +0000

hello
we try to migrate code from 11.3 / 12.0 version to 2024 but we can't use anymore the solution of the field.LOOKUPMASTER

Any alternate solution ?

Answered: Export Multivalue field that is on relation table is not working

Thu, 10 Jul 2025 13:42:14 +0000

We had a number of similar issues with multivalue fields on relation tables.
Seems to be a bug on Efficy core side.

The workaround that worked for us was to add dummy multivalue fields with the same definitions on every involved entity tables.
In your case should be DIINS.F_DD_GOS and DEMA.F_DD_GOS

Probably Efficy team have a better suggestion.

Cheers

Does Enterprise <> Apsis connector accept virtual fields on field mapping ?

Tue, 01 Jul 2025 13:41:14 +0000

Hello,

Did someone used a virtual (V_ with usage P) field during a mapping between Enterprise <> Apsis ?
I was told that virtual fields are supported by Enterprise <> Apsis connector. It is possible to select the field during the mapping (Apsis interface). But when running the full sync I am getting the error that V_ fields is invalid column name which is normal in Enterprise as it's a virtual field.

To get the contacts based on mapped fields in Apsis, Apsis calls an Enterprise node/api end point serverjs\api\node\marketing\apsis\contacts.js which calls a function from serverjs\marketing\apsis.js > contacts that runs a query using the provided list of fields from a payload.

Internal replies from @Kristof Pauwels:

The consult, list and search API do not support virtual fields, they
are always excluded from the result. That's not wrong on itself, it
guarantees the best performance. Only when running a query, virtual
fields can be included. So it will depend on what operation the Apsis integration uses. There are dedicated Apsis system queries and ServerJs node endpoints..
You can also decide to override the contacts method with a custom
version. Try using the <#Field> tag and see if its replaced by the
SQL expression, else you have to hardcode the SQL expression and
alias it as V_MYCOLUMN.

how to set main = 1 using /addrelation web request

Wed, 28 May 2025 16:48:01 +0000

Hi, i'm using web request /addrelation like this:

fetch(
"/crm/addrelation?edithandle=".concat(
  Model.get("editHandle"),
  "&bookmark=",
  Model.get("bookmark"),
  "&entity=Mark&key=",
  kMarket
).then(...)

It is working this way, but how would i set main = 1 in the relation, using this request?

Thanks in advance!

How to make appear a filter on same fields for different entities in query builder ?

Tue, 27 May 2025 07:40:28 +0000

Hello,

Imagine you have a query that shows list of document and the contacts that are linked to it.

The selection fields will be DOCUMENTS.NAME, CONTACTS.NAME, CONTACTS.FIRSTNAME, etc..

When running the query I've get the grid with the results. On the header of DOCUMENTS.NAME I have a filter that allows to search/filter by document name.

When looking into CONTACTS.NAME header the filter is not present.

From what I understand the same field naming NAME causes the issue. But when I set an alias on one of them I loose the filter too.

How could I manage to show the filter on both NAME fields ?
Should I name (alias) a field and use the alias to create a grid definition to make include the filter ?

Update:

Finally with custom definition of an ALIAS it works.

In GridColumnsCustom.txt:

th.ContactName {[<th class="text-center nowrap"><#H=$FIELD$;sort=true;hfilter=true></th>]}

The main point is to have the propriety hfilter=true.

To make it more generic alias ENTITYNAME.
GridColumnsCustom.txt:

th.ENTITYNAME {[<th class="text-center nowrap"><#H=$FIELD$;sort=true;hfilter=true;Text=$ENTITY$Name></th>]}

And the $ENTITY$Name depending on entity will be ContName, CompName, etc... can be translated in CustomLabels.txt.

How to show only the records directly linked to the connected user in list view (USERSELECTION query tag)?

Wed, 09 Apr 2025 14:02:26 +0000

@Stéphane Roncin pointed out that , since the Enterprise 2021 and + , the Oppo list view don't show the records of groups that are linked to the record and the connected user is part of (linked to the group). It only shows the records that are directly linked to the user. Which wasn't the case for version under 2021.

The difference is in the the SYSQUERIES: KMASTER(22), K_DETAIL(0).
<#USERSELECTION usertable="OPPO_USER" key="K_OPPORTUNITY" isactiveparam="true" directlink="true"> U1 the argument directlink="true".

directlink - Optional argument, if not empty, consider only items directly linked to the users, do no consider groups (see: https://help.efficy.io/edn/querytags#userselection) . In case if you want the behavior from previous versions just remove the argument directlink.

Now. If you want to have the same behavior as in Oppo for other Entities list view you need to change the SYS_QUERIES list of your entity and use USERSELECTION.

Ex.: Companies List (SYSQUERIES: KMASTER(10), K_DETAIL(0))

Standard version:

[Select]
COMPANIES.K_COMPANY
COMPANIES.NAME
COMPANIES.BUILDING
COMPANIES.CITY
COMPANIES.COUNTRY
COMPANIES.PHONE1
COMPANIES.EMAIL1
COMPANIES.WEB1
COMPANIES.OPENED
COMPANIES.LONGITUDE
COMPANIES.LATITUDE
COMPANIES.TAGS
COMPANIES.D_CREATE
COMPANIES.D_CHANGE
COMPANIES.MEMO
COMPANIES.MEMOFORMATTED

[From]
COMPANIES

[Where]
COMPANIES.OPENED = 0
<#USERLINK table="COMPANIES" usertable="COMP_USER" key="K_COMPANY" isactiveparam="true">

[Orderby]
COMPANIES.NAME

[Columns]
MENU,NAME,CITY,R_COUNTRY,PHONE1{PHONE},EMAIL1{EMAIL},TAGS

Customized version:

[Select]
COMPANIES.K_COMPANY
COMPANIES.NAME
COMPANIES.BUILDING
COMPANIES.CITY
COMPANIES.COUNTRY
COMPANIES.PHONE1
COMPANIES.EMAIL1
COMPANIES.WEB1
COMPANIES.OPENED
COMPANIES.LONGITUDE
COMPANIES.LATITUDE
COMPANIES.TAGS
COMPANIES.D_CREATE
COMPANIES.D_CHANGE
COMPANIES.MEMO
COMPANIES.MEMOFORMATTED

[From]
COMPANIES
<#USERSELECTION usertable="COMP_USER" key="K_COMPANY" isactiveparam="true" directlink="true"> U1

[Where]
COMPANIES.OPENED = 0
<U1.<#FIELD name="K_COMPANY" fortable="COMP_USER"> = COMPANIES.K_COMPANY>

[Orderby]
COMPANIES.NAME

[Columns]
MENU,NAME,CITY,R_COUNTRY,PHONE1{PHONE},EMAIL1{EMAIL},TAGS

It is not mentioned in "Efficy Query Tag" documentation but you have to update SYS_SETTINGS too.
Designer > SYS_SETTINGS > Efficy > entityListsWithTagUserSelection.

The entityListsWithTagUserSelection takes into account the keys of entities separated by semicolon ";". Ex.: "entityListsWithTagUserSelection": "10;22",. (22 is Oppo per default)
If you don't provide the entity in SYS_SETTINGS the USERSELECTION will not behave as intended.

Many thanks to Stephane Roncin for pointing it out and for explaining.

Avoid a duplicate when editing online relationships

Fri, 08 Nov 2024 14:31:25 +0000

Hello everyone,

I'm new to efficy, I need your help.

I have a function in serverjs\api\node\contacts\checkExtranetEmail.js,
who call serverjs\contacts\extranetContacts.js which checks that the email address already exists.

The idea would be to add processing in GridColumnsInlineEdit and/or GridColumns - which from what I understand contains online contact relationship information - to avoid duplicates during online editing.

Do you think you can help me resolve my problem? Is it possible to use serverJs scripts to check the email?

Thanks in advance

Answered: How to customize agenda actions colors in Efficy 2024 ?

Mon, 04 Nov 2024 10:57:25 +0000

I think the colors are now set from the field ACTIONS.KIND field and the colors are managed in the lookup LK_ACTI_KIND.

Answered: Macro definition rules

Wed, 23 Oct 2024 06:56:36 +0000

Hello,

This means that the macro arguments $nodisable$ and $groupusercode$ can be empty
When the macro is parsed by the application server (com+), in the HTML result code you will not have the text '$nodisable$' or '$groupusercode$' if those argument are empty, you will have '' and ''

Best regards,

Answered: Consult DEFAULT tab

Fri, 27 Sep 2024 15:25:41 +0000

The only possible option is to override the default entity after the user is log into efficy, via a workflow.

Something like this

function AfterLogon() {
var readString = Efficy.readString('Efficy', 'LastProjDETAIL', 'Comp');
Efficy.writeString('Efficy', 'LastProjDETAIL', readString);
}

thank you to Ludovic for the tips ;)

Answered: Setting default widget list per user group

Thu, 26 Sep 2024 13:01:25 +0000

Hi Chris,

Check this document : https://help.efficy.io/edn/dev/crft_11_combineddisplayownershiplevels

You have to play with dashboards.

Kr,

Answered: When to use CallEfficyProtocol and what are the possible protocol actions ?

Mon, 26 Aug 2024 09:20:26 +0000

Hello Hamid,

the CallEfficyProtocol is used to call sidebar function through the URL of the sidebar embedded webserver (for instance https://efficy12)

In standard efficy, I can see that the following verbs exist, but I did not find the complete list and those verbs are fixed in the Sidebar code:
- createmail
- setmailinfo
- searchloaded
- createprofile
- createInvitation
- exportdocs
- dial

You can find them easily in efficy code if you search the CallEfficyProtocol function

Hope this will help

Answered: How to check if the record is locked by someone in DataSynchro Remote ?

Mon, 19 Aug 2024 14:01:57 +0000

Don't you get an error message when you commit on a readonly (locked) edit handle? Having this exception equals to knowing it's locked.

The lack of support in the remote API and the fact that it was never added in next releases means that the added value of having it is low. I never experienced it as a missing feature, to be honest.

What data are you updating that is locked by end users at the same moment?

(EDIT)
Here is another approach I would follow:

Load the source data (Xlsx or CSV) into a mirror table in the database. This already facllitates joins with existing data and quality checks.
Select unique documents, aggregating the file paths into a char separated string that you parse in ServerJs. Your script will only edit the document once!

How to run multiple instance of DataSynchro (Remote) at same time ?

Mon, 19 Aug 2024 13:33:13 +0000

I recently tried out to run multiple instances of DataSynchro Remote and it seemed to work. But after several thousands of treatments of rows the two instances got into error (do not remember exactly which one).

I'd like to know:

how properly to configure DataSynchro (Remote) to run the multiple instance at the same time ? (best practice)
possibility to separate the log files for each instance ?
are there any concerns about running multiple instances (except: hardware usage, remote -> Throttling limit, record edit-handler that might be opened by one instance) ?
any other details and attention points to take into account ?

Update 20/08/2024

First attempt:

1 thread (as am importing files and some details : last modified, created date, file size -> multi thread is not an option yet)
3 folders, each one contains the source file (excel) + the .dat file + ds remote .exe
for each file (excel) an ODBC source has been created and configured in .dat file
started DSRemote one by one with a diff range in queries for each one
end result -> after few lines got into "Session timeout"

Answered: When is OpenUrl.log generated ?

Wed, 07 Aug 2024 08:59:13 +0000

Hello Hamid,

There are 2 cases when this logs is written :

when the setting logOpenUrlRequests is set to 1 in the serversettings.json
in the datasynchro remote , if you check the option in the config.

Alex.

Answered: Send notification by email -> auto reply email is send back to users email box. Why ?

Tue, 23 Jul 2024 08:04:43 +0000

So it looks like the Efficy Mail dispatch sends emails with all receivers in the TO list? Still I don't understand why an auto reply rule would use that as recipients and not the sender (from address). It's hard to believe this is a true story, honestly.

MAILS.D_RECEIVED date different depending how the email have been created/saved. Why ?

Mon, 15 Jul 2024 14:17:59 +0000

I have a customer with the strange behaviour on date time of MAILS.D_RECEIVED.
I know that D_CREATE and D_CHANGEare usually saved in UTC-0 time (or the time zone set on server) because they are auto-generated by GETDATE().
But the D_RECEIVED is a bit different especially if you saving/sending email from outlook or have email saved by AutoMail Uploader.

Outlook saved it as it is , D_RECEIVED is same as the email send or received datet time.
The AutoMail Uploader saved it -2 hours, similar to D_CREATE, D_CHANGE, but the date is not autogenerated (GETDATE()) but more like transformed.

I've done some dirty grid definition fix to CONVERTUTC if the email has been created by Administartor, if not show it without UTC conversion.

td.D_RECEIVED {[<td>
    <a href="#" data-msg="edit;<#F=$KEY$;absent=T;context=ATTR>;$ENTITY$">
        <%If("<#F=OWNER;context=TEXT>", value="%%GetUserName(name='ADMINUSER')", 
            then="<#F=$FIELD$;CONVERTUTC=T;emptytext=T;context=TEXT>",
            else="<#F=$FIELD$;emptytext=T;context=TEXT>"
        )%>
    </a>
</td>]}

By doing it I am getting the right values on the grid. But the client and clients users all have still +2 hours on it.
Is there any explanation that you might know or have ?
I had a call with the client and she shared the screen. We tried to clean the browser cache, use another browser etc. But still, the values are not correct.

Answered: Error of duplicate key when merging Custom entities records

Thu, 23 May 2024 17:59:26 +0000

I found out that the ProdProd2 relation is only necessary when you have a double relation. For instance in when you create a CompComp relation, you will have 2 records in the DB in order to specify which companies is the "Head Office" company and which company is the "Subsidiary" company.

On entityies that don't need this double relation, you don't need to create the entity_entity2 tableview

So by removing the ENOP_ENOP2 sys_tableviews, it worked :)

Thank you to kristof for his help.

USERCODE IN ACC_ACCOUNTS is standard 16 char. Would it have consequences behind when we change it to 24 char ?

Wed, 24 Apr 2024 15:29:26 +0000

Usercode is standard 16 char. Would it have consequences behind when we change it to 24 char?

Cause CHANGEDBY is also related to this, I suppose it's not a good idea to change all these columns also

Create a template (docx) with a table based on a specific sql request

Mon, 12 Feb 2024 08:39:22 +0000

Hi,

I want to create a template docx and I want to use something in order to create a table from a specific sql request

For exemple :
this request :

SELECT A.field1, B.field2, B.field3
FROM A INNER JOIN B ON (A.k_key = B.k_key)
WHERE condition

I would like to generate the table approximately this way in the template :

result = [$RunScript('getAcronyme', module='templateScripts/convention.js')]
[$GetTable('result ')] 
<#repeat><#F="field1"><#F="field2"><#F="field3"></#repeat>
[/$]

I know that dosen't work like that, but how could I do to have this result ?

thanks in advance

How to activate a "Quotation builder" opportunity Or document from serverside (serverjs)

Wed, 07 Feb 2024 07:35:54 +0000

Hello,

from the UI an opportunity or a document will be considered as "Quotation builder active" if a "quotation" template is linked.

in standard the UI will adapt wether or not the function tag <%OnFragmentsQuotation()%>
https://help.efficy.io/edn/tags#OnFragmentsQuotation

will be evaluated as true or false.

Usually if you create a button from the UI creating a document or an opportunity with the clientside EditNew or EditNewWithScript function, you just have to add the Tmpl= extra param to let efficy.dll add everything you need.

In the case where you can't use the extraparam you will have to add a link serverside to the wished template (more than probably using the Efficy.instertDetail2 function.
the fields in the detail dataset : SERVER and R_SERVER must be filled when the OnFragmentsQuotation function tag will be evaluated.

you can do so by applying the document/oppo and reopening it through UI (unpractical) or manually fill the fields

this is an exemple of code doing that : (WARNING: in this exemple i also delete all the existing links to templates).

updateTemplateDetails: function(editHandle, templateKey) {
var dsTmpl = Efficy.getDetailDataSet(editHandle, ntTmpl);

var template = consultToObject(dsTmpl, templateKey);
dsTmpl.first();

while(!dsTmpl.eof()) {
dsTmpl.Delete();
}

Efficy.insertDetail2(editHandle, ntTmpl, templateKey, false);
Efficy.updateDetail2(editHandle, ntTmpl, templateKey, 'NAME', template.NAME);
Efficy.updateDetail2(editHandle, ntTmpl, templateKey, 'SERVER', template.SERVER);
Efficy.updateDetail2(editHandle, ntTmpl, templateKey, 'R_SERVER', template.R_SERVER);
}

Answered: Use translated custom field with grid tags in templates

Tue, 16 Jan 2024 12:13:43 +0000

Just this reply to be sure you checked the obvious conditions:

The field F_COMMENT has SYS_FIELDS.TRANSLATE=1
The field F_COMMENT has DataType=A, so its not a memo
You have records in the TRANSLATIONS table mapped to the corresponding K_TABLE + K_FIELD..

Else, I have no idea.

Automatic Edit Relation in Edit Contact during linking a Company?

Fri, 12 Jan 2024 12:59:40 +0000

Is it possible to automatically open Edit Relation as soon as you link an (additional) company to a contact in Edit Contact?

Same way as adding a company to a contact in consult. (CreateRelationMethod 0).

Can you get me a code example?

Answered: change colour of the icons in map search

Mon, 08 Jan 2024 16:52:06 +0000

Hi Stephan, the integration code is located in efficy\pages\search\SearchMap.htm and efficy\pages\search\SearchResultMap.htm. It's there that you'll see the parsing of macro SearchResultMapMarkers that will be used to generate the icons/markers on Google maps.

Markers = [<%Macro("SearchResultMapMarkers")%>]

This macro generates the Markers object, containing the entity name. This can be 'Comp', but also be customized to another marker syle, e.g. "comp_green". Check the Serverscript function GetGMapMarkers that returns the markers layout.

It's old code, but quite well designed.

Answered: Show iframe widget with parameters in URL

Mon, 08 Jan 2024 16:10:38 +0000

There are two possibilities:

Serverside: create the iframe tag in a Macro and include the <%GetKey()%> macro tag.
ClientSide: :
- Using plain JS new URLSearchParams(window.location.search).get("key")
- Using the Efficy global object Model and do this Model("key")

I don't find a tag to include the key directly in the "iframe url" field.

Answered: Quotation builder sheet shows only one line?

Thu, 30 Nov 2023 13:33:03 +0000

Replacing the new lines (\n) </w:t></w:r><w:r><w:br/><w:t> works

The problem occurs because of different Linebreak handling in generateProposal [$GetFragments()]

Answered: SQL Query to generate the constant lines to use in a js script

Wed, 04 Oct 2023 09:54:58 +0000

Small extention:

declare 
@lookupTable nvarchar(max) = 'LK_CONT_LANGUAGE',
@lookupTableKeyField nvarchar(max) = 'K_CONT_LANGUAGE',
@labelField nvarchar(max) = 'LANGUAGE',
@script nvarchar(max);

set @script = 
'select 1 as [k_sort], ''' + @lookupTable +': {'' as object UNION 
select 2, concat(upper(replace(' + @labelField + ', '' '', ''_'')),'': '', ' + @lookupTableKeyField + ','','') 
from ' + @lookupTable + 
' where disabled = 0 UNION select 3, ''}''';
-- print @script;
exec sp_executesql @script;

How can we integrate AmCharts 5 in Efficy 12?

Wed, 04 Oct 2023 08:32:26 +0000

This is my example code, but the Widget window stays blanc

"MacroWidgetCustom.txt"
/* macrofile=MacroWidgets&macro=am5Demo */
am5Demo {[
<%UseScript('custom/js/amcharts5/index', fixedline=T)%>
<%UseScript('custom/js/amcharts5/percent', fixedline=T)%>
<%UseScript('custom/js/amcharts5/themes/Animated', fixedline=T)%>

#chartdiv2 {
width: 100%;
height: 100%;
}

// Create root and chart
var root = am5.Root.new("chartdiv2");

root.setThemes([
am5themes_Animated.new(root)
]);

var chart1 = root.container.children.push(
am5percent.PieChart.new(root, {})
);

// Define data
var data1 = [{
country: "France",
sales: 100000
}, {
country: "Spain",
sales: 160000
}, {
country: "United Kingdom",
sales: 80001
}];

// Create series
var series1 = chart1.series.push(
am5percent.PieSeries.new(root, {
name: "Series",
valueField: "sales",
categoryField: "country"
})
);

series1.data.setAll(data1);

// Disabling labels and ticks
series1.labels.template.set("visible", false);
series1.ticks.template.set("visible", false);

series1.slices.template.states.create("active", {
shiftRadius: 0,
stroke: am5.color(0x995522),
strokeWidth: 5
});

]}

Download site:
https://www.amcharts.com/download/

Download files:
https://www.amcharts.com/dl/amcharts5/

Invoice module: Invoice batches > product order is alphabetical, order should be by K_SORT

Mon, 02 Oct 2023 15:08:26 +0000

When using Invoice module: Invoice batches
=> product order in PDF invoices is alphabetical, but order should be by K_SORT

Template we are using is build with fragments:

| <#F=Quantity> |<#F=Name> |

I tried to adjust SYS _TABLEVIEWS, but no success:
[SELECTORDERBY] = DOCU _PROD.K _SORT

Where can I change the sort order for invoice outputs?

Answered: I would to custom an image in imgnew

Fri, 08 Sep 2023 09:03:02 +0000

You should recompile SCSS from your mycustom folder and be sure to put the imgnew folder in customs\mycustom\efficy\imgnew for Efficy 12.0

Answered: How to customize the files in the admin folder of the wwwroot of Efficy, in order to change the support email?

Wed, 26 Jul 2023 13:55:48 +0000

it seems those files are not customizable.

if your client is onPremise, you can override the files directly on the web servers.

TIPS : think to keep track of those files in the custom folder of your customer, in order to reinstall them each time a new Efficy version is installed.

Answered: Efficy 2012: Send screenshot

Wed, 26 Jul 2023 07:35:01 +0000

In Efficy 2021, the files for managing this email are :

admin/Error.htm
admin/ErrorAjax.htm
admin/ErrorServicy.htm
admin/error/text_html.txt

Answered: Can we add a not standard translation for a lookup value ?

Tue, 18 Jul 2023 11:51:30 +0000

Go in Designer to a field that is using your lookup table. The dropdown will be pointing to the default text column, e.g. F_VALUE. Add manually a new column F_VALUE_IT (identical length) and switch the select back to F_VALUE after the page refreshes. Do an apply structure.

Go now to your lookup and you should be able to add the Italian values.

Answered: Does anyone knows how to access the DOCU_DOCU relation inside a Template?

Wed, 14 Jun 2023 21:24:54 +0000

It seems that the DOCU_DOCU relation is not working in templates.

In order to make it work you need to create a Dummy entity DummyDocu.

Here are the steps to do that:

1- In SYS_ENTITYVIEW DocuEdit you add the DummyDocu_Docu=DummyDocu as tableview

Docu;Docu_User=User;File=File;.....;DummyDocu_Docu=DummyDocu

2- Then you have to define the entity named DummyDocu that uses consult views DocuConsult en DocuEdit

3- Then also the SYS_TABLEVIEW tableview DummyDocu_Docu

4- Finally in the template you can get the table

[$GetTable('DummyDocu')] .... [/$]

Thank you @Kristof Pawels for this tip

Answered: Display HTML in custom page using GetDataGrid()

Wed, 26 Apr 2023 17:17:12 +0000

Hello Sébastien,

As you are getting the results per row, by using the context=HTML, it will automatically behave as the browser does. It will add to your first row the close tag of </table>.

I am not sure if it is the right solution but you could use <script></script> to concatenate the result of query into a variable and then push the variable into the element you need.

<script>
let html = '';
<%Delay(1)%>GetDataGrid(query="GetLog", count=-1, noheader=true, TemplateText=|<#repeat>html+="<#F=TEXT;context=JS>"</#repeat>|)%>
document.querySelector('YOURSELECTOR').innerHTML = html;
</script>

Set the script at the end of the page before closing </body> tag.

Answered: SOAP Connection with executesqlquery including sum and having statement does not work

Sat, 08 Apr 2023 09:34:41 +0000

I found the mistake :

COALESCE(SUM(FCATOTALN1), 0) as 'CA_N - 1',

the alias 'CAN - 1' is not working in SOAP, as soon as I replace it by 'CAN _1', everything is OK !

Answered: Uncaught TypeError: Cannot read properties of undefined (reading 'toLowerCase')

Thu, 30 Mar 2023 06:05:46 +0000

In a Dialog context, there is usually no validation required. At least not in standard Efficy. In Efficy 2021, regional settings such as the dateSeparator are now user based instead of server based. So the isValidDate function in Validate.js has been updated to use a property of the Model and not the global variable from before.

You have the error because it's a custom page. Fix it by adding a custom Model to your page (use macro JsonDialogModelCustom) so that the standard isValideDate can use it.

Answered: LaunchAction is not working at all

Thu, 23 Mar 2023 08:03:13 +0000

Find out the issue.

In Efficy 12, the macro LaunchAction is also depecrated.
I had to override misc/action.js and declare my action in this file to make it works, also with using the mask {PERFORM} in the GetDataGrid macro for the field NAME.

And finally modify the Perform function :

function Perform(Result, Label) {
requirejs(['misc/action', 'url'], function(Action, Url) {
Action.launch(Url.getArgument('action'));
});
}

Answered: Convert number to letter multilingual to display in Template

Mon, 13 Mar 2023 16:25:22 +0000

Hello Stéphane,
If it's the project that I think it is then I've tried to convert the GitHub library to be used in Efficy Entreprise. I've committed it into svn.
Current languages supported are EN and FR for Efficy Entreprise (2021). But there are more languages that can be used. We just have to make them compatible.
https://svn.efficy.com/svn/Projects/a_library_for_projects/numbers2words

Answered: How to make a group be selected instead of a manager in an opportunity

Fri, 17 Feb 2023 15:00:31 +0000

You probably need a custom to do that, I think you will need to override 2 macros :
1- in MacroLibrary.txt there the macro named GroupUsersLookup$nodisable;groupusercode, you will need to review the query in it.
2- in FormFieldEdit.txt, you will also need to review the macros:
- field.LOOKUPUSERGROUP.Oppo
- field.LOOKUPUSERGROUP.Case

But is it enough? may be you will also need to link the chosen group to the opportunity records via a workflow to make the opportunity appearing in the opportunity list.

And there may be also impacts in the KanBan view and the Standard Sales widgets.

That may be riske to implement this change

Answered: Get regional settings in serverJS

Fri, 17 Feb 2023 14:48:35 +0000

You can know the Server setting for the decimal point and the thousand separator with the following serverside script:

var decimalChar = decimalSeparator();
Efficy.log("Server decimalPoint: (" + decimalChar + ")");

var thousandChar = thousandSeparator();
Efficy.log("Server thousandSeparator: (" + thousandChar + ")");

Normally, you don't need to have this information for a user serverside because all numerical value must be passed for database format.

In front end, you are using the following 2 standards functions to manage the decimal points :
- function GetScriptNumeric(Value) : reading an input text boxe and convert it to javascript numeric string, that you can be parse in javascript with ParseFloat in order to do calculations
- function GetDatabaseNumeric(Value) : writting in an input text boxe the javacript numeric to database numerical value waiting by Efficy Backend (normally following the user setting "decimalSeparator" in the user option.

In the backend, we are using the dateset object to get the numerical value: ie:

dataset.fieldByName("BUDGET").asFloat

This is always returning a JavaScript numerical value, so no need to have the decimalPoint information in Serverside Scripts.

Answered: How get the key into a step in float value rather than navchar when using <#=@ data.key #>

Wed, 08 Feb 2023 14:42:48 +0000

Hi,

You have to pass it as a parameter to the microtemplate function.

microTemplate(templateNodeEdit, { srcProjKey: Model('key'),   nodeId: nodeId || '', W: mtWorkload})

Then srcProjKey can be used as <#=@ srcProjKey #>. (this not an Efficy tag btw)

Or you can add the parameter to the URL of the request which retrieves the macro.
(use with Efficy tags)

The

How to extract blob data from a Maximizer Database to an Effciy database

Sun, 20 Nov 2022 21:32:39 +0000

Hello,
I need to import all the documents from a Maximizer SQL Database to an Efficy Database.
Is it possible ?
If yes how ?
Thank you
Dimitri

In the workflow, is is possible to interact when generating a .pdf file from a .docx file ?

Mon, 14 Nov 2022 10:06:25 +0000

Hello,

The .docx file is markedup as an "FACTURE" in a custom column named "TYPEDOCUMENT".
When creating a .pdf file from this .docx file, I need to markup this .pdf file in the same column named "TYPEDOCUMENT" with "FACTURE".
How can I do this ?
Does it exist a JS function like "OnCreatingPdfFile" ?
Thank you
Dimitri

Display of a product photo (PHOTO field) in the offer templates

Thu, 10 Nov 2022 17:11:52 +0000

Hello,

The customer wants to display a picture of a product (PICTURE field) in the offer templates.

Is it possible?
If yes, what is the necessary configuration?
I have tested locally with a template for contacts but the template file is corrupted at its creation.

Sincerely
Quentin PRIGENT

Answered: How to activate Ajax call on select2 attached to a