Efficy Overflow Q&A - Recent questions and answers in Efficy Designer (Conficy)

Answered: Efficy 11.2: How do I create a new database?

Tue, 24 May 2022 17:27:07 +0000

We have created a manual (Project Guide) with steps on how to Create a blank new database, even on an environment without any customer alias.

https://help.efficy.io/edn/projectguides/create-database#create-blank-database

The tooltip does not appear when the mouse cursor hovers over a checkbox type field

Fri, 17 Sep 2021 15:26:01 +0000

The tooltip does not appear when the mouse cursor hovers over a checkbox type field or Lookup, date etc ..

Answered: master-detail field in category

Mon, 02 Aug 2021 10:12:24 +0000

Hi Vincent,

I will speak about this post in our Technical Architect Meeting.
For the moment, we have this work around (only accessible to Efficy developpers)
https://submariners.efficy.com/crm/view/Docu/368220

Answered: Special parameter for schema name in LOOKUPASSOCIATE?

Tue, 15 Jun 2021 12:15:15 +0000

Hi Kristof,

I tested the new configuration with the table SYS_INLINESSQL
cf EDN here : https://help.efficy.io/edn/admin/crft_11_otherdevelopments#queryengineimprovements

It is working, here are the steps I did :

1- define in SYS_INLINESQL the NAME,ISCUSTOM and the correct SQL backend column, in my case I was under SQLSERVER so I created the following SQLSERVER SQL query :

NAME = COMP_TAGS
ISCUTOM = 1
SQLSERVER = 
select <#TABLE NAME=GET_COMPANIES_TAGS_VAL>(COMPANIES.TAGS) 
from <#TABLE NAME=COMPANIES> COMP 
where COMP.K_COMPANY = <#PARAM>

2- I created my virtual field
The important setting here is the USAGE column which must be "S", the K_LOOKUUPTABLE and K_LOOKUPFIELD are pointing to the field key to pass to the SYS_INLINE #param and in LOOKUPASSOCIATE you copy past the name of the SYS_INLINESQL you created previously

3- I applied the DB Structure from Efficy Designer

4- I create an Efficy Query, and I display my virtual field, and it works, my virtual field was displayed

Question to R&D : why is this not yet used in Standard ?

Answered: Why the user is linked to himself in ACC_GROUPS table ?

Mon, 17 May 2021 09:28:31 +0000

Hi Stéphane

Yes, this self link is required for a correct working of the security clause as it allows the selection of records both based on "user link" and also "group link".

Note that the ImportUser plugin correctly makes the self link in ACC_GROUPS:

this.insertLink(key, key);

Answered: Qlik licence how to map user in 2021

Thu, 29 Apr 2021 12:19:33 +0000

I have an empty Efficy 2021 database and the field is there.

Are you sure, you don't have any customization of the designer ?

Answered: What are the configurations for public link share

Tue, 23 Mar 2021 17:40:07 +0000

Hello Nico,

I think your URL is not correct, on my local installation I have the following which is working :

  "servicy": {
    "adminMail": "~", 
    "createLogFile": "~", 
    "sameServerAsEfficy": "~", 
    "fileMaxSize": "~", 
    "fileMinSize": "~", 
    "fileUrl": "~", 
    "fileRepository": "~", 
    "fileTempUpload": "~", 
    "url": "http:\/\/efficy120\/file", 
    "userPasswordUrl": "http:\/\/efficy120\/pwd", 
    "customerForExtranet": "~"
  },

Answered: Designer 11.3: error when applying structure to add new field

Wed, 03 Mar 2021 14:04:35 +0000

Hello

With a 99% certainty, I believe you have a duplicate database object (by name), but in another schema.

e.g. You added a table named COMPANIES on the dbo schema. Efficy doesn't like tables and views with identical names in other schema's

Answered: How SYS_SETTINGS are migrated ?

Wed, 21 Oct 2020 07:08:51 +0000

Well, I don't have access to the source code, but I have an impression it works like this:

Efficy reads settings in the following order:

Hardcoded default settings
Extend object with object parsed from file ServerSettings.json
Extend object with object parsed from SYS_SETTINGS

When you save the settings via Designer, Efficy also parses and stringifies the JSON, so you get an error when it’s invalid JSON. The ~ is the special char that indicates inheritance of the value from a higher level in the settings hierarchy.

This means that you visually see the new settings in Designer and as soon as you save, you will also find them back in SYS_SETTINGS. What Efficy uses for a session is always the fully extended object.

Answered: Designer or Efficy user Switch or replacement

Tue, 05 May 2020 06:22:42 +0000

I would also expect that there is a selection of entities that should be mutated to another users and not all. E.g. Tasks, Opportunities, Projects, Cases

There has to be technically a difference between records that are considered archive and active records. That is ideally based on the OPENED/DONE flag.

We have developed the concept of user mutations for our largest enterprise customer. The inactive user remains linked, but as inactive. The new user is linked instead. Security is also changed when required. It was made with T-SQL, so I can't easily share a ServerJS module.

So, my help here is purely functional.

Answered: Could we create companies reference using Efficy designer?

Thu, 03 Oct 2019 15:22:33 +0000

Of course you can create a reference for a company.

Just duplicate the SYS_FIELDS entry of REFERENCE from another entity and change K_TABLE=10000 and ISCUSTOM=1
Apply the structure
Change the Company Edit form, add the REFERENCE field

"Copy Database" (structure only) does not copy the customs form (and the workflow by the way)

Tue, 10 Sep 2019 14:57:16 +0000

Hello,

Is this normal that when I want to copy a database (11.3), I don't get the sys_forms customs (with the option "structure only") ?

In my opinion, I should have them. I get the customs fields from sys_fields, why not the custom forms ?

Regards,

Loïc

Answered: Efficy 11.3 Database Setting, why is there ~ and not the database default value?

Wed, 31 Jul 2019 10:45:40 +0000

When the tilde ~ char is used, Efficy will inherit the value of that option from the ServerSettings.json file stored on disk.

Answered: Chronos with Staging Tool

Mon, 29 Jul 2019 08:11:05 +0000

Hi Kevin,

You should add the following section to DBStaging.datwhen producing Dump files.

[SYS_TIMELINE]
OutputFile=SYS_TIMELINE.sql
Inserts=1
Updates=1
Deletions=1

For Efficy 11.3, it's also interesting to add these (new) tables for the Dashboards, Widgets and Indicators:

[QUERIES]
OutputFile=QUERIES.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_QUERY
[QUER_USER]
OutputFile=QUERIES.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_QUERY,K_USER
[INDICATORS]
OutputFile=QUERIES.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_INDICATOR
[INDC_USER]
OutputFile=QUERIES.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_INDICATOR,K_USER
[WIDGETS]
OutputFile=WIDGETS.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_WIDGET
[WIDG_USER]
OutputFile=WIDGETS.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_WIDGET,K_USER
[DASHBOARDS]
OutputFile=DASHBOARDS.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_DASHBOARD
[DASH_USER]
OutputFile=DASHBOARDS.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_DASHBOARD,K_USER
[DASH_WIDG]
OutputFile=DASHBOARDS.sql
Inserts=1
Updates=1
Deletions=1
KeyFields=K_DASHBOARD,K_WIDGET

Answered: CAMCARD & K_FLEXMAIL field not found after Migration to 11.2

Thu, 25 Jul 2019 12:37:58 +0000

i think i have found why the two fields where not created.

this is an error in the database, linked to a "bad custom".

fields have been created in the ACC_ACCOUNT table with i +1 ID in place of a +10000 id or something like that.

So the id of these 2 custom fields are the same than the id of the 2 new standard fields described in DB Content.xml

Answered: Why Migration with conficy is different than Migration with UpgradeDB.exe

Thu, 25 Jul 2019 12:33:58 +0000

What process have you followed to migrate ?

Here is mine (but I never had to migrate from 2014 to 11.2, only from Efficy 10.0 and above to 11.2 and above) :

Backup the database with SQL Server Management Studio as Full Backup
Restore the database with SSMS
Check if there is some orphaned users and correct it (maybe this is your problem ) : https://www.fileformat.info/tip/microsoft/sql_orphan_user.htm
Create the DB Alias
Create the Customer
Copy / Paste the custom
Migrate the Database using DBUpgrade.exe
Migrate the custom using MigrateSecurityContext.exe
Update Database from Conficy to fix EXTCODE error

Then fix one by one errors that you may encountered.

Best regards,
Sébastien

differences and error between migration with conficy and migration with upgradedb.exe

Thu, 25 Jul 2019 11:49:10 +0000

Hi all,

I have some error when migrate a db to Efficy 11.2.

If i launch the migration with conficy, i have no error, db is migrated and process run till the end, but it seems that the migration is not fully complete because there is some fields not existing (see here).

If i launch the migration with UpgradeDB.exe, i have some bloking error.
The error is that when the upgrade tools try to create the views, function used in the views are not prefixed by the sql user, and so the migration process stop.
with the migration process from conficy there is not this error.

see below:

With upgradeDB.exe:

create view R_COMPANIES as select COMPANIES.*,
                  (select F_LIBELLE from LK_COMP_RLT_FOREM L1 where L1.K_COMP_RLT_FOREM=COMPANIES.KIND) as R_KIND,
                  (select F_ABREVIATION from LK_N_FORMEJURIDIQUE L2 where L2.K_N_FORMEJURIDIQUE=COMPANIES.LEGALKIND) as R_LEGALKIND,
                  (select F_LIBELLE from LK_N_NACE2008 L3 where L3.K_N_NACE2008=COMPANIES.SECTORCODE) as R_SECTORCODE,
                  (select COUNTRY_FR from LK_COUNTRY L4 where L4.K_COUNTRY=COMPANIES.COUNTRY) as R_COUNTRY,
                  (select F_LIBELLE from LK_N_TYPE_NUM_ENT L5 where L5.K_N_TYPE_NUM_ENT=COMPANIES.F_TYPE_IDENTIFIANT) as R_F_TYPE_IDENTIFIANT,
                  (select F_LIBELLE from LK_N_TAILLE_ENT L6 where L6.K_N_TAILLE_ENT=COMPANIES.F_TAILLE) as R_F_TAILLE,
                  (select F_LIBELLE from LK_N_SITUATIONJURIDIQUE L7 where L7.K_N_SITUATIONJURIDIQUE=COMPANIES.F_SITUATION_JURID) as R_F_SITUATION_JURID,
                  GET_COMPANIES_F_SECTORCODE_VAL(F_SECTORCODELIST) as R_F_SECTORCODELIST,
                  GET_COMPANIES_F_COMM_PARIT_VAL(F_COMM_PARITAIRE) as R_F_COMM_PARITAIRE,
                  (select F_VALUE from LK_COMP_INDFIN L8 where L8.K_COMP_INDFIN=COMPANIES.F_IND_FINANCIERE) as R_F_IND_FINANCIERE,
                  (select F_SEGMENT from LK_COMP_SEGMENT L9 where L9.K_COMP_SEGMENT=COMPANIES.F_SEGMENT) as R_F_SEGMENT,
                  (select F_S_SOC_UE from LK_COMP_S_SOC_UE L10 where L10.K_COMP_S_SOC_UE=COMPANIES.F_S_SOC_UE) as R_F_S_SOC_UE,
                  (select F_VALUE from LK_SEGMENT_SPECIFIQUE L11 where L11.K_SEGMENT_SPECIFIQUE=COMPANIES.F_SEGMENT_SPECIFIQUE) as R_F_SEGMENT_SPECIFIQUE,
                  GET_COMPANIES_F_SEGMENT_MO_VAL(F_SEGMENT_MODE) as R_F_SEGMENT_MODE,
                  (select FULLNAME from ACC_ACCOUNTS L12 where L12.K_USER=COMPANIES.F_RESONSABLE_RELATION) as R_F_RESONSABLE_RELATION from COMPANIES

With conficy:

create view R_COMPANIES as select COMPANIES.*,
                  (select F_LIBELLE from LK_COMP_RLT_FOREM L1 where L1.K_COMP_RLT_FOREM=COMPANIES.KIND) as R_KIND,
                  (select F_ABREVIATION from LK_N_FORMEJURIDIQUE L2 where L2.K_N_FORMEJURIDIQUE=COMPANIES.LEGALKIND) as R_LEGALKIND,
                  (select F_LIBELLE from LK_N_NACE2008 L3 where L3.K_N_NACE2008=COMPANIES.SECTORCODE) as R_SECTORCODE,
                  (select COUNTRY_FR from LK_COUNTRY L4 where L4.K_COUNTRY=COMPANIES.COUNTRY) as R_COUNTRY,
                  (select F_LIBELLE from LK_N_TYPE_NUM_ENT L5 where L5.K_N_TYPE_NUM_ENT=COMPANIES.F_TYPE_IDENTIFIANT) as R_F_TYPE_IDENTIFIANT,
                  (select F_LIBELLE from LK_N_TAILLE_ENT L6 where L6.K_N_TAILLE_ENT=COMPANIES.F_TAILLE) as R_F_TAILLE,
                  (select F_LIBELLE from LK_N_SITUATIONJURIDIQUE L7 where L7.K_N_SITUATIONJURIDIQUE=COMPANIES.F_SITUATION_JURID) as R_F_SITUATION_JURID,
                  A_EFFICY.GET_COMPANIES_F_SECTORCODE_VAL(F_SECTORCODELIST) as R_F_SECTORCODELIST,
                  A_EFFICY.GET_COMPANIES_F_COMM_PARIT_VAL(F_COMM_PARITAIRE) as R_F_COMM_PARITAIRE,
                  (select F_VALUE from LK_COMP_INDFIN L8 where L8.K_COMP_INDFIN=COMPANIES.F_IND_FINANCIERE) as R_F_IND_FINANCIERE,
                  (select F_SEGMENT from LK_COMP_SEGMENT L9 where L9.K_COMP_SEGMENT=COMPANIES.F_SEGMENT) as R_F_SEGMENT,
                  (select F_S_SOC_UE from LK_COMP_S_SOC_UE L10 where L10.K_COMP_S_SOC_UE=COMPANIES.F_S_SOC_UE) as R_F_S_SOC_UE,
                  (select F_VALUE from LK_SEGMENT_SPECIFIQUE L11 where L11.K_SEGMENT_SPECIFIQUE=COMPANIES.F_SEGMENT_SPECIFIQUE) as R_F_SEGMENT_SPECIFIQUE,
                  A_EFFICY.GET_COMPANIES_F_SEGMENT_MO_VAL(F_SEGMENT_MODE) as R_F_SEGMENT_MODE,
                  (select FULLNAME from ACC_ACCOUNTS L12 where L12.K_USER=COMPANIES.F_RESONSABLE_RELATION) as R_F_RESONSABLE_RELATION from COMPANIES
13:43:10.263>     update SYS_DATABASE set DBVERSION = '11.2.47'

Answered: Why are the references in the Designer limited to the rights on them?

Fri, 05 Jul 2019 08:32:02 +0000

That never was intended, funny it's taken 15 years to get noticed.

We should remove the security from this query, I'll wait for the support Case to arrive at the R&D.

Thanks for signaling this issue!

Answered: How to whitelist all ipv4 and ipv6 ranges for an API key?

Thu, 09 May 2019 12:48:40 +0000

* should do the trick.

Answered: Workflow - Array

Thu, 07 Feb 2019 12:18:02 +0000

Work with a native JS array first and only convert it to a variant Array when you need to use it on an Efficy API method.

var users = [Efficy.currentUserId]; 
users.push(31);

Efficy.setUsers(contextHandle, varArrayOf(users), false, false);

Answered: Linking user to contact in designer

Mon, 10 Dec 2018 08:21:51 +0000

Hello,

This was a known issue and has been fixed in buid 14832 of Efficy 11.1.

Kind regards,

Alexis.

Answered: Rights on categories + chronos

Tue, 25 Sep 2018 09:43:51 +0000

Hey Loic.

I only see the information of a category in the chronos if the field is selected in the Chronos form.

The COMP$ADDRESS.CITY field for instance, I added it as a test

Only then I see the field information in the chronos.

If I remove the field again from the form, it is no longer visible.

Double check if the field you don't want to share with all users is part of the form? If so, remove it.

There is also security on the change history. If I don't have rights, I don't see the category change

When I have the rights, I do see the change. So, that works pretty well out of the box.

Tested with Efficy 11.1

Regards,
Kristof

SSO or LDAP integration available in the cloud

Wed, 27 Dec 2017 12:34:05 +0000

When Efficy is used in our cloud, can the SSO or LDAP authentication be used, or is this only available for Efficy On-Premise.

A customer in Holland wants users to authenticate via his Active Directory.

If it is available, how can it be configured ?

Answered: Would anyone have the postcode file for UK?

Tue, 12 Sep 2017 12:43:43 +0000

info comming from mail to project team:

Complete version: https://www.doogal.co.uk/PostcodeDistrictsCSV.ashx
Simplified version: https://www.doogal.co.uk/files/PostcodeDistrictsSplit.csv

or JSON
https://github.com/Gibbs/uk-postcodes/blob/master/data/postcodes.json

Answered: Search into a MEMO field

Wed, 02 Aug 2017 09:57:02 +0000

Create a new category XXXX$SEARCH with field F_MEMO_PREVIEW with the maximum allowed field length of a "text" datatype.
Make this field as search field.
Write a workflow that copies content of MEMO on commit to F_MEMO_PREVIEW and activate the category. Do this only when the memo is not empty.
Initialize the category and the F_MEMO_PREVIEW column after creation with an SQL insert statement.

You will lose the possibility to search on the full memo, but you will search at least in the first few x000 chars, that should be sufficient in most situations.

Answered: Standard fields has disapeared from a version to an other

Thu, 02 Mar 2017 10:30:00 +0000

Use 'forms' in Conficy to make it visible again.

Answered: Conficy Hidden Feature : REGION

Fri, 18 Mar 2016 15:08:19 +0000

Thank you to Frédéric Large,

Here is the Information I got from him :

The table LK_USER_REGION is an historic table that were used to manage the Sales Region for 1 company (Sales sectors : NORTH, SOUTH, etc...) where a Sales guy (Efficy User) is attached to this Region, that is why we have a standard field REGION in the ACC_ACCOUNTS table.

All of this is used to facilate to do Sales Reporting.

This mechanism is used on some Efficy France Customer where "France" (the country) is divided is 4 big regions, all of them divided in 12 sectors which are attached to 1 sales guy.

In order to use this functionnality, we only need to modifiy the User page in Condify in order to make it "typeable".

So this is a Conficy Custom, the page is called "UserEditForm.htm"

And you just have to add the code to edit the field in the right place in the file:

<%GetHeader("REGION")%>

<%GetEdit("REGION", type=lookup)%>

Answered: Is there a limitation on the number of custom field that can be created in a Category.

Wed, 17 Feb 2016 14:41:20 +0000

Even if you are theorically not limited in the number of fields, keep in mind that SQL has its own limitation about the number of characters that a view can display for one record

As long as the system is base on views like

SELECT
   YOURENTITY.*,
   YOURENTITYCATEGORY.*
FROM 
   YOURENTITY
   inner join YOURENTITYCATEGORY on ...

You could be confronted to this SQL limitation. (that happened to me with SQL Server 2008, so I had to adjust and limit the fields I did select in my views and to watch carrefully the * statements to fix the case)

Note that the size of each fields is probably more important that the number of fields.
Alexis is right about the fact that defining if a freaking huge category is really what you really need is the first thing to do.

Best regards....

Answered: Efficy2014 : Associated Fields in Category via Designer doesn't work. Is there a solution ?

Wed, 06 Jan 2016 10:17:53 +0000

Hi Jappe,

Could you be more precise ?
which ctegory ? Which fields, ..

Thanks!
Yannick

Designer - Apply structure fails on "NOT NULL NULL"

Mon, 21 Sep 2015 08:25:15 +0000

Here is the error message I get :

alter table LKCOMPLEGALKIND modify "LEGALKIND" NVARCHAR2(12) NOT NULL NULL
An error occurred in line 5 while executing a SQL statement
alter table LKCOMPLEGALKIND modify "LEGALKIND" NVARCHAR2(12) NOT NULL NULL
ORA-02258: duplicate or conflicting NULL and/or NOT NULL specifications

alter table LKCOMPLEGALKIND modify "LEGALKIND" NVARCHAR2(12) NOT NULL NULL
Database Upgrade was not successful. Error in following script:
The database structure change failed. Check the log file on the server for further details

This is not the first time I observe that problem, but I can't find the solution anymore... Any idea(s) ?

Thanks in advance,
Cédric Edouard

UPDATE : SOLVED (thanks to Alexis Duclos)

To solve the issue, I just needed to execute the query in a SQL client, fixing the "double NULL" error:

alter table LK_COMP_LEGALKIND modify "LEGALKIND" NVARCHAR2(12) NOT NULL

Then, I was able again to process a successful "Apply Structure"

Answered: max login attempts for efficy 2012

Tue, 11 Aug 2015 17:26:25 +0000

Mark.

Are you sure it is not part of the latest 2012 build? Imo, it is.
Have you check the admin console page http://myserver/efficy.dll/admin?action=editsettings

Answered: Changelog for Conficy

Tue, 11 Aug 2015 17:23:46 +0000

Mark.

You can also enable the usage of SYS_CHANGED for other tables. You can in fact do it for all table views. Based on your specifications, you might be interested to activate it for the following conficy tables below.

Update SYS_TABLEVIEWS set LOGCHANGES='1', ISCUSTOM='1' where NAME in ('Users','Groups','Rights','Security','Shares')

Refresh database connections and login again in the Designer. Changes a user property, or the user memberships and you will see the log lines appear in SYS_CHANGED. After that, it is just a matter of making a report on it.

Efficy is cool right?

Answered: How can I translate a panel title ? (2014)

Wed, 05 Aug 2015 08:54:31 +0000

You could define a new label for the "Fake category".

In MacroConsultCustom.txt you will get something like this:
DetailCommandsContent.ENTITY.Catg {[

<%GetCategoryHeaders(standardlabel="**New Label**")%>
]}

In MacroEditCustom.txt you will get something like this:
TabHeaderCategories.ENTITY {[
<%GetCategoryHeaders(standardlabel="**New Label**")%>
]}

In CustomLabels.txt you can then define the translation for this New Label.

Hopefully this is also usefull for you.

PS. Replace ENTITY with the entity on which you want to change the "Fake category"
PS2. Replace New Label with the label you want to give the "Fake category"

Best regards,
Jeroen