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

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: Delete a custom entity

Thu, 12 Feb 2026 14:41:50 +0000

For Whom it may concern, The Oracle version of What Kristof presented:
First, drop the views and tables related to the entity. With the SQL below, you can generate the drop statements

DECLARE
    v_K_ENTITY   NUMBER;
    v_NAME       NVARCHAR2(32);
    v_TABLENAME  NVARCHAR2(24);
BEGIN
    v_K_ENTITY := 51;

    SELECT NAME
    INTO v_NAME
    FROM SYS_ENTITIES
    WHERE K_ENTITY = v_K_ENTITY;

    -- Drop view statements
   FOR r IN (
       SELECT 'drop view R_' || NAME AS stmt
       FROM SYS_TABLES
       WHERE ROUND(K_TABLE, -3)/1000 = v_K_ENTITY
           OR SUBSTR(TO_CHAR(K_TABLE), -3) = '0' || v_K_ENTITY
    ) LOOP
        DBMS_OUTPUT.PUT_LINE(r.stmt);
    END LOOP;

    -- Drop table statements
    FOR r IN (
        SELECT 'drop table ' || NAME AS stmt
        FROM SYS_TABLES
        WHERE ROUND(K_TABLE, -3)/1000 = v_K_ENTITY
           OR SUBSTR(TO_CHAR(K_TABLE), -3) = '0' || v_K_ENTITY
    ) LOOP
         DBMS_OUTPUT.PUT_LINE(r.stmt);
    END LOOP;
END;

Now proceed with the system tables cleanup. Note that the order of execution is important.

DECLARE
     v_K_ENTITY   NUMBER := 50;
     v_NAME       NVARCHAR2(32);
BEGIN

    -- Get entity name
    SELECT NAME
    INTO v_NAME
    FROM SYS_ENTITIES
    WHERE K_ENTITY = v_K_ENTITY;

    ---------------------------------------------------
    -- Ordered deletes (DO NOT REORDER)
    ---------------------------------------------------

    DELETE FROM SYS_REFERENCES
    WHERE K_TABLE = v_K_ENTITY * 1000;

    DELETE FROM SYS_QUERIES
    WHERE K_MASTER = v_K_ENTITY
       OR K_DETAIL = v_K_ENTITY;

    DELETE FROM SYS_RELATIONS
    WHERE K_TABLE1 = v_K_ENTITY * 1000
       OR K_TABLE2 = v_K_ENTITY * 1000;

    DELETE FROM SYS_RELENTITIES
    WHERE ROUND(K_TABLE, -3)/1000 = v_K_ENTITY
       OR SUBSTR(TO_CHAR(K_TABLE), -3) = '0' || v_K_ENTITY;

    DELETE FROM SYS_FIELDS
    WHERE K_TABLE IN (
        SELECT K_TABLE
            FROM SYS_TABLES
            WHERE ROUND(K_TABLE, -3)/1000 = v_K_ENTITY
    );

    DELETE FROM SYS_TABLES
    WHERE ROUND(K_TABLE, -3)/1000 = v_K_ENTITY
       OR SUBSTR(TO_CHAR(K_TABLE), -3) = '0' || v_K_ENTITY;

    DELETE FROM SYS_SECTFIELDS
    WHERE K_SECTION IN (
        SELECT K_SECTION
        FROM SYS_SECTIONS
        WHERE K_FORM IN (
            SELECT K_FORM
            FROM SYS_FORMS
            WHERE K_TABLE = v_K_ENTITY * 1000
        )
    );

    DELETE FROM SYS_SECTIONS
    WHERE K_FORM IN (
        SELECT K_FORM
        FROM SYS_FORMS
        WHERE K_TABLE = v_K_ENTITY * 1000
    );

    DELETE FROM SYS_FORMS
    WHERE K_TABLE = v_K_ENTITY * 1000;

    DELETE FROM SYS_ENTITIES
    WHERE K_ENTITY = v_K_ENTITY;

    DELETE FROM SYS_TABLEVIEWS
    WHERE ROUND(K_TABLE, -3)/1000 = v_K_ENTITY
       OR SUBSTR(TO_CHAR(K_TABLE), -3) = '0' || v_K_ENTITY;

    DELETE FROM SYS_ENTITYVIEWS
    WHERE NAME LIKE '%' || v_NAME || '%';

    ---------------------------------------------------
    -- Update with nested REPLACE
    ---------------------------------------------------

    UPDATE SYS_ENTITYVIEWS
    SET TABLEVIEWS =
        REPLACE(
            REPLACE(
                TABLEVIEWS,
                ';' || SUBSTR(NAME,1,4) || '_' || v_NAME || '=' || v_NAME,
                ''
            ),
            ';' || v_NAME || '_' || SUBSTR(NAME,1,4) || '=' || v_NAME,
            ''
        )
    WHERE TABLEVIEWS LIKE '%;' || SUBSTR(NAME,1,4) || '_' || v_NAME || '=' ||     v_NAME || '%'
   OR TABLEVIEWS LIKE '%;' || v_NAME || '_' || SUBSTR(NAME,1,4) || '=' || v_NAME || '%';

COMMIT;

END;

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

How to queue a function call in a workflow script to execute it async?

Wed, 12 Nov 2025 08:29:40 +0000

Hi,

I am working on an integration with Efficy and Exact. One of the flows i need to implement is uploading invoices from exact to Efficy as an attachment. I currently put it in a workflow function and it works fine. However, this flow is very slow (multiple calls to exact so can't make it faster) and is blocking the end user from doing anything for 20-30 seconds. Is there a way without using schedulers to execute this flow in an async way? A bit like queueing that the function should be executed in the background.
Or is the only solution using a scheduler service and just use a small time interval?

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.

Answered: Syntax for function OnAddLinkOppoPubl(Key, DetailKey)

Wed, 14 May 2025 10:09:19 +0000

Hello Dimitri,

If you are linking the Publication from Opportunity you will enter into OnAddLinkOppoPubl(Key, DetailKey).
In this case the Key parameter is a key of the Opportunity.
You will need to openEditContext of the opportunity and update the field.
ex.:

var editOppo= Efficy.openEditContext(ntOppo, Key);
try {
  Efficy.updateField(editOppo, 0, "STATUS", STATUSVAL);
  Efficy.commitChanges(editOppo, false);
} finally {
  Efficy.closeContext(editOppo);
}

If you want to avoid the workflow events of Opportunity be triggered during the status update don't forget to include disableWorkflow property.

var editOppo= Efficy.openEditContext(ntOppo, Key);
Efficy.disableWorkflow = true;
try {
  Efficy.updateField(editOppo, 0, "STATUS", STATUSVAL);
  Efficy.commitChanges(editOppo, false);
} finally {
  Efficy.disableWorkflow = false;
  Efficy.closeContext(editOppo);
}

Implement the logic in bidirectional if needed: OnAddLinkPublOppo(Key, DetailKey), where Opportunity key will be then DetailKey.

Kind regards,
Hamid

Did You Know? PDF Hack for Nitro Signature Tags!

Tue, 13 May 2025 16:59:23 +0000

Did You Know? PDF Hack for Nitro Signature Tags!

Game-changing discovery: You can add Nitro signature tags directly to PDF files without converting from Word!

The Challenge

One of our clients, recently shared their frustration with our standard process:

They were told they needed to create documents in Word
Add Nitro tags like in Word
Convert to PDF
Only then send for signatures through our module

This workflow was particularly cumbersome for their team who primarily works with PDF files.

The Solution We Discovered
During a client call, we tested a simple but effective workaround:

Open the PDF directly in Adobe Acrobat Reader
Add a text element containing the Nitro tag (e.g., )
Change the text color to match the background (making it invisible)
Save the file
Upload to Enterprise document and create a signature request

The Result

✅ Success! Nitro correctly identified the hidden tags and replaced them with signatures

✅ The client received properly signed documents

✅ No Word-to-PDF conversion needed!

Client Feedback

"Next time when pitching to clients, don't forget to tell them they can use PDF directly to include tags. This could make a big difference and avoid misguiding cases like we had."

This small change can significantly improve workflow efficiency for clients who primarily work with PDFs!

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.

Answered: Is there any AfterLoad Trigger or Hook? (Efficy (Build 12.1.28052.0 2024-10-11 15:00))

Mon, 24 Feb 2025 09:26:10 +0000

Hi Stefan

Efficy does not expose a workflow event that fires when entity records are consulted or queried. When existing entity records are edited, the event OnEditingXxxx can be implemented to update a field value of the dataset before it gets displayed. This is where you could decrypt it.

I'm not sure it helps you?

How to emplement runscript for email template

Mon, 17 Feb 2025 15:55:01 +0000

Hello,

I'm used to create runscripts to personnalize docx files, but it seems to be different with email templates.

This runscript [$RunScript(module="templates/email", name="iu_nom_prenom")] works fine in a docx template, but I have no result in an email template.

While debugging, I fugured out that the contKey = 0 while editing the email template but I got the good value with a docx version :

var contKey = Efficy.getMainDetail(editHandle, ntCont);

Do you have any tips/informations ?

Thanks

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: Efficy.setUserSecurity: You can't assign a security level you don't have as default right !

Thu, 26 Sep 2024 15:46:36 +0000

When working with setUserSecurity in ServerJs, it's best to execute it in a block where Efficy.disableSecurity === true.

It's because the current user has for instance no Delete table rights, but gives group Everyone or other users "Full Control".

This protection prevents users giving user security "Full" on a record and override Table rights for themselves or others. In a script context, this is often exactly what you want to do.

Thank you to Kristof for his help.

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: Datasynchro cuts string after 510 characters

Mon, 12 Aug 2024 05:24:30 +0000

For those who are interested and still encountering the issue here is why and how to solve it.

Why it happens ?
If you going through the setup of ODBC Excel drive you can see the "Options>>" button. If you click on it a "Driver" options shows up with "Rows to Scan" to 8. What happens is that Excel reads only the first 8 rows and based on them decides how log is the cell. If your first 8 rows has a longest cell with 100 characters for the column then it will consider the max length as 100 characters.
Unfortunate if you try to change the "Rows To Scan" the ODBC doesn't save it and throws a warning/error "Invalid rows to scan".

How to solve it ?
Several suggestions were found on internet.

1.The one that worked for me was to change the registry key. Open registry editor and search for TypeGuessRows.
On my machine it was in : \HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\ClickToRun\REGISTRY\MACHINE\Software\Microsoft\Office\16.0\Access Connectivity Engine\Engines\Excel.
On one of the clients on-premise machine it was in : HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\16.0\Access Connectivity Engine\Engines\Excel\ .
You shold just change the following elements:

TypeGuessRows to 0
ImportMixedTypes to Text (this one already was on text)

2.There is an another solution, to place the row with the longest cell string on top of the list (in the first 8 rows of Excel). I didn't tried it yet, but sound logical if the ODBC reads only the first 8 rows by default => to confirm

The most details and solutions have been found in this stackoverflow thread.

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.

Answered: Where are the "Follow" notification details stored?

Mon, 22 Jul 2024 14:52:37 +0000

Hi Hamid

They are stored in the Xxxx_User table, e.g. COMP_USER.

select NOTIFY from COMP_USER where K_COMPANY=:p1

The value is a power of 2 sum. So, when all 4 are checked, notify will be 15.

Modified (1)
Deleted (2)
Link Added (4)
Link modified (8)

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: Configuration of Mail Dispatch with STARTTLS raise error LIBS-1803, what configuration we did wrong?

Fri, 26 Jan 2024 19:26:20 +0000

I found the solution, thank you to Hamid.
We need to install the "Win64OpenSSLLight-10_2n.exe" which is a dependency of Efficy Entreprise ... and that I forgot to install on my new laptop ... oups

This dependency can be found on the Efficy FTP Partner.

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: ORA-01653: unable to extend table ADMINOLVEA.ACTIONS by 1024 in tablespace EFFOLVEA

Wed, 20 Dec 2023 15:52:04 +0000

Please contact Cloud for this Oracle table space error.
I removed the customer name from the post.

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: Last version of Efficy.Net.dll

Thu, 30 Nov 2023 10:28:51 +0000

Hi, it is possible for the Efficy Team to update the online documentation ?
At https://help.efficy.io/edn/projectguides/soap_integrations_documentation#soap-url
nor https://help.efficy.io/edn/rpcfunctions
there is no mention of this argument :-( ...

How not to link product abd subproducts in an opportunity with fragments

Sun, 26 Nov 2023 18:59:14 +0000

Hello,

When using fragments, if you insert a product in an opportunity, if the selected product has subproducts, all the products are liked in the opportunity.
Pnce all the products are liked to the opportunity, if you modify the quantity, the quantities of all the products are modified.
If you want to delete the main product, all the subproducts are deleted.
The reason is that in the database, ech subproduct has his own K_PARENT field filled.
Is it possible just to insert the selected product and not all the subproducts ?
Thank you
Dimitri

How to import Jpg or png images located on a Wordpress html place

Sat, 21 Oct 2023 18:37:03 +0000

Hi,

I have to import into Efficy 5000 image files located like this :
https://serveurtravail.planeteformations.com/wp-content/uploads/2023/08/WORK-Sublime-NZ-Natural-Hickory.png
Is there any solution via the datasynchro tool ?
Thank you
Dimitri

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: Customize servicy

Thu, 28 Sep 2023 08:21:47 +0000

Yes it is possible, please check this post:
https://overflow.efficy.io/?qa=3523/is-servicy-css-in-custom-possible&show=3523#q3523

Generate stats in Excel format

Tue, 19 Sep 2023 07:14:33 +0000

Hi,

I want to generate some stats (server side) and I want to have an excel format (no csv)

I know I can use strSaveTextFile to generate file, but how could I generate excel ?

thanks in advance :)

Answered: Created new Entity, but Swedisch translation is not working

Fri, 08 Sep 2023 15:15:46 +0000

Fixed

Business-data-providers was set in dealer base,
CustomLabels from that custom took over your the regular customlabels.

Deactivated of the dealer base, is for now a workarround.

Next time I could check, the dealerbase label conflicts first.