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

Answered: Efficy Entreprise toolbar in New Outlook ?

Wed, 25 Mar 2026 10:44:18 +0000

Hi Dimitri,
I have the same question. Has anyone answered you?
Mark

MSSQL How to change the schema and user when you restore a DB and want to change the "ADMIN" username

Mon, 08 Apr 2024 10:03:01 +0000

Hello, I recently had to restore a DB from a backup file on my local environnement to make some dev

unfortunately the default schema was "service" and my local user is "ADMIN"

this is how i changed everything to make "ADMIN" great again.

after i restored the DB on my local envfironnement I ran the sql script : (adjustements necessary)

/*
IMPORTANT: Efficy is using the following query to find the OWNER of the DATABASE = SCHEMA
cf : https://overflow.efficy.io/?qa=3763/db-upgrade-missing-database-schema&show=3785#a3785

select cast(sysusers.name as varchar(30)) 
from sysobjects, sysusers
where sysobjects.type = 'U' and sysobjects.name = 'SYS_DATABASE' and sysobjects.uid = sysusers.uid
*/

DECLARE
    @OldSchema varchar(30),
    @NewSchema varchar(30),
    @CursorVar varchar(50),
    @Password  varchar(30),
    @DbName    varchar(30)

set @OldSchema = 'ADMINANYTHING'        -- <=== Name of the actuel Owner
set @NewSchema = 'ADMIN'    -- <=== Name of the new Owner
set @Password  = 'pswd'   -- <=== PAssword of the new User
set @DbName    = 'yourDBName'         -- <=== Database name. Specify It Too @ line 35


use [MASTER]
-- create login if not exist.
IF (NOT EXISTS (SELECT * FROM sys.server_principals WHERE TYPE IN ('U', 'S', 'G') and name = @NewSchema)) 
    BEGIN
        print('creating Login ' + @NewSchema collate Latin1_General_CI_AS)
        exec ('create login ' + @NewSchema + ' with password = '''+ @Password + ''', CHECK_POLICY = OFF, DEFAULT_DATABASE = ' + @DbName + ';')
    END
ELSE
    BEGIN
        print('Login ' + @NewSchema  collate Latin1_General_CI_AS + ' already exist')
    END

USE yourDBName                      -- <=== FILL DATABASE NAME HERE !

-- create Schema if not exist.
IF (NOT EXISTS (SELECT * FROM sys.schemas WHERE name = @NewSchema)) 
    BEGIN
        print('creating schema ' + @NewSchema collate Latin1_General_CI_AS)
        EXEC ('CREATE SCHEMA [' + @NewSchema  + '] AUTHORIZATION [dbo]')
    END
ELSE
    BEGIN
        print('Schema ' + @NewSchema collate Latin1_General_CI_AS + ' already exist')
    END

-- create user if not exist.
IF (NOT EXISTS (SELECT * FROM sys.sysusers WHERE name = @NewSchema)) 
    BEGIN
        print('creating user ' + @NewSchema collate Latin1_General_CI_AS)
        EXEC ('CREATE USER ' + @NewSchema + ' FOR LOGIN ' + @NewSchema + ' WITH DEFAULT_SCHEMA = ' + @NewSchema + ';');
    END
ELSE
    BEGIN
        print('User ' + @NewSchema collate Latin1_General_CI_AS + ' already exist')
    END
EXEC sp_addrolemember @rolename = 'db_owner', @membername= @NewSchema

-- move items to new schema
/*
FN = SQL scalar function
FS = Assembly (CLR) scalar-function
FT = Assembly (CLR) table-valued function
IF = SQL inline table-valued function
P = SQL Stored Procedure
PC = Assembly (CLR) stored-procedure
TA = Assembly (CLR) DML trigger
TF = SQL table-valued-function
TR = SQL DML trigger
U = Table (user-defined)
V = View
*/
DECLARE obj_cursor CURSOR FOR
    SELECT name FROM sys.objects
    WHERE type IN ('U','V','P','Fn','TF') AND SCHEMA_NAME(SCHEMA_ID) = @OldSchema collate Latin1_General_CI_AS

OPEN obj_cursor
FETCH NEXT FROM obj_cursor INTO @CursorVar

WHILE @@FETCH_STATUS = 0
BEGIN
print('ALTER SCHEMA ' + @NewSchema + ' TRANSFER ' + @OldSchema + '.'+ @CursorVar) --SRO
    exec('ALTER SCHEMA ' + @NewSchema + ' TRANSFER ' + @OldSchema + '.'+ @CursorVar + ' ;')

    FETCH NEXT FROM obj_cursor INTO @CursorVar
END

CLOSE obj_cursor
DEALLOCATE obj_cursor

-- rename admin login in acc_accounts
exec('UPDATE ' + @NewSchema + '.ACC_ACCOUNTS SET USERCODE = ''' + @NewSchema + ''' WHERE K_USER = 2;')

-- Map database user with login.
exec sp_change_users_login @Action ='Auto_Fix' , @UserNamePattern=@NewSchema

Info: because my ADMIN user was already existing the script throwed 2 errors (without consequence)

after that i had to go on the security>logins>ADMIN>properties>User mappings
then I updated the user and default schema for my restored database.

Answered: Opening Word documents in Android environment

Wed, 09 Nov 2022 12:22:25 +0000

If you have Office 365, then you have the Android Office application :)

https://www.microsoft.com/fr-fr/microsoft-365/mobile/microsoft-365-mobile-apps-for-android

Answered: How to create a new DB in Efficy 11.3 (new install)

Tue, 24 May 2022 17:26:52 +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

Answered: security from entities

Fri, 17 Jul 2020 14:38:21 +0000

Follow the (partially outdated) instructions from this post. The localStorage settings have now been moved to SYS_SETTINGS, but you already figured that out!

I guess we need to make a Project Guide for this customization, one day :-)

Answered: security dashboard

Tue, 23 Jun 2020 18:20:05 +0000

There is a new checkbox inside Group Privileges that you have to flag.
For instance on Everyone. That should do the trick :-)

Answered: OpenUrlSecure timeout

Tue, 26 May 2020 11:16:05 +0000

Hi Sben,

As-tu regarder le Project guide suivant concernant OpenUrlSecure ?

https://help.efficy.io/edn/projectguides/openurlsecure

Answered: Open a company card from outside efficy (Minos)

Mon, 04 May 2020 09:16:45 +0000

In Efficy 11+ versions, I recommend to use the simplified and human readable URL format for externally opening Efficy on an entity consult page.

E.g. Use this URL format to consult a company with key 123456

https://hostname/crm/view/Comp/123456

See also our Project Guide for integrating cloud telephony applications, it also explains the question on how the cloud software can open the dialer in Efficy.

Answered: Widget dashboard list columns definition

Mon, 20 Jan 2020 13:07:18 +0000

Hi,
You can add a specific definition for your need, in GridColumns.
To be able to s1elect your new definition in the column parameters, you can add it in the macro QrvwWiz1StylesItemsCustom in MacroEdit.txt.
KR,
Yann

Announcement: Patch for Exchange Web Synchro library for Efficy 11 and 10

Mon, 12 Aug 2019 14:08:18 +0000

Recently the Exchange Web Synchro services have shown repeated occurrences of the error "EWS Login Error: SOAP header Action was not understood" during the connection to the main Exchange Account.
Our investigation has shown that this error only appears when the main (admin) Exchange Account does not have an associated mailbox.

To solve this issue you can install the following patches for the Exchange Web Synchro library:

Efficy 11.3: Exchange Web Synchro 11.3.18558
Efficy 11.2: Exchange Web Synchro 11.2.18561
Efficy 11.1: Exchange Web Synchro 11.1.18562
Efficy 11.0: Exchange Web Synchro 11.0.18542
Efficy 10 SP2+: Exchange Web Synchro 10.2.18563
Efficy 10 SP1: Exchange Web Synchro 10.1.18564

These patches are now available on the Partner FTP site.
For older versions you can work around the error by adding a mailbox to the admin account.

Best Regards,
Robert

Answered: Trouble with openUrlSecure request

Thu, 08 Aug 2019 12:11:41 +0000

I still have issues using openUrlSecure or openURL2. Both on the same issue: passing multiple headers. If I use postman it works immediately, but using (Efficy)javascript does not work. Any ideas?

Announcement: Efficy 11.0 build r18526 is available

Wed, 07 Aug 2019 12:02:08 +0000

Efficy 11.0 Release Build 18526 is now available from the Efficy Partner FTP.

This build improves or corrects a number of issues that were present in build r14853 including the following:

Documents: Correction for opening linked files (hasn't worked since Efficy 11.0) (CFT-2019-97939).
Flexmail: Filter unsupported XML characters in synchro requests (CFT-2019-98445).
Flexmail: Prevent deleting contact having the same email address in different email fields (CFT-2019-97325).
Google Sync: Add StartDate and EndDate to the temporary appo created to retrieve the server time (if the ntp request failed) (CFT-2018-89696).
Merging two Contacts will transfer the ACC_AUTH records to the merged record.
Notifications: Fix wrong number of notifications in cloud environment (CFT-2019-98249).
Queries: Correct security vulnerability related to inline SQL parameters. (published previously as r17773).
Queries: Fix multivalue control in "Change Parameter" dialog for queries (CFT-2018-93929). (published previously as r15626).
Sidebar: Fix efficy: protocol not working after Windows Update for IE. (published previously as 11.1.16949).
Sidebar: Use up to TLS v1.2 as HTTPS protocol for big files and certificate (CFT-2019-94936). (published previously as r15908).

We recommend that you install this build on your production servers.

Best regards,
Robert

Announcement: Efficy 11.1 build r18524 is available

Wed, 07 Aug 2019 12:00:44 +0000

Efficy 11.1 Release Build 18524 is now available from the Efficy Partner FTP.

This build improves or corrects a number of issues that were present in build r17608 including the following:

Data Synchro: Always use UTC for last sync date in batch execution (CFT-2019-99266) (published previously as r17842).
Designer: Make sure Reference list is complete (no security clause in query) (CFT-2019-100754).
Documents: Always use plain ASCII file names for ImageMagick processing (CFT-2019-101682).
Edit: Avoid losing formatting of memo of linked actions when modifying a Document or an Appointment.
Notifications: Fix wrong number of notifications in cloud environment (CFT-2019-98249).
Queries: Correct security vulnerability related to inline SQL parameters (published previously as r17772).

We recommend that you install this build on your production servers.

Best regards,
Robert

Announcement: COM+ Server patch for Efficy 11, 10, 2014 and 2012 to correct important security issue

Tue, 11 Jun 2019 14:21:03 +0000

Recently an important security issue was identified that impacts all known Efficy versions. The issue is related to inline SQL parameters that could allow an Efficy user to run unwanted update or delete statement in the database.

In recognition of the severity of this problem we have decided to release patches for the COM+ server for Efficy releases since 2012.

The following patched COM+ servers have been made available on the FTP server:

Efficy 11.2 EfficyServer 11.2.17771.dll
Efficy 11.1 EfficyServer 11.1.17772.dll
Efficy 11.0 EfficyServer 11.0.17773.dll
Efficy 10 SP2+ DServerDll 10.2.17791.dll
Efficy 10 SP1 DServerDll 10.1.17790.dll
Efficy 10 DServerDll 10.0.17792.dll
Efficy 2014 (6640) DServerDll 8.0.17794.dll
Efficy 2012 Summer DServerDll 7.0.17793.dll

We strongly recommend installing these patches on all production servers as soon as possible.
We apologize for the inconvenience.

Cheers,
Robert

Announcement: New Sidebar package for Efficy 2014 to cope with recent changes in Internet Explorer

Thu, 23 May 2019 15:48:52 +0000

In a recent Windows Update (KB4489899) Microsoft has modified the way in which protocol commands are being sent by Internet Explorer.

We've published a new Sidebar Setup for Efficy 2014, similar to the packages we released for Efficy 11 and 10 in the previous Announcement: New Sidebar packages for Efficy 11 and 10 to cope with recent changes in Internet Explorer.

The following setup is available in the Efficy 2014 folder on the Partner FTP:

Setup Efficy 2014 (r6640) SideBar and Add-ins r17613.msi

If your customers use Internet Explorer for Efficy we recommend that you deploy this new Sidebar setup as soon as possible.

Best regards,
Robert

Announcement: Efficy 11.1 build r17608 is available

Thu, 23 May 2019 15:35:36 +0000

Efficy 11.1 r17608 is now available from the Efficy Partner FTP.

This build includes the following corrections or improvements compared to r16590:

Allow filebase and custombase URL parameters to contain slashes (/) and backslashes (). (published previously as 11.1.16658).
Concurrent users: Avoid redirection from logon page to desktop when a session has expired (CFT-2019-97098).
Consult: Hide date if empty for definition "DATE" (CFT-2018-90782).
Documents: Correction for opening linked files (hasn't worked since Efficy 11.0) (CFT-2019-97939).
Flexmail: Filter unsupported XML characters in synchro requests (CFT-2019-98445).
Flexmail: Prevent deleting contact having the same email address in different email fields (CFT-2019-97325).
Sidebar: Fix efficy: protocol not working after Windows Update for IE. (published previously as 11.1.16948).
Sidebar: Handle "remote" files in the same way as embedded files (CFT-2019-98977).
Sidebar: Large files will always remain large files (the initial size decides whether a file is large).

We recommend that you install this build on all Efficy 11.1 installations.

Cheers,
Robert

Announcement: Efficy 11.2 build r17611 is available

Thu, 23 May 2019 15:23:14 +0000

Efficy 11.2 r17611 is now available from the Efficy Partner FTP.

This build improves or corrects a number of issues that were present in build r17243 including the following:

Agenda: Avoid MAIN field not found error when creating follow-up of appointment with actions linked to it (CFT-2019-98652).
API: Insertion of new entiy in /json API did not return key (CFT-2019-99314).
API: Various minor improvements to exception handling of JSON and SOAP RPC (CFT-2019-98660).
API: Obfuscate profile password saved in SOAP request logs.
API Key: Make sure * enables all IP addresses in the IP whitelist.
Azure AD: If "email" property is not available in idtoken response, use "uniquename" property instead (CFT-2019-98308).
Concurrent users: Avoid redirection from logon page to desktop when a session has expired (CFT-2019-97098).
DataSync: Publish property efficy.logThreadIndex for import/export scripts.
DataSync remote: Correct multi-threaded operation so that Efficy.dll uses multiple sessions.
DBCommandTools: If structure files are not located in current folder, get them from the install dir (CFT-2019-99433).
DBStaging: Add a check to force usage of proper Efficy data types (CFT-2019-98593).
Documents: Improve management of conflicting attachment versions with option of keeping both files.
Documents: When efficy.zipFiles creates a large file, make lcoal file copy if Servicy is on same server (CFT-2019-99454).
dtSearch: Now installed by its own Setup so that the dtSearch component can be shared by several Efficy installations.
Duplicate Merge: When merging contacts also update ACCACCOUNTS.KCONTACT (CFT-2019-98874).
Edit: Reload edit when releasing lock so all controls are read-only.
Efficy Drive: Fix missing registry key in installation via Sidebar (CFT-2019-98994).
Gamification: Fix context encoding for motivation feed next reward.
Google Chrome: Avoid ERRNETWORKIO_SUSPENDED error in Ajax calls after Windows sleep and wake up.
Internet Explorer: Correct content type for Efficy error messages (CFT-2019-98841).
Locks: Add detection of disconnect events to check if someone modified the item since disconnect.
Options: Disable autocomplete for mail upload passwords (CFT-2019-98550).
PdfOffice Converter: Kill Word/Excel/Powerpoint after a configurable time-out when PDF conversion hangs (CFT-2019-98891).
Qlik: Allow Efficy.Qlik settings to be defined per database instead of only in ServerSettings.json (CFT-2019-98920).
SideBar: Fix SOAP issue when ThousandSeparator is #0 (variable missing in registry when imported) (CFT-2019-98368).
Sidebar: Handle "remote" files in the same way as embedded files (CFT-2019-98977).
Sidebar: Large files will always remain large files (the initial size decides whether a file is large).
Sidebar (macOS): Reconnect to existing context and keep context opened if a file is currently uploaded or downloaded.
Timeline optimisation: Use existing consult context instead of opening new contexts for every request.
Translated Fields: Included in search queries, and used in treeviews and for sorting and grouping.
Treeview: Correct "Confidential" message in parent nodes of treeview.
Treeview: Fix broken treeview when items have single quotes in their names.

There are a number of very good improvements in the list above, we recommend that you install this build on all Efficy 11.2 installations.

Cheers,
Robert

Announcement: Efficy Gmail Add-on is finally available in the Gmail store!

Tue, 23 Apr 2019 15:53:30 +0000

It's taken nearly 4 months to get approved by Google, but at last the Efficy Gmail add-on is available in the Gmail store!

You can open Gmail on the desktop or on your smartphone and go to the configuration menu to add the add-on (search for "efficy" to find it in the Gmail add-on store).

Efficy for Gmail lets you interact with Efficy CRM without leaving Gmail.
While consulting a Gmail message, you can:

Show Efficy contacts information based on the Gmail message recipients;
Save a Gmail message into Efficy (recipients already present in your Efficy CRM will be automatically linked to it);
Search existing Efficy entities (Companies, Opportunities and Incidents) and link them to the message;
Save recipients as a new Efficy contact;
Convert a Gmail message into other Efficy entities (e.g. Documents, Sales Opportunities and Incidents).

While composing a Gmail message, you can:

Search Efficy entities and insert their Efficy hyperlink in your draft;
Share Efficy Files directly from Gmail. You can either create a sharing link to an Efficy Document or to a specific file of your desired Document.

As noted above, the add-on will also work on your smartphone's Gmail.

We hope you'll enjoy this application!

Cheers,
Robert

Announcement: Efficy 11.2 build r17243 is available

Thu, 18 Apr 2019 16:34:52 +0000

Efficy 11.2 r17243 is now available from the Efficy Partner FTP.

New features:

CTI: Trigger phone actions when dialing from Efficy.
DataSync: Publish property efficy.logThreadIndex for import/export scripts.
Documents: New dialog with more relevant information when conflicting file changes occur.
Edit: Make edit lock handling more robust by using Ajax calls instead of iframe; recover edit lock after loss of network.
ServerJS: New efficy.zipFiles function to generate zip archives from a selected list of documents.
ServerJS: New optional parameter "forceuserrole" in "impersonateuser" RPC command.
ServerJS: All functions that return a date value (TDateTime) now return a numerical value, not a JS date.
Sidebar: (Windows and macOS) Allow SAML authentication by persisting additional authentication cookie.

The build improves or corrects a number of issues that were present in build r16578 including the following:

AliasManager: Fix access violation after adding an alias (CFT-2019-96740).
API: Fix API IP whitelist check method (CFT-2019-97196).
DataSynchro: Fix using remote filebase and custombase in import scripts executed before datasync loop (CFT-2019-98454).
Documents: Correction for opening linked files (hasn't worked since Efficy 11.0) (CFT-2019-97939).
Edit: Don't write change history log (SYSCHANGED) for P fields, e.g. POPENED, PD_USED.
Edit: Show warning about read-only and lock in the page, not as pop-up alert (CFT-2019-97156).
Edit: Fix timestamp format in CKEditor (CFT-2019-96914).
Edit: Fix encoding issue in TTagGetMultiValueList (CFT-2019-96917).
Edit: Perform beforeCommit and afterCommit calls even when posting data via Ajax (CFT-2019-97787).
Efficy: Correct default names of SYS_SETTINGS values (remove trailing spaces).
Efficy: Corrects registration of COM+ EfficyServer.dll in Setup Efficy 11.2.16578. (published previously as r16718).
Efficy: Fix dropdown elements hiding behind the toolbar (CFT-2019-97968).
Entity Picker - User recents: prevent items without key to be shown (CFT-2019-97240).
Flexmail: Prevent deleting contact having the same email address in different email fields) (CFT-2019-97325).
Flexmail: Filter unsupported XML characters in synchro requests (CFT-2019-98445).
Replication: Add missing D_CHANGE field to various recent tables (CFT-2019-97851).
Search: Avoid encoding the name twice when creating a new contact from Search (CFT-2019-98208).
Sidebar: Fix efficy: protocol not working after Windows Update for IE. (published previously as r16945).
Sidebar: Remove read-only attribute from files before putting them in the Recycle Bin.

We recommend that you install this build on all Efficy 11.2 installations.

Cheers,
Robert

Answered: Docx template with runScript (formated)

Tue, 26 Mar 2019 15:22:44 +0000

You should work with a detail table, it allows you to loop through the details that are available in your merge context. Since you are working with DOCX, your merge context is the document handle.

The typical details that are used in a template are Companies, Contacts and Products. Follow the instruction here on how to insert a product table. Make sure you have linked products on your document :-)

But instead of the legacy [$GetRtfTable('PROD')] [/$] use [$GetTable('PROD')] [/$]

Follow the guide very carefully and built up step by step. One space is enough to brake it.

Answered: Announcement: New Sidebar packages for Efficy 11 and 10 to cope with recent changes in Internet Explorer

Wed, 20 Mar 2019 13:56:08 +0000

I'm looking forward to the day we will finally stop supporting IE.
Then our next IE will be safari on IOS :-)

Answered: Announcement: Efficy 11.2 build r16578 is available

Fri, 08 Mar 2019 15:35:21 +0000

We've released Efficy Build 11.2.16718 which corrects an issue in the 11.2.16578 Setup that sometimes prevented the correct registration of the EfficyServer COM+ DLL during installation.

There are no other changes, if you've managed to install build 11.2.16578 there is no need to replace it with the corrected 16718.

We apologize for the inconvenience.

Best regards,
Robert

Announcement: Efficy 11.1 build r16590 is available

Fri, 01 Mar 2019 10:03:02 +0000

Efficy 11.1 r16590 is now available from the Efficy Partner FTP.

This build includes the following corrections or improvements compared to r15674:

Agenda: Fix XSS issue on meeting hint (encode title for text)
Documents: Fix pictures generated from PDFs with transparency or from multi-page PDFs (CFT-2019-95927).
Edit: Revert usage of CreateRelation to situation before Efficy 11 (CFT-2019-94969).
Excel Exports: cell texts are limited to 32767 characters; truncate field values to this limit (CFT-2019-95544).
Excel Export: make sure also Consult-only users can export to Excel (CFT-2019-96337).
Flexmail: Return flexmail account once for user with multiple groups (CFT-2019-96548).
Google Maps: Fix links in Google Earth export (CFT-2019-96306).
Sidebar: Use up to TLS v1.2 as HTTPS protocol for big files and certificate (CFT-2019-94936). (published previously as r15906).
Sidebar: Verify the downloaded certificate files to ensure they contain a valid certificate.

We recommend that you install this build on all Efficy 11.1 installations.

Cheers,
Robert

Answered: trouble with campaigns -> actions -> generate Documents

Thu, 21 Feb 2019 08:13:56 +0000

Yes this is a bug.
Well spotted !
It's fixed in the future version ;)

Answered: Client replication for Efficy v10 sp2 doesn't run...

Tue, 12 Feb 2019 13:55:37 +0000

This problem has been resolved with the help of Efficy support !

2 things to know, and not documented:

the Alias.ini must be duplicated in C:\inetpub\wwwEfficy\, accross the replicy.dll on the main server
you have to restart the IIS process after..

Announcement: Efficy 11.2 is available

Wed, 06 Feb 2019 18:10:51 +0000

The new Efficy 11.2 release build 11.2.16235 is now available from the Efficy Partner FTP.

Major new features:

Gamification Module for creating and managing challenges and quizzes for teams. You all used it for the End of Year Challenge!
New Gmail Add-on based on the latest Google APIs. We’re currently waiting for Google to approve the addon for their store.
Mobile App 11.2 with POI (Points of Interest), list views and filtering, list of downloaded documents, improved performance.
Nine new interface languages: IT, PT, RU, CS, SK, HU, EL, HR, RO.
Remote APIs: new JSON, REST and Node APIs with API keys for authorization.
Customer profiles for better management and securing access to the Efficy web server.
New multi-staged JSON-based settings system to replace registry keys/SYS_STORAGE/ini file usage for Efficy and its Services.
OAuth 2.0 single sign-on integration with Azure Active Directory.
Translated field values: fields can contain different values for different languages (e.g. a company can be called “Red Cross”, “Croix Rouge”, “Rode Kruis”).

Besides these major features there is a long list of useful goodies, including a more user-friendly interface for recurrent meetings, adding files to Documents by drag and drop from Windows Explorer, a new picture field type for registering signatures, the macOS Sidebar supporting large files, ….

You’ll find the complete list of changes in the “Efficy 11 Build History” document on the FTP server, including another 60 “minor improvements and corrections” and about 50 “improvements based on user suggestions”.

You can consult the online documentation, with the new “CRM Features” manual containing the build notes: https://help.efficy.com/edn/dev/crft_welcome and the expanded "API" section of the online manual at https://help.efficy.com/edn/api .

Cheers,
Robert

Answered: request API Soap for lookup

Thu, 03 Jan 2019 16:03:56 +0000

A common mistake is that the ID of the lookuptable and fieldname of the lookup are passed (as you did), instead of giving the ID of the entity table (what Efficy expects). To explain it better, I made a working sample.

Here we show the content of LK_COUNTRY by providing K_TABLE=1000 (COMPANIES) and the FIELDNAME=COUNTRY as parameters of the getlookupdata operation.

<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope" xmlns:efficy="http://www.efficy.com">
   <SOAP-ENV:Body>
      <efficy:api>
         <datacontainer operation="getlookupdata" tableid="10000" fieldname="COUNTRY"/>
      </efficy:api>
   </SOAP-ENV:Body>
</SOAP-ENV:Envelope>

This will return all country labels. However, the result is quite useless, as you don't even get the K_COUNTRY key back. You just get the translated text label.

<efficy:api handled="true">
    <datacontainer operation="getlookupdata" tableid="10000" fieldname="COUNTRY" handled="true">
        <document class="StringList">
            <rows>
                <row>BELGIUM</row>
                <row>FRANCE</row>
                ...
                <row>ZIMBABWE</row>
            </rows>
        </document>
    </datacontainer>
</efficy:api>

There is no better API method, AFAIC.

As an alternative, add an SQL query in either SYS_QUERIES or QUERIES to fetch the content of your lookup. Execute the query SOAP operation to get the result of that query.

Answered: Announcement: Efficy 11.1 build r15674 is available

Mon, 17 Dec 2018 19:34:04 +0000

I can't find the GetFileStream method in serverjs.
What does it do?

Answered: Efficy 11 - All Builds - Using GoogleMap + Query - Error window.Map is not a constructor

Fri, 14 Dec 2018 18:14:18 +0000

The error is due to google API using the same window.Map variable than Efficy in the MapGrid.htm page.

To solve this, you have to rename the variable Map in the pages/dialog/MapGrid.htm into OurMap.

/Stéphane

Answered: Trouble ceating a relation between Cont and new entity

Wed, 12 Dec 2018 10:51:52 +0000

In the user interface, you are in the edit of your Trai entity because you insert a detail using "Add link to contact".

In the serverscript, you are trying the opposite. Editing the contact and inserting Trai as a detail.

Code like you are working interface. This is a golden tip for every scripting in Efficy, btw

Open the edit context of Trai
Insert a Cont detail
Commit and close context

Regards,
Kristof

Answered: Announcement: Efficy 11.1 r14832 with Flexmail Integration v2 is available

Thu, 06 Dec 2018 18:05:27 +0000

Dear Robert,

For a customer, I am using the Efficy 11.1 R14832 and I encountered the issue that the serverside function "EscapeHtml" doesn't exist anymore.

So I tried the new function : extractHtmlText(html, maxLength) ... but without success.

Is there something I am missing ?

PS: the efficy.dll version is 11.1.15443.0

/Stéphane

Announcement: Efficy 11.0 r14853 with Flexmail Integration v2 is available

Thu, 18 Oct 2018 12:21:53 +0000

Efficy 11.0 r14853 is now available from the Efficy Partner FTP.

The main feature of this release is the new Flexmail integration v2. You'll find detailed information in the document "Flexmail GDPR Integration Manual.pdf".

The build also includes the following important security-related improvement:

Chronos: Respect security on Categories (CFT-2018-91964).

Even while making this build available, we strongly recommend upgrading to Efficy 11.1 which contains a significant number of fixes and improvements. Upgrading from Efficy 11.0 to Efficy 11.1 should be a painless procedure requiring little to no work.

Best regards,
Robert

Announcement: Efficy 10 SP2+ r14841 and Efficy 10 SP1 r14843 with Flexmail Integration v2 are available

Wed, 17 Oct 2018 13:46:43 +0000

We've released the following Efficy 10 builds that include the new Flexmail integration v2:

Setup Efficy 10 SP2 Plus r14841
Setup Efficy 10 SP1 r14843

You'll find detailed information about the Flexmail integration in the document "Flexmail GDPR Integration Manual.pdf".

The Efficy 10 SP2 Plus r14841 build also includes the following important security-related improvement:

Chronos: Respect security on Categories (CFT-2018-91964).

Best regards,
Robert

Announcement: Efficy 10 SP2+ new Sidebar for for use with Firefox (r14440)

Tue, 18 Sep 2018 09:04:38 +0000

There is a new "Setup Efficy Sidebar and Add-ins 10SP2 Plus r14440" msi package available on the Partner FTP which addresses a Firefox-related certificate issue in the Sidebar.

Since Firefox 59+ for new installations there was no installation of the Root CA certificate because of a format change in the certificate DB of Firefox. Without certificate Firefox would not communicate correctly with the local web server running in the Sidebar.

The new Setup takes into account this change of format. If your customers don't use Firefox, the new Setup won't change anything.

Cheers,
Robert

Answered: Announcement: Efficy 11.1 (r14250) is available

Tue, 11 Sep 2018 11:10:27 +0000

Two improvements for administrators have been introduced in the COM+ EfficyServer of the latest Efficy 11.1 build r14457:
- Increased time-out for Chronos requests from 20 sec to 600 sec.
- Allow connection to 11.0 databases by ignoring the exception for a missing TMailThreadTableView object.

As always, this new Efficy 11.1 build r14457 is available on the Partner FTP site.

All the best,
Robert

SCSS dashboard bg color

Mon, 03 Sep 2018 12:04:31 +0000

Hi,

I try to change the scss and I got a problem with the variable $dashboard-item-bg-color.
I copy the sample scss folder inside my custom and change the path in watchrunas_admin file
I change some color and it work but I would like to change the color of dashbord variable and I uncomment the line 1578 of _custom-settings.scss and this doesn't work. So do I have to change or add something else like the file _dashdbord.scss in the scss folder of efficy??

Answered: Tool to convert security values to explaination and vice versa

Tue, 14 Aug 2018 10:32:48 +0000

Regarding rights and permissions, it's better to avoid working with record permissions because it's static. Table rights can be tweaked far more easier. Don't forget they are more restrictive compared to group permissions.

I typically put Full Control (271) permission for all groups that have security on a record and reduce rights through Table Rights in Designer.
I avoid using user permissions, by not configuring record owner security in the default security tab.

Anyway, it looks cool!

Once I made a jsFiddle to do the opposite, knowing what powers of two are inside a number Old post

Answered: How to update the contact profile picture using soap?

Thu, 02 Aug 2018 10:02:34 +0000

This should definitely be possible with the SOAP interface, using data_type="binary" and encodingkind="mime64" as in the following example:

<update><PICTURE data_type="binary" encodingkind="mime64">.... put your base64-encoded image data here ...</PICTURE></update>

I haven't tested it, but you get the picture ;).

Answered: Origin of some filters in sys_queries

Tue, 24 Jul 2018 11:51:19 +0000

These extra filters are the "Security Clause", you can add them to the query with a <#securityclause> tag. The documentation for these tags that can be used in queries will soon be put online (it comes with the Efficy 11.1 release).

The Security Clause checks whether you're allowed to see the record; it tests the user relations (which also contain the security information) to see whether you're member of group that has access to the record.

The initial (1 <> 0) or (0 <> 0) is the test on the user privilege "User has all access".
For normal users it's (0 <> 0), which evaluates to false.
For "Has All Access" users it's (1 <> 0), which evaluates to true. This means that the rest of the line will be discarded, there is effectively no security for this kind of user.

Answered: Error on editing cont_comp relation

Tue, 17 Jul 2018 11:29:40 +0000

This requires correction in the efficy web server code. The <%GetField()%> doesn't use the correct dataset in case of editing a relation within the edit context of a main entity.

We've registered this issue as CFT-2018-89986, correction will be published soon in Efficy 11.1.

Answered: avoid relation cont-comp modification

Mon, 16 Jul 2018 05:29:03 +0000

Hello.

In the commit of the contact, you can check if the detail Comp has changed and if the user does not has permissions. If not, throw an exception.

function BeforeCommitCont(editCont, inserted) {
    if (Efficy.detailModified(editCont, ntComp) && !Efficy.isCurrentUserInGroup(Efficy.getUserId("EFF_ADMINS")) {
        throw Error("You are not allowed to modify the company relation!");
    }
}

Announcement: Efficy 11 build r12921 available

Wed, 23 May 2018 15:00:31 +0000

The corrective build r12921 (May 22, 2018) for Efficy 11 is now available on the Partner FTP.

A bit faster than expected we release a new build to provide backward compatibility with the existing notifications in the database which we broke in the build r12835. The problem was by all means temporary (new notifications always appear correctly), but we deemed it useful to provide this correction.

The build also improves the following issues that were present in the previous builds:

Easy Import Wizard: Pass correct date and floating point to search query (CFT-2018-86868).
Sidebar: Solve issue with pending protocol actions (CFT-2018-87555).
Mass update: An unlimited number of records can now be updated (CFT-2018-86946, CFT-2015-62936).
Guest pages: Add Stack Trace to Guest_Error.log file (CFT-2018-87225).
Convert to Opportunity now copies the SUBJECT or NAME of the original Action/Mail/Document to the opportunity (CFT-2017-82786).
Notifications: provide backward compatibility for legacy MIME64 encoding of notification data (issue introduced in build r12835).

Please make sure to install and use this latest build – it definitively replaces the previous build (r12835).

We apologize for the inconvenience,
Robert

Answered: Announcement: Efficy 11 build r12835 available

Tue, 22 May 2018 13:56:11 +0000

There appears to be a problem with backward compatibility of the Notifications in build r12835 related to MIME64 encoding. Old notifications can produce the error "No mapping for the Unicode character exists in the target multi-byte code page".

We'll issue a correction ASAP.

We apologize for the inconvenience,
Robert

Answered: Join custom view in sys_queries

Mon, 14 May 2018 10:26:01 +0000

It will be easier to work with a custom SQL function compared to a custom view. Efficy supports binding a field to a custom database function. This technique is also used for the standard fields USERS.

The parameter of your SQL Function should be the K_ACTION. The function can return a number or text value.

Joining with a custom view will require quite some extensions to the dictionary tables. You don't want to go that far...

Announcement: UpgradeDB (r12605) for migrating from old databases (2012) to Efficy 11

Thu, 26 Apr 2018 10:55:49 +0000

A new UpgradeDB.exe is available (r12605) that will allow upgrades from old Efficy databases (2012) without needing an intermediate upgrade to an Efficy 10 structure.

Cheers,
Robert

Announcement: Efficy 11 build r12548 available

Mon, 16 Apr 2018 11:37:01 +0000

The final build (r12548) for Efficy 11 is now available on the Partner FTP.
The build comes with an updated “Build Notes.docx” document and a small “Build History.txt” note that tracks the changes of the Efficy 11 public release builds.
Please make sure to install and use this latest build – it definitively replaces the previous builds (r12280 and r12385).

The build improves or corrects a number of issues that were present in the previous builds, including the following:

User entity picker: correct potential double in recent list (CFT-2018-86678).
User entity picker now includes a direct search for a user.
Correct encoding of grid filter in some URLs (CFT-2018-86739).
Flexmail connector improvements.
Designer: correct editing Resources.
Data Synchro: new events "EfficyStartJob" and "EfficyEndJob".
Data Synchro: script editor auto-complete window no longer activates the main window.
Extranet file download: use "/public" instead of "/crm" when filebase is extranet (CFT-2018-86720).
File Loader: ensure that a local filename can never contain illegal characters.
Close edit window: add missing initialization of IsIntentionalReload when loading the edit page.
ServerJS modular import: add standard module "ecma" with ES5.1 polyfills and the module "extend", with samples.

In parallel the release Efficy 11 Mobile App has finally arrived in the two stores:

Apple App Store: https://itunes.apple.com/us/app/efficy/id1338780357?platform=iphone&preserveScrollPosition=true#platform/iphone
Google Play Store: https://play.google.com/store/apps/details?id=com.efficy.android.crm&ah=rZgGX8inI3CoP9dtyd9cTX8k2LE

Also the Help web site will be available soon on the help.efficy.com address; the technical issues with including the older manuals have now been solved.

We hope you'll enjoy the new build!

Cheers,
Robert

Answered: Announcement: Efficy 11 build r12385 available

Fri, 30 Mar 2018 09:29:18 +0000

OMG, finally "Closing a window with the "X" button will close edit context"
I know some customers that will like this.

Ps. I had to translate the word "spurious" :-)

Answered: Explain Session Timout handling

Thu, 15 Feb 2018 13:03:36 +0000

The reply from Geoffrey assumes that your users gets an "Session expired" error messages, but because you are referring to a "blocked session" there is something else going on.

Efficy provides a single thread of requests for one user session, following the FIFO principle. The clients cookie contains the session token and this will link each request with the session.

Assume you execute a long running request, e.g. a full search, loading a long list, executing a complex query your session will be blocked for any subsequent request as long as this request is not finished server side. So even you close the browser, this will not cancel the the server side running request at all.

The the browser is reopened and a request to the logon page is done, the existing cookie will be send along and Efficy will put your request again on the same session queue. You will typically get a white screen and a blocked browser because no response is returned.

There are two ways to "solve" this issue and that is either close the session server side (using the admin console) or clear the Efficy session cookie in the browser to connect again anonymous and have a new session token.

This actually doesn't solve the real issue. You have to figure out what request is taking up to much time...

Answered: retrieve text argument from url

Tue, 26 Dec 2017 18:19:27 +0000

Hi there.

I'm sure there is a Javascript error on your page when you pass a string to chartType.

Note that getArgument will always return a string but because you use it inside Javascript, you will need to quote it properly. Because you omitted quotes, Javascript will only be valid if the returned argument is a number.

What you should do is place the getArgument macro inside your string. Remember that Efficy evaluates the page before the Javascript syntax is parsed by the browser and executed

alert(' arg : <%GetArgument("chartType", type="JSATTRIBUTE")%>')

The type JSATTRIBUTE will properly escape single and double quotes, if they would be part of your input. But in your case, you can even drop the type definition.

Answered: display external web page in widget

Tue, 12 Dec 2017 16:57:12 +0000

If the external domain is not yours, there is not much you can do to overcome this security limitation of the browser. It was designed to work like this.

As explained on MDN X-Frame-Options

The X-Frame-Options HTTP response header can be used to indicate whether
or not a browser should be allowed to render a page in a <frame>, <iframe> or <object> .
Sites can use this to avoid clickjacking attacks, by ensuring that their content is
not embedded into other sites.

The added security is only provided if the user accessing the document is
using a browser supporting X-Frame-Options.