Efficy Overflow Q&A - Recent questions in Efficy support

AutoMailUploader - 12.1 - build 28765 - CrateMailBox issue

Thu, 30 Oct 2025 13:25:46 +0000

Hi,

We have this issue with efficy service AutoMailUploader :
"
XXX@XXXX (Graph API)
CreateMailBox error: Code: ErrorFolderSavePropertyError
Message: The folder save operation failed due to invalid property values."

With exactly the same service configuration between 2 Efficy on premise environnement but different builds (28174 vs 28765), we have this error message and none of emails located into the mail watched folder are processed.

An idea please ?

Romain

SMS récurrent / recurring sms

Thu, 21 Mar 2024 09:19:17 +0000

Bonjour,
Je souhaite paramétrer l'envoi d'une campagne SMS récurrente sur la Version 2021.
Je comprends que dans NetBusiness, l'écran de création d'un SMS récurrent fonctionne comme l'envoi d'emailing récurrent mais comment est déclenché l'envoi ?
Pour les emails il y a une tâche planifiée mais pas pour les sms.
Je ne vois rien dans l'aide en ligne, seuls les emailings récurrents sont présentés mais pas les sms. Pourtant la fonctionnalité "type = envoi récurrent" est bien proposé dans Edeal pour les sms. C'est très confusant pour les utilisateurs.
Merci

Hello,
I would like to configure the sending of a recurring SMS campaign on Version 2021.
I understand that in NetBusiness, the screen for creating a recurring SMS works like sending a recurring email, but how is the sending triggered?
For emails there is a scheduled task but not for SMS.
I don't see anything in the online help, only recurring emails are presented but not text messages. However, the “type = recurring sending” functionality is indeed offered in Edeal for SMS. This is very confusing for users.
Thanks

problem with one of the users

Fri, 19 Jan 2024 13:49:58 +0000

Hello, im contacting you regarding one of our clients (Stadim - Belgium).
One of the users has an issue with efficy add in in outlook, every time he starts outlook he gets the following error (see attached photo).
i did a try to reaper the installation and disabled the add-in and re-enabled it but it didnt help.
How can we solve this problem?

ttp://

many thanks in advance
Mohamed Abdelkader

outlook add-in - efficy integration - save in error "couldn't connect to efficy - midas.dll missing"

Fri, 01 Dec 2023 11:11:21 +0000

Hi everyone,

One of my user came yesterday with a strange error popup from his outlook add-in efficy integration.

Whenever he's trying to use the add-in, outlook crashes because it couldn't connect to efficy server. then popup appears telling "couldn't load midas.dll"

Also outlook asking if I want to import dll missing from the server, which not working

i access efficy through the sidebar - and everything's ok from the web

what I already tried :
- reinstall efficy sidebar
- midas.dll is well stored in syswow64/system32
- registrer midas.dll
- update outlook

I have 30 users working with this efficy integration, and I haven't configure anything different on his computer.

Any help will be appreciated, Regards, -Antoine

Timeout when importing Woocommerce data from Productvariations Table

Fri, 20 Oct 2023 13:19:02 +0000

Hi,
I'm trying to get data from a Woocommerce website and the process with the Efficy datasynchro tool doesn't ends.
I'm using a specific ODBC (Cdata driver) driver to access to the Woocommerce database.
Question :
Is there any parameters for this kind of processes ?
Thank you Dimitri

Delete et Merge

Mon, 11 Sep 2023 12:38:41 +0000

Bonjour,

Est-ce qu'il est possible, pour l'objet person

D'empêcher sa suppression en modifiant sa partition par exemple.
Pendant le process de merge, de garder la personne "esclave" en modifiant sa partition

Only select year and month in date picker

Wed, 30 Aug 2023 08:16:13 +0000

Hello,

Is there a way to only select the year and month in the date picker? The day is not relevant for my case. In the database, it can still have the full date, as I can just extract the year and month. However, the date picker itself should not show the day.
I see that it is possible in the newest version of the library that you adapted, but I don't see how it's possible with your implementation.

Thanks in advance.

SchedulerAdmin modification disapearing

Wed, 16 Aug 2023 11:35:39 +0000

Dear All,

I'm accessing my backend server via RDP to modify the scheduler configuration (using services\SchedulerAdmin.exe).

I add some task, I deactivate another. Then I disconnect my RDP session.

But when coming back to the server 5 minutes later, all my changes are gone.

I'm logging into the server with a privileged account and already tried to run SchedulerAdmin as Admin : no changes.

Any idea why this is happening ?

Thanks for your help,

Alexandre

How can I insert (picture or signature) into a Word template by using runscripts into a contact array

Mon, 07 Aug 2023 14:46:34 +0000

Hello I have to generate a template with a list of contacts.
Here it's simple, but for each line I have to insert a signature field.

I have to detect if contact has signed on the morning then on the afternoon or maybe only one of these conditions.

So we decided to use runscripts. In that case it's working if I display only the name and firstname, but the goal is to be able to display his signature to.

And here we haven't be able to run the template without errors.
What kind of trick can we use to generate a such document ?

I also tried to use some arguments like for type memo for instance.
But the document is corrupted. When I keep the syntax <#F=PICTURE> or <#F=F_SIGNATURE> it merge with only this indication : (blob)

Thank's Laurent

How to have a company show only active contacts with that company?

Fri, 07 Apr 2023 08:04:47 +0000

I would like the company view, contacts, to show only contacts that are currently active with that company. I would like to select the active link (in the contact - company relation) for that, but I can't seem to. I have made it work with a filter by selecting only contacts that have an empty end date. Is this the only way or is there an easier way?

Extranet invoicing

Tue, 14 Feb 2023 08:25:43 +0000

Hello to all,
I have a question, is it possible for the customer to have the invoices and their status (paid/not paid, ...) on his extranet?
Because I have heard that this option exists but I have not found any trace.

Thanks to all
Mohamed Support Team

how install wsl linux extension to Install Elastic Search for Efficy on a 2019 server

Tue, 06 Dec 2022 17:03:33 +0000

Hello
I want to configure the Elastic Search functionality Into my on premise serveur 2019.
I found this tutorial but it's only for windows 10 not for server version.

https://help.efficy.io/edn/projectguides/install-es-wsl

I guess you have done it on your own servers for cloud customers. So I think you have a step by step tutorial to install the linux feature.

Thank's
Laurent Tuffraud

Disable the chat access from Effcy's desktop

Mon, 28 Nov 2022 06:33:29 +0000

Hello,
We need to disable the chat access from Effcy's desktop.
Our clients don't need to contact Efficy support team.
It's urgent.

Thank you
Dimitri

how open a soap session by using api token rather than efficy:logon xml tag ?

Thu, 24 Nov 2022 08:13:25 +0000

Hello I want to use the advantages of the API token authentification into à soap request rather than using the old body xml tag for a migration from 11.0 to 12.0 version.

So I generated a token into my designer, then I added into the header the
X-Efficy-ApiKey, X-Efficy-Customer and X-Efficy-Logoff = true like I already done for node connexion for instance.

The customer profile is unique into my url so didn't declare it.

Bug I'm not able to create the connexion to execute a soap query resquest.

So I have to continue to put all information
Any idea ?
What I missed ?

have you any postman exemple with a body using datacontainer operation="query" + connexion via token ?

Thank's
Laurent Tuffraud

Me indica que mi usuario esta bloqueado desde ayer

Fri, 11 Nov 2022 11:06:25 +0000

Outlook detected an issue with an add-in and disabled it (repeatedly)

Mon, 07 Nov 2022 10:57:23 +0000

I have always this warning in Outlook (Office 365) on Windows 11.
How can I configure Outlook to accept the add-in?

Outlook detected an issue with an add-in and disabled it

Craches of Efficy services

Wed, 14 Sep 2022 06:27:00 +0000

Hi,
Periodically, ExchangeSyncService, PdfOfficeConverterService, and MailDispatchService services crash.
I can't understand the causes, especially since the problems happen in an irregular way.
Thank you

Efficy Contact Sync with Exchange Online/Hybrid

Thu, 04 Aug 2022 06:56:21 +0000

[English Version Below]

Hallo Zusammen,

wir planen aktuell einen Umzug von On-Prem Exchange 2013 auf Exchange Hybrid/Online, leider konnten wir bis jetzt noch keine Lösung finden den „Contact Sync“ zu Exchange Online, zu realisieren. Gibt es hierfür den seitens Efficy eine Native möglichkeit bei Efficy 12.

Freundliche Grüße
Tachatz_dab

[English Version]

Hello all,

We are currently planning a move from On-Prem Exchange 2013 to Exchange Hybrid/Online, unfortunately we could not find a solution to realize the "Contact Sync" to Exchange Online. Is there a native possibility for this on the part of Efficy with Efficy 12?

Kind regards
Tachatz_dab

No guest applications are allowed on this host

Mon, 11 Jul 2022 09:23:48 +0000

Hello
I have an unexpected Error with guest configuration.
I configured the alias manager as described into this page.
https://help.efficy.io/edn/dev/wsit_configureguestaccess

I basically used a new database, duplicated the sample directory into my custom folder and adding int the alias manager like described.

But each time we call the url we got this error message.
Have we missed something ?

Exchange provider that allow impersonate rights modification

Mon, 27 Jun 2022 08:03:34 +0000

Hello all,

A client has an Exchange server provided by OVH (no Office 365). Their issue is that OVH won't let them setup impersonate rights on an user to sync with Efficy.

They do not want to migrate to Office 365 or get an On premise server for this.

Does anyone know of a client that has an Exchange server provider that can allow impersonate rights ?

It's a French client so a French provider/Hosted in France would be nice.

Users' groups resetting without user action

Thu, 09 Jun 2022 13:36:48 +0000

Hello,

I have a weird issue with users' groups for a client : They keep resetting to a "previous" version without any user interaction.

One user was setup on 7 different groups. After a workshop with the client on group rights, I saw they understood groups and rights backwards (ie : a manager does not need to be in every employee groups, they need to configure employee groups to give rights to the manager's group)

So they changed their groups and this user was now part of 4 different groups.

A few days later, this user was back with the same 7 different groups...

What I tried/checked :
- Changed this user groups back to 4 -> a few days later they were back
- Checked all custom for any request/projutils that could update ACCGROUPS/ACCOUNTS/... -> nothing
- Checked SYSCHANGED logs -> Addition to user groups are not logged so I added them (today)
- Compared latest modification date to log files -> Only process that "update" users is Exchange sync (cache issue ?)

If anyone encountered a similar issue or have an idea, I'd like to know more !

Flexmail Sync : Several emails for a same contact

Thu, 27 Jan 2022 11:33:41 +0000

I have 2 questions about the Efficy / Flexmail sync:

1/ if the email of a contact on efficy changes, will the contact's email be overwritten during the synchronization on Flexmail? if so, is the old email kept in flexmail?

2/ If a contact has several emails on efficy and subscribes to a newsletter with his 2nd email. He exists with his email 1 on Flexmail. Will there be a duplicate on flexmail?

New "mirror" replication mode

Tue, 11 Jan 2022 08:50:03 +0000

Efficy Enterprise 2021 Release Build r25833 ships with a new replication mode named "Mirror".

Can someone explain what the difference is compared to Full mode?

Calcul de la date de dernière modification sur une personne

Wed, 05 Jan 2022 16:30:24 +0000

Bonjour,

Dans le contexte de l'anonymisation des personnes (RGPD), la date de dernière modification doit être calculée pour sélectionner les personnes elligibles.
Cette date est calculée via la tâche "[DATA-PRIVACY] Process date of last move for all contacts" qui appelle la tâche com.edeal.frontline.dataprivacy.tasks.DataPrivacyUpdateContactsDateOfLastMoveTask qui va mettre à jour le champ PerDataPrivLastMove de la personne.
Ce champ semble aussi mis à jour ailleurs que dans la tâche (à la demande ?).
=> Sauriez-vous à quel niveau ce champs est-il mis à jour ? Quelle classe est alors appelée ?

Un grand merci d'avance,

Bien cordialement,

Laure Panon

Mobile App Error : The list couldn't be retrieved ! Any restriction into standard entities ?

Tue, 07 Dec 2021 17:11:35 +0000

I have this bug on Mobile app when I want to use the RFFIELD into the company entity rather than in a custom entity the RFFIELD is well recognized.
both are declared as lookup by key.

"listCardDefinitions":{
      "Amou":{
         "default":[
            {
               "field":"NAME",
               "spaces":13
            },
            {
               "field":"F_D_START",
               "display":"date"
            },
            {
               "field":"R_F_KIND"
            },
            {
               "field":"F_OBJECTIVE"
            },
            {
               "field":"F_HEAD"
            },
            {
               "field":"F_HAND"
            },
            {
               "field":"F_BODY"
            },
            {
               "field":"F_FOOT"
            },
            {
               "field":"F_FALL"
            },
            {
               "field":"F_OTHER"
            }
         ]
      },
      "Comp":{
         "default":[
            {
               "field":"NAME",
               "template":"#NAME#"
            },
            {
               "field":"R_F_TYPE1",
               "spaces":13
            },
            {
               "field":"PHONE1",
               "display":"phone",
               "spaces":7
            },
            {
               "field":"EMAIL1",
               "display":"email",
               "spaces":8
            },
            {
               "field":[
                  "STREET",
                  "BUILDING",
                  "CITY"
               ],
               "template":"#STREET# #BUILDING#, #CITY#",
               "display":"map",
               "forceLabel":"Address",
               "spaces":8
            },
            {
               "field":"POSTCODE",
               "spaces":13
            },
            {
               "field":"F_ERP_CODE",
               "spaces":6
            },
            {
               "field":"F_CODE"
            }
         ],
         "consultDetail":[
            {
               "field":[
                  "NAME"
               ],
               "template":"#NAME#",
               "forceLabel":"Name",
               "spaces":10
            },
            {
                "field":"F_ERP_CODE",
                "spaces":8
             },
             {
                "field":"F_CODE"
             },
            {
               "field":"PHONE1",
               "display":"phone"
            },
            {
                "field":[
                   "STREET",
                   "BUILDING",
                   "CITY"
                ],
                "template":"#STREET# #BUILDING#, #CITY#",
                "display":"map",
                "forceLabel":"Address",
                "spaces":8
             }
         ]
      }
   },
   "Cont":{
      "default":[
         {
            "field":[
               "FIRSTNAME",
               "NAME"
            ],
            "template":"#NAME# #FIRSTNAME#",
            "forceLabel":"Name",
            "spaces":10
         },
         {
            "field":"PHONE1",
            "display":"phone",
            "spaces":7
         },
         {
            "field":"PHONE2",
            "display":"phone",
            "spaces":7
         },
         {
            "field":"EMAIL1",
            "display":"email",
            "spaces":8
         },
         {
            "field":[
               "STREET",
               "BUILDING",
               "CITY"
            ],
            "template":"#STREET# #BUILDING#, #CITY#",
            "display":"map",
            "forceLabel":"Address",
            "spaces":8
         }
      ],
      "search":[
         {
            "field":[
               "FIRSTNAME",
               "NAME"
            ],
            "template":"#NAME# #FIRSTNAME#",
            "forceLabel":"Name",
            "spaces":10
         },
         {
            "field":"PHONE1",
            "display":"phone",
            "spaces":7
         },
         {
            "field":"PHONE2",
            "display":"phone",
            "spaces":7
         },
         {
            "field":"EMAIL1",
            "display":"email",
            "spaces":8
         },
         {
            "field":"COMPANY",
            "template":"#COMPANY#"
         }
      ],
      "consultDetail":[
         {
            "field":[
               "FIRSTNAME",
               "NAME"
            ],
            "template":"#NAME# #FIRSTNAME#",
            "forceLabel":"Name",
            "spaces":10
         },
         {
            "field":"PHONE1",
            "display":"phone"
         },
         {
            "field":"EMAIL1",
            "display":"email"
         }
      ] 
   }
}

Error with Quotation Builder

Thu, 02 Dec 2021 18:33:07 +0000

I cannot get a template to work using the Quotation Builder. No matter what I do I always get this error, has anyone seen this?

Error while executing script "CreateInstantDoc" at line 792 char 3. (File "efficy\serverscripts\Create.js" line 203)

Message: "The context is not available"

Is there a way to resynchronize into Efficy a campaign which has launched directly from Flexmail?

Thu, 25 Nov 2021 12:45:37 +0000

A campaign has been launched from Flexmail by error. Is there any possibility to get this campaign resynchronized back into Efficy, so that we can also get the campaign report available in Efficy?
Which procedure do we need to follow to do that?

how to fill the data into the LK with EditInitialized into the workflow for the mobile Application ?

Tue, 23 Nov 2021 16:57:31 +0000

I created into my function EditInitializedComp an instruction to update some LK fields depending on user preferences.
Into the web version it's working perfectly.
But when I create a new company from mobile App it seem that the EditInitializedComp is not used.

Any solution to do the same thing by loading the workflow.
Thank's
Laurent

How customize relations fields to show + icon on mobile APP

Wed, 03 Nov 2021 16:02:59 +0000

I want to display 3 informations in relation of a custom entity like for exemple the actions where it possible to display the subject, d_begin and mode.

"Acti": {
                 "default": [{
                         "field": "SUBJECT",
                         "spaces": 13
                 }, {
                         "field": "D_BEGIN",
                         "display": "date"
                 }, {
                         "field": "MODE"
                 }],
                 "favorite": [{
                         "field": "NAME",
                         "template": "#NAME#"
                 }]
         },

So I customized as for Acti my new entity like that :

{
   "entities":{
      "Amou":{
         "active":false,
         "icon":"Amou"
      }
   },
   "listCardDefinitions":{
      "Amou":{
         "default":[
            {
               "field":"NAME",
               "spaces":13
            },
            {
               "field":"F_D_START",
               "display":"date"
            },
            {
               "field":"R_F_KIND"
            },
            {
               "field":"F_OBJECTIVE"
            }
         ]
      }
   },
   "entityRelations":{
      "Amou":"User,Cont,Comp"
   }
}

But I only have the Name field "test pour integration mobile" not the 3 fields I want to display.

Second problem is the icon. How display the custom icon ?
in The web version it's an euro

So I try to display it by using like for the other entities the name of the custom amou. I try all amou, amous, amounts. It display each time an "?".
I try also to use the i-euro but without success.

Any one can help me to display fields and icons has I want ?

How to unlock a user with Efficy 11.3+

Tue, 14 Sep 2021 09:31:03 +0000

Hi,

How to unlock quickly a user which does too many logon errors ?

In previous versions, it was possible by updating some fields from ACC_ACOUNTS...

Thank

Loading form depending on manager attached into an opportunity.

Mon, 16 Aug 2021 15:47:00 +0000

I need to migrate a macro from 11.0 version to 12.0.
Previously the key of the form was loaded by a loadServerJs + RunScript ConsultSectionsForm.Oppo {[<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>]}
The script still working because if it call into an other macro the number is well call back with number.
The problem is that the same call into a 12.0 version return an Efficy error.
TTagGetFormSections - Incorrect Value "<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>" for Argument "FORM"

Call GetFormSections(form=<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>, consulthandle=10, fielddefs=FormFieldsConsult, start=0, end=0, noformbounds=T, nosectiontitle=T, class=main small-12 medium-5 columns)

does any one of you already migrated the kind of custom ?

Unable to see page without Full Access Rights

Fri, 30 Jul 2021 08:11:50 +0000

Hello all,

I have an issue with 12.0 where I cannot see some pages without the "Full Access (no security - NOT RECOMMENDED)" enabled.

But I still have the search available (see screenshot) :

As for rights :
- One group : Administrator
- Privileges : Administer Dashboards
- Table rights : everything for Dashboard, Widgets, ....

I have the same issue on 2 different 12.0 solutions, with the same settings.

Only way to access it is through the direct URL (solutionurl/crm/entitylist?entity=Dash&page=desktop/List&gridname=DashList&active=true&opened=true&recentlyused=true&rse=T) which is accessible because of table rights on my user.

Also, there is this related unanswered question where Support may have found a way :
https://overflow.efficy.io/?qa=5494/security-dashboard&show=5494#q5494

My ranking and Global ranking: How is it calculated?

Mon, 19 Jul 2021 14:29:44 +0000

Can somebody tell me how the fields 'My Ranking' and 'Global ranking' are exactly calculated?

Extranet - Notification per email for the customers ?

Tue, 06 Jul 2021 12:23:29 +0000

Hello,

Some of my customers do not receive an email when a new information is added to an incident on the Extranet.

How can they control the notifications per email from the extranet?

Thanks for your answer,

Best regards,

Aurélie

Fix failed to install Windows Store application on Efficy domain computers

Fri, 18 Jun 2021 12:15:14 +0000

Set this value in Registry to zero, restart Windows and your Store should work fine.

Windows Registry Editor Version 5.00

[HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows\WindowsUpdate]
"DoNotConnectToWindowsUpdateInternetLocations"=dword:00000000

External source

How does work Efficy.impersonateUser(impersonateAccount, forceUserRole)

Thu, 10 Jun 2021 13:31:38 +0000

how is working this new option for remote in Efficy 12 Efficy.impersonateUser(impersonateAccount, forceUserRole)
Is it same as Efficy.forceUserRole(roleId) but not for remote ?

It's stricly only available on remote or can we use it with an Efficy scheduler ?
My goal is to be able to change user as owner when creating a record form script.
Does it really take the role and all securities rules on creation ?

I mean that if you check the impersonate option for user in designer you can use it as an impersonate. That is the right way to use it ?

Does some one have experience on dtSearch with multiple criteria.

Mon, 03 May 2021 13:42:05 +0000

Dear,

Does some one have experience on dtSearch with multiple criteria.
ex. search for document content "Marketing" and "Formation"

A customer want to know how can he use multiple criteria on dtSearch.

COntacts synced to Flexmail depends on language

Tue, 16 Feb 2021 15:16:15 +0000

FYI:

-It seems that the sync of contact between Efficy and Flexmail depends on a setting @Flexmail side
-If the language is not added by Flexmail, then those contacts will not be synced…

So if you run into issues where some contacts are not synced… check the language of the contact and then ask Flexmail support to add that language for the sync (API).

"New Outlook" and Efficy macOs Sidebar compatibility issue

Fri, 29 Jan 2021 07:00:32 +0000

The new version of Outlook for macOs features a new interface (not activated by default)

Users can activate this new interface from the main Outlook window:

Once this "New Outlook" is activated, the Efficy Sidebar will no longer be able to communicate with Outlook and the Sidebar buttons will do nothing.

Microsoft has not (yet) enabled Applescript in the new interface. If you are affected by this issue, don't hesitate to Upvote the following suggestion
https://outlook.uservoice.com/forums/924856-the-new-outlook-for-mac/suggestions/39253423-support-applescript

Meanwhile, you can go back to the old interface simply by unchecking "New Outlook" on the top right of the main Outlook window.

Where can I find the standard agenda colors for different languages in Efficy 11.3

Thu, 07 Jan 2021 07:50:32 +0000

Before customizing the agenda colors for a customer, the customer wants to know the Action modes / corresponding agenda colors which are by default available in Efficy.

I have tried to find them anywhere, but failed.

Nomad replication can't establish connection

Tue, 08 Dec 2020 16:32:23 +0000

We want to move an existing Nomad replication from an old server to a new server.
The alias manager on the new server can make a connection to the Nomad database.

However, when we want to run the replication, it stops with the message

Error: This operation requires a database connection

The Efficy version installed on the server is exactly the same as the version on the old server (on which the replication runs fine).
The only difference (I can think of that might be of importance) is that the new server is not part of any domain.

Can anyone think of what might cause this ?

Selection view - native SQL - call query from SQL

Tue, 01 Dec 2020 11:12:33 +0000

Hello

On a Efficy cloud server version, is it possible to call the result of an existing query from a new query in native mode.

simplified example
query_1 : select company.name, company.key from companies

new query :
select company.name, sum(tableX.salesY1)
from query1 join on
company.key= tableX.company_key
group by company.name

I could combine both SQL in one but both SQL have long strings...and I would prefer to seperate each SQL in different "containers", as the query_1 output is to be used with other query results (not only sales)

Thanks
pat

Efficy Drive - Is there a alternative solution for Mac?

Tue, 10 Nov 2020 12:37:08 +0000

Seen that Efficy Drive doesn't support MacOS,
is there an alternative solution we can propose customers ?

Something with Google Drive ?
Is Efficy Drive for Mac in the pipeline ?
other ideas

I need to know what I can tell my customer.

How to add Documents, tasks, products, opportunities, cases, mails to a Step like if it was into Stage.

Fri, 23 Oct 2020 09:32:36 +0000

I need to link documents, tasks, products, opportunities, cases, mails to a Step like if it was into a Stage.
I added a new tab products on stages and it work sot the method to attach tables is ok, but no one of the tab is working when I call a step. I saw that some of WkldEditDetailTabHeaders and WkldEditDetailTabContents was filter by <# if (!isStep) { #> or <# if (isStep) { #>

So in my custom I changed some stuff to make it appear and I created a variant of the addLink button to have
data-msg="addLink;WrkStep;<#=@ data.key #>;$detail$" or data-msg="addLink;WrkStag;<#=@ data.key #>;$detail$" both (WrkStep and WrkStag) are existing into the sys_tableviews.
Why it has no effect on addLink for steps while it work's on step. I call only a basic addLink.

Into MacroWorkloadCustom I changed the standard like this.

For main entity commnands :

WkldEditDetailTabHeaders {[WkldTabHeaderFields;WkldTabHeaderMemo;WkldTabHeaderActi;WkldTabHeaderCase;WkldTabHeaderDocu;WkldTabHeaderMail;WkldTabHeaderOppo;WkldTabHeaderProd]}
WkldEditDetailTabContents {[WkldTabContentFields;WkldTabContentMemo;WkldTabContentActi;WkldTabContentCase;WkldTabContentDocu;WkldTabContentMail;WkldTabContentOppo;WkldTabContentProd]}
WkldDetailGridColumns..Prod {[MENU2,NAME]}

For workload MicroTemplate :

WkldTabHeaderActi   {[<dd><a href="#tab-acti" class="i-Acti" draggable="false"></a></dd>]}
WkldTabHeaderCase   {[<dd><a href="#tab-case" class="i-Case" draggable="false"></a></dd>]}
WkldTabHeaderDocu   {[<dd><a href="#tab-docu" class="i-Docu" draggable="false"></a></dd>]}
WkldTabHeaderMail   {[<dd><a href="#tab-mail" class="i-Mail" draggable="false"></a></dd>]}
WkldTabHeaderOppo   {[<dd><a href="#tab-oppo" class="i-Oppo" draggable="false"></a></dd>]}
WkldTabHeaderProd   {[<dd><a href="#tab-prod" class="i-Prod" draggable="false"></a></dd>]}

WkldTabContentActi {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-acti" data-entity="Acti">
<%Macro('WkldTabContentDetail', detail='Acti', $addlabel$='Add Link to Action')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-acti" data-entity="Acti">
<%Macro('WkldTabContentDetailStep', detail='Acti', $addlabel$='Add Link to Action')%>
</div>
<# } #>
]}

WkldTabContentCase {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-case" data-entity="Case">
<%Macro('WkldTabContentDetail', detail='Case', $addlabel$='Add Link to Incident')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-case" data-entity="Case">
<%Macro('WkldTabContentDetailStep', detail='Case', $addlabel$='Add Link to Incident')%>
</div>
<# } #>
]}

WkldTabContentDocu {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-docu" data-entity="Docu">
<%Macro('WkldTabContentDetail', detail='Docu', $addlabel$='Add Link to Document')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-docu" data-entity="Docu">
<%Macro('WkldTabContentDetailStep', detail='Docu', $addlabel$='Add Link to Document')%>
</div>
<# } #>
]}

WkldTabContentMail {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-mail" data-entity="Mail">
<%Macro('WkldTabContentDetail', detail='Mail', $addlabel$='Add Link to Mail')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-mail" data-entity="Mail">
<%Macro('WkldTabContentDetailStep', detail='Mail', $addlabel$='Add Link to Mail')%>
</div>
<# } #>
]}

WkldTabContentOppo {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-oppo" data-entity="Oppo">
<%Macro('WkldTabContentDetail', detail='Oppo', $addlabel$='Add Link to Opportunity')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-oppo" data-entity="Oppo">
<%Macro('WkldTabContentDetailStep', detail='Oppo', $addlabel$='Add Link to Opportunity')%>
</div>
<# } #>
]}

WkldTabContentProd {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-prod" data-entity="Prod">
<%Macro('WkldTabContentDetail', detail='Prod', $addlabel$='Add Link to Product')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-prod" data-entity="Prod">
<%Macro('WkldTabContentDetailStep', detail='Prod', $addlabel$='Add Link to Product')%>
</div>
<# } #>
]}

WkldTabContentDetailStep {[
<div class="row">
<div class="small-2 medium-1 columns">
<button type="button" class="icon i-add" title="<%GetLabel('$addlabel$', context=ATTR)%>" data-msg="addLink;WrkStep;<#=@ data.key #>;$detail$"></button>
</div>
<div class="small-12 medium-11 columns">
<h3 class="section-title"><%GetLabel('$detail$s', context=TEXT)%></h3>
</div>
</div>
<div class="row">
<div class="small-12 columns wkld-detail-grid"></div>
</div>
]}

So I remove the if clause into the header and contents to remove the restriction on steps. And I added a macro called depending on if it's step or not. If yes the addling is done on WrkStep or if not on WrkStag.
I have missed something to finish the job.

How To Sync Googla Agenda with Efficy ?

Thu, 15 Oct 2020 15:18:32 +0000

Hello, how to sync Gmail Agenda with the marketplace addin ?
The addin work good but i want to sync the agenda too, someone have a documentation for this ?
Thanks a lot.

How to set customer parameter in SOAP request?

Mon, 28 Sep 2020 07:31:08 +0000

Hi,

our database was cloned and since then, we need to pass the customer parameter.
When i try to connect via SOAP, i get 'The host is allowed in more than one customer profile, the "customer" argument must be specified'.
If i try to pass the customer attribute in the efficy:logon node, where username, database and password is passed, i still get the same error.

Where do i have to set this parameter?

Best
Stefan

How to upgrade sidebar after migration (Efficy 11)

Fri, 28 Aug 2020 08:24:34 +0000

Log manually in your Efficy ( example.efficy.com)
Enter your login and access to your home page of Efficy
go to the right top and select " Sidebar and Add Ins "
Download your new Sidebar and run it.
The installation software gonna remove the old version and install the new one.
After the installation you can run the app from your desktop.
In case of error check if your profile is selected, right click on you sidebar > Profile
in case of that you don't have a profile. > Open again the windows " Sidebar and Addins" and select the option > Configure the Efficy Sidebar
A little windows gonna open and ask for your EFFICY PASSWORD
The profile name is not your username (so you can give any name that you want.) Efficy detect automatically your username.

Cannot save document via Mac (file size not showing)- MacOs Catalina

Wed, 19 Aug 2020 07:19:32 +0000

after the last update (August 2020) several user have an issue with converting emails to documents.

The issue is that the name of the file are present but not the file size like this example:

ApplyApply master-detail relations with category forms project guide

Fri, 24 Jul 2020 14:13:00 +0000

Hello,
I cannot get the master-detail relations to work in this context.
Like in a classic form I have defined a field to call the script during a change (field.CATGLOOKUPMASTER {[<% GetEdit (“$ FIELD $”, type = “LOOKUP”, onchange = “JavaScript: CebPerformCustom ('CEB_STATE', $ FIELD $); ”)%>]}) on the master lookup but the following code does not seem to work in this context.
function CebPerformCustom(ActionCode, field) {
var Key = null;
var Element = null;
var CebAction = document.getElementById("CEBACTION")
if (Key)
CebAction.value = ActionCode + Key
else
CebAction.value = ActionCode
if (DoSubmit(ActionCode, Element, field.name)) {
if (! BeforeSubmit(ActionCode == "CEBOK" || ActionCode == "CEBAPPLY")) return
window.EntityModified = false; // the CEB_PERFORM will save any changes made
document.forms[0].submit()
AfterSubmit()
}
}

Can anyone help me please ?

Thanks

How to avoid extranet to use CRM rewriting

Fri, 24 Apr 2020 03:45:56 +0000

Hello,

I recently received this question.
How can we avoid https://extranet.domain.com/crm to be accessible while having an Efficy installation on the same folder (Efficy is using https://efficy.domain.com/crm)

You can simply add a blocking request rule
Requested url: "matches the pattern"
Using: "Exact Match"
Pattern: "crm/" or "^crm" if you prefer using regular expressions

Warning, this rule will need to be above the regular crm rewriting rule

You'll also need to add a condition
input :{HTTP_HOST}
"Does not matches the pattern"
Pattern: extranet.domain.com

If you want to allow it only for one website, use "matches the pattern" and your URL
(in this example efficy.domain.com)

Hope it can help some of you :-)

Yannick