Efficy Overflow Q&A - Recent questions in Efficy design guidelines

edit categories in designer and all definition in designer

Fri, 22 Nov 2024 14:24:09 +0000

Hey everyone,

I have a client who would like the date (ACTIONS.D_BEGINS) not to be editable. Is this done well in the designer?

I also take advantage of this message to ask you what are the other definitions for the fields in the designer?

Default Date Field to Today's Date

Fri, 24 Jun 2022 13:15:25 +0000

When adding a new Date / Time field, is there a way of adding a default value that will default to today's date? e..g =today =getdate() or similar

Efficy solution with Alcatel OXE

Mon, 27 Dec 2021 09:12:45 +0000

Hello,

I would like to know if an efficy solution can be directly connected with an IPBX Alcatel OmniPCX Enterprise or if we need something else to do this setup ?
And if it's possible, what features will be available ?

Thank you,

Multiple entities editing in a single window in 11.1

Fri, 01 Oct 2021 13:02:49 +0000

Hi all,

First a little bit of context : I have 2 entities : Properties and Units. They represent, respectively, a building and the different apartments in this building.

What the client wants is a single edit page where they could edit some fields of the property as well as some fields of the linked units, add and remove units.

I know that this would be much easier in the newest version of Efficy but I am constrained to stick to 11.1

Here is my approche : I have copied the fonctionnement of the standard edit window to customize it.

The calling from an existing property consult page :

/* js/commands/consultToolsCmd.js */
window.OpenEdit("edit/UnitsManagement", Model('entity'), Model('key'), "refreshOpener", '');

And here is the page :

<!-- pages/edit/UnitsManagement.html -->
<!doctype html>
<%SetBookmark()%>
<%LoadMacros("MacroLibrary;MacroEdit;MacroEditS")%>
<%Macros('EditQueries;EditQueriesCustom')%>
<html class="edit no-js entity-<%GetEntity()%>" lang="<%GetLanguage(lowercase=T)%>" dir="<%OnLanguage(ar='rtl', else='ltr')%>">
  <head>
    <title><%Macro('PageTitle')%></title>   
    <%Macros('EditHeader;EditHeaderCustom')%>
    <script>
      function Loaded() {
        requirejs(
        ['jquery','model'],
        function ($,Model) {
          if( /Pro[jp]/g.test(window.location.href) && !/Pro[jp]/g.test(Model.all().locationHref)) {
            Model.set('locationHref', window.location.href.match(/\/(edi.*)/g)[0].substr(1));
            if (!window.location.hash) {
              window.location = window.location + '#loaded';
              window.location.reload();
            }
          }
        });
      }
    </script>
  </head>
  <body onload="Loaded()">
    <div class="off-canvas-wrap" data-offcanvas>
      <div class="inner-wrap">
        <%UseEditForm(id="edit-form")%><%Macro('DummyInput')%>
        <%Macros('EditTopBar;EditOffCanvasMenu;EditDropdownHost')%>
        <article id="edit-main">
          <%Macros('EditCommands;EditCommandsPrint;EditEntityName;EditWarning')%>
          <div class="row" data-channel="edit/details">
            <div class="small-12 columns">
              <dl class="tabs tabbed edit-tabs entity-tabs" data-tab id="edit-tabs">
                <dd><a href="#tab-fields" class="i-fields" draggable="false"></a></dd>
              </dl>
              <div class="tabs-content has-icons entity-tabs-content" id="category-contents">
                <div class="content tabs-content-item" id="tab-fields">
                  <%Macro('PMUEditSection')%>
                  <section class="form">
                    <label for="F_STREET_FR" class="required">Street</label>
                    <%GetEdit("F_STREET_FR")%>
                    <label for="F_CITY_FR">City</label>
                    <%GetEdit("F_CITY_FR")%>
                    <label for="F_COUNTRY">Country</label>
                    <%GetEdit("F_COUNTRY", type="LOOKUP", data-placeholder="<%GetLabel('Select Value')%>...")%>
                  </section>
                  <section class="form">
                    <label for="F_STREET_NUM">N°</label>
                    <%GetEdit("F_STREET_NUM")%>
                    <label for="F_POSTCODE" class="required">Postocode</label>
                    <%GetEdit("F_POSTCODE")%>
                  </section>
                  <hr/>
                  <section>
                    <!-- START OF PROBLEM -->
                    <%Delay(1)%>GetRelationGrid(columndefs="GridEditColumns.txt", entity="UNIT", key=<%GetArgument("KEY",context=ATTR)%>, SORT='F_FLOOR', noheader=false, columns="NAME,F_FLOOR,F_FLOOR_AREA")%>
                    <!-- END OF PROBLEM ? -->
                  </section>
                </div>
              </div>
            </div>
          </div>
          <input type="hidden" id="hidden-detail" name="hidden-detail" value="<%GetHiddenArgument('hidden-detail')%>">
          <input type="hidden" id="hidden-panel" name="hidden-panel" value="<%GetHiddenArgument('hidden-panel')%>">
          <%Macros('EditCommandsBottom')%>
        </article>
        <%Macro('EditFormClose')%>
        <a class="exit-off-canvas"></a>
      </div>
    </div>
    <%Macros('EditScripts;JsScriptsTRW;EditScriptsCustom;EditModel')%>
    <div id="modal-host" class="reveal-modal" data-reveal data-options="close_on_background_click:true"></div>
  </body>
</html>

And the custom field to edit the unit's name :

/* macros/GridEditColumnsCustom.txt */
td.NAME.Unit {[<td><%GetEdit("NAME", detail=Unit, detailkey=<#F=K_UNIT;context=ATTR>)%></td>]}

Everything goes well as long as I'm editing the Property's field but if I try to change a Unit's field (the name for example), I receive this error :

Unable to commit changes to the database
ID: CORE-1394
Message: Error during CommitChanges on "Prop_Unit":
Invalid column name 'CHANGEDBY'
Invalid column name 'CHANGEDBY'
Comment: One of the following could be at the origin of the error:
- Some of the input values are not accepted by the database
- The entity you are modifying is no longer available
- The database is full
- An unexpected error occurred in the application

For what I understand the changes are trying to be made on the join table instead of the entity on the other end.

Can someone help me unlock this situtation for I don't see what direction I should go.

Thank you very much,
Alexandre

What is the best way to implement a dynamic form in consult mode depending on a status ?

Mon, 02 Aug 2021 10:08:49 +0000

What is the best way to implement a dynamic form in consult mode depending on a status ?
When you are into a project in some cases you have multiple steps or status in your production.

One of the most simple way will be to create a big virtual field where all fields will be formatted depending on status or something evolving during the project life.
But we lost the advantage to modify easily fields form the designer form page but it can be accepted by the customer.

With the introduction of live edit mode into consult forms this alternative way is compromise because we lost this functionality except if you simulate it for each field into you FormFieldConsutlCustom file.

Do you recommend any best way to create a dynamic form still compatible with new live edition ?

Thank's
Laurent Tuffraud

How can I use "Chart options" / "Series configuration" in a Chart Widget?

Fri, 09 Jul 2021 14:48:27 +0000

How can I use "Chart options" / "Series configuration" in a Chart Widget?
I would like to change the order of the analyses fields.
Instead of Alphabetic sorting. And instead of using prefix numbers.

Is there a guide?
Do you have an example for me?

In version 11.3, is it possible to have a single view of all Timesheets without classification by project?

Mon, 02 Mar 2020 07:08:20 +0000

In version 11.3, is it possible to have a single view of all Timesheets without classification by project?

Display the current date in a word template

Tue, 15 Oct 2019 14:51:45 +0000

Is it possible to display the system current date (NOW) in a word template document instead of using an entity date field ?
I would not like to rely on an opportunity date for instance to edit a mail from a template but just display the current date...
What is the syntaxe please if it available as a template standard tag ?

Thks

Creation of dynamic lists in Efficy

Fri, 11 Oct 2019 10:35:15 +0000

Hi Team,

I have received feedback (see below) from a key client in Switzerland (Geneva Tourism) yesterday and they had a question about “dynamic lists” creation in Efficy for which I have the same questions on my daily use with Efficy.

See below:

Hi Geoffroy,

It was great to meet you yesterday. As discussed, here is a description of the “dynamic lists” functionality I mentioned that we would need in Efficy.

Purpose: to be able to group contacts based on defined criteria, where the list is updated so that a contact is removed when he no longer meets the criteria, and new contacts are added when they do meet the criteria.

Example: I want to keep a dynamic list of all our convention bureau clients that have an event planned in Geneva within the next year.

If I understand correctly, the current solution would be to create a Query with these criteria and then convert it to a Profile. But the result is a static list, so this process must be repeated each time we want an updated list.

It would also be useful to be able to segment our contacts dynamically directly in the Publication, without having to pass by a Profile (although I understand that a contact must be linked to at least one Profile to be synchronised in Flexmail).

I hope this is clear. Please don’t hesitate to get back to me in case of any questions.