Efficy Overflow Q&A - Recent questions in Efficy/ Client side

How to overwrite/customize ckeditor.config.js properly ?

Tue, 02 Dec 2025 09:44:56 +0000

Does anyone know how to customize CKEditor configuration ?
Currently in standard we have the configuration file ckeditor.config.js.
But there is no proper way to use the custom config file when an CKEditor intance is created.
The only way I found is to overwrite initCkEditor function in editView.js that calls the ckeditor.config.js file

But I find it odd to modify it like this. There are several places where the customConfig file path is called not only in editView.

Placeholders must be setted to be interpreted ?

Tue, 21 Oct 2025 07:40:33 +0000

Hi,

I want to do some jobs depend if a placeholder is setted in the previous macro or not.

<%If('$LABEL$', then='$LABEL$', else=|<%GetLabel('$DETAIL$s')%>|)%>

So if I have:

FoncRelations#Fonc {[<%Macro('EntityRelationsTemplate', detail='Fonc', $caption$='Add Link to Fonc')%>]}

=> $LABEL$ shouldn't be setted

and if I have :

FoncRelations.exam#Fonc {[<%Macro('EntityRelationsTemplate', detail='Fonc', $caption$='Add Link to Fonc', $label$='Surveillants')%>]}

=> $LABEL$ is setted

But the problem is when I want to check if $LABEL$ is setted, $LABEL$ is considered as a string '$LABEL$' and not interpreted as empty string ''

So
I always have either the value in $LABEL$ or exactly the string "$LABEL$"

and I'm forced to use :

<%If('$LABEL$', condition='contains', value='LABEL', then=|<%GetLabel('$DETAIL$s')%>|, else='$LABEL$')%>

to be sure $LABEL$ is really interpreted and not just the text '$LABEL$'

It's the normal behavor ?
Thanks in advance :)

How to deactivate OpenUrl.log log file ?

Tue, 14 Oct 2025 09:15:05 +0000

I'm trying to deactivate openUrl file log, cause the OpenUrl.log file is really too big (more than 1Go).
I wanted to change SYS_SETTINGS in the designer, and add logOpenUrlRequests option (as advised here : https://overflow.efficy.io/?qa=7085/when-is-openurl-log-generated)... But the logOpenUrlRequests isn't reconnized when I save my settings (the options disappears)

Can I have a solution ? a documentation for the options for SYS_SETTINGS ? anything else ?

Thanks in advance

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 ?

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!

Export Multivalue field that is on relation table is not working

Wed, 28 May 2025 16:08:40 +0000

I have multivalue fields on a relation table "DEMA_DIIN": F_DD_OS, F_DD_GOS, F_DD_CT
I have added them to the SYS_QUERIES and they are display in consult tab correctly

In the consult tab code, I have the following table headers:

<table 
class="data-grid grid-density-0" 
data-channel="entitylist/grid" 
data-entity="Diin" data-recordcount="3" 
data-columnlist="F_ACRONYM,F_DD_OS,F_DD_GOS,F_DD_CT,F_DD_INT_DISPO{MEMO},F_DD_MONT_DEMANDE{NUMERIC},F_DD_POUR_DEMANDE{PERCENTAGE},F_DD_MONT_ACCORDE{NUMERIC},F_DD_POUR_ACCORDE{PERCENTAGE},R_F_DD_AVIS,F_DD_COMMENTAIRE{MEMO}" 
data-inlineedit-columns="0{TEXT},1{MULTIVALUE},2{MULTIVALUE},3{MULTIVALUE},4{MEMO},5{NUMERIC},6{PERCENTAGE},7{NUMERIC},8{PERCENTAGE},9{LOOKUPDROPDOWNSEARCH},10{MEMO}" 
data-inlineedit-origins="DIINS,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN,DEMA_DIIN" 
data-queryhandle="35">

I have also added the following definition in ExportColumnsCustom.txt: (60058 is the K_TABLE of the relation table "DEMA_DIIN" where the field is)

datatype.F_DD_OS,
datatype.F_DD_GOS,
datatype.F_DD_CT {[text]}

cell.F_DD_OS,
cell.F_DD_GOS,
cell.F_DD_CT {[<#F=$FIELD$;MULTIVALUE=T;TABLEID=60058;FIELDID=$FIELDID$;SEPARATOR=, ;context=tag>]}

When I tried to export to Excel I have the following error which is strange because I specified the TABLEID in ExportColumnsCustom.txt which correspond to the DEMA_DIIN table not the DIINS table.

Message: LookupTableManager
Cannot fetch Lookup Table Values on table "DIINS.F_DD_GOS"

Does anyone have a solution for this issue ?

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.

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.

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

How to customize agenda actions colors in Efficy 2024 ?

Mon, 04 Nov 2024 10:00:29 +0000

Hi,
In previous Efficy Versions, the colors of the appointments are different according to the modes of the appointments.
In 2024, the color of the appointments is always the same : no color.

Macro definition rules

Tue, 22 Oct 2024 10:31:36 +0000

Hi,

I found a macro definition I don't understand and I can't found some information in the documentation.

GroupUsersLookup$nodisable;groupusercode {[

what $nodisable mean ?
some things for ;groupusercode ?

Thanks in advance
Best regards
Maximilien

Consult DEFAULT tab

Fri, 27 Sep 2024 14:39:09 +0000

it seems that the DEFAULT tab on any entity in consult for a new user that did not access efficy before, is "Acti".

But if the user doen't have the rights to see "Acti" we have the following error when accessing the entity in consult:

Is there a way to specify what is the "DEFAULT" tab in this case for instantance "Cont" for all entities ?

Setting default widget list per user group

Fri, 06 Sep 2024 09:35:27 +0000

Hi everyone !

Maybe is it a stupid question but i havn't found any documentation on how to add default widgets to the dashboard of a group of user.

We are switching from efficy 11 to 12 and we have a large custom to adapt to the specifications of v12.
Previously we made changes to the WidgetsTody.htm file but now that there is some change in v12 for the widgets (making them a system entity) i'm unable to reproduce its comportment.

If not possible could we at least pre load the favorite widget list when user is trying to add a widget ?

Thanks in advance

How to check if the record is locked by someone in DataSynchro Remote ?

Mon, 19 Aug 2024 13:48:35 +0000

I've seen in Efficy ServerJS script reference documentation that we have Efficy.lockedByAccount method.
But I don't see the same method in Remote reference.
Is it possible to know if record is locked by someone during a DataSynchro Remote ?
If yes, how ? If not, why ?

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"

When to use CallEfficyProtocol and what are the possible protocol actions ?

Fri, 09 Aug 2024 10:10:52 +0000

I see some part of code that are using CallEfficyProtocol function.
For instant to export files from project ExportFiles function is used that is calling CallEfficyProtocol("exportdocs", [Entity, EntityKey, ExportPath]);

The CallEfficyProtocol takes two arguments:

exportdocs is an action
[Entity, EntityKey, ExportPath] is an array of parameters

I'd like to know:

when should the CallEfficyProtocol function be used (best practice)?
what are the possible actions (first argument of CallEfficyProtocol) and what are they doing ?

When is OpenUrl.log generated ?

Wed, 07 Aug 2024 08:33:44 +0000

From the content of OpenUrl.log it looks like it contains the calls to external services + the post payload.
I suppose it is related to one of Efficy.openUrl... methods but I am not quite sure.
The issues is more on log file that is generated in PROD env. but not in TST env.

I'd like to understand:

When it usually created ?
Why it behaves differently ?

The client (on-premise) noticed a peak of space usage since few weeks (it wasn't like that before apparently ). UpenUrl.log takes over 600mb each day. Most of them are related to sending personalised emails (flexmail) from campaign. And the flexmail playload take huge space.

Send notification by email -> auto reply email is send back to users email box. Why ?

Tue, 23 Jul 2024 07:40:45 +0000

One of the client's user has set a auto reply email (outlook).

Now when a notification is send by email (cause the option send notification by email has been checked) the user's auto reply email will be triggered and send back. But for some reasons this email reaches apparently all the users that might be linked to the modified record.

Any idea why this would happen ? Why do all of the linked users (not sure if it's only linked or maybe some others) get the auto reply email on their email box ?

I would imagine that the email used for sending notification might be a an alias (group) email that includes a number of people . But I don't see where the configuration of this part is located.

How are the emails notification send ? Is it a scheduled script or a service ?

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.

Error of duplicate key when merging Custom entities records

Thu, 23 May 2024 17:38:24 +0000

For a customer, we are trying to activate the merge duplicate on a custom entity "ENOP", we follow the Overflow guide : https://overflow.efficy.io/?qa=1039/how-to-provide-the-merge-functionnality-for-an-entity&show=1039#q1039

we create the Enop_Enop2 ... even if I don't understand why we need this view since we already have the Enop_Enop view ??

we setup the the sys_entities "DuplicateView"

And we add in the SYS_ENTITYVIEW the "EnopMerge" entityView

Here is more detail of the TABLEVIEWS column

Enop;Enop_User=User;Enop_Comp=Comp;Enop_Cont=Cont;Enop_Proj=Proj;Enop_Publ=Publ;Enop_Prof=Prof;Docu_Enop=Docu;Acti_Enop=Acti;Enop_Mail=Mail;Enop_Enop=Enop;Enop_Enop2;Ctrt_Enop=Ctrt;Fina_Enop=Fina;Cout_Enop=Cout;Actv_Enop=Actv;Appe_Enop=Appe;Reap_Enop=Reap;

But when we try to merge 2 enops together we are getting the following error

We checked the links in the Enop-Enop relations but there is no duplicates for the enop keys 26 and 272

So now we are stuck and we don't understand why we have this behaviour, do you have any ideas ?

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);
}

Use translated custom field with grid tags in templates

Tue, 16 Jan 2024 08:19:43 +0000

When I want to retrieve a translated field to merge, (Template language = "DE") it does work with the PRODUCTS.NAME field.

But it does not work with the translated custom field.
For example. I created a custom field = PRODUCTS.F_COMMENT, with translations.

I added field to SYS_TABLEVIEWS. docu_prod:

SELECTFIELDS = 'DOCU_PROD.*, PRODUCTS.NAME, PRODUCTS.F_COMMENT,PRODUCTS.OPENED, PRODUCTS.CURRCY'

I use these grid tags in the template:

<#F=Name>
<#F=F_COMMENT>

I use a docx Template, language = 'DE'

Result:
"Product name De"
"Comment text Hoofd"

Name => (Translated PRODUCTS.NAME field DE)
F_COMMENT => (non translated products.F_Comment field)

What am I missing here?

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?

Show iframe widget with parameters in URL

Mon, 08 Jan 2024 10:22:27 +0000

We have a PowerBi report I want to show via an iFrame in the dashboard of a customer.
I can add the iFrame url but I would need to dynamically add the {KEY} of the customer as a filter in URL so the iFrame report is filterd on the correct customer.

https://app.powerbi.com/reportEmbed?reportId=5...&pageName=ReportSection...&filter=Efficy_x0020_uitvoer/CompaniesKey eq {KEY}

This should be the result

change colour of the icons in map search

Mon, 08 Jan 2024 07:39:43 +0000

Hi all,

is it possible to change the colour of the "buildings" displayed in the map search, when I do the "map search" on company level? When the distance is selected to get companies close to my current location, the "building" icon should be green if it is a customer and red if not.

maybe someone has a tip if it is basically possible and if yes, which files are related to change for this customisation.

thanks in advance and best regards

Stephan

Quotation builder sheet shows only one line?

Fri, 10 Nov 2023 13:13:05 +0000

Hi,

When using the quotation builder and a productsheet with multiple lines (replace \n with <w:br/> or [$LF] or even <w:p/>) via import is linked the first line is only shown in the quotation productline when generating.

When editing the sheet on the productline in the oppo and then generating all the lines are shown.

What could be causing this?

SQL Query to generate the constant lines to use in a js script

Wed, 04 Oct 2023 09:03:12 +0000

Hello,

I am sharing this query to help you generate the lines to paste inside a constant module

declare 
@tableName nvarchar(max) = 'LK_OFFER_STATUS',
@labelFieldName nvarchar(max) = 'F_LABEL';

declare @script nvarchar(max);

set @script = 'select
concat(
upper(replace(' + @labelFieldName + ', '' '', ''_'')),
'': '',
K_OFFER_STATUS,
'',''
) line
from ' + @tableName + '
where disabled = 0';

exec sp_executesql @script;

this is an exemple of the result :

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?

How works Efficy.autoMergeDuplicate exactly ?

Mon, 11 Sep 2023 10:16:47 +0000

Hello,

Can someone explain what exactly does Efficy.autoMergeDuplicate ?

I tried to merge two records I thought that if a set alwaysKeepFirst = true the merge will actually keep the record data of first key without merging any data from second key. But it looks like it only keep the key but the data from key 2 will be merged into key1 anyway. So which means the key2 data are kind of master data of merge ? Or does it take the recent data (d_change) as master ?

What I need is actually, to have some kind of merge that will keep only the data of key (the key I decide to keep) but will eventually take the links (to entities) of key2 if not exist in key to keep. Is it possible ?

I would to custom an image in imgnew

Thu, 07 Sep 2023 07:34:49 +0000

Hi,

I found some images in efficy\imgnew\*.png and I would to custom them

I tried to add in my custom folder customs\mycustom\imgnew\*.png the folder imgnew and add the same name than in the efficy/imgnew (ex : logo32-white.png) but the image isn't changed.

there is no solution to custom images ?

How to customize the files in the admin folder of the wwwroot of Efficy, in order to change the support email?

Wed, 26 Jul 2023 07:37:36 +0000

How can I customize the following files in the wwwroot of Efficy?

We need to do that in order to replace "Email of efficy suport" by the customer support email.

admin/Error.htm
admin/ErrorAjax.htm
admin/ErrorServicy.htm
admin/error/text_html.txt

Can we add a not standard translation for a lookup value ?

Tue, 18 Jul 2023 11:33:09 +0000

Hello,

Can I had a translation in IT (Italian) for my custom lookup?

The "Add Langage Field" of the designer doesn't offer IT as a choice for translation. Can I do it in another way? Or trought SQL?

Thanks in advance.

Does anyone knows how to access the DOCU_DOCU relation inside a Template?

Wed, 14 Jun 2023 14:51:46 +0000

Does anyone knows how to access the DOCU_DOCU relation inside a Template?

I activated the relation DOCU_DOCU for a customer, everything is fine in Efficy Interface.

But I need to get information of DOCU_DOCU into a template, so I used : [$GetTable('Docu')] ... Word Table ... [/$] into my template ... but the table does want to be display in the resulting document and I don't have any errors.

I have correct data in the Database and when I merge the document I see that the following Query is called and it returns data.

select DOCU_DOCU.*, DOCUMENTS.REFERENCE, DOCUMENTS.NAME, DOCUMENTS.OPENED from DOCU_DOCU DOCU_DOCU join DOCUMENTS DOCUMENTS on DOCU_DOCU.K_DOCUMENT2 = DOCUMENTS.K_DOCUMENT
where (DOCU_DOCU.K_DOCUMENT = 227)
order by DOCUMENTS.NAME

Result of the Template

Display HTML in custom page using GetDataGrid()

Wed, 26 Apr 2023 15:44:45 +0000

Hello,

Always in my migration for a customer from Efficy 10SP2 to Efficy 2021, I have one last annoying issue on a custom page.
I have a RunQuery which returns several lines containing HTML code ; I really don't want to change that because it is using PL/SQL.
Later in the custom page, the rendering is done by using the macro GetDataGrid() :

<%Delay(1)%>GetDataGrid(query="GetLog", count=-1, noheader=true, TemplateText=|<#repeat><#F=buffer;context=HTML></#repeat>|)%>

In Efficy 10SP2 it works well ; in Efficy 2021, because I have to use the new "context" parameter, the display is not working correctly.
I have tried all the different possible context : no matter what, it's awful.

To be sure that the "context" is the source of the issue, I have inserted the HTML directly in the page to test the display : works well.

It looks like the GetDataGrid macro with HTML context automatically add some closing tag (such as </table>). And it totally breaks the display because the tags are supposed to be handled in the data coming from the query.

Here are the two first line of the dataset :

<table border="0" cellspacing="0" cellpadding="2"> <thead><tr class="main-trth"><th class="text-center">No</th><th class="text-center">Généré le</th><th class="text-center">Journal</th><th class="text-center">Type</th><th class="text-center">Date doc</th><th class="text-center">Document</th><th class="text-end">Montant</th><th class="text-center">Societe</th><th class="text-center"></th><th class="text-start" >erreur ?</th></tr></thead>

<tbody>

And here is the generated HTML in the final page :

<table border="0" cellspacing="0" cellpadding="2"> <thead><tr class="main-trth"><th class="text-center">No</th><th class="text-center">Généré le</th><th class="text-center">Journal</th><th class="text-center">Type</th><th class="text-center">Date doc</th><th class="text-center">Document</th><th class="text-end">Montant</th><th class="text-center">Societe</th><th class="text-center"></th><th class="text-start">erreur ?</th></tr></thead></table>



110925/04/2023 15:50:42VEFacture de vente22/07/2022ECT F 07223149

SOAP Connection with executesqlquery including sum and having statement does not work

Sat, 08 Apr 2023 08:37:35 +0000

Hello

We've been working successfully for a few years now wtih SOAP connections and SQL execution
We're now facing an issue with a SQL clause containing a having and sum statement.
Here is the body of the soap envelop :

<SOAP-ENV:Envelope xmlns:efficy="http://XXXXX.efficy.cloud" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope">
<SOAP-ENV:Body>
<efficy:api> 
<currentuserfullname/>
<datacontainer id="1" operation="executesqlquery" recordcount="">                    

<sql>
SELECT 
C.F_SAP,
   COALESCE(SUM(F_CA_CUMULE_N), 0) as CA_N,
    COALESCE(SUM(F_CA_TOTAL_N_1), 0) as 'CA_N - 1',
    COALESCE(SUM(F_CA_TOTAL_N_2), 0) as 'CA_N - 2',
    COALESCE(SUM(F_CA_CUMULE_N), 0)  +  COALESCE(SUM(F_CA_TOTAL_N_1), 0) +  COALESCE(SUM(F_CA_TOTAL_N_2), 0) as TOTAL_CA


    FROM 
    (
    SALE_COMP SC
    INNER JOIN
        SALES S
    ON
        S.K_SALE = SC.K_SALE
     )
inner join r_companies C
on 
(C.K_COMPANY= SC.K_COMPANY)

Where
len(C.F_SAP)>0 

GROUP BY
C.F_SAP
having COALESCE(SUM(F_CA_CUMULE_N), 0)  +  COALESCE(SUM(F_CA_TOTAL_N_1), 0) +  COALESCE(SUM(F_CA_TOTAL_N_2), 0) >3000
</sql>
<queryparams></queryparams>
</datacontainer>
</efficy:api>
<efficy:logoff/>
</SOAP-ENV:Body>
</SOAP-ENV:Envelope>

The post method returns the following error message :

EEfficyExceptionCannot find Child Node "document"LIBS-1822

If I use a more simple SQL pointing to the exact same tables, I have no problem :

   <SOAP-ENV:Envelope xmlns:efficy="http://XXXX.efficy.cloud" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope">
<SOAP-ENV:Body>
<efficy:api> 
<currentuserfullname/>
<datacontainer id="1" operation="executesqlquery" recordcount="">                    

<sql>
SELECT 
C.F_SAP


    FROM 
    (
    SALE_COMP SC
    INNER JOIN
        SALES S
    ON
        S.K_SALE = SC.K_SALE
     )
inner join r_companies C
on 
(C.K_COMPANY= SC.K_COMPANY)

Where
len(C.F_SAP)>0 

GROUP BY
C.F_SAP


</sql>
<queryparams></queryparams>
</datacontainer>
</efficy:api>
<efficy:logoff/>
</SOAP-ENV:Body>
</SOAP-ENV:Envelope>

I have opened a ticket (CFT-2023-261853) but somebody mastering well SOAP connections could help @Laurent Truffaut...

thanks

LaunchAction is not working at all

Fri, 17 Mar 2023 10:10:49 +0000

Hello,

I am migrating a customer from Efficy 10sp2 to Efficy 2021.
On the Oppo consult window, the customer has several custom commands tool which opened a custom dialog page in which you can chose a Model to generate a document.

When you click on a Model, the following script is called :

function Perform(Result, Label){

var msg = sCreateInstantDoc.replace('$NAME$', Label);
if (!confirm(msg)) return;

            <%Macro('LaunchAction')%>
}

I do have the confirm popup but when I click on the "OK" button, nothing happens and the Chrome console is empty, no error.

I thought it was because the syntax for "action" parameter in url has changed since Efficy 11 so I changed

&action=CreerDocumentVente(Result, Label)

for

&action=CreerDocumentVente;Result;Label

but it didn't work either.
It seems like the action isn't launched at all.
Someone has an idea why ?

Thanks for your help.

Sébastien

Uncaught TypeError: Cannot read properties of undefined (reading 'toLowerCase')

Thu, 16 Mar 2023 16:17:06 +0000

Hello,

I am migrating a customer from Efficy 10sp2 to Efficy 12.0.
I am encoutering a weird error on a custom page (crm/dialog?page=stoc/DialogNewMVSTOC.htm) which is opened from the Prod_Stoc relation window :

Validate.js:119 Uncaught TypeError: Cannot read properties of
undefined (reading 'toLowerCase')
at isValidDate (Validate.js:119:42)
at isValidDateTime (Validate.js:163:7)
at DoStocMvt (dialog?page=stoc/DialogNewMVSTOC.htm&count=-1&bookmark=1013&KSTOCK=4&KPRODUCT=372&action=refreshOpener:232:7)
at HTMLButtonElement.onclick (dialog?page=stoc/DialogNewMVSTOC.htm&count=-1&bookmark=1013&KSTOCK=4&KPRODUCT=372&action=refreshOpener:116:266)

The line involved in Validate.js is :

var shortDate = Model('shortDateFormat').toLowerCase() || 'dd/mm/yyyy',

My first thought was that Model was not define, but it seems that it is not the problem ; indeed, just a few line before, we have :

var isLeap,
dateSeparator = Model('dateSeparator') || '/',

which does not raise an error.
I tried several things :

In MacroRelationCustom, add shortDateFormat in JsonModelCustom.Prod.Stoc
same in MacroConsultCustom in JsonModelCustom

No matter what I do, the error stays.
Thanks for your help.

Sébastien

Convert number to letter multilingual to display in Template

Fri, 03 Mar 2023 15:20:22 +0000

Do we have a module to convert number to letter, in order to display the number in letter into a template?

Get regional settings in serverJS

Fri, 17 Feb 2023 11:47:47 +0000

Is it possible to get usersettings by a serverJS function?

This is an working example:
var maxUsedDays = Efficy.getSetting('User', 'MaxUsedDays');

This is what I am looking for and currently not working:
Efficy.getSetting('User', 'DecimalPoint')
Efficy.getSetting('User', 'decimalPoint')
Efficy.getSetting('User', 'ShortDateFormat')
I also tried:
Efficy.getSetting('Efficy.User', '')
etc.

Questions:
Is it possible to get this working?
Is there a list of working examples?
Or an other way to get user regional settings?

How to make a group be selected instead of a manager in an opportunity

Tue, 14 Feb 2023 22:22:54 +0000

Hi,
How to make a group be selected instead of a manager in an opportunity so that the opportunities are ditributable to the groups rather than to the managers?
I know that if I import datas, I can do it but the user does not have the opportunities in his lists since the list appears if the manager is the user.
And since managers must appear in the Sales group, this is not possible for groups.
Voilà.

How get the key into a step in float value rather than navchar when using <#=@ data.key #>

Tue, 07 Feb 2023 17:06:34 +0000

Hello
I want to customize the dialog editing screen of a step depending on typeof reference, some filed must be hidden or not.

So I try to get the reference and more information through an SQL query.

<%RunQuery('PJM', param1=4976, sql=|select
WRKS.K_STEP, WRKS.K_PROJECT, PROJ.REFERENCE, WRKS.F_GAMME, WRKS.F_LEVEL, WRKS.F_LEVEL, 
WRKS.F_TARGET, WRKS.F_TYPE, WRKS.F_MODULE, WRKS.F_QUALIFICATION 
from 
<#TABLE NAME="WRK_STEPS"> WRKS
INNER JOIN <#TABLE NAME="PROJECTS"> PROJ ON WRKS.K_PROJECT = PROJ.K_PROJECT
where 
K_STEP = :param1 |
)%>

<input type="text" value="<%GetField(REFERENCE, query=PJM, context=TEXT)%>">

The query return the reference if I hardcode the key.
In the macro <#=@ data.key #> return the key of the step without problem.

Problem when I try to use <#=@ data.key #> in the param1 the query respond that a navchar can't be convert to a float.
So I tried <#=@ GetDatabaseNumeric(data.key) #> and just <%GetKey()%> in both cases it's same result.

Do you have any solution to run the query with a dynamic key.
File is MacroWorkloadCustom.txt and I'm into the RoadmapStepCustom macro.

How to extract blob data from a Maximizer Database to an Effciy database

Sun, 20 Nov 2022 21:32:39 +0000

Hello,
I need to import all the documents from a Maximizer SQL Database to an Efficy Database.
Is it possible ?
If yes how ?
Thank you
Dimitri

In the workflow, is is possible to interact when generating a .pdf file from a .docx file ?

Mon, 14 Nov 2022 10:06:25 +0000

Hello,

The .docx file is markedup as an "FACTURE" in a custom column named "TYPEDOCUMENT".
When creating a .pdf file from this .docx file, I need to markup this .pdf file in the same column named "TYPEDOCUMENT" with "FACTURE".
How can I do this ?
Does it exist a JS function like "OnCreatingPdfFile" ?
Thank you
Dimitri

Display of a product photo (PHOTO field) in the offer templates

Thu, 10 Nov 2022 17:11:52 +0000

Hello,

The customer wants to display a picture of a product (PICTURE field) in the offer templates.

Is it possible?
If yes, what is the necessary configuration?
I have tested locally with a template for contacts but the template file is corrupted at its creation.

Sincerely
Quentin PRIGENT

How to activate Ajax call on select2 attached to a