Efficy Overflow Q&A - Recent questions in Reporting Solutions

Did You Know? PDF Hack for Nitro Signature Tags!

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

Did You Know? PDF Hack for Nitro Signature Tags!

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

The Challenge

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

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

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

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

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

The Result

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

✅ The client received properly signed documents

✅ No Word-to-PDF conversion needed!

Client Feedback

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

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

LIBS-1702 - Cannot find definition for Reporting Database "Efficy"

Wed, 10 May 2023 11:38:53 +0000

The LIBS-1702 - Cannot find definition for Reporting Database "Efficy" appears while the definition does exist in the configuration.

What could be causing this ?

Should we use formatted memo in html reports ?

Mon, 17 Apr 2023 15:22:21 +0000

I was spending some time as one of client's report wasn't working properly.

The report is an html report that points to .htm page with some parameters.

While accessing the report the page is not loaded because an html has been injected into the src attribute.

And from what I see the ReportExec.htm (the page called to insert the report page) and it calls <%RunReportURL()%> function.

It looked like the issue was linked to MEMO. When memo is formatted the RunReportURL will inject the memo into src.

What the issue here and should we use formatted memo in reports ?

Propriety Efficy.disableCategorySecurity how it works ?

Thu, 13 Apr 2023 11:47:00 +0000

Hello,

I am not sure if I understood the behaviour of Efficy.disableCategorySecurity.

Here is an example of it in workflow:

The Everyone group has read rights only on COMP$ADDRESS.
I thought the Efficy.disableCategorySecurity will overcome the rights/security set in designer and allow to edit the field. But I am still getting error that I don’t have rights:

How and when should it be used?

Crystal Reports >> Open a hyperlink in a new window

Tue, 06 Sep 2022 13:05:54 +0000

Hello

How can we force a hyperlink on a column in Crystal Report to open a new window so it doesn't open in the window of the report that is being run?

I've tried ?sWindow=New and &sWindow=New but none or them work.

Default Dashboard for a team on Tasks

Wed, 22 Dec 2021 16:45:56 +0000

Hi,

I would like to create a default dashboard for a specific team in the tasklist.
This dashboard should appear automatically when the users go to their tasklist.
Is this possible?

kr
Erwin Vogeleer

When going to second page of Crystal Report, Efficy asks the parameters to be entered again, what's wrong ?

Mon, 11 Oct 2021 11:03:17 +0000

When going to second page of Crystal Report, Efficy asks the parameters to be entered again, what's wrong ?

Why is SYS_CALENDAR not supplemented to 2030 for example with an db-upgrade?

Tue, 14 Jan 2020 08:02:56 +0000

Why is SYS_CALENDAR not supplemented to the end of 2030 for example with an (db) upgrade?

On older created databases, SYS_CALENDAR runs only until 2020.
After several upgrades the table is still not supplemented.

My Example: RUNA is now 11.1. SYS_CALENDAR runs until the end of 2020.

Be aware: I will supplement SYS_CALENDAR on the RUNA database myself, with an script.

Second question: Does anyone know where SYS_CALENDAR is used for, other then reporting?

Use of widgets Efficy 11.1 in version 11.3

Mon, 16 Dec 2019 15:43:19 +0000

Hi everybody,
Does anyone have the solution to be able to use the widgets of version Efficy 11.1 in the dashboard of Efficy 11.3 ?
Thank pou

Is it possible to add a custom option in the report server list ?

Thu, 03 Oct 2019 11:27:09 +0000

Hello,

I'd like to to know if it's possible to add an element in LK_REPO_SERVER and configure how the option is working in efficy.

I've added the option in the lookup (no problem there of course) but I don't see how the value is used for the execution of the reports.

Thanks

Crystal report on sys_changed to track users activity?

Mon, 29 Oct 2018 16:36:01 +0000

Did any of you ever implemented a Crystal report displaying users activity (based on sys_changed) ?

Is it possible to pass arguments from efficy to Qlik Sense

Thu, 16 Mar 2017 09:31:55 +0000

Hi friends!

are thinking of a Qlik Sense integration for the client and wondering if it is possible to pass certain arguments from efficy to Qlik Sense like Current User or GroupMemberships etc.

We need to filter / display only certain data to certain groups of users.

Of course I willing to read any available white papers ;-)

Tim

Instructions needed on how to setup a HTML report

Tue, 15 Mar 2016 15:21:32 +0000

Hello,

I am trying to create / setup an HTML reports and cannot find any documentation about this. The only piece of information I found was an example zip in /Utilities/Examples of HTML Reports.

However the instruction there are outdated and when I try (as described in the instructions) to point to the example report file (by providing the following in Report File field: dialog?page=../custom/reports/SalesFunnel.htm), I get the following error:

Are there more up to date instruction on how to create / setup and run HTML reports? Otherwise, could somebody describe me the steps needed to do so?

Thanks!

Reporting Solution Import - lots of old files

Tue, 15 Mar 2016 13:20:28 +0000

Hi all,

our efficy server was about to run out of disk space.
I found more than 1 million files in D:\Program Files (x86)\Efficy\Reporting Solution\Import

There are alwas a *.rpt and a *.conf file.

Can we delete very old files, and just keep some of the most recent ones?
Anything to be tought of before doing that?

Thank you

Tim

is there are loggin about which user runs which report

Wed, 27 Jan 2016 08:21:21 +0000

Hi all,

is there a logging available to identify the reports a user executed in a certain time?

best regards

Stephan

sql FOR XML PATH('') equivalent in Oracle / for crystal report command

Mon, 28 Dec 2015 14:56:07 +0000

Hi,
I need to extract in a crystal report command, a comma separator list of contacts, based on link status, for contacts linked to an action.
In sql server I can use a select... FOR XML PATH('') for each status. What can be the equivalent with an Oracle database?

Thanks and Regards
Anne

Efficy 2014 - IE Compatibility View settings

Tue, 17 Nov 2015 14:19:19 +0000

Hi,

It seems that Crystal report export or scroll pages are not working if the IE compatibility View settings is not set for the domain.

What other issues can appear in Efficy application if we set it?

Thanks and Regards
Anne

Crystal Report: Database Vendor Code: 4060

Thu, 17 Sep 2015 07:07:18 +0000

Dear Everybody,

if someone is looking for the Crystal report error: Database Vendor Code: 4060.

Here is the solution of it.

Database Vendor Code 4060 Picture