Efficy Overflow Q&A - Recent questions in Efficy Developers

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.

How to queue a function call in a workflow script to execute it async?

Wed, 12 Nov 2025 08:29:40 +0000

Hi,

I am working on an integration with Efficy and Exact. One of the flows i need to implement is uploading invoices from exact to Efficy as an attachment. I currently put it in a workflow function and it works fine. However, this flow is very slow (multiple calls to exact so can't make it faster) and is blocking the end user from doing anything for 20-30 seconds. Is there a way without using schedulers to execute this flow in an async way? A bit like queueing that the function should be executed in the background.
Or is the only solution using a scheduler service and just use a small time interval?

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.

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!

Syntax for function OnAddLinkOppoPubl(Key, DetailKey)

Tue, 22 Apr 2025 10:17:09 +0000

Hi,
What is the syntax using the function OnAddLinkOppoPubl(Key, DetailKey) ?
I just want to update the STATUS field of the opportunity after adding a link from the publication to the opportunity.
Thank you
Dimitri

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.

How to emplement runscript for email template

Mon, 17 Feb 2025 15:55:01 +0000

Hello,

I'm used to create runscripts to personnalize docx files, but it seems to be different with email templates.

This runscript [$RunScript(module="templates/email", name="iu_nom_prenom")] works fine in a docx template, but I have no result in an email template.

While debugging, I fugured out that the contKey = 0 while editing the email template but I got the good value with a docx version :

var contKey = Efficy.getMainDetail(editHandle, ntCont);

Do you have any tips/informations ?

Thanks

Is there any AfterLoad Trigger or Hook? (Efficy (Build 12.1.28052.0 2024-10-11 15:00))

Fri, 31 Jan 2025 18:29:27 +0000

Our goal is to encrypt and decrypt different columns with different keys. The encryption and decryption must take place on a different server! This server provides a REST API that should be accessed from within efficy.

When a record is saved, I can easily implement this using the BeforeCommit Trigger. However, it seems to be more difficult to load records. As far as I know, there is no AfterLoad Trigger. I haven't found a hook for reading records either.

Does anyone have any idea? Where would be the best place to start?

Best
Stefan

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 ?

Efficy.setUserSecurity: You can't assign a security level you don't have as default right !

Thu, 26 Sep 2024 14:17:03 +0000

I have an record on a custom entity which have the following security

From a BeforeCommit workflow trigger for this entity, I am using the following code

var secuKUser = 99999002;
Efficy.setUserSecurity(editHandle, 99999002, 271); // 99999002 = EFF_ADMINS and 271 = FullControl.

But then I get the following error, and I don't know what is wrong, does anyone have an idea?

PS : My efficy version is Efficy Entreprise 2021 - Build 12.0.27691.0

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 ?

Where are the "Follow" notification details stored?

Mon, 22 Jul 2024 14:48:55 +0000

We have two ways to configure notifications.

Default notifications:
Follow (follow a specific record):

The default notification details are saved in ACC_RIGHTS table. Explained in this thread

Where are saved the "Follow" configuration details?

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);
}

Configuration of Mail Dispatch with STARTTLS raise error LIBS-1803, what configuration we did wrong?

Fri, 26 Jan 2024 11:57:10 +0000

we are trying to setup the mail dispatch for our customer Fondation Patrimoine, the customer gave us the following configuration :
smtp : smtp.office365.com
sécurity : STARTTLS
Port : 587

So we configure it like this

but we get the following error

Connecting to SMTP Server "smtp.office365.com"
12:52:19> <Emails are not allowed> --> To:Emails are not allowed|Cc:|Bcc:|Subject:"Test Sending Email"
12:52:19> Error: Sending Internet Mail Failed: LIBS-1803 Unable to send the message with subject: "Test Sending Email"
SSL negotiation failed.

In the "Internet Option", TLS1.2 and TLS1.3 are activated

Does anybody encountered this error ?
Does STARTTLS supported by MailDispatch ?

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

ORA-01653: unable to extend table ADMINOLVEA.ACTIONS by 1024 in tablespace EFFOLVEA

Wed, 20 Dec 2023 13:20:57 +0000

Hello,
Trying to save an action in the application i'm faced with this error message
"ORA-01653: unable to extend table ADMINxxxx.ACTIONS by 1024 in tablespace EFFxxxx"

after researching a little i found This thread requiring adding storage files to the tablespace, i was wondering if any one has a solution

Last version of Efficy.Net.dll

Tue, 28 Nov 2023 13:51:39 +0000

Hello,

I am migrating a customer from Efficy 2012 to Efficy 12.0.
For this customer, we made a .NET Application to run some synchro between Efficy and another software.

This application doesn't work anymore with Efficy 12.0, we are encountering an error when creating Efficy session.

After some research, it appears that the component Efficy.Net.dll is pretty old and I can't find a recent one.

How not to link product abd subproducts in an opportunity with fragments

Sun, 26 Nov 2023 18:59:14 +0000

Hello,

When using fragments, if you insert a product in an opportunity, if the selected product has subproducts, all the products are liked in the opportunity.
Pnce all the products are liked to the opportunity, if you modify the quantity, the quantities of all the products are modified.
If you want to delete the main product, all the subproducts are deleted.
The reason is that in the database, ech subproduct has his own K_PARENT field filled.
Is it possible just to insert the selected product and not all the subproducts ?
Thank you
Dimitri

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?

How to import Jpg or png images located on a Wordpress html place

Sat, 21 Oct 2023 18:37:03 +0000

Hi,

I have to import into Efficy 5000 image files located like this :
https://serveurtravail.planeteformations.com/wp-content/uploads/2023/08/WORK-Sublime-NZ-Natural-Hickory.png
Is there any solution via the datasynchro tool ?
Thank you
Dimitri

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?

Customize servicy

Thu, 28 Sep 2023 07:14:42 +0000

Hello,

Is there a way to customize the folder servicy ?
We want to customize our Efficy extranet including the forgot password page and email template.
I tried to create a custom/customname/servicy folder, but it doesn't work.

Sébastien

Generate stats in Excel format

Tue, 19 Sep 2023 07:14:33 +0000

Hi,

I want to generate some stats (server side) and I want to have an excel format (no csv)

I know I can use strSaveTextFile to generate file, but how could I generate excel ?

thanks in advance :)

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 ?

Azure SQL Support

Fri, 08 Sep 2023 14:51:12 +0000

Dear Efficy Team,

I've seen the supported DB are, according to the documentation (https://help.efficy.io/edn/admin/sppl_serversoftware), Microsoft SQL Server, Oracle and PostgreSQL.

I have a client that would try deploying Efficy on a cloud environment using Azure SQL.

Would this work ? Do we need some special work-around ?
Or is it just not possible and we'll need a virtual SQL server ?

Thanks for your help,

Alexandre

Created new Entity, but Swedisch translation is not working

Thu, 07 Sep 2023 15:25:14 +0000

Efficy login in with Swedisch language.

When I login to: https://xxxxxxx.efficytest.cloud i get: "VISITS" as label = NOT OK
When I login localy http://efficy120/crm: I get "BESÖK" as label = OK

CustomLabels.txt:

==> Languages:ENDENLFRSV

VISITVisitBesuchBezoekVisiterBesök
VISITSVisitsBesucheBezoeken2VisitesBesök
VisiVisitBesuchBezoekVisiterBesöken
VisisVisitsBesucheBezoekenVisitesBesök

I investigated this together with my TA and we cannot figure out what we ar doing wrong. The tabulation should be fine

Can someone help me please?

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 ?