Efficy Overflow Q&A - Recent questions in Efficy Partners

Efficy Entreprise toolbar in New Outlook ?

Fri, 09 Jan 2026 14:38:47 +0000

Hi,
Is the Efficy Toolbars compatible with the new version of Outlook ?
Thank you
Dimitri

MSSQL How to change the schema and user when you restore a DB and want to change the "ADMIN" username

Mon, 08 Apr 2024 10:03:01 +0000

Hello, I recently had to restore a DB from a backup file on my local environnement to make some dev

unfortunately the default schema was "service" and my local user is "ADMIN"

this is how i changed everything to make "ADMIN" great again.

after i restored the DB on my local envfironnement I ran the sql script : (adjustements necessary)

/*
IMPORTANT: Efficy is using the following query to find the OWNER of the DATABASE = SCHEMA
cf : https://overflow.efficy.io/?qa=3763/db-upgrade-missing-database-schema&show=3785#a3785

select cast(sysusers.name as varchar(30)) 
from sysobjects, sysusers
where sysobjects.type = 'U' and sysobjects.name = 'SYS_DATABASE' and sysobjects.uid = sysusers.uid
*/

DECLARE
    @OldSchema varchar(30),
    @NewSchema varchar(30),
    @CursorVar varchar(50),
    @Password  varchar(30),
    @DbName    varchar(30)

set @OldSchema = 'ADMINANYTHING'        -- <=== Name of the actuel Owner
set @NewSchema = 'ADMIN'    -- <=== Name of the new Owner
set @Password  = 'pswd'   -- <=== PAssword of the new User
set @DbName    = 'yourDBName'         -- <=== Database name. Specify It Too @ line 35


use [MASTER]
-- create login if not exist.
IF (NOT EXISTS (SELECT * FROM sys.server_principals WHERE TYPE IN ('U', 'S', 'G') and name = @NewSchema)) 
    BEGIN
        print('creating Login ' + @NewSchema collate Latin1_General_CI_AS)
        exec ('create login ' + @NewSchema + ' with password = '''+ @Password + ''', CHECK_POLICY = OFF, DEFAULT_DATABASE = ' + @DbName + ';')
    END
ELSE
    BEGIN
        print('Login ' + @NewSchema  collate Latin1_General_CI_AS + ' already exist')
    END

USE yourDBName                      -- <=== FILL DATABASE NAME HERE !

-- create Schema if not exist.
IF (NOT EXISTS (SELECT * FROM sys.schemas WHERE name = @NewSchema)) 
    BEGIN
        print('creating schema ' + @NewSchema collate Latin1_General_CI_AS)
        EXEC ('CREATE SCHEMA [' + @NewSchema  + '] AUTHORIZATION [dbo]')
    END
ELSE
    BEGIN
        print('Schema ' + @NewSchema collate Latin1_General_CI_AS + ' already exist')
    END

-- create user if not exist.
IF (NOT EXISTS (SELECT * FROM sys.sysusers WHERE name = @NewSchema)) 
    BEGIN
        print('creating user ' + @NewSchema collate Latin1_General_CI_AS)
        EXEC ('CREATE USER ' + @NewSchema + ' FOR LOGIN ' + @NewSchema + ' WITH DEFAULT_SCHEMA = ' + @NewSchema + ';');
    END
ELSE
    BEGIN
        print('User ' + @NewSchema collate Latin1_General_CI_AS + ' already exist')
    END
EXEC sp_addrolemember @rolename = 'db_owner', @membername= @NewSchema

-- move items to new schema
/*
FN = SQL scalar function
FS = Assembly (CLR) scalar-function
FT = Assembly (CLR) table-valued function
IF = SQL inline table-valued function
P = SQL Stored Procedure
PC = Assembly (CLR) stored-procedure
TA = Assembly (CLR) DML trigger
TF = SQL table-valued-function
TR = SQL DML trigger
U = Table (user-defined)
V = View
*/
DECLARE obj_cursor CURSOR FOR
    SELECT name FROM sys.objects
    WHERE type IN ('U','V','P','Fn','TF') AND SCHEMA_NAME(SCHEMA_ID) = @OldSchema collate Latin1_General_CI_AS

OPEN obj_cursor
FETCH NEXT FROM obj_cursor INTO @CursorVar

WHILE @@FETCH_STATUS = 0
BEGIN
print('ALTER SCHEMA ' + @NewSchema + ' TRANSFER ' + @OldSchema + '.'+ @CursorVar) --SRO
    exec('ALTER SCHEMA ' + @NewSchema + ' TRANSFER ' + @OldSchema + '.'+ @CursorVar + ' ;')

    FETCH NEXT FROM obj_cursor INTO @CursorVar
END

CLOSE obj_cursor
DEALLOCATE obj_cursor

-- rename admin login in acc_accounts
exec('UPDATE ' + @NewSchema + '.ACC_ACCOUNTS SET USERCODE = ''' + @NewSchema + ''' WHERE K_USER = 2;')

-- Map database user with login.
exec sp_change_users_login @Action ='Auto_Fix' , @UserNamePattern=@NewSchema

Info: because my ADMIN user was already existing the script throwed 2 errors (without consequence)

after that i had to go on the security>logins>ADMIN>properties>User mappings
then I updated the user and default schema for my restored database.

Opening Word documents in Android environment

Mon, 07 Nov 2022 14:07:46 +0000

Hello,
Is there any plugin or application for opening Word documents fron Efficy using an Android tablet ?
Dimitri COUSEW

security from entities

Fri, 17 Jul 2020 09:22:08 +0000

hi,
I try to inherited security from company when i create a new contact and link to the company.
I change in designer sys_settings Efficy : "contentEntities": "Docu;Acti;Mail;Oppo;Cont",
but when i try the security is not set as the company security.

How can i fix this ?

security dashboard

Tue, 23 Jun 2020 13:33:19 +0000

hello,
I have a standard dashboard with some widgets and when I am connected with an user not admin part of group everyone. Impossible to change my dashboard the message is "Erreur pendant la sauvegarde de la mise en page du tableau de bord: Vous ne pouvez pas attribuer un niveau de sécurité que vous ne possédez pas comme droit par défaut"

On table rights for everyone dashboard and widget all is check (see, update, delete and add)

Moreover in dashboard entity I don't see the Standard: Main - myname
How can I fix this.

OpenUrlSecure timeout

Tue, 26 May 2020 08:39:03 +0000

Hi,
I use the openUrlSecure and like in edn, I try to add a timeOut integer but the response is always the same, the error below:
Message: ""TCoreSessionScriptAPI.OpenURLSecure" called with incorrect number of arguments (8)"
the efficy version is 11.3.21086.0 2020-05-04
If i remove the last param (timeout) is working.
But for this client i need a timeout in case of the service is down to display a message.
ex: var response = Efficy.openUrlSecure(url, soap envelope, header, '', '', '', '', 5000)

regards

Open a company card from outside efficy (Minos)

Mon, 04 May 2020 07:50:36 +0000

Hi!
I've a request from a client to open a company card from outside effify 11.3 (Minos) using an URL. example when clicking on this url "https://xxx/consult?entity=Comp&page=desktop/Consult&detail=DEFAULT&key=xxx". The user of course is an user of efficy and have the sidebar setup on is machine.
If is possible how can I do that?

thanks

Widget dashboard list columns definition

Fri, 17 Jan 2020 09:52:39 +0000

Hi,
I got a problem with column definition on dashboard widget of type list.
I made a selection with this structure:
tables: actions, acticomp, companies
fields: kaction, subject, done, dbegin, name, kcompany

on column section I show kaction, kcompany, name(comp) {DEFAULT} or {EDIT}

But when I click on Name an error occur because the key is the kaction and not the kcompany.
javascript:view('Comp', XXXXX) XXXX = k_action
I try the same case without custom and got the same result.

Announcement: Patch for Exchange Web Synchro library for Efficy 11 and 10

Mon, 12 Aug 2019 14:08:18 +0000

Recently the Exchange Web Synchro services have shown repeated occurrences of the error "EWS Login Error: SOAP header Action was not understood" during the connection to the main Exchange Account.
Our investigation has shown that this error only appears when the main (admin) Exchange Account does not have an associated mailbox.

To solve this issue you can install the following patches for the Exchange Web Synchro library:

Efficy 11.3: Exchange Web Synchro 11.3.18558
Efficy 11.2: Exchange Web Synchro 11.2.18561
Efficy 11.1: Exchange Web Synchro 11.1.18562
Efficy 11.0: Exchange Web Synchro 11.0.18542
Efficy 10 SP2+: Exchange Web Synchro 10.2.18563
Efficy 10 SP1: Exchange Web Synchro 10.1.18564

These patches are now available on the Partner FTP site.
For older versions you can work around the error by adding a mailbox to the admin account.

Best Regards,
Robert

How to create a new DB in Efficy 11.3 (new install)

Thu, 08 Aug 2019 15:27:59 +0000

Hi,

i ve seen the post : Efficy 11.2: How do I create a new database?
but it s not helping since it requires to have a customer profile.

a customer profile requires to have a db alias.

a db alias require to have a db and the application login that was automatically created in the previous versions.

so please tell me i don't have to create a fake db and fake sql login to create a new Efficy 11.3 database on a new install...

Announcement: Efficy 11.0 build r18526 is available

Wed, 07 Aug 2019 12:02:08 +0000

Efficy 11.0 Release Build 18526 is now available from the Efficy Partner FTP.

This build improves or corrects a number of issues that were present in build r14853 including the following:

Documents: Correction for opening linked files (hasn't worked since Efficy 11.0) (CFT-2019-97939).
Flexmail: Filter unsupported XML characters in synchro requests (CFT-2019-98445).
Flexmail: Prevent deleting contact having the same email address in different email fields (CFT-2019-97325).
Google Sync: Add StartDate and EndDate to the temporary appo created to retrieve the server time (if the ntp request failed) (CFT-2018-89696).
Merging two Contacts will transfer the ACC_AUTH records to the merged record.
Notifications: Fix wrong number of notifications in cloud environment (CFT-2019-98249).
Queries: Correct security vulnerability related to inline SQL parameters. (published previously as r17773).
Queries: Fix multivalue control in "Change Parameter" dialog for queries (CFT-2018-93929). (published previously as r15626).
Sidebar: Fix efficy: protocol not working after Windows Update for IE. (published previously as 11.1.16949).
Sidebar: Use up to TLS v1.2 as HTTPS protocol for big files and certificate (CFT-2019-94936). (published previously as r15908).

We recommend that you install this build on your production servers.

Best regards,
Robert

Announcement: Efficy 11.1 build r18524 is available

Wed, 07 Aug 2019 12:00:44 +0000

Efficy 11.1 Release Build 18524 is now available from the Efficy Partner FTP.

This build improves or corrects a number of issues that were present in build r17608 including the following:

Data Synchro: Always use UTC for last sync date in batch execution (CFT-2019-99266) (published previously as r17842).
Designer: Make sure Reference list is complete (no security clause in query) (CFT-2019-100754).
Documents: Always use plain ASCII file names for ImageMagick processing (CFT-2019-101682).
Edit: Avoid losing formatting of memo of linked actions when modifying a Document or an Appointment.
Notifications: Fix wrong number of notifications in cloud environment (CFT-2019-98249).
Queries: Correct security vulnerability related to inline SQL parameters (published previously as r17772).

We recommend that you install this build on your production servers.

Best regards,
Robert

Announcement: COM+ Server patch for Efficy 11, 10, 2014 and 2012 to correct important security issue

Tue, 11 Jun 2019 14:21:03 +0000

Recently an important security issue was identified that impacts all known Efficy versions. The issue is related to inline SQL parameters that could allow an Efficy user to run unwanted update or delete statement in the database.

In recognition of the severity of this problem we have decided to release patches for the COM+ server for Efficy releases since 2012.

The following patched COM+ servers have been made available on the FTP server:

Efficy 11.2 EfficyServer 11.2.17771.dll
Efficy 11.1 EfficyServer 11.1.17772.dll
Efficy 11.0 EfficyServer 11.0.17773.dll
Efficy 10 SP2+ DServerDll 10.2.17791.dll
Efficy 10 SP1 DServerDll 10.1.17790.dll
Efficy 10 DServerDll 10.0.17792.dll
Efficy 2014 (6640) DServerDll 8.0.17794.dll
Efficy 2012 Summer DServerDll 7.0.17793.dll

We strongly recommend installing these patches on all production servers as soon as possible.
We apologize for the inconvenience.

Cheers,
Robert

Announcement: New Sidebar package for Efficy 2014 to cope with recent changes in Internet Explorer

Thu, 23 May 2019 15:48:52 +0000

In a recent Windows Update (KB4489899) Microsoft has modified the way in which protocol commands are being sent by Internet Explorer.

We've published a new Sidebar Setup for Efficy 2014, similar to the packages we released for Efficy 11 and 10 in the previous Announcement: New Sidebar packages for Efficy 11 and 10 to cope with recent changes in Internet Explorer.

The following setup is available in the Efficy 2014 folder on the Partner FTP:

Setup Efficy 2014 (r6640) SideBar and Add-ins r17613.msi

If your customers use Internet Explorer for Efficy we recommend that you deploy this new Sidebar setup as soon as possible.

Best regards,
Robert

Announcement: Efficy 11.1 build r17608 is available

Thu, 23 May 2019 15:35:36 +0000

Efficy 11.1 r17608 is now available from the Efficy Partner FTP.

This build includes the following corrections or improvements compared to r16590:

Allow filebase and custombase URL parameters to contain slashes (/) and backslashes (). (published previously as 11.1.16658).
Concurrent users: Avoid redirection from logon page to desktop when a session has expired (CFT-2019-97098).
Consult: Hide date if empty for definition "DATE" (CFT-2018-90782).
Documents: Correction for opening linked files (hasn't worked since Efficy 11.0) (CFT-2019-97939).
Flexmail: Filter unsupported XML characters in synchro requests (CFT-2019-98445).
Flexmail: Prevent deleting contact having the same email address in different email fields (CFT-2019-97325).
Sidebar: Fix efficy: protocol not working after Windows Update for IE. (published previously as 11.1.16948).
Sidebar: Handle "remote" files in the same way as embedded files (CFT-2019-98977).
Sidebar: Large files will always remain large files (the initial size decides whether a file is large).

We recommend that you install this build on all Efficy 11.1 installations.

Cheers,
Robert

Announcement: Efficy 11.2 build r17611 is available

Thu, 23 May 2019 15:23:14 +0000

Efficy 11.2 r17611 is now available from the Efficy Partner FTP.

This build improves or corrects a number of issues that were present in build r17243 including the following:

Agenda: Avoid MAIN field not found error when creating follow-up of appointment with actions linked to it (CFT-2019-98652).
API: Insertion of new entiy in /json API did not return key (CFT-2019-99314).
API: Various minor improvements to exception handling of JSON and SOAP RPC (CFT-2019-98660).
API: Obfuscate profile password saved in SOAP request logs.
API Key: Make sure * enables all IP addresses in the IP whitelist.
Azure AD: If "email" property is not available in idtoken response, use "uniquename" property instead (CFT-2019-98308).
Concurrent users: Avoid redirection from logon page to desktop when a session has expired (CFT-2019-97098).
DataSync: Publish property efficy.logThreadIndex for import/export scripts.
DataSync remote: Correct multi-threaded operation so that Efficy.dll uses multiple sessions.
DBCommandTools: If structure files are not located in current folder, get them from the install dir (CFT-2019-99433).
DBStaging: Add a check to force usage of proper Efficy data types (CFT-2019-98593).
Documents: Improve management of conflicting attachment versions with option of keeping both files.
Documents: When efficy.zipFiles creates a large file, make lcoal file copy if Servicy is on same server (CFT-2019-99454).
dtSearch: Now installed by its own Setup so that the dtSearch component can be shared by several Efficy installations.
Duplicate Merge: When merging contacts also update ACCACCOUNTS.KCONTACT (CFT-2019-98874).
Edit: Reload edit when releasing lock so all controls are read-only.
Efficy Drive: Fix missing registry key in installation via Sidebar (CFT-2019-98994).
Gamification: Fix context encoding for motivation feed next reward.
Google Chrome: Avoid ERRNETWORKIO_SUSPENDED error in Ajax calls after Windows sleep and wake up.
Internet Explorer: Correct content type for Efficy error messages (CFT-2019-98841).
Locks: Add detection of disconnect events to check if someone modified the item since disconnect.
Options: Disable autocomplete for mail upload passwords (CFT-2019-98550).
PdfOffice Converter: Kill Word/Excel/Powerpoint after a configurable time-out when PDF conversion hangs (CFT-2019-98891).
Qlik: Allow Efficy.Qlik settings to be defined per database instead of only in ServerSettings.json (CFT-2019-98920).
SideBar: Fix SOAP issue when ThousandSeparator is #0 (variable missing in registry when imported) (CFT-2019-98368).
Sidebar: Handle "remote" files in the same way as embedded files (CFT-2019-98977).
Sidebar: Large files will always remain large files (the initial size decides whether a file is large).
Sidebar (macOS): Reconnect to existing context and keep context opened if a file is currently uploaded or downloaded.
Timeline optimisation: Use existing consult context instead of opening new contexts for every request.
Translated Fields: Included in search queries, and used in treeviews and for sorting and grouping.
Treeview: Correct "Confidential" message in parent nodes of treeview.
Treeview: Fix broken treeview when items have single quotes in their names.

There are a number of very good improvements in the list above, we recommend that you install this build on all Efficy 11.2 installations.

Cheers,
Robert

Announcement: Efficy Gmail Add-on is finally available in the Gmail store!

Tue, 23 Apr 2019 15:53:30 +0000

It's taken nearly 4 months to get approved by Google, but at last the Efficy Gmail add-on is available in the Gmail store!

You can open Gmail on the desktop or on your smartphone and go to the configuration menu to add the add-on (search for "efficy" to find it in the Gmail add-on store).

Efficy for Gmail lets you interact with Efficy CRM without leaving Gmail.
While consulting a Gmail message, you can:

Show Efficy contacts information based on the Gmail message recipients;
Save a Gmail message into Efficy (recipients already present in your Efficy CRM will be automatically linked to it);
Search existing Efficy entities (Companies, Opportunities and Incidents) and link them to the message;
Save recipients as a new Efficy contact;
Convert a Gmail message into other Efficy entities (e.g. Documents, Sales Opportunities and Incidents).

While composing a Gmail message, you can:

Search Efficy entities and insert their Efficy hyperlink in your draft;
Share Efficy Files directly from Gmail. You can either create a sharing link to an Efficy Document or to a specific file of your desired Document.

As noted above, the add-on will also work on your smartphone's Gmail.

We hope you'll enjoy this application!

Cheers,
Robert

Announcement: Efficy 11.2 build r17243 is available

Thu, 18 Apr 2019 16:34:52 +0000

Efficy 11.2 r17243 is now available from the Efficy Partner FTP.

New features:

CTI: Trigger phone actions when dialing from Efficy.
DataSync: Publish property efficy.logThreadIndex for import/export scripts.
Documents: New dialog with more relevant information when conflicting file changes occur.
Edit: Make edit lock handling more robust by using Ajax calls instead of iframe; recover edit lock after loss of network.
ServerJS: New efficy.zipFiles function to generate zip archives from a selected list of documents.
ServerJS: New optional parameter "forceuserrole" in "impersonateuser" RPC command.
ServerJS: All functions that return a date value (TDateTime) now return a numerical value, not a JS date.
Sidebar: (Windows and macOS) Allow SAML authentication by persisting additional authentication cookie.

The build improves or corrects a number of issues that were present in build r16578 including the following:

AliasManager: Fix access violation after adding an alias (CFT-2019-96740).
API: Fix API IP whitelist check method (CFT-2019-97196).
DataSynchro: Fix using remote filebase and custombase in import scripts executed before datasync loop (CFT-2019-98454).
Documents: Correction for opening linked files (hasn't worked since Efficy 11.0) (CFT-2019-97939).
Edit: Don't write change history log (SYSCHANGED) for P fields, e.g. POPENED, PD_USED.
Edit: Show warning about read-only and lock in the page, not as pop-up alert (CFT-2019-97156).
Edit: Fix timestamp format in CKEditor (CFT-2019-96914).
Edit: Fix encoding issue in TTagGetMultiValueList (CFT-2019-96917).
Edit: Perform beforeCommit and afterCommit calls even when posting data via Ajax (CFT-2019-97787).
Efficy: Correct default names of SYS_SETTINGS values (remove trailing spaces).
Efficy: Corrects registration of COM+ EfficyServer.dll in Setup Efficy 11.2.16578. (published previously as r16718).
Efficy: Fix dropdown elements hiding behind the toolbar (CFT-2019-97968).
Entity Picker - User recents: prevent items without key to be shown (CFT-2019-97240).
Flexmail: Prevent deleting contact having the same email address in different email fields) (CFT-2019-97325).
Flexmail: Filter unsupported XML characters in synchro requests (CFT-2019-98445).
Replication: Add missing D_CHANGE field to various recent tables (CFT-2019-97851).
Search: Avoid encoding the name twice when creating a new contact from Search (CFT-2019-98208).
Sidebar: Fix efficy: protocol not working after Windows Update for IE. (published previously as r16945).
Sidebar: Remove read-only attribute from files before putting them in the Recycle Bin.

We recommend that you install this build on all Efficy 11.2 installations.

Cheers,
Robert

Docx template with runScript (formated)

Tue, 26 Mar 2019 13:31:33 +0000

Hi!
For one of our client I need to format a template via runScript. on my script I have 4 columns and few lines. I want to return these data in a table each columns in a cell and each line in a row, but I get all lines in one cell for each columns.

How can i get this working

Ps: the goal for the client is that each row will be separated by a horizontal line

thanks

Announcement: New Sidebar packages for Efficy 11 and 10 to cope with recent changes in Internet Explorer

Wed, 20 Mar 2019 12:26:41 +0000

In a recent Windows Update (KB4489899) Microsoft has modified the way in which protocol commands are being sent by Internet Explorer.

This change has a direct impact on the communication between Internet Explorer and the Efficy Sidebar. The effect is that the commands are no longer correcty recognized by the SidebarShell application.

We have released new Sidebar setups for the most recent Efficy versions (11.2, 11.1, 11.0, 10 SP2+, 10 SP1) that contain an updated SidebarShell executable which corrects this issue.
The following setups are available on the Partner FTP:

Efficy 11.2: Setup Efficy SideBar and Add-ins 11.2.16945.msi
Efficy 11.1: Setup Efficy SideBar and Add-ins 11.1.16948.msi
Efficy 11.0: Setup Efficy SideBar and Add-ins 11.0.16949.msi
Efficy 10 SP2+: Setup Efficy SideBar and Add-ins 10.1.16951.msi
Efficy 10 SP1: Setup Efficy SideBar and Add-ins 10.0.16950.msi

If your customers use Internet Explorer for Efficy we recommend that you deploy this new Sidebar setup as soon as possible.

Best regards,
Robert

Announcement: Efficy 11.1 build r16590 is available

Fri, 01 Mar 2019 10:03:02 +0000

Efficy 11.1 r16590 is now available from the Efficy Partner FTP.

This build includes the following corrections or improvements compared to r15674:

Agenda: Fix XSS issue on meeting hint (encode title for text)
Documents: Fix pictures generated from PDFs with transparency or from multi-page PDFs (CFT-2019-95927).
Edit: Revert usage of CreateRelation to situation before Efficy 11 (CFT-2019-94969).
Excel Exports: cell texts are limited to 32767 characters; truncate field values to this limit (CFT-2019-95544).
Excel Export: make sure also Consult-only users can export to Excel (CFT-2019-96337).
Flexmail: Return flexmail account once for user with multiple groups (CFT-2019-96548).
Google Maps: Fix links in Google Earth export (CFT-2019-96306).
Sidebar: Use up to TLS v1.2 as HTTPS protocol for big files and certificate (CFT-2019-94936). (published previously as r15906).
Sidebar: Verify the downloaded certificate files to ensure they contain a valid certificate.

We recommend that you install this build on all Efficy 11.1 installations.

Cheers,
Robert

Announcement: Efficy 11.2 build r16578 is available

Thu, 28 Feb 2019 16:41:35 +0000

Efficy 11.2 r16578 is now available from the Efficy Partner FTP.
This build improves or corrects a number of issues that were present in build r16235 including the following:

Dealerbase has been made compatible with Customer Profiles.
New ImportUserPasswords utility to import a list of user passwords during upgrade or migration.
Sidebar: Verify the downloaded certificate files to ensure they contain a valid certificate.
Admin Console: Correct update of admin password (CFT-2019-96280).
Agenda: Fix recurrent meeting glitch (CFT-2019-95207).
Documents: Fix pictures generated from PDFs with transparency or from multi-page PDFs (CFT-2019-95927).
Excel Export: Consult-only users can export to Excel (CFT-2019-96337).
Extranet: Better management of session time-out using new SessionTimeOut.htm page (CFT-2019-96275).
Flexmail: Return flexmail account once for user with multiple groups (CFT-2019-96548).
Google Maps: Fix links in Google Earth export (CFT-2019-96306).
Treeview: Correct randomly "locked" (confidential) root node of treeview (CFT-2019-96305).
Favorites: Cache extra field info in user session to reduce number of database queries.
ServerJS: New function CreateTokenURL() to regenerate the sharing URL for an existing token.
Settings: Regional settings per ApplicationPool are no longer overridden by global settings.

We strongly recommend that you install this build on all Efficy 11.2 installations.

Cheers,
Robert

Client replication for Efficy v10 sp2 doesn't run...

Fri, 08 Feb 2019 14:01:26 +0000

Hi,
we installed a new window surface tablet with Efficy 10 sp2. The runtime is running, but it is impossible to connect the nomad database to the main server with the "Client de Réplication": we are blocked with this error: "Cannot find definition for Alias 'xxxx'. Ask your Efficy Administrator to add it"...

Has anyone already implemented the replication client for the v10 sp2?

Announcement: Efficy 11.2 is available

Wed, 06 Feb 2019 18:10:51 +0000

The new Efficy 11.2 release build 11.2.16235 is now available from the Efficy Partner FTP.

Major new features:

Gamification Module for creating and managing challenges and quizzes for teams. You all used it for the End of Year Challenge!
New Gmail Add-on based on the latest Google APIs. We’re currently waiting for Google to approve the addon for their store.
Mobile App 11.2 with POI (Points of Interest), list views and filtering, list of downloaded documents, improved performance.
Nine new interface languages: IT, PT, RU, CS, SK, HU, EL, HR, RO.
Remote APIs: new JSON, REST and Node APIs with API keys for authorization.
Customer profiles for better management and securing access to the Efficy web server.
New multi-staged JSON-based settings system to replace registry keys/SYS_STORAGE/ini file usage for Efficy and its Services.
OAuth 2.0 single sign-on integration with Azure Active Directory.
Translated field values: fields can contain different values for different languages (e.g. a company can be called “Red Cross”, “Croix Rouge”, “Rode Kruis”).

Besides these major features there is a long list of useful goodies, including a more user-friendly interface for recurrent meetings, adding files to Documents by drag and drop from Windows Explorer, a new picture field type for registering signatures, the macOS Sidebar supporting large files, ….

You’ll find the complete list of changes in the “Efficy 11 Build History” document on the FTP server, including another 60 “minor improvements and corrections” and about 50 “improvements based on user suggestions”.

You can consult the online documentation, with the new “CRM Features” manual containing the build notes: https://help.efficy.com/edn/dev/crft_welcome and the expanded "API" section of the online manual at https://help.efficy.com/edn/api .

Cheers,
Robert

trouble with campaigns -> actions -> generate Documents

Wed, 23 Jan 2019 16:39:20 +0000

Hi,

It seems that on step 1 of Generate Documents from a campaign the use existing entity is not working. It is impossible to select a document already existing, even without custom.

I find out that in the ScriptProcessRecordCreation.htm page the function

function SelectExistingEntity() {
  Search(TargetEntity, 'setOpenerKey;SelectedEntityKeytedTemplate;$K', '') ;
}

To make it work, you have to change SelectedEntityKeytedTemplate by SelectedEntityKey

function SelectExistingEntity() {
  Search(TargetEntity, 'setOpenerKey;SelectedEntityKey;$K', '') ;
}

Is that a bug or I miss something?
best regards

request API Soap for lookup

Thu, 03 Jan 2019 09:13:29 +0000

Hi,

I try to create an envelop to return custom lookup data with the api soap. My envelop work fine with a query but i got an error with
here is my code:

I check the table id and the name of the field and they are right, and exists.

the response is:

EOleException
LookupTableManager
Cannot fetch Lookup Table Values on table "LKACTISTATUS.F_LABEL"

ErrorContext

EEfficyLookupTableError 1806
(ENTT-1515) LookupTableManager
FieldName "0" not found in SYS_FIELDS

Error

EEfficyLookupTableError 1805
(ENTT-1510) LookupTableManager
Cannot fetch Lookup Table Values on table "LKACTISTATUS.F_LABEL"

Error

ESlspException 0
Application Server Error
<faultid/>
ENTT-1515

Announcement: Efficy 11.1 build r15674 is available

Mon, 17 Dec 2018 16:31:07 +0000

Efficy 11.1 r15674 is now available from the Efficy Partner FTP.

This build includes the following corrections or improvements compared to r14832:

Servicy: Improve multi-threaded behavior.
Documents + Sidebar: Make sure local files cannot be lost by moving outdated versions to the Recycle Bin instead of deleting.
Documents + Sidebar: Improve detection of conflicts by always setting the CRC value and transfer date of the files.
Flexmail: Fix for empty FormResults items if the form does not ask any data.
COM+ Server: New setting "ExitWhenStalled" to control the recycling of the COM+ when database connections are stalled.
Convert to mail: Additional argument to control attaching the files from the linked Documents to the email (CFT-2018-93886).
Efficy: Protect against code injection using CATEGORY in Search requests.
ServerJS: Restore previously available methods extractHtmlText and extractHtmlBody.
ServerJS: New GetFileStream, LineDiff and extra file management functions. (published previously as r15296).
Queries: Fix multivalue control in "Change Parameter" dialog for queries (CFT-2018-93929). (published previously as r15443).
DataSynchro: No default EfficyStartJob and EfficyEndJob scripts are added to the ODBC-side. (published previously as r15296).
PdfOfficeConverter: Handle read-only or locked files in the PDF folder. (published previously as r15189).
All .NET libraries are compiled for "Any CPU" so that 32-bit and 64-bit applications can be mixed on server.

We strongly recommend that you install this build on all Efficy 11.1 installations.

Cheers,
Robert

Efficy 11 - All Builds - Using GoogleMap + Query - Error window.Map is not a constructor

Fri, 14 Dec 2018 14:11:03 +0000

Hello,

I have some troubles when i'm using a query to locate companies on Efficy.

In Firebug, i have this error : window.Map is not a constructor

Any idea ?

Best regards

Trouble ceating a relation between Cont and new entity

Wed, 12 Dec 2018 10:00:16 +0000

Hi,

I create a new entity named Trai (key 50) and with a servercript I try to create a relation between this entity and a contact. I got an error when I try to link this contact by script but work if I use the right side of the edit form contacts (add link to a contact). To debug I run this script from the scheduler and got this message

Error: WKFL-2142 Error while executing script "bentest" at line 1020 char 4. (File "C:\inetpub\wwwroot\11.0\customs\xxx\serverscripts\NLservertest.js" line 25)
Message: "Incorrect Detail for Edit Context"

function bentest() {
    var editHandle = Efficy.openEditContext(ntCont, 67067, false);
        try{
            var ds = Efficy.getMasterDataSet(editHandle, 0);
            ds.edit();
            Efficy.insertDetail2(editHandle, 50, 64, false);
            Efficy.commitChanges(editHandle, true);
        } finally {
            Efficy.closeContext(editHandle);
        }   
}

line 25 is the insertDetail2 line.

Trouble with openUrlSecure request

Tue, 27 Nov 2018 14:00:12 +0000

Hi,

I have a trouble with the openUrlSecure POST request.

I check with postman and i got a 200 ok response but with openUrlSecure I got: Unauthorized : CSRF validation failed from the server. statuscode 401.

my code:

function test1() {
    var headers = TStringList.Create;
    try {
        headers.Add('Content-Type: application/json; charset=utf-8');
        headers.Add('X-CSRF-Token: XXX');

        var data = JSON.stringify({ "username": "XX", "password": "XXX"});
        var openURLResult  = Efficy.openUrlSecure("https://myPath/login.json", data, headers.Text, "POST");

    } catch(e){
        Efficy.log(e.message);
        }
    finally {
        headers.Free;
    }
    return openURLResult.statusCode;
}

To get the token run a similar function with no data and no token header and it work fine.

Announcement: Efficy 11.0 r14853 with Flexmail Integration v2 is available

Thu, 18 Oct 2018 12:21:53 +0000

Efficy 11.0 r14853 is now available from the Efficy Partner FTP.

The main feature of this release is the new Flexmail integration v2. You'll find detailed information in the document "Flexmail GDPR Integration Manual.pdf".

The build also includes the following important security-related improvement:

Chronos: Respect security on Categories (CFT-2018-91964).

Even while making this build available, we strongly recommend upgrading to Efficy 11.1 which contains a significant number of fixes and improvements. Upgrading from Efficy 11.0 to Efficy 11.1 should be a painless procedure requiring little to no work.

Best regards,
Robert

Announcement: Efficy 10 SP2+ r14841 and Efficy 10 SP1 r14843 with Flexmail Integration v2 are available

Wed, 17 Oct 2018 13:46:43 +0000

We've released the following Efficy 10 builds that include the new Flexmail integration v2:

Setup Efficy 10 SP2 Plus r14841
Setup Efficy 10 SP1 r14843

You'll find detailed information about the Flexmail integration in the document "Flexmail GDPR Integration Manual.pdf".

The Efficy 10 SP2 Plus r14841 build also includes the following important security-related improvement:

Chronos: Respect security on Categories (CFT-2018-91964).

Best regards,
Robert

Announcement: Efficy 11.1 r14832 with Flexmail Integration v2 is available

Wed, 17 Oct 2018 13:24:32 +0000

Efficy 11.1 r14832 is now available from the Efficy Partner FTP.

The main feature of this release is the new Flexmail integration v2. You'll find detailed information in the document "Flexmail GDPR Integration Manual.pdf".

Other changes compared to build r14457 are as follows:

Quotation Builder: Various improvements, correct behavior when multi-currency mode is active.
Chronos: Respect security on Categories (CFT-2018-91964).
macOS Sidebar: Support macOS 10.14, fix applescript calls with Mail application for macOS 10.14.
Password management: Unlock user account after password reset.
Password management: Allow migration from old databases (<= 2012) without requiring password reset.
Notification feed: Remove memo info with link to consult from notifications for deleted entities (CFT-2018-91759).
Excel files: Replace square brackets with parentheses for Excel formats in file download (CFT-2018-91750).
Queries: Correct improper removal of query conditions when editing query view (CFT-2018-91583).
Sidebar: Fix error when uploading Office document with document opened (CFT-2018-91765).
Tasks: Don't display "Make Private" menu item for tasks, only for appointments (CFT-2018-91879).
Designer: Don't clean arguments as the Designer interface uses the old action system in arguments (CFT-2018-91797).
Appointments: Remove old image in meeting confirmation template (CFT-2018-90819).
Designer: Correct database creation to write uppercase admin name in Alias.ini (CFT-2018-90825).
Templates: Avoid losing unsaved changes when performing template merge, instant mail or instant memo (CFT-2018-91489).
Cache SysStorage values in CoreSession to optimize the large number of calls to <%GetStorage("DisableQuickAddLink")%>.
Google Sync: Ignore Google event that could not be converted to GoogleAppointmentStub (CFT-2018-91946).
Options: Download sideBar with "window.location" to avoid "permission denied" error from a popup window (CFT-2018-92234).
HighCharts: Verify that the page hasn't changed or been refreshed before rendering charts (CFT-2018-92400).

Other than the changes in the Flexmail integration, upgrading from Efficy 11.0 or previous Efficy 11.1 builds should be a painless procedure requiring little to no work.

Best regards,
Robert

Announcement: Efficy 10 SP2+ new Sidebar for for use with Firefox (r14440)

Tue, 18 Sep 2018 09:04:38 +0000

There is a new "Setup Efficy Sidebar and Add-ins 10SP2 Plus r14440" msi package available on the Partner FTP which addresses a Firefox-related certificate issue in the Sidebar.

Since Firefox 59+ for new installations there was no installation of the Root CA certificate because of a format change in the certificate DB of Firefox. Without certificate Firefox would not communicate correctly with the local web server running in the Sidebar.

The new Setup takes into account this change of format. If your customers don't use Firefox, the new Setup won't change anything.

Cheers,
Robert

SCSS dashboard bg color

Mon, 03 Sep 2018 12:04:31 +0000

Hi,

I try to change the scss and I got a problem with the variable $dashboard-item-bg-color.
I copy the sample scss folder inside my custom and change the path in watchrunas_admin file
I change some color and it work but I would like to change the color of dashbord variable and I uncomment the line 1578 of _custom-settings.scss and this doesn't work. So do I have to change or add something else like the file _dashdbord.scss in the scss folder of efficy??

Announcement: Efficy 11.1 (r14250) is available

Mon, 27 Aug 2018 14:34:34 +0000

Efficy 11.1 is now available from the Efficy Partner FTP.

Major new features
- Mobile App 11.1 with Agenda and numerous fixes and improvements.
- New Quotation Builder for efficiently constructing quotations in Sales Opportunities.
- Send a notification when a shared Document is opened or downloaded by a customer.
- Configure automatic mail upload via the Efficy options page instead of using the Sidebar (for Mac users).

Documentation
The build notes have now been moved online. For example, for the Quotation Builder you'll find useful information here: https://help.efficy.com/edn/dev/bdnt_11_quotationbuilder .

The reference manuals for ServerJS functions, function tags, requests, grid tags and template tags have been augmented and improved. See https://help.efficy.com/edn/api .

Improvements and corrections
- Avoid infinite loop when browser window is referencing itself as its opener (CFT-2018-88293).
- Large files: update local file name when renamed on the server (CFT-2018-88151).
- Fix Outlook synchro when current Windows language is different from Windows installation language (CFT-2018-86706).
- Efficy Designer: fix CSS path for images (CFT-2018-88100).
- SidebarShell also accepts generic "efficy:" calls as required by current GMail add-in (CFT-2018-87019) (published previously as r12985).
- ServerJS: New parameter in GetExtranetUserName API function to create the extranet user code when it's currently empty (CFT-2018-88092).
- Sidebar: Correctly download remote pages when domain starts with "crm" (CFT-2018-87335).
- ServerJS: sendExternalMail will return the key of the generated mail + allow for HTML body in the generated mail (CFT-2018-88680).
- Documents: Fix missing menu item "Generate Pdf" when extension is uppercase (CFT-2018-89284).
- DataSyncRemote: send custombase along when creating session remotely so that remote and server custombase values are identical (CFT-2018-88952).
- Flexmail: Correct FLEXMAIL.DLASTSYNC definition: remove wrong label, force ALLOWNULL to value 1 (CFT-2018-88663).
- Correct error on multivalue field on a relation table when the relation is edited from within the main entity edit window (CFT-2018-89986).
- Show line breaks in unformatted memo texts in grids (CFT-2018-89877).
- Entity Agenda: Correct for non-existing time zones (generated Access Violation) (CFT-2018-89135).
- Designer: Fix Safari crash caused by top.close right after form submit (CFT-2018-89052).
- External document sharing: fix wrong document name when renamed (CFT-2018-88665).
- Search from Edit: Perform "linked entities search" also when entity picker is disabled incl. fallback to recents (CFT-2018-90696).
- Documents with linked Tasks: Include inactive linked users in user list (CFT-2016-64367).
- Scheduler: Fix access violation when trying to log to a distant database without VPN (CFT-2018-90842).
- Google Sync: Add StartDate and EndDate to the temporary appo created to retrieve the server time (if the ntp request failed) (CFT-2018-89696).
- Excel Export: Fix URL after host navigation (CFT-2018-90679).
- Sidebar: Fix access violation when importing files into a project (CFT-2018-89904).
- Sidebar: Fix certificate issues for Firefox (Windows and Mac) (CFT-2018-89951).
- Sidebar: Handle failure of ajax request of http config; re-init communication after confirmation.
- ServerJS: Add a large number of Date and Time utility functions (see the Documentation for a full list).
- ServerJS: Add Entity and Key parameters in SendNotification API function.
- ServerJS: Publish "ComputeSoundex" function to scripting interface.
- Shortcut for argument=%%Evaluate("X") by using argument%="X" instead.
- Shortcut for argument=%%GetArgument("X") by using argument@="X".
- New function tags <%If()%> and <%Switch()%>.
- Various Flexmail improvements.
- Remove reported XSS vulnerabilities related to some URL arguments.
- History window: Show history of relations (add and delete only, no fields).
- Deleting a Contact will remove her authentication records in ACCAUTH; merging two Contacts will transfer the ACCAUTH records to the merged record.
- Correct Document Template merge with Large File result.
- Avoid evaluating Ajax macro requests when in session time-out.
- COM+ Server: detect stalled database connections and terminate itself if needed.
- COM+ Server: if unable to retrieve a valid database connection in the past 60 seconds, terminate itself
- Add index on SYSCHANGED (DCHANGE, KTABLE, K1, K2, USERNAME) based on feedback by Cloud Team.
- DataSynchro: Call EfficyStartJob and EfficyEndJob for both sides of the data transfer.
- Extranet: Remove duplicate definition of macro ConsultContentHtml.
- Designer: Avoid broadcasting status when database is not connected ($DESIGNER$ alias at database creation); reduce default AdminCheckInterval to 15 seconds.
- Secure notifications: Hide memo and field values if user doesn't have read access to element.
- Tag function parser will automatic delay query-dependent tag function evaluation when Query isn't yet available.
- Activate possible use of AccentInsensitiveSearch for document search (FILES.PATH and FILES.COMMENT).
- Convert Document To Opportunity copies products to Opportunity.
- Avoid raising error on parameters of a native SQL query containing "now" or "today".
- Automatically remove the security clause if the query contains a <#userlink> clause and the list of users contains only the current user.
- DBStaging tool: fix issue of 'Database engine is not defined'.
- Correct database upgrade error when the FLEXMAIL table did not exist in the original structure
- All ActiveX and Java applets have been removed from the build.

Upgrading from 11.0 should be a painless procedure requiring little to no work.
We hope you'll enjoy this release.

Best regards,
Robert

Tool to convert security values to explaination and vice versa

Tue, 14 Aug 2018 08:49:33 +0000

Hi guys i ve made a really small tool to quickly see what rights are allowed with a security value and which is the security value I need to add for a specific set of rights.

find the fiddleJs here : https://jsfiddle.net/LouisMoisyChapel/eg4rqyt8/

this is how it works :

you can obviously set the wanted checkboxes to see the value
Or you can set a value and see the checkboxes result.

this is the full code (add it in a dialog ".htm" page and run it from efficy with a url like :
https://yourcrmserver/11.0/crm/dialog?page=dialog/securityConverter.htm
)

<%SetBookmark()%>
<%LoadMacros('MacroLibrary;MacroDialog')%>
<%Macro('Doctype')%>
<html lang="<%GetLanguage(lowercase=T)%>" dir="<%OnLanguage(ar='rtl', else='ltr')%>">
<head>
<title> Manage Chart</title>
<%Macro('MetaHead')%>
<%UseStyleSheet(page='%%OnLanguage(ar="efficy-rtl", else="efficy")')%>
<%UseScript('../lib/js/vendor/modernizr.js', fixedline=T, fixedpath=T)%>
<style type="text/css">
#rightselector {
border: 1px #bbb solid;
padding: 1rem;
}

#rightselector li{
list-style: none;
}

#rightselector li span{
margin-left: 1rem;
vertical-align: top;
}

.NL_switch {
position: relative;
display: inline-block;
width: 40px;
height: 24px;
}

.NL_switch input {
display: none;
}

.slider {
position: absolute;
cursor: pointer;
top: 0;
left: 0;
right: 0;
bottom: 0;
background-color: #ccc;
-webkit-transition: .4s;
transition: .4s;
}

.slider:before {
position: absolute;
content: "";
height: 18px;
width: 18px;
left: 2px;
bottom: 3px;
background-color: white;
-webkit-transition: .4s;
transition: .4s;
}

input:checked + .slider {
background-color: #368a55;
}

input:focus + .slider {
box-shadow: 0 0 1px #368a55;
}

input:checked + .slider:before {
-webkit-transform: translateX(18px);
-ms-transform: translateX(18px);
transform: translateX(18px);
}

/* Rounded sliders */
.slider.round {
border-radius: 20px;
}

.slider.round:before {
border-radius: 50%;
}

</style>
<script>
var securityValue = 0;
var rights = [
{value: 1, label: "Search"},
{value: 2, label: "Read"},
{value: 4, label: "Write"},
{value: 8, label: "Delete"},
{value: 16, label: "Show content"},
{value: 32, label: "Add content"},
{value: 64, label: "Update content"},
{value: 128, label: "Delete content"},
{value: 256, label: "Secure"},
{value: 512, label: "Secure content"},
{value: 2048, label: "No content"}
];

/**
* Load modules for widgets
**/
function Loaded(){

requirejs([
"jquery"
], function($){
__debug = true;

$.each(rights, function(_index, _item){
$("#rightselector").append("<li><label class='NL_switch'><input type='checkbox' id='right_" + _item.value + 
"' onclick='javascript:setSecurityValue();' class='item-checkbox'></input><div class='slider round'></div></label>" + 
"<span style='margin-bottom: 5px'>" + _item.label + "</span></li>")

});

});

console.log("Page loaded");
}

function setSecurityValue(){
securityValue = 0;
$.each(rights, function(_index, _item){
if ($("#right_" + _item.value).is(":checked")) securityValue += _item.value;
});
$("#securityvalue").val(securityValue);
}

function setRights(){
securityValue = Number($("#securityvalue").val());
$.each(rights, function(_index, _item){
var temp = _item.value & securityValue;
if (temp === _item.value) $("#right_" + _item.value).prop("checked", true);
else $("#right_" + _item.value).prop("checked", false);
});
}

</script>
</head>
<body onload="Loaded()" data-keep-size>
<div class="row dialog-wrapper" data-channel="dialog/main">
<div class="small-12 columns button-group toolbar">
<h3 class="section-title">
<%GetLabel('Security converter')%>
</h3>
</div>

<div class="row small-12 medium-6 large-4 columns left">
<ul id="rightselector">

</ul>
<label style="margin-left: 1.1rem;">Security value
<input type=number width="100%" id="securityvalue" onchange="setRights()"/>
</label>
</div>
</div>

<!--</body>-->

<%Macro('DialogScriptsRequire')%>
<%UseScript('../../lib/js/jquery/jquery', fixedline=T)%>
<%UseScript('../../lib/js/fnd/foundation', fixedline=T)%>
</body>
</html>

It should be enough to make it work (tell me if not)

It would be definitly cooler if Efficy could add it on Edn.
best regards

Origin of some filters in sys_queries

Mon, 23 Jul 2018 10:11:19 +0000

Hello,

We're having issues to find some items trough the "Search Company" popup (pages/Search.htm).

So we compared the queries executed for these users and discovered that some filters were added at the end of the queries :

 AND ((0 <> 0) OR EXISTS (SELECT S1.K_USER FROM ADMIN.ACC_GROUPS S1, ADMIN.COMP_USER S2 WHERE S1.K_USER = S2.K_USER AND S1.K_USER2 = 61 AND S2.K_COMPANY = COMPANIES.K_COMPANY))
 AND ((0 <> 0) OR (ROLES.K_ROLE IS NULL) OR EXISTS (SELECT S1.K_USER FROM ADMIN.ACC_GROUPS S1, ADMIN.ROLE_USER S2 WHERE S1.K_USER = S2.K_USER AND S1.K_USER2 = 61 AND S2.K_ROLE = ROLES.K_ROLE))

Example of a query executed by a user who does not find the searched item (the specific filters are in the 3 last lines) :

SELECT 
  COMPANIES.K_COMPANY,
  COMPANIES.NAME,
  COMPANIES.F_S_NAME,
  COMPANIES.VAT,
  COMPANIES.BUILDING,
  (select COUNTRY from ADMIN.LK_COUNTRY L1 where L1.K_COUNTRY=COMPANIES.COUNTRY) AS R_COUNTRY,
  COMPANIES.POSTCODE,
  COMPANIES.CITY,
  COMPANIES.STREET,
  COMPANIES.STREETNUMBER,
  COMPANIES.F_BUS,
  COMPANIES.OPENED,
  ROLE_COMP.F_TALKID,
  ROLES.F_TYPE,
  (select F_NAME_NL from ADMIN.LK_CLIENT_ROLE L2 where L2.K_CLIENT_ROLE=ROLES.F_TYPE) AS R_F_TYPE,
  (REPLACE((select REPLACE(';' +  rlr.F_N_BOEKHOUDING + ';', ';;', '') from ROLE$LR rlr join role_comp rc on rc.K_ROLE = rlr.K_ROLE and rc.K_COMPANY = COMPANIES.K_COMPANY FOR XML PATH('')), ';;', ';')) AS V_N_BOEKHOUDING_COMP,
  (REPLACE((select REPLACE(';' +  rlr.F_N_LEASEHOLD + ';', ';;', '') from ROLE$LR rlr join role_comp rc on rc.K_ROLE = rlr.K_ROLE and rc.K_COMPANY = COMPANIES.K_COMPANY FOR XML PATH('')), ';;', ';')) AS V_N_LEASEHOLD_COMP
FROM
  ADMIN.COMPANIES COMPANIES
LEFT OUTER JOIN ADMIN.ROLE_COMP ROLE_COMP ON (COMPANIES.K_COMPANY = ROLE_COMP.K_COMPANY)
LEFT OUTER JOIN ADMIN.ROLES ROLES ON (ROLE_COMP.K_ROLE = ROLES.K_ROLE)
WHERE
  (ROLES.F_TYPE IS NULL OR ROLES.F_TYPE IN (7) OR NOT EXISTS(SELECT rc.k_role FROM role_comp rc INNER JOIN roles r ON rc.k_role = r.k_role WHERE rc.k_company = companies.k_company AND r.f_type IN (7)))
  AND (
(COMPANIES.F_S_NAME like N'%710081%')
) 
 AND ((0 <> 0) OR EXISTS (SELECT S1.K_USER FROM ADMIN.ACC_GROUPS S1, ADMIN.COMP_USER S2 WHERE S1.K_USER = S2.K_USER AND S1.K_USER2 = 61 AND S2.K_COMPANY = COMPANIES.K_COMPANY))
AND ((0 <> 0) OR (ROLES.K_ROLE IS NULL) OR EXISTS (SELECT S1.K_USER FROM ADMIN.ACC_GROUPS S1, ADMIN.ROLE_USER S2 WHERE S1.K_USER = S2.K_USER AND S1.K_USER2 = 61 AND S2.K_ROLE = ROLES.K_ROLE))
ORDER BY COMPANIES.NAME

We don't know what generates these filters.

If I look for this same item, I get the following filters (the real difference is in the begin of the 2 first lines ==> "(1 <> 0)" vs "(0 <> 0)"):

AND ((1 <> 0) OR EXISTS (SELECT S1.K_USER FROM ADMIN.ACC_GROUPS S1, ADMIN.COMP_USER S2 WHERE S1.K_USER = S2.K_USER AND S1.K_USER2 = 493 AND S2.K_COMPANY = COMPANIES.K_COMPANY))
AND ((1 <> 0) OR (ROLES.K_ROLE IS NULL) OR EXISTS (SELECT S1.K_USER FROM ADMIN.ACC_GROUPS S1, ADMIN.ROLE_USER S2 WHERE S1.K_USER = S2.K_USER AND S1.K_USER2 = 493 AND S2.K_ROLE = ROLES.K_ROLE))

We looked at a lot of security options in conficy but could not find anything that could tell us what it is. The only thing we know is that if we remove those lines, we get the desired results.

Is there another place where we should look for this information ?

Kind regards,

Angel

avoid relation cont-comp modification

Tue, 10 Jul 2018 12:32:19 +0000

Hi,

I try to avoid the modification of a main relation using workflow and I get troubles:
With the code below when I try to modify or delete relation by edit relation on contact THIS WORK
but when I edit contact and change/delete on the right side the company link nothing is trigger and the link is change ???

How can I avoid the fact that the relation can be change on edit contact ?

Best regards.

here is my code:

function BeforeCommitContComp(EditHandle, Inserted) {
    log("beforeCommitContComp");
    var 
        ContCompDataSet = EfficyAPI.GetMasterDataSet(EditHandle, 0),
        ContKey = ContCompDataSet.FieldByName('K_CONTACT').AsFloat,
        ContMain = ContCompDataSet.FieldByName('MAIN').AsString;
    if(IsMainComp(ContKey) && ContMain == '0') {
        log("Vous ne pouvez pas changer la relation entre ce contact et une société mère ! k-contact=" + ContKey);
        throw new Error("You can't change relation between this contact and main company!");
    }
}

function OnBeforeDeleteContComp(Key, DetailKey) {
    log("OnBeforeDeleteContComp");
    if(IsMainComp(Key)) {
        log("Vous ne pouvez pas effacer le lien avec une société mère ! k_contact=" + Key);
        throw new Error("You can't delete relation with a main company!");
    }
}

Error on editing cont_comp relation

Tue, 03 Jul 2018 15:59:11 +0000

Hello,

We got a strange problem on the crm when editing a cont_comp relation with a custom fields added. When on a contact consult screen tab company if we try to modify relation everything is okay. But for the same contact in edit form screen when we want to modify the company relation an error occur (see screenshot). We try with no custom and we got the same error, so we know that came from database but we don't know where to fixe it.

Announcement: Efficy 11 build r12921 available

Wed, 23 May 2018 15:00:31 +0000

The corrective build r12921 (May 22, 2018) for Efficy 11 is now available on the Partner FTP.

A bit faster than expected we release a new build to provide backward compatibility with the existing notifications in the database which we broke in the build r12835. The problem was by all means temporary (new notifications always appear correctly), but we deemed it useful to provide this correction.

The build also improves the following issues that were present in the previous builds:

Easy Import Wizard: Pass correct date and floating point to search query (CFT-2018-86868).
Sidebar: Solve issue with pending protocol actions (CFT-2018-87555).
Mass update: An unlimited number of records can now be updated (CFT-2018-86946, CFT-2015-62936).
Guest pages: Add Stack Trace to Guest_Error.log file (CFT-2018-87225).
Convert to Opportunity now copies the SUBJECT or NAME of the original Action/Mail/Document to the opportunity (CFT-2017-82786).
Notifications: provide backward compatibility for legacy MIME64 encoding of notification data (issue introduced in build r12835).

Please make sure to install and use this latest build – it definitively replaces the previous build (r12835).

We apologize for the inconvenience,
Robert

Announcement: Efficy 11 build r12835 available

Wed, 16 May 2018 17:34:14 +0000

The corrective build r12835 (May 16, 2018) for Efficy 11 is now available on the Partner FTP.

The build improves or corrects a number of issues that were present in the release build r12548, including the following:

ServerJS: The Just-In-Time Debugger is now also triggered by the 64-bit scripting engine.
ServerJS: EfficyAPI.sendNotification function gets an additional CustomParams parameter to add custom JSON data in the notification item.
ServerJS: new EfficyAPI.extractFile method.
Remove double for record locking in edit windows.
Document: Avoid creating info.ini when inserting a file.
DPO Tools: An alternative report for "Unused Contacts" (with simplified query) is added and used by default.
Favorites names now follow the name of the entity (CFT-2016-66580).
DBStaging: Fix wrong key field issue for table ACC_ACCOUNTS.
User entity picker direct search for a user is now accent-insensitive.
Work around for MacOS Safari crash when closing window right after the submit of a form (CFT-2018-87269).
Flexmail connector improvements.
Fix relation name top position when the commands panel has a fixed position in medium-up window sizes (CFT-2018-87259)
Fix css path in logoff page of admin filebase (CFT-2018-87184)
Fix Sidebar installation issues on 32-bit Windows (CFT-2018-87356)
PdfOfficeConverterAdmin: Add conversion for .xlsm files + write Office creation errors to log file (published previously as r12656).
UpgradeDb: Allow upgrades from old Efficy databases (2012) without needing an intermediate upgrade to an Efficy 10 structure (published previously as r12605).

Please make sure to install and use this latest build – it definitively replaces the previous builds (r12548).

An up-to-date Reference Manual for the Efficy Function Tags and Web Requests is now available at the EDN help site: https://help.efficy.com/edn/tags and https://help.efficy.com/edn/requests.

We hope you'll enjoy the new build!

Cheers,
Robert

Join custom view in sys_queries

Mon, 14 May 2018 09:27:00 +0000

I've got my own view CUSTOM_R_CHECKAGENDA

I would like to join this view in the sys_query for the Agenda 35,1 35,2 and 35,3. The join would be on K_ACTION. How to solve this? Below the current sys_query 35,1.

My final goal is to change the agenda-colors based on the value in a new field in the custom view.

[Select]
ACTIONS.K_ACTION
ACTIONS.DONE
ACTIONS.D_BEGIN
ACTIONS.D_END
ACTIONS.SUBJECT
ACTIONS.D_CHANGE
ACTIONS.MODE
ACTIONS.NATURE
ACTIONS.TRAVELBEFORE
ACTIONS.TRAVELAFTER
ACTIONS.TIMEZONE
ACTIONS.TIMEZONE [TZMODIFIED]
ACTIONS.LOCATION
ACTIONS.USERS
ACTIONS.ALLDAYEVENT
ACTIONS.F_ACTIVITEIT nolookup
ACTIONS.F_DUBBEL nolookup
ACTIONS.F_BM nolookup
ACTI_USER.ISAGENDA hidden
ACC_GROUPS.K_USER2 hidden
ACTI_USER.P_D_END hidden
ACTI_USER.P_D_BEGIN hidden

[From]
ACTI_USER
ACC_GROUPS
ACTIONS


[Where]
ACTI_USER.ISAGENDA = '1' [fixed]
ACC_GROUPS.K_USER2 in 0
ACTI_USER.P_D_BEGIN < "01/01/1970"
ACTI_USER.P_D_END >= "01/01/1970" 
<#SkipAppendSecurityClause>

[Orderby]

[Options]
Distinct=1

Announcement: UpgradeDB (r12605) for migrating from old databases (2012) to Efficy 11

Thu, 26 Apr 2018 10:55:49 +0000

A new UpgradeDB.exe is available (r12605) that will allow upgrades from old Efficy databases (2012) without needing an intermediate upgrade to an Efficy 10 structure.

Cheers,
Robert

Announcement: Efficy 11 build r12548 available

Mon, 16 Apr 2018 11:37:01 +0000

The final build (r12548) for Efficy 11 is now available on the Partner FTP.
The build comes with an updated “Build Notes.docx” document and a small “Build History.txt” note that tracks the changes of the Efficy 11 public release builds.
Please make sure to install and use this latest build – it definitively replaces the previous builds (r12280 and r12385).

The build improves or corrects a number of issues that were present in the previous builds, including the following:

User entity picker: correct potential double in recent list (CFT-2018-86678).
User entity picker now includes a direct search for a user.
Correct encoding of grid filter in some URLs (CFT-2018-86739).
Flexmail connector improvements.
Designer: correct editing Resources.
Data Synchro: new events "EfficyStartJob" and "EfficyEndJob".
Data Synchro: script editor auto-complete window no longer activates the main window.
Extranet file download: use "/public" instead of "/crm" when filebase is extranet (CFT-2018-86720).
File Loader: ensure that a local filename can never contain illegal characters.
Close edit window: add missing initialization of IsIntentionalReload when loading the edit page.
ServerJS modular import: add standard module "ecma" with ES5.1 polyfills and the module "extend", with samples.

In parallel the release Efficy 11 Mobile App has finally arrived in the two stores:

Apple App Store: https://itunes.apple.com/us/app/efficy/id1338780357?platform=iphone&preserveScrollPosition=true#platform/iphone
Google Play Store: https://play.google.com/store/apps/details?id=com.efficy.android.crm&ah=rZgGX8inI3CoP9dtyd9cTX8k2LE

Also the Help web site will be available soon on the help.efficy.com address; the technical issues with including the older manuals have now been solved.

We hope you'll enjoy the new build!

Cheers,
Robert

Announcement: Efficy 11 build r12385 available

Thu, 29 Mar 2018 16:26:49 +0000

A new Efficy 11 build (r12385) is available on the partner FTP site.
It improves or corrects a number of issues that were present in the original release build (r12280), including the following:

ServerJS improvements mainly related to using modules.
Flexmail connector improvements.
Fix issue in export files from project when attachments have dots in names.
Avoid sending meeting acceptance e-mail to meeting organizer when notification feed is active.
Using a recent user selection in an edit window will add the user list to the current selection instead of replacing it.
External document sharing: attachments are shown in same order as in Efficy.
Mail Uploader: avoid uploading mails for inactive users.
Correct ConvertToEntity function to use whitelisted action.
Closing a window with the "X" button will close edit context.
Correct spurious change of Contact search settings.
Updated Build Notes.

We plan to issue one more corrective build in the coming weeks to finalize the Efficy 11 release.

Cheers,
Robert

Explain Session Timout handling

Thu, 15 Feb 2018 09:11:00 +0000

Under which circumstances is a user not able to log back into efficy while his session is still valid?
We often (everyday) have the cases where users left their efficy and return within the seession time and are blocked.

Our settings:
Allow IP Switching: Yes
Use Files Caching: Yes
Active debug mode: no
Session Timeout: 120

Thank you

Tim

retrieve text argument from url

Tue, 26 Dec 2017 17:01:22 +0000

Hi,

For a custom widget I need to get back a text argument
In the macro file I have : dialog?entity=Acti&MACRO=CustomsCharts&widgetId=1&queryId=857&chartType=pie&MACROFILE=......

and at the bottom of the file
CustomsCharts {[

alert(' arg : ' +<%GetArgument("chartType")%>)

]}

the alert show nothing but if i change "pie" to a number is working ??
So How can get my pie text back ?

display external web page in widget

Tue, 12 Dec 2017 11:08:52 +0000

Hi,
I try to display an external web page in an iFrame inside a widget but I got this error;
Refused to display 'http://www.xxx.fr/' in a frame because it set 'X-Frame-Options' to 'SAMEORIGIN'.
Is there a way to set the iFrame to by pass this problem

how to create html link to external pdf file

Mon, 24 Jul 2017 10:27:22 +0000

In products consult I would like to open a pdf file (which is on the same server but not in database) by clicking on the NAME field of the product.
I change create a FormFieldsConsultCustom.txt like this:

field.NAME.Prod {[<dt><a href="file:///C:\Garanties-MDS\0001.pdf"><%GetField("$FIELD$")%></a></dt>]}

On my product I get the link on the name but it seems that the link doesn't work nothing append and in the console I have no error