Efficy Overflow Q&A - Recent questions tagged attachment

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?

How to delete all detail attachements/files contains in an Efficy Document where some of the files have revision?

Fri, 06 Jan 2023 09:34:39 +0000

Does anyone knows how to delete all files in a document with ServerJS when some of the files have revision ?

I tried the following code, but then I have an endless loop since several files have the same key but a different revision number !

dsFile = Efficy.getDetailDataSet(docuContext, ntFile);
dsFile.first();
while (!dsFile.eof) {
Efficy.deleteDetail(docuContext, ntFile, dsFile.fieldByName('K_FILE').asFloat);
}

PS : I remarked that the same code has been used in Efficy 2021 for the invoicing module (cf function deleteDetails in serverjs\invoicing\invoicing.js) ... So the issue I encountered may also be a standard issue

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

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

Hello,

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

/addmail ... explanation of the Files or Documents arguments

Mon, 25 Nov 2019 13:14:22 +0000

Hello all,

Does anyone knows how the files or documents arguments are working for the addmail WebRequest, because it is not well documented in EDN (cf link below) ?

I am trying to use them in order to create an email with an Attachment from the Efficy Interface using the SideBard like the create Instant Email but from the consult of an Entity.

https://help.efficy.com/edn/requests#addmail

How can I generate .PDF from .DOCX attachment in workflow?

Mon, 12 Aug 2019 12:05:12 +0000

We want a related .PDF attachment for each .DOCX template generated invoice.
Can we do this in workflow/serverscript?

Display attachments of a Document in Extranet

Thu, 02 May 2019 13:54:23 +0000

Hello,

I'm a new one in Efficy customization (and use) and I have to do a custom Extranet for a client.
In this custom, I have to set up an item Document : succeed.
But I want that the grid which displays the Document's list has the exact same behavior that the Document's list in the CRM.
Which means when I click on the attachment icon, it should display the dropdown with the attachment file inside it and I should be able to click on the file's name to download it (or open it in the browser).

I don't understand why my custom doesn't work on this point.

My code in GridColumnsCustom.txt looks like this :

/*
 * Documents
 */

th.ATTACHMENTS.Docu {[<th class="icon-cell"><#H=$FIELD$;sort=true;icon=i-attach></th>]}
td.ATTACHMENTS.Docu {[<td class="icon-cell i-attach pointer" data-dropdown="dd-files" data-options="align:left"
          data-dropdown-ajax="consult?page=dropdown/Files&count=-1&filter=false&detail=File&sort=K_SORT&entity=Docu&key=<#F=$KEY$;context=ATTR>&norecent=T"><#F=$FIELD$;context=TEXT></td>]}

I am pretty sure I am missing something, probably a JS part somewhere but after few hours spending on debugging and research, I still can't find what.

Thank you for your help !

double file extension when Instant E-mail or Send by e-mail

Thu, 31 May 2018 13:45:47 +0000

When we start Send by E-mail or Instant E-mail for a document

then we get the file extension double in the name of the attachment:

How add a tag into the document attachment list to indicate this attachement has archived

Thu, 30 Nov 2017 11:50:13 +0000

One of my customer want to add an information into the attachement list
Via the left menu I want to add a new entry like archive this file. Then the document will be marked as archived like into this picture.

I didn't find where implement this. Any ideas ?

Possibility to force user not to forget the Upload of an attachment in a Document

Tue, 02 Aug 2016 04:41:34 +0000

is there a Possibility to force user not to forget the Upload of an attachment in a Document ?

Can I test on a attribute of the Upload button or form in the list of attachments, or what would be the best way to test if there is still attachement that hasn't been uploaded ?

How to delete Attachments/FILE via SOAP

Mon, 25 Jan 2016 17:26:10 +0000

Hi there,

I'm trying to delete a file (attachment) via SOAP.

When executing the following SOAP request:

<efficy:api>
    <data id="0" operation="delete" entity="FILE" keys="123"/>
</efficy:api>

I get the following "answer":

<SOAP-ENV:Fault>
    <faultcode>Exception</faultcode>
    <faultstring>Invalid Entity for Delete</faultstring>
    <faultid/>
</SOAP-ENV:Fault>

I also tried entity="2", same effect. When logging in as the user i use to perform the SOAP request, i am able to delete the attachment without a problem. So, how can I delete a FILE entry?

Thanks in advance,
Stefan

customization for showing document and its attachments in sub-list

Mon, 30 Nov 2015 10:14:08 +0000

Dears,

I would like to have a customized window in Efficy 2014 that shows documents and its attachments as sub-list (with check box to choose the whole document or specific attachment) as in the snapshot below.

have any one done something similar? what function tags and grid columns definitions are needed?

Any suggestions or examples are welcomed :)

Thank you.
Best Regards.

Sending Emails with Efficy with an Attachment

Wed, 12 Aug 2015 15:50:30 +0000

I would like to know if there is any way of sending an email with Efficy with an Attachment(s) to it?

I checked in the EDN but could not find anything.

I know that some customer are using guest pages to share Efficy document, but the customer don't want guest pages because of high security environment.