Efficy Overflow Q&A - Recent questions tagged category

edit categories in designer and all definition in designer

Fri, 22 Nov 2024 14:24:09 +0000

Hey everyone,

I have a client who would like the date (ACTIONS.D_BEGINS) not to be editable. Is this done well in the designer?

I also take advantage of this message to ask you what are the other definitions for the fields in the designer?

Node not allowed in TConsultRequestHandler

Tue, 28 May 2019 04:53:13 +0000

Hello Efficy Team,

According to (my understanding of) the documentation, we can retrieve the data of a categoy in SOAP, with the node "category".

However, I get an error when I am trying to use it :

What did I missed ?

Obviously, I am not in >11.2, I cannot use RPC JSON request ... :(

Regards,

Loïc

Automatically select the tab of an activated category

Tue, 21 May 2019 17:27:45 +0000

When you activate a category, more than 9 times out of 10, you want to enter data for this category and you expect that Efficy will automatically select the corresponding tab for you.
But Efficy doesn't. Do developpers really use the app? ;-)

Since project team cares for their customers, here is a very simple code to implement this behavior.

In the pages\dialog\Category.htm file, call this function via <body onload="storeInitialCategoriesByEditHandle()">:

function storeInitialCategoriesByEditHandle() {
  var elems = document.forms[0].elements,
  editHandle = < % GetEditHandle() % > ,
  categoriesKeys = [];

  for (var i = 0, len = elems.length; i < len; i++) {
    var e = elems[i];
    if (e.type === 'checkbox' && e.checked)
      categoriesKeys.push(e.value);
  }

  if (opener.opener.initialCategoriesIndexedByEditHandle === undefined)
    opener.opener.initialCategoriesIndexedByEditHandle = [];

  opener.opener.initialCategoriesIndexedByEditHandle[editHandle] = categoriesKeys;
}

From the start of the js/main/edit.js call this function:

function checkNewCategory() {
  if (opener.initialCategoriesIndexedByEditHandle === undefined)
    return;

  var initialCategories = opener.initialCategoriesIndexedByEditHandle[Model("editHandle")];
  if (initialCategories === undefined)
    return;

  var $catgTabs = $("a[href^=#catg-]");
  for (var i = 0, length = $catgTabs.length; i < length; i++) {
    var catgTab = $catgTabs[i],
    hash = catgTab.hash,
    tableId = hash.substring("#catg-".length);
    if (parseInt(tableId) % 1000 === 0) // Ignore "Fields" pseudo category
      continue;
    if (initialCategories.indexOf(tableId) === -1) {
      $(catgTab).trigger("click");
    }
  }

  opener.initialCategories[Model("editHandle")] = undefined;
}

Any comment is welcome. Positive vote would be appreciated :-)

EDITING A CATEGORY FIELD VIA A VIRUAL FIELD

Wed, 15 May 2019 12:20:53 +0000

Hi,

I want to edit a field created in a category via an html page:

<td><%GetHeader("CATEGORY-DOCU$FAC-COMMUNICATION")%></td><td><%GetEdit("CATEGORY-DOCU$FAC-COMMUNICATION", context=TEXT)%></td>

Error:

DS_DocuEdit_0_Docu: Field 'DOCU$FAC-COMMUNICATION' not found

Any solution ?
Dimitri

Showing fields issu on categorie tutorial

Tue, 18 Dec 2018 12:20:19 +0000

Hi everyone,

just for telling if someone have the same issue.
I got some error of editHandle in following the tutorial to display fields in consult inside category with the category form responsive because of a multivalue and lookup inside consult.

I've send a mail to kristof, to let it know : but i've wrote a litle code to overcome this mistake, it's maybe not the best, but it's working till waiting to a better solution from Kristoph :).

Just add this code inside FormFieldsEditCustom.txt. It should work. :)

/**
* Rewrite field for displaying fields inside category for comp
*/
field.MULTIVALUE {[
<%If("%%GetArgument('page', context=ATTR)", value="pages/desktop/Consult.htm",  then=|<textarea id="a-CATEGORY-$CATG$-$FIELD$" readonly><%GetField('$FIELD$', type="MULTIVALUE", separator=", ", context="TEXT")%></textarea>|,else=|
<%GetEdit('$FIELD$',
data-ajax-url='dialog?_macro=JsonMultiValueList&_macrofile=MacroAjax&edithandle=<%GetEditHandle()%>&field=$FIELD$&detail=<%GetArgument("DETAIL",context=ATTR)%>&detailkey=<%GetArgument("DETAILKEY",context=ATTR)%>',
data-json='{<%GetField("$FIELD$", type="MULTIVALUE", json=T, context=ATTR)%>}')%>
|)%>
]}
field.CATG_MULTIVALUE {[
<%If("%%GetArgument('page', context=ATTR)", value="pages/desktop/Consult.htm",  then=|<textarea id="b-CATEGORY-$CATG$-$FIELD$" readonly><%GetField('$FIELD$', category="$CATG$", type="MULTIVALUE", separator=", ", context="TEXT")%></textarea>|,else=|
<%GetEdit('$FIELD$', category="$CATG$",
        data-ajax-url='dialog?_macro=JsonMultiValueList&_macrofile=MacroAjax&edithandle=<%GetEditHandle()%>&field=CATEGORY-$CATG$-$FIELD$&detail=<%GetArgument("DETAIL",context=ATTR)%>&detailkey=<%GetArgument("DETAILKEY",context=ATTR)%>',
        data-json='{<%GetField("$FIELD$", category="$CATG$", type="MULTIVALUE", json=T, context=ATTR)%>}')%>
        |)%>
]}
field.LOOKUP {[
<%If("%%GetArgument('page', context=ATTR)", value="pages/desktop/Consult.htm",  then=|<textarea id="c-CATEGORY-$CATG$-$FIELD$" readonly><%GetField("R_$FIELD$", context=TEXT)%></textarea>|,else=|
<%GetEdit("$FIELD$", type="LOOKUP", data-placeholder="<%GetLabel('Select Value')%>...")%>
|)%> ]}

Have a nice working day :).

Create a multi value field, on acc_account but filter on a specific group

Tue, 02 Oct 2018 11:21:50 +0000

Hello Efficy Team,

I am looking for the best way to filter a multivalue field on acc_account in a category. For exemple, in a category, the possibly to select only user from the group "sales".

We thought of three "simple" solutions :

In client side, with a serverscript, dynamically load the acc_account
Report the users in an other lookup, with their name and their k_user (I don't like this solution)
Edit the "sqlrule" of the multivalue field (but we struggle with the semicolon separator)

The solution provided by Kristof in the project guide about the "form in category" might do the job (because we could set a special definition for this field). Am I correct ?

Have someone another idea ?

Cheers,

Loïc

Show field in consult if category is activated

Mon, 01 Oct 2018 11:56:32 +0000

Hello Efficy team,

I struggle to solve a simple problem.

I have a category in companies. The customer asked me to format some information and to show the information only when the field is different form zero and the customer have rights on the category. So I did a custom field :

FormFieldsConsult

<%Macro(FieldRights
        , $myfield$=`%%GetField('$FIELD$', category="COMP$CHIFFRES", nolabel=T)`
        , $value$=`%%GetField('$FIELD$', category='$CATG$')`
        , $display$=| €|
 )%>

MacroConsult

    <dt><%OnArgument(Argvalue='$value$',condition='case', value='', then=||, value=0, then=||, else=`<%LoadScript("CommonLibrary")%><%RunScript(formatCurrency, value='$value$')%> $display$ `)%></dt>

My code work as expected for a company were the category has been activated.

But if the category is not activated, it show "0".

I tried this :

 <dd><%OnArgument(Argvalue='$value$', condition='case', value='', then=||, value=0, then=||, else=|$myfield$|)%></dd>

But is show "0" again.

I did activate the option "displayed if not empty" in conficy :

How can I test if the category were activated ? I thought of an SQL query but it seams a bit overkill.

The client is in Efficy 10sp2+. If there is a solution in Efficy 11, this also good (the upgrade is planned).

Thanks in advance,

Loïc

Rights on categories + chronos

Tue, 25 Sep 2018 08:46:50 +0000

Dear all,

A client reported me a problem in Efficy 10SP2+, but I am not sure if it is a bug or a configuration problem :

Let suppose we have three users :

User A
User B
User C

Each user is member of a group :

User A : Everyone + Group 1 + Admin
User B : Everyone + Group 1
User C : Everyone + Group 2

There is a category on "contacts" called "Employee".

Everyone should not have access
Group 1 should read the content
Group 2 should not see the category and his content (no access then)

If User A or B modify information on a contact :

A and B see the information
C do not see the information the information in the category (he does not see the category).

So far, everything work as expected.

BUT :

User A, B AND user C see the change in the chronos, and what's been changed !

Is that a configuration problem or a bug ? If it is a bug, is that fixed in Efficy 11.1 ?

Thanks in advance for your help,

Regards,

Loïc

Updating field in Category on which current user has no rights

Fri, 15 Jun 2018 14:17:36 +0000

Updating fiel in Category on which user has no rights from a serverscript, is this possible ?

Database.DisableSecurity = true doesn't have an effect.

Error stays "Category "DOCU$INVOICING" does not exist or is not active

I use :

Database.UpdateCategory(EditDocuHandle, "DOCU$INVOICING", "F_INVOICE_STATUS", statusValue);

Categories order

Wed, 29 Nov 2017 15:26:12 +0000

Hello,

Is it possible to control the order of categories tabs in Edit mode? i believe the default order is the oldest (created first) get displayed first, but is there a way to change this? except deleting and recreating in desired order.

Thank you for help in advance.

Best Regards.

Filter Multiselect filed in category based on value on main Tab

Wed, 13 Sep 2017 13:36:16 +0000

Hello,

I'm trying to filter multi-select field in category based on value chosen in lookup on Main tab in Cases. I've tried to achieb this by adding this piece of JS to MacroEditSCustom

if($('#CASETYPE').val()){
            var newDataAjaxURL = "dialog?_macro=JsonDynaMultiValueListCaseCat&_macrofile=MacroAjax&edithandle=<%GetEditHandle()%>&field=CATEGORY-CASE$GENERAL-F_CATEGORY&casetype=" + $('#CASETYPE').val();
            var $FieldName = $("#CATEGORY-CASE$GENERAL-F_CATEGORY")
            if($FieldName.length){
                $FieldName.attr('data-ajax-url', newDataAjaxURL);
            }
        }

and the definition in MacroAjaxCustom

JsonDynaMultiValueListCaseCat {[<%Delay(0)%>RunQuery(id='DynaMultiValueListCaseCat', 
    SQL='Select F_CATEGORY as F_CATEGORY_EN, * from LK_CASE_CATEGORY CC where f_case_type like :param1 and disabled = 0 order by k_sort',
    Param1="%;<%GetArgument('casetype')%>;%"
    )%>
    <%Delay(0)%>GetDataGrid(query='DynaMultiValueListCaseCat', count=-1, norecords='', sort='F_CATEGORY_<%GetLanguage()%>' , nolinefeed=T, templatetext=|[<#repeat>
    {
         "id":<#F=K_CASE_CATEGORY>
        ,"text":"<#F=F_CATEGORY_<%GetLanguage()%>;jsontext=T;nospace=T>" 

    }<#S=;SEPARATOR=,></#repeat>
]|)%>]}

Plus changing CASETYPE in Forms with definition LOOKUPMASTER and add it in FormFieldsEditCustom

field.LOOKUPMASTER {[<%GetEdit("$FIELD$", type="LOOKUP", onchange="JavaScript:CebPerform('CEB_STATE');")%>]}

so every time user chooses new value it refresh the page and set new URL on attribute "data-ajax-url".

It works fine if i save directly the case, but if i hit the button "apply" then it's not working, even the attribute has the right URL, but on clicking on the field i get the standard ajax-url

Please advise.
Thank you for your help in advance.
Best Regards.

Is it possible to deactivate category when choosing a value from lookup filed

Thu, 16 Mar 2017 10:09:10 +0000

Hello,

I'm trying to do activating/deactivating a category depending if a specific value is chosen on lookup field.

first I added onchange event to lookup field to check if the a certain value is chosen then i'm activating a category, but if this value is changed to another one, then how can I deactivate the category in the edit context (this is before applying or saving the record because user needs to fill in data in the category if the certain value is chosen)

Thanks in advance for your advise and help.

Best Regards.

How can I know if a category has been deactivated in the edit context ?

Tue, 03 Jan 2017 13:38:15 +0000

Hello,

I need to know if a category has been deactivated in the edit context.

I try to use the following methods in the WF (beforeCommit) but they don't allow me to know if the category has been deactivated or not in the current context :
- CategoryModified : returns false
- OldCategoryFieldValue : returns an empty string
- GetCategoryDataSet : returns a dataset
- .IsEmpty : returns true

I wonder if this information is stored in the dataset or if Efficy provides a way to know this ?

Thank you,

Regards,
Pierre.

Is it possible to create a category automatically based on field in Document

Tue, 06 Dec 2016 10:14:52 +0000

For our documents we have a field which contains a select list with the type of the document. For example: incoming files, outgoing files, document containing financial files etc.

When creating a new document I automatically want to add the category based on the chosen type. How can I make this possible?

Thanks!

Master-Detail on a Category doesn't work for the Detail field in Efficy 10 SP2

Mon, 28 Nov 2016 16:13:13 +0000

Hi,

I'm doing a conversion of a customer to Efficy 10SP2 and this customer uses a Master-Detail in a Category. I'm able to fill in the Master-field, but when I try to fill in the Detail-field I get the following error:

Is this a known issue?

Best regards,
Jeroen Floor

conditioning display of fields in a category

Wed, 26 Oct 2016 07:37:04 +0000

Hello,

I wish I could condition the display of fields in a category based on the value of a field of another category of the same table.

Would you have an idea of the feasibility of it and how?

thank you in advance

Michael

Width of the category-lookup

Thu, 25 Aug 2016 12:53:11 +0000

There is a customer who wants to make the dropdownlists for a Lookup field in a category wider. They currently use Efficy 2012 and in that version this was implemented as a custom.

Is there any possibility to customise that in Efficy 10th?

How to move category into the main tab?

Fri, 17 Jun 2016 10:51:52 +0000

Hello,

Have you an idea how to display a set of fields from a category(radio button,textarea) into main tab in a edit of entity to avoid to go through the category to do change.

Exemple: in edit of appointment, I've category ACT$AEC( with 4 panels). I want to move that into first tab (with field DSTART,DEND,...)

I've try to add virtual field with custom definition in form of appointment but it's not responsive design.

Thanks,
Ridouan

How to make a Memo formatted field in a category (Efficy 10)

Fri, 20 May 2016 10:06:51 +0000

Hi,

We have a Custom Field of type "Memo" in a Category, and we have some problems with it.

First, problem in consult:
The field is displayed like a "text" Memo, and not formatted.
i know that in Efficy 2012 we use fckeditor and fckattach function, but in efficy 10, with ckeditor i don't find the good way to do that.

Second, problem in edit:
Some times, the edit part to write text is not displayed, we must "play" with the Maximize button or with the size of the windows to see it.
With the standard memo field it's working good, .. any idea ?

Third, i would like to:
Remove the "plain text" button.
I think it is possible to use a removeButton, but i don't find the good way to do it.

thx..

Efficy 10: How does a category formatted memo field can be shown formatted in consult mode

Mon, 14 Mar 2016 15:12:34 +0000

Hi,
I have a category formatted memo field F_INFORMATIONS in PROD$COLLABORATEUR category table.
How can it be shown formatted in Prod consult category page?

I've tried to define this field in FormFieldsConsultCustom.txt file as:
field.F_INFORMATIONS {[<dt><%OnField("F_INFORMATIONS", category="PROD$COLLABORATEUR", then=|<div class="consult-memo"> <textarea><%GetField('F_INFORMATIONS', category="PROD$COLLABORATEUR", type="RAWHTML")%></textarea> <iframe src ="" frameborder="0"> </iframe> </div>|)%></dt>]} But it doesn't work Thanks for your help. best regards Anne:

Build 6640: pickListSearch in category

Tue, 16 Feb 2016 13:54:17 +0000

We found a flaw in build 6640, due to a remark of a customer after migration.

This Is according to a lookup in a category with the Edit style: Lookup-up with search window (this lookup has more than 1500 records).

In a category it wants to use the data-msg="pickListSearch;….” but this function doesn’t exists in the build.
So it looks like we didn’t migrate this function, because it’s only present in the efficy.dll.

I ask this because I think it is a high urgency case, the customer uses this dropdowns in multiple ways.
Because the lookup has 1500 records there is no work-around.

Anybody has a solution for this?

Regards,

Michael de Groot

Filter Acc_Accounts as lookup

Mon, 18 Jan 2016 15:05:02 +0000

Hello,

I'm using lookup acc_accounts in a custom lookup field, and i want to filter this list to show only the users (not the groups). the custom field is in category, so i think FORMS can be used here.

Please let me know your suggestion and advises.

Thank you.
Best Regards.

What is the syntax to display the R_VALUE of a CATEGORY LOOKUP into a form ?

Fri, 18 Dec 2015 13:46:26 +0000

I try to display into the project consultation form the value of a lookup by key into a category.

The field is an FXXX or je veux le RF_XXX.
Of course I can create a virtual field to get the information of my category but I imagine that it all possible to do it easily just by using the right tag.

By default it's CATEGORY. I tried LOOKUP but without success. Not better with the following combinaison CATEGORYLOOKUP or CATEGORY LOOKUP.

Any quick solution ?

Do visual representation for values in categroy

Wed, 16 Sep 2015 16:06:25 +0000

Hello,

Please advice how can i do visual representation (e.g. red, amber, and green dots or balls) for drop-down list values in category? I want hem to be shown in consult card of project and in project list grid.

Thank you.
Best Regards.

EFFICY 2012 Summer - How can I create a formatted memo in a category

Thu, 30 Jul 2015 15:01:22 +0000

Hi,
I have create a memo field in a category but the customer need to enter formatted data in it.
How can this be done in Efficy 2012 summer?
Thanks and regards
Anne

Efficy 2014 - How can I select a category in Consult mode

Mon, 20 Jul 2015 17:25:40 +0000

Hello,

I need to show a category instead of the "Fields" Panel in Company consult mode.

I have add following function in the js\main\consult.js script file :

if ((Model('entity') === 'Comp') && ((Model('detail') === 'Catg'))) {
$("a[href='#catg-80011']").click();
}

It's working except at first connection or when I hit F5 to reload.
How can I fix that?

Thanks and regards
Anne

Efficy 2014 - display a picture in consult that is contain in a category

Fri, 20 Feb 2015 11:22:46 +0000

I have to display a picture on the consult page of a company like the contact consult page, but my picture is contain in a Category and not in the Company table.

I have copied the consult field definition of PICTURE.cont like this

field.PICTURE.Comp {[<dt><img src ="img?consulthandle=<%GetArgument('ConsultHandle')%>&category=COMP$PHOTOS&field=F_PHOTOS" onerror="var _src = '../efficy/imgnew/default-user.jpg';if (this.src!==_src){this.src = _src;}"></dt>]}

But the picture doesn't show and I don't receive any error.

Does anyone know how to do ?

Best Regards,
Stéphane RONCIN
Consultant