Efficy Overflow Q&A - Recent questions tagged consult

Loading form depending on manager attached into an opportunity.

Mon, 16 Aug 2021 15:47:00 +0000

I need to migrate a macro from 11.0 version to 12.0.
Previously the key of the form was loaded by a loadServerJs + RunScript ConsultSectionsForm.Oppo {[<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>]}
The script still working because if it call into an other macro the number is well call back with number.
The problem is that the same call into a 12.0 version return an Efficy error.
TTagGetFormSections - Incorrect Value "<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>" for Argument "FORM"

Call GetFormSections(form=<%LoadServerJs("functiontags/userrole")%><%RunScript("getConsultFormOppo")%>, consulthandle=10, fielddefs=FormFieldsConsult, start=0, end=0, noformbounds=T, nosectiontitle=T, class=main small-12 medium-5 columns)

does any one of you already migrated the kind of custom ?

Making a consultViewCustom to launch custom script @display of screen in consult mode

Fri, 26 Oct 2018 07:58:23 +0000

Hi,

i would like to make a consultViewCustom system, like what we do for making an editViewCustom.

so, i've made a consultView.js

define([
    'require',
    'standard/views/consultView'
], function(require, ConsultView) {

    // Conditionally load custom consult views
    console.log('Conditionally load custom consult views');
    switch (Model('entity')) {
        case "Comp":
            require(["custom/views/consultViewComp"], function(consultViewCustom) {consultViewCustom.start();});
            break;
    }

    return ConsultView;
});

who is loaded with

RequireConfigCustom {[
  <%UseScript('custom/js/config/require.config.js')%>
]}

it is working, but it seems that it is not always loaded, i need to make a F5 to load it.

i suppose that ConsultView.start(); (from consult.js) is executed when we do F5 but not when we for exemple make a company search and click on it to consult the company.

I don't see where i can force to start again my consultView (or any other/better way to do that)

Regards,

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

Set timeline als default detail in Consult that it ALWAYS opens

Tue, 26 Apr 2016 13:01:20 +0000

Set timeline als default detail in Consult that it ALWAYS opens on the timeline when consulting a Contact / Company ...

How best to do this ?

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:

Consult layout - alignement fields without icon

Tue, 12 Jan 2016 14:57:11 +0000

When we have in the same section of a consult form fields with an icon and fields without, how can we get the field part on the same line ?

For exemple :

the phone field ( which has class i-Phone )
and another field ( for exemple street ).

When you put these 2 in the same section, the street field will start in the same horizontal place as the icon. But better would be that the fields itself are on the same horizontal place.

Is there a "fake" class that just puts the empty space to achieve this ?

Efficy 2014 - How to change adding Products to Opportunity in consult mode

Mon, 17 Aug 2015 15:15:29 +0000

Hi,

In Efficy 2012, Products was added to Opportunity in in consult mode.

How can we have this back to avoid multiple clicks to access additional information in PROD_OPPO relation?

What could be the issues?

Regards
Anne

Modify Consult card to display more info (sections)

Mon, 27 Jul 2015 13:08:29 +0000

Hello,

I want to show extra info in Consult mode for Company, i added 2 more customized sections. but they are not displayed. i moved them to be placed before "Contact" and they are displayed. but info from "Contact" & "Address" have been disappeared.

so how can i display info from all desired Sections in Consult mode of Company?

Thank you.
Best Regards.