Efficy Overflow Q&A - Recent questions tagged contact

Why can't I bypass the read-only dataset with Efficy.disableSecurity

Thu, 01 Jun 2023 08:49:33 +0000

Hi,

I want to bypass a security (a customer who haven't the rigth to modify an entity) so I wrote this code :

SetContactRobinson: function(kCont, blacklisted) {
        if (!kCont) return;
        var editContext = Efficy.openEditContext(ntCont, kCont);

        //on désactive les sécurités pour permettre la modifications des contacts
        var disableSecurityOld = Efficy.disableSecurity;
        Efficy.disableSecurity = true;

        try {
            Efficy.updateField(editContext, 0, 'ROBINSON', (blacklisted ? "1" : "0"));
            Efficy.commitChanges(editContext, false);
        }
        finally {
            Efficy.closeContext(editContext);
            Efficy.disableSecurity = disableSecurityOld;
        }
    },

But I have this error :

!! ERROR: DSContEdit0_Cont: Cannot modify a read-only dataset

I guess the data set is read only cause my user haven't right to modify this contact, but why Efficy.disableSecurity = true; dosen't work here ?

thanks in advance

How to have a company show only active contacts with that company?

Fri, 07 Apr 2023 08:04:47 +0000

I would like the company view, contacts, to show only contacts that are currently active with that company. I would like to select the active link (in the contact - company relation) for that, but I can't seem to. I have made it work with a filter by selecting only contacts that have an empty end date. Is this the only way or is there an easier way?

How to select a contact in a document generated from a company

Tue, 04 May 2021 15:15:04 +0000

Hello,

I am working on an invoice template in Word, with the Efficy Word integration. I save my document as a template.

In my document, among other things, I insert this :

[$=COMP.NAME]
[$=CONT.TITLE] [$=CONT.FIRSTNAME] [$=CONT.NAME]

Then, in Efficy, from a Contact, when I "Add Link to Document" > "Launch Template", I can show fields from both the Contact table and the Company table.

I notice that if a Contact has multiple links with multiple Companies, only the Company with the Main Link will be selected.

Now the problem I have is if I want to Launch Template, but from a Company. Then I am able to show Company name, but it won't retrieve any Contact field to show.

So my question is : is it possible to generate the document from a Company and show data from a specific contact ? For example I have contacts which have the Function "Invoicing Contact" and I would like to show fields from these.