Efficy Overflow Q&A - Recent questions tagged custom

Setting default widget list per user group

Fri, 06 Sep 2024 09:35:27 +0000

Hi everyone !

Maybe is it a stupid question but i havn't found any documentation on how to add default widgets to the dashboard of a group of user.

We are switching from efficy 11 to 12 and we have a large custom to adapt to the specifications of v12.
Previously we made changes to the WidgetsTody.htm file but now that there is some change in v12 for the widgets (making them a system entity) i'm unable to reproduce its comportment.

If not possible could we at least pre load the favorite widget list when user is trying to add a widget ?

Thanks in advance

How to fill a multivalue field in a list criteria via SyntaxNode class

Tue, 19 Mar 2024 15:27:36 +0000

Hello,

I'm trying to render default values into a multivalued criteria field exactly like the method sessionActor() which is defined in the class SyntaxNode.

The method works for one value return. When I try to return multiple values separated by pipe. The view does't render.

I would like to know if it's possible to render default values via SyntaxNode.

In my list:

   <line>
         <field value="OffAgences_" multicond="true">
               sessionActorAgences()            
          </field>
   </line>

Things that didn't work:

1: I tried returning String "<default>id1</default><default>id2</default>"  in the string too

2: separated the id with a pipe i.e, "id1|id2"

Things that work:

If I send one id. It's rendered perfectly.

Any help would be greatly appreciated.

Regards,
Binoy

Get regional settings in serverJS

Fri, 17 Feb 2023 11:47:47 +0000

Is it possible to get usersettings by a serverJS function?

This is an working example:
var maxUsedDays = Efficy.getSetting('User', 'MaxUsedDays');

This is what I am looking for and currently not working:
Efficy.getSetting('User', 'DecimalPoint')
Efficy.getSetting('User', 'decimalPoint')
Efficy.getSetting('User', 'ShortDateFormat')
I also tried:
Efficy.getSetting('Efficy.User', '')
etc.

Questions:
Is it possible to get this working?
Is there a list of working examples?
Or an other way to get user regional settings?

Can't toggle element when using Group by field in a list

Fri, 07 Oct 2022 06:50:34 +0000

Hello,

I am facing an issue with the toggling of elements in a list when I use the Group function.
It works fine in all the entities in the CRM except for one.
When I use Group function on this entities, the grouping is fine BUT the little arrow is not displayed near the name of the Companies (I grouped by company's names).
And when I try to toggle by clicking on a company name, I get this error in the Chrome console :

Uncaught ReferenceError: CollapseGroup is not defined
at HTMLTableCellElement.onclick (entitylist?ENTITY=Cred&PAGE=pages/desktop/List.htm&GRIDNAME=CredList&active=true&OPENED=T&recentlyused=true&DETAIL=List&group=NOM_SCT:581:81)

If I look at the source, I have indeed a CollapseGroup function on the attribute :

<td colspan=12 onclick="CollapseGroup('52C20544')" style="cursor:

I tried to search for this function in the code, but I just found the definition in GridToolsExcel.htm (custom page).

how change recent list information for companies into mobile application

Thu, 18 Nov 2021 16:53:01 +0000

I want to add into the recent view into mobile application more fields.
so I updated into my custom the listCardDefinitions because decree fields are similar as the the informations displayed into the recent list.

{
   "entities":{
      "Amou":{
         "active":false,
         "icon":"coin-euro"
      }
   },
   "listCardDefinitions":{
      "Amou":{
         "default":[
            {
               "field":"NAME",
               "spaces":13
            },
            {
               "field":"F_D_START",
               "display":"date"
            },
            {
               "field":"R_F_KIND"
            },
            {
               "field":"F_OBJECTIVE"
            },
            {
               "field":"F_HEAD"
            },
            {
               "field":"F_HAND"
            },
            {
               "field":"F_BODY"
            },
            {
               "field":"F_FOOT"
            },
            {
               "field":"F_FALL"
            },
            {
               "field":"F_OTHER"
            }
         ]
      },
      "Comp":{
         "default":[
            {
               "field":"NAME",
               "template":"#NAME#"
            },
            {
               "field":"PHONE1",
               "display":"phone",
               "spaces":7
            },
            {
               "field":"EMAIL1",
               "display":"email",
               "spaces":8
            },
            {
               "field":[
                  "STREET",
                  "BUILDING",
                  "CITY"
               ],
               "template":"#STREET# #BUILDING#, #CITY#",
               "display":"map",
               "forceLabel":"Address",
               "spaces":8
            },
            {
               "field":"POSTCODE",
               "spaces":8
            },
            {
               "field":"F_ERP_CODE",
               "spaces":8
            },
            {
               "field":"F_CODE"
            }
         ],
         "_params":{
            "search":{
               "queryview":99999017
            }
         }
      }
   },
   "entityRelations":{
      "Amou":"User,Cont,Comp"
   }
}

Is that the good way to do that ?

the FERPCODE and F_CODE are not displayed.

Any ideas ?

Custom filename after launch template

Tue, 14 Sep 2021 08:19:51 +0000

How can I manipulate filename after launching a template?
For example I want to have the reference as prefix in my filename

Can the treeview show 2 holdings?

Mon, 01 Mar 2021 12:12:53 +0000

Hi Guys,

Is it possible to show 2 holdings in the treeview?
Using Efficy 11.3

Situation:

1 company has 2 holdings but when you open the treeview of that company only 1 holding shows.

Possible to change agenda view for confidential items?

Thu, 18 Feb 2021 14:50:01 +0000

Hi All,

In the agenda planning view the confidential items are shown on top of the users separately.

Is it possible to have the confidential items shown behind the user that has the confidential appointment instead?

I need to use a custom definition declared into my gridColumnsCustom into some grids widgets.

Fri, 11 Sep 2020 09:48:50 +0000

I created a new definition Into my GridColumnsCustom + a new definition into MacroEditCustom to have my definition into grid wizard.

The goal of this custom is to be able do like in "action list" the live done undone but here to check if a line as been paid or not on opened field.

QrvwWiz1StylesItems {[
<option value="">(<%GetLabel("Default")%>)</option>
<option value="ABSENT"><%GetLabel("Possibly absent")%></option>
<option value="BOOLEAN"><%GetLabel("Checkbox")%></option>
<option value="PAID"><%GetLabel("Paid")%></option>

td.PAID {[<td class="icon-cell <#L=OPENED;false=i-done done;true=i-not-done not-done>" data-msg="paid;$this;<#F=$KEY$;context=ATTR>;<#F=OPENED;context=ATTR>" title="<%Delay(1)%>GetLabel('Mark as <#L=OPENED;TRUE=Paid;FALSE=Not Paid>')%>"></td>]}

It's working fine into the custom views but not into widgets grids rather than using the same custom grid definition

I tried to do like in an other post by adding a definition into DashTmpl_WidgetGrid and pages/grid/WidgetGrid.htm but nothing append.
I added my definition in different ways, here one of them with adding for paid the field open as suggested for sum@ I added a paid@

data-url="runquery?page=modal/setWidgetQueryParams&pageresult=grid/WidgetGrid&entity=Quer&key=<#F=K_QUERY;context=ATTR>&<#F=PARAMS_QUERY;context=ATTR>&columns=<#F=COLUMNS;context=URL,ATTR>&queryentity=<%If('<#F=_QUERY_ENTITY;context=ATTR>',then='<#F=_QUERY_ENTITY;context=ATTR>',else='$ENTITY$')%>&paid=<#F=opened;context=URL,ATTR>&expires=10&norecent=T">

Any idea to be able to check or uncheck list into widgets ?

Here EDN documentation about it.
https://help.efficy.io/edn/admin/crft_11_gridwidgets

Grid widgets display an efficy grid based on a query. Technically, the content of this grid is equivalent to the content of the runquery window, except that columns are taken from the definitions from the macro definition file GridColumns.txt.

Add custom definition for Fragment

Mon, 10 Aug 2020 08:15:55 +0000

Hello,

For a customer, I need to add some custom definition to be used in Fragment.
I have several custom LOOKUPS that I need to use in template, so I need to create the definition for these fields to have a good display in the result.

I have added a new macro FragmentFieldsCustom.txt with the following definition :

field.VERIN.Prod {[<%GetEdit("$FIELD$", type="LOOKUP", icon="i-down", message="pickList", tabindex="$TAB$")%>]}

But in Efficy, the definition doesn't appear.

Thanks for your help.

Sébastien

Can I use a virtual field as a template merge field? (usage= p)

Mon, 03 Aug 2020 09:27:58 +0000

Can I use a virtual field as a template merge field?
SYS_FIELDS: (usage= p)

Currently I get empty results when merged results.

For example:

[$=PROJ.V_PRODUCTVALUE_Y1] or [$=PROJ.V_TOTALVALUE_Y1, FORMAT=",0.00"]

Et cetera.

Application Server Error: QueryBuilder No fields selected

Tue, 16 Jun 2020 08:32:59 +0000

When following the Kristof manual putting virtual fields on Consult.
I get the following error:

Application Server Error: QueryBuilder No fields selected

[Trace]
Call RunQuery(id=KBVIPS, querytext= [Select] COMPANIES.K_COMPANY hidden COMPANIES.V_CEO COMPANIES.V_CFO COMPANIES.V_CHRO [From] COMPANIES [Where] COMPANIES.K_COMPANY = 0 , param1=#K, store=333) Call Macros(=DetailBadgeQueryActi;DetailBadgeQueryOppo) Call Macros(=ConsultQueries;DetailBadgesQueries;ConsultQueriesCustom;ConsultContentHtml;ConsultModel;ConsultScriptsCustom) Call Macros(=ConsultContent) Call Macro(=MainJsModuleCustom) Call Macro(=MainJsModule) End Inline Function Evaluation Call GetLabel(=Company Manager) Start Inline Function Evaluation Call Macro(=PageTitle, context=ATTR, evaluate=T) Call LoadMacros(=MacroLibrary;MacroDesktop;MacroBadges;MacroGridtools;MacroConsult) Call SetBookmark(inhost=) Call IncludeFile(page=include/DesktopInHost, $MACROFILES$=MacroGridtools;MacroConsult, $QUERIES$=ConsultQueries;DetailBadgesQueries;ConsultQueriesCustom, $TITLE$=PageTitle, $PAGECONTENT$=ConsultContentHtml, $HOSTCONTENT$=ConsultContent, $SCRIPTS$=ConsultModel;ConsultScriptsCustom) Call OnArgument(=InHost, then=include/Desktop, else=include/DesktopInHost) Start Function Evaluation End Initialisation Connect to Application Server Verify Arguments Initialise Request Handling /consult

The environment =

Efficy Version:
Efficy (Build 11.2.19857.0 2020-05-11 15:40)
Application Server Version:
EfficyServer.dll 11.2.19857.0 2019-12-07 12:02 on SV-TST-WS01
Database version:
11.2.47
License Name

Can someone help me?

Erro 'Field must have a value' when it is filled in

Wed, 22 Apr 2020 14:56:14 +0000

Hi all,

For a customer I am creating a node API and when I execute the code below I get the error "Field company kind must have a value".

When I look in the dataset I can see that the field is filled in.
It's also not an error caused by workflow because I already disabled it in a test.

I think it has something to do with how the relation is created.
Because when i create a link between two companies in the UI a relation is created in both ways (it's some custom).

Maybe this screenshots are useful.

I hope somebody can help me.

Thanks in advance,
Bart

Dashboard on extranet

Thu, 19 Mar 2020 14:30:01 +0000

Hello,

I am trying to integrate a dashboard into the extranet
(like the Dashboard we have when we log in into submariners)

But it seems quite complicated to integrate it into the extranet
(a lot of files needed)
I have already tried quite some things but didn't get any positive results.

Is there a guide on how to integrate it and if it is possible to integrate it into the extranet?
It would really help!

Disable mandatory link in custom entity

Mon, 02 Mar 2020 07:08:18 +0000

Hi,

A custom entity named 'Fonction' has been created.
A 'Fonction' can be added from a company.
Currently, when you add a 'Fonction' from a company, it is mandatory to link a contact, otherwise the 'Fonction' is not saved and no error message is displayed.

This developpment was realised by Efficy's developpers and we would like to change it to turn the link between a 'Fonction' and a contact optional.

Our issue is that we can't find where in the code or the designer, this mandatory property was set.
We already searched the workflow code and the designer but didn't find anything.

Any idea ? :)

Steps of a timesheet

Tue, 25 Feb 2020 13:10:15 +0000

Hi,
How can I fill the list of steps avalable while creating a timesheet record ?
Thank you
Dimiri

How to use a group as K_ACCOUNT into a dashboard 11.3 version

Wed, 05 Feb 2020 10:57:46 +0000

It's seem that it's impossible to attach a group into the key accounts of dashboards.
When I attach a user the dashboard is well displayed but not with a group of users.

As explain into the documentation only groups as role are available:
https://help.efficy.com/edn/admin/crft_11_kpi_dash_levels

Ownership levels The "owner" of the dashboard represents the level of
ownership which can have one of those three values:

Company or Global level This is the highest level. Setting a dashboard
at this level will cause every Efficy user to see its content.

Role or Group level When a dashboard defines a user group as owner,
all users having this group as main Role will see the contents in a
combined dashboard.

User level When a dashboard has user as owner, only this user will see
the widgets in this dashboard.

But if you use a group not like a role it's impossible. Is there a solution to do it just by groups ?

is it possible to have cascading rights application like into the project for a custom entity.

Wed, 09 Oct 2019 12:03:30 +0000

I want to report the standard functionality of cascading security used into the projects to a custom entity. Is it possible ? And How ? Database, macros ?
If it's possible, can we industrialise it for some kinds of conditions.
For exemple I want to add rules without open security screen depending on externals status or role.

How to show a group from ACC_ACCOUNTS in a multivalue field?

Tue, 08 Oct 2019 08:56:31 +0000

Hey all,

How can i fill in a multivalue field with the specific users of group sales?

Thanks in advance!

Is it possible to add a custom option in the report server list ?

Thu, 03 Oct 2019 11:27:09 +0000

Hello,

I'd like to to know if it's possible to add an element in LK_REPO_SERVER and configure how the option is working in efficy.

I've added the option in the lookup (no problem there of course) but I don't see how the value is used for the execution of the reports.

Thanks

How to customise a "private method" in a standard serverJS file

Fri, 13 Sep 2019 12:42:13 +0000

Hello Efficy Team,

This question is related to the answer of Kristof.
We would like to customise the method "importTimesheetFromDataSet", but we cannot access the method.

How could we do that ?

Regards,

Loïc

How to customize something in a module of a serverJS

Fri, 13 Sep 2019 10:27:06 +0000

Hello Efficy team,

I need to customize the method "importToTimesheet" from serverJS/workload/timesheet".
This method is part of literal object "module".

How could I do that without coping the all file ?

We tried this (in a timesheet.js file, in the custom) :

/*
@import Timesheet from "workload/timesheet";
*/

Timesheet.importToTimesheet = function() {
throw new Error('Hello ?');
}

return Timesheet;

But we get this error (when the page load) :

What is the best practice ? Coping the all file make no sens.

Regards,

Loïc

Add custom field in Oppo_Prod relation Grid

Fri, 07 Jun 2019 08:48:03 +0000

Hello,

I need to customize the relation Oppo Prod for a client.
I added several custom fields in Product Entity and Oppo_Prod Entity and now I want to display them on the relation's edit grid.
But I can't find what query is executed to get the fields mapped in the GetRelationGrid Macro :

/* Custom de la relation Prod-Oppo */
TabContentProds.Oppo {[
<div class="content tabs-content-item" id="tab-prod">
<div class="row">
<div class="small-12 medium-1 columns">
<button type="button" class="icon i-add <%IfReadOnly(detail='Prod', then='disabled')%>" title="<%GetLabel('Add Link to Product')%>" data-msg="addProduct"></button>
<%AddRelationButton(entity='Prod')%>
</div>
<div class="small-12 medium-11 columns">
<h3 class="section-title"><%GetLabel("Linked products")%></h3>
</div>
</div>
<%OnMultiCurrency(0=, else=|<div id="currcyError"><span class="error"><%GetLabel("Warning: The currency must be set before adding products")%></span></div>|)%>
<%Delay(1)%>GetRelationGrid(columndefs="GridEditColumns.txt", entity="Prod",
columns="FULLNAME,QUANTITY,PRICE,DISCOUNT,COMMENT,VAT,TOTAL,CONSO_RATE{HIDDEN},CONSO_TOTAL{HIDDEN},<%IfReadOnly(else=|SORTDELETE|)%>,PRICE1")%>
</div>

When I try to add a column here, I get an error message because the column doesn't exist in the DS of Oppo_Prod :

Message: DSOppoEdit6ProdOppo: Field 'PRICE1' not found

If someone can help me on this, just to find which query I have to modified, thank you all.

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 !

Customize application mobile

Mon, 18 Feb 2019 17:51:35 +0000

Hello the team,

A customer asked me today if it was possible to customize the application mobile, what could be change via conficy :

Adding an Entity (I know it is possible, I just don't know how)
Showing the job-title of the contacts (defined in the cont-comp relation), in the search from
customize the consult of the cont-comp

Could you enlighten me ? I found no documentation so far. It would be nice to have some (maybe a project team guide ?)

Loïc

Best method to override search

Mon, 17 Sep 2018 10:25:55 +0000

Hi Guys,

I was wondering if there's a nice and clean way to override the result of the search page with a custom function?

What i need is the following:

Open the standard search window from a relational detailmenu with the normal search features of Efficy and the createrelation action (so you can also create a new relational record)
If you click on one of the search result records, a custom function needs to start.

Hopefully someone has a simple way to do it, instead of overriding all pages and macro's.

Kr,

Michael de Groot

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

Automatic URL redirect to the right custom folder

Tue, 24 Jul 2018 12:21:52 +0000

I would like to automatically redirect users from our base weburl efficy.example.nl to the right custom code.

So normally it already redirects to efficy.example.nl/crm/home?PAGE=pages/logon.htm&custombase=default&filebase=efficy&database=Efficy, but now I want to change this to

efficy.example.nl/crm/home?PAGE=pages/logon.htm&custombase=custom_prod&filebase=efficy&database=Efficy

Since Efficy11 I'm not sure how to set these redirect settings. I tried a lot, but until now without result.

Thanks for your help!

Customize servicy filesharing

Fri, 29 Jun 2018 06:40:15 +0000

I would like to customize the pages used for the new file-sharing functionality. Of course it would be nice if I can do this without editing the standard code. Is this possible, and how should I do this properly?

Content security feature default security value not selectable

Mon, 25 Jun 2018 14:48:23 +0000

In conficy

if I want to set the default security of a group about an entity that has the EntitiesWithSecureContent option. ( + CONTENTSECURED field)

I don't have the contentSecurity options in the list of security to apply. this is hardly costumizable since the security option list is managed by a tag

<%GetDefaultSecurityList()%>

that is not overridable...

is there a way to change the default security level with a contentsecurity level?

Of course i can directly change it in DB with sql but Stephane Roncin made me realize that the default conficy page will probably stop to work since those values are not displayable...

Thanks for your feed back

How to add an edit context into CONT_USER and COMP_USER to use the USERROLE field.

Tue, 29 May 2018 09:45:31 +0000

I need to define by a level of proximity my relations between CONT and USER or COMP and USER by using The USERROLE Field.

I try to do it into an OpenEditContextRelation2 but this context doesn't exist it return an error EntityView=''

Below a part of my dataSynchro where i try to edit relation between ntComp and ntUser.

      var Target = 11 // Cont
      var Detail = 1; // Cont_user
      var Key = K_CONTACT
      var DetailKey = 0
      if(!isEmpty(DataStore.AsString('Proxim'))){

    DetailKey = 4  // User--> K_USER 4   

    var EditHandle = Database.OpenEditContextRelation2(Target, Detail, Key, DetailKey)

     try {
     var DataSet = Database.GetMasterDataSet(EditHandle, 0)

    DataSet.Edit()

    SQL = "SELECT K_CONT_USERROLE FROM <#TABLE NAME='LK_CONT_USERROLE'> WHERE USERROLE = :Param"; 

    Database.UpdateFields(EditHandle, 0, 'USERROLE', GetLookupKeyFromQuery(SQL,     DataStore.AsString('Proximité MAN'), 'K_CONT_USERROLE') );

    Database.CommitChanges(EditHandle, false)
     }catch(e){

     Database.log(e.message)
    }
    finally
     {
    Database.CloseContext(EditHandle)
    }
}

I need of course to be able to change relation on the Edit context of each Entity. Comp and Cont.

Add a new widget

Wed, 06 Dec 2017 14:59:44 +0000

Hi all!

I'm new with Efficy customization and i wanted to train with macros by adding 2 widgets to the dashboard like this:

\customs\training\macros\MacroWidgetsCustom.txt

WidgetTemplate100 {[<%Macro("$MACRO$", $KEY$=100, $KIND$="Macro", $TITLE$="Top 10 Clients", 
        $ICON$="i-Comp", $COLLAPSED$="$COLLAPSE$", $SENTITY$="Comp",
        $CONFIG$=|{url:"dialog?entity=Comp&_MACRO=First10Customers&_MACROFILE=MacroWidgets.txt",pollSecs:1800}|)%>]}

First10Customers#Comp {[
        <%RunQuery(id="First10CustomersQuery", store=1000, SQL="select TOP 10 K_COMPANY, NAME from R_COMPANIES where KIND = 12 order by K_COMPANY desc")%>
        <%GetDataGrid(query="First10CustomersQuery", count=-1, noheader="true", norecords="Aucune fiche", columndefs="GridColumns.txt", entity="Comp", columns="NAME{COMPANY}")%>
    ]}

WidgetTemplate101 {[<p>Second Widget is Here!</p>]}

The first one works, but I can not display the second

I tried to custom \dialog\WidgetsTodayCustom.htm but it's like if Efficy ignore this custom file... (these 2 lines do the same things: The first widget works but the second don't show up...)

<%Macros('WidgetTemplate7;WidgetTemplate8;WidgetTemplate9;WidgetTemplate12;WidgetTemplate17;WidgetTemplate18',$MACRO$='TodayWidgetLibraryTitle')%>
<%Macros('WidgetTemplate7;WidgetTemplate8;WidgetTemplate9;WidgetTemplate12;WidgetTemplate17;WidgetTemplate18;WidgetTemplate100;WidgetTemplate101',$MACRO$='TodayWidgetLibraryTitle')%>

Are there other places where it's defined ?

Thanks a lot!

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 ?

'google' not defined error after applying fix CFT-2017-81085

Thu, 23 Nov 2017 13:51:03 +0000

Hello,

A client has custom on search window to search companies in specific radius. I applied the fix mentioned in CFT-2017-81085 (add mapGrid and mapPick pages + override functions in Places.JS and replace it in custom.js), after i applied the fix, and error starts to appear on console saying "google is not defined".

Any one has same issue on custom related to google maps? or any advice what to check or missing?

Thank you.

Best regards.

How can I use CopyDetails2 to copy all fields of a relation?

Thu, 23 Nov 2017 10:25:59 +0000

As a follow up of my other question: https://overflow.efficy.com/?qa=2741/how-to-automatically-add-serie-products-linked-to-document

I used CopyDetails2 in my serverscript to copy the linked products from one document 'template' to another document. The copy is coming from an existing template document with PRODUCTS, PRICES and QUANTITIES.The only problem I've got now is to also copy the column QUANTITY. Now it only copy's the standard settings for every product.

So I've got 2 questions now:
1. How can I succesfully copy all details from the template, including the QUANTITY, PRICE and KSORT?
2. Is it a problem that KRELATION in DOCUPROD is used more than once, as long as the KDOCUMENT and K_PRODUCT is different?

Would be perfect if there is a solution for this. Thanks for your help!

Database.CopyDetails2(editHandle, 31, templateKey, [ntProd], false, false);

My Complete code in editCmd.js

function docuAddProducts() {
    $.ajax({
        //deze regel gaat er nog vanuit dat de VM wordt gevulv vanuit een opportunity. Zo aanpassen dat dit flexibel wordt, ook voor projecten.
        url: format("dialog?_macrofile=MacroAjax&_macro=RunScript&file=Winkelwagentje;libjson&func=docuAddProducts&editHandle={editHandle}"),
        type: "GET",
        success: function (html, textStatus, jqXHR) {
            if (IsNotEfficyErrorHtml(html, function(errorMsg) {alert(errorMsg)})) {
                CebPerform("CEB_STATE");
            }
        }
    });
}

And my complete code in the serverscript

function docuAddProducts() { 
var editHandle = StrToFloatDef(Request.Argument("editHandle"), 0);
var Oppo = Database.GetMainDetail(editHandle, ntOppo);
var Proj = Database.GetMainDetail(editHandle, ntProj);
var dienst = 0

if (Oppo != 0){ 
    var oppoContext = Database.OpenConsultContext(ntOppo);
    var oppoDS = Database.Consult(oppoContext, Oppo, true);
    var dienst = oppoDS.FieldByName('F_DIENST').AsString;
    docuProdCopyDetails (dienst);
    Database.CloseContext(oppoContext);
    return;
}

if (Proj !=0){
    var projContext = Database.OpenConsultContext(ntProj);
    var projDS = Database.Consult(projContext, Proj, true);
    var dienst = projDS.FieldByName('F_DIENST').AsString;
    docuProdCopyDetails (dienst);
    Database.CloseContext(projContext);
    return;

}

function docuProdCopyDetails(dienst){
    var SQL = "select K_DOCU_TEMPLATE from LK_OPPO_DIENST where K_OPPO_DIENST = :Param1"; //per dienst wordt 1 VM aangewezen als template
    var tempContext = Database.OpenTemporaryContext();
    var tempDS = Database.ExecuteSystemSQLQuery(0, tempContext, SQL, dienst, true, true, 0);
    var templateKey = tempDS.FieldByName('K_DOCU_TEMPLATE').Value; //templateKey = de k_document van de template VM met het winkelwagentje per dienst
    if (templateKey > 0) {
        try {
            Database.CopyDetails2(editHandle, 31, templateKey, [ntProd], false, false); //31 = Documents
        }
        catch (error) {
        }               
    }
}

}

How to automatically add a serie of products linked to a document?

Fri, 03 Nov 2017 12:53:38 +0000

See screenshot below. I would like to use a button which triggers a serie (>1) of products automatically linked to the document. The serie of products to be loaded depends on the linked project and is based on the type of project. This last part is less important, my main question is how to realize the first part: how to add multiple products to the document.

How would I create a new widget? Is there a how to guide?

Wed, 26 Jul 2017 15:07:54 +0000

Hi all!

I need to integrate the result of a query into a new widget.
What's the best practice to do this? There is nothing in edn!?

This is what I did, but I think I am missing something here:

Edit MacroWidgetsCustom.txt and add somthing like:

CustomerAnniversaries {[<%LoadScript("serverscripts/Global.js")%>                                     
    <%RunQuery(id="CustomerAnniversaries", store="59", SQL="exec  ADMINALS.CUSTOM_CONT_ANNIVERSARIES :p1;", Param1="%%GetUserKey()")%>
    <%GetDataGrid(query="CustomerAnniversaries", columndefs="GridColumns.txt", entity="CONT", noheader=true, count=-1, columns="SampleColumn1,SampleColumn2,SampleColumn3,SampleColumn4")%>
]}

Then edit:MacroDashBoardCustom.txt and add

<%Macro("WidgetTemplate59", $MACRO$="TodayWidget", $COLLAPSE$="0")%>

ContainerWidgetsDefault3 {[
<%Macro("WidgetTemplate59", $MACRO$="TodayWidget", $COLLAPSE$="0")%>
]}

"Refresh Settings" in Admin....

Bute the Widget won't show up the the widget list ...
What is wrong here?

Thank you
Tim

include in serverscripts with this simple trick

Fri, 07 Jul 2017 08:05:16 +0000

Hi guys,

sometime in serverscripts you can wish to organize your code over several serverscripts like a tools.js library by example.

in almost cases you can just do the trick from your serverscripts call like :

<%LoadScript("mylib1.js;mylib2.js;myscriptfile.js")%>

same goes for ajax calls.

this does not correspond to a real include from a file so we can't just use this trick for scheduler.exe.

I found a way to make an include like call from a serverscript that works in scheduler as well so please enjoy it (even if the solution is a bit obvious I never thought about that before so...)

var root = "C:/inetpub/wwwroot/customs/mycustom/";
var dependencies = [
    "serverscripts/mylib1.js",
    "serverscripts/mylib2.js"
];

for (var i=0; i<dependencies.length; i++){
    eval(StrLoadBinaryFile(root + dependencies[i]));
}

function myFunction(){ //-----(called by the scheduler)
    return functionFromMyLib1(); //-----(definition in mylib1.js)
}

since I havn't tested it in a workflow I can only assume that it would do the trick as well.

Best regards,

How using the kind Page or Macro into a new widget while consulting the DETAIL=Chrt

Fri, 26 May 2017 13:12:21 +0000

I try to force into the tab chart an other kind of widget. I have to display a grid like into overview.
So I basically tried to charging OvrwWidget rather than ChrtWidget.
I tried first by charging a standard Macro provide into the OvrwWidget. But no return.
Then i tried by returning "xxxx" displayed into the macro. Nothing.
After I seach how my content was charged. I shown the option Page to generate an iframe.
No more result.

So is there any way to change widget into chart tab or something reduce each DETAIL on one type of content. HIGHCHARTS for CHRT and MACRO for OVRW

Here one of my tests

<%Macro("OvrwBoxWidget", rights="Sale", $KEY$=3, $KIND$="Page", $SENTITY$="Sale", $TITLE$="Details by Articles (Month year vs Month previous year)",
                $CONFIG$=|{url:"consult?key=<%GetKey()%>&entity=<%GetEntity()%>&detail=Ovrw&_MACRO=SalesDetailVolCAM&_MACROFILE=MacroWidgets.txt&norecent=T"}|)%>

How to add a relation between Objectives and a Custom Entity

Fri, 19 May 2017 13:45:12 +0000

Hi,

it seems that the objectives entity can only be linked to users, companies, and contacts.

does it exist a process to make the objectives table linked to another entity?

I don't have time to make some explorative research at the moment... so if it's too uncertain I will create a new custom Entity called Objective2^^ but that's not the spirit is it?

How to have a TreeView in a search result grid, when linking entities ?

Thu, 11 May 2017 09:18:49 +0000

Hello,
Customer is asking to have a treeview in the search result list, this feature was in Efficy 2012...
Scenario :
Open an Opportunity,
-> link a Product
-> Search screen shows-up, input a product name
-> from the result list, be able to drill down the product hierarchy and pick the desired article

Does anyone knows if this can be customised in Efficy 10 SP2 ?

Tkx,
Frédéric

Easy default queryviews in Efficy10

Wed, 10 May 2017 14:16:53 +0000

Hi,

in most projects the customers needs some queryviews to be by "default".
so there is a solution I ve done to help them having control about it :

in the workflow add the code :

function AfterLogon(){
    initUserOptions();
}

function initUserOptions(){
    //Database.Log("Ok then");

    var 
        qh = 0,
        tc = Database.OpenTemporaryContext(),
        sql = "";

    sql += "select ";
    sql += "    V.K_QUERYVIEW, ";
    sql += "    (select E.NAME from admin.SYS_ENTITIES E where E.K_ENTITY = V.K_MASTER) as MASTER_NAME, ";
    sql += "    (select E.NAME from admin.SYS_ENTITIES E where E.K_ENTITY = V.K_DETAIL) as DETAIL_NAME, ";
    sql += "    (case V.K_DETAIL when -1 then 'Search' else 'Consult' end) as CONTEXT "; 
    sql += "from admin.QUERYVIEWS V ";
    sql += "where V.NAME = 'default' ";

    var ds = Database.ExecuteSystemSQLQuery(qh, tc, sql, "", true, false, 1);
    ds.First();

    while (!ds.EoF){
        var 
            context = ds.FieldByName("CONTEXT").AsString,
            master = ds.FieldByName("MASTER_NAME").AsString,
            detail = ds.FieldByName("DETAIL_NAME").AsString,
            key = ds.FieldByName("K_QUERYVIEW").AsString;

        var section = context + master + "_";
        section += (context == "Consult")? detail + "_": "";
        section += "QueryView";

        Database.WriteString("Efficy", section, key);

        ds.Next();
    }
}

The only thing you have to do after that is create a queryview where you want (it works for consult and search context, feel free to make it evolve if you need)

your query view has to be named : "Default" and be careful that your queryview is linked to everyone.

Best regards,

How to use modules features in Dialog pages

Tue, 28 Mar 2017 16:25:22 +0000

Hi,

Recently I had to implement a feature in Efficy that would allow the user to interact with some custom data through different pages. Those pages were not related to any entity nor records of the CRM.

the use of dialogs appeared to me to be the best practice, so my problematic was to open an empty page (dialog) that would allow me to use the data-msg and data-channel and commands features in custom modules. This post is here to explain how to make this works all together.

Behold, you will need a good understanding of the modules overrides techniques, and how macros works.

First step : create your page template

so there is a test2.htm template that I ve put in :
customs\Test\pages\dialog\test2.htm

<%SetBookmark()%>
<%LoadMacros('MacroLibrary;MacroDialog')%>
<%Macro('Doctype')%>
<html lang="<%GetLanguage(lowercase=T)%>" dir="<%OnLanguage(ar='rtl', else='ltr')%>">
<head>
    <title>test</title>
    <%Macro('MetaHead')%>
    <%UseStyleSheet(page='%%OnLanguage(ar="efficy-rtl", else="efficy")')%>
    <%UseScript('../lib/js/vendor/modernizr.js', fixedline=T, fixedpath=T)%>
</head>
<body onload="Loaded()" data-keep-size>
<div class="row dialog-wrapper" data-channel="dialog/main">
    <div class="small-12 columns">
        <h3 class="section-title"><%GetLabel('My dialog is awesome')%></h3>

        <div class="toolbar medium" data-channel="dialog/main">

            <button class="action i-add" data-msg="msgAddChart" type="button"></button>

        </div>
</div>
<!--</body>-->
<%Macro('DialogScriptsRequire')%>
</body>
</html>

some explaination:

As you can see I already add a data-channel class in my wrapper and a data-msg in my button. (it's not a guide step by step, it s more a file by file^^)

the MacroLibrary file and MacroDialog are the 2 only macro files I wanted to need to make it work but feel free to use some more for your personnal customs.

2nd step : Override MacroDialog

The DialogScriptsRequire is loaded in the body to respect the architecture and async loads spirit.

this is what you ll find in my MacroDialogCustomFile :

MainJsModuleCustom {[custom/main/dialog]}

This will allow me to completely override the main dialog module.

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

since I will need to override some module I will need to edit my custom require.config file so I need my dialog to know that the custom file has to be loaded.

3rd step : override the main/dialog module

Implement the main/dialog module now : this is what i ve put in my custom/main/dialog.js file :

define([
    'domReady!',
    'jquery',
    'class',
    'windowManager',
    'config/foundation',
    'custom/commands/dialogCmd',
    'commandPublisher'
], function (doc, $, Class, WindowManager, Foundation, DialogCmd, CommandPublisher) {

    var dialog = new (Class.extend({

        start: function() {
            console.log("Custom module dialog.js started");
            window.__debug = true;
            $(document).foundation();
            WindowManager.start();
            DialogCmd.start();
            CommandPublisher.start();
        },

        stop: function() {
            WindowManager.stop();
        }

    }))();

    // Auto start when loaded via data-main
    dialog.start();

    return dialog;
});

you will probably recognize the standard dialog module with more modules :

custom/commands/dialogCmd : a full custom modules that will be in
charge to have all the commands I need (just a test function in my
example)
commandPublisher : the module that will transform a data-channel/data-msg classes in events emitters

these modules are started on start and I ve added a console log and a __debug = true to monitor in firebug that my code is well loaded.

step 4 : create a custom/commands/dialogCmd module

This is my dialogCmd minimum code :

define([
    'jquery',
    'constants',
    'model',
    'browser',
    'commandListener',
    'format',
    'url'
], function($, Const, Model, Browser, CommandListener, format, Url) {
    console.log("custom module dialogCmd loaded");

    function test(){
        alert("test ok");
    }

    var commands = {
        "msgTest" : test,
    };

    return new CommandListener(Const.VIEW_CHANNEL + 'dialog/main', commands);
});

the only required modules here are :

constants
commandListerner

the rest is here because I like those modules and I did intend to use it later.

5th step : double check...

you will need to check in your console when your dialog is loaded that you will have this :

but right now you won't cause you probably have not edit your require.config.js file there is the line you will have to add :

require.overrideModule('commands/dialogCmd');

I know you are not overriding any existing module but, if it's stupid and it works... it's not supid.

I am pretty sure plenty of optimizition are makable, feel free to answer this post to improve the solution I ve found.

Cheers, May ficy be with you folks

How to disable the copy of PROJ - COMP links to DOCU - COMP when creating a new document?

Tue, 21 Mar 2017 17:14:19 +0000

Hi to all,

My customer doesn't want to keep the links to COMP when he create a DOCUment from a PROJect...

What is the best way to disable this standard functionality ?

Lock remains after a CloseContext in serverscripts

Wed, 15 Mar 2017 16:12:29 +0000

Hi again dear community^^,

I have a serverscript that is run by the user "admin" through the scheduleradmin.exe and that create a company record :

var ec = Database.OpenEditContext(ntComp, 0, false);

            try{
                Database.UpdateFields(ec, 0, VarArrayOf(["NAME"]), VarArrayOf([compName])); 

                Database.CommitChanges(ec, true);

                Database.Log("created : " + ds.FieldByName("K_COMPANY").AsInteger);
            }
            finally{
                Database.CloseContext(ec);
                Database.log('finally');
            }

but right after my code is executed within the lock timeout delay, if I go with my own user on the created company, I have the currently locked record error.

Is that normal?

Prototypes override in serverscripts

Wed, 15 Mar 2017 14:57:52 +0000

Hi,

in the serverscripts contexts (like a taskscheduler) I try to use some function that are not implemented (eg : Array.prototype.splice, or indexof) by the efficy js compiler (? am I right?).

anyway, i used in my script a typical prototype's override like :

Array.prototype.splice = function (_index, _length, _elems){
    var result = new Array();
    var i = 0;

    while (i < _index){
        result.push(this[i]);
        i++;
    }

    if (_elems) for (var j=0; j<_elems.length; j++) result.push(_elems[j]);

    i = _index + _length;

    while (i<this.length){
        result.push(this[i]);
        i++;
    }

    this = result;
};

At this point I don't even care about my code working or not, being optimized or not...

Then in my code I try to call my prototype by using a classic :

myArray.splice(1, 2);

but efficy throw me an error like my method doesn't exist...

I can only assume that the prototype I override is not the one called by my code after the Efficy dual language compiler has done its work.

Am I right in my interpretation?
what would you recommand me to use to make those kind of overrides?
is it forecast to implement a real JS engine to Efficy? (please tell me you will convert efficy dll as a nodejs application)

meanwhile if you need to use those kind of functionnalities this is what I ve temporarly done :

function splice(_array, _index, _length, _elems){
    var result = new Array();
    var i = 0;

    while (i < _index){
        result.push(_array[i]);
        i++;
    }

    if (_elems) for (var j=0; j<_elems.length; j++) result.push(_elems[j]);

    i = _index + _length;

    while (i<_array.length){
        result.push(_array[i]);
        i++;
    }

    return result;
};

and then I call it this way :

myTab = splice(myTab, 1, 2);

usinge parameter in SQL statement in queryview

Mon, 13 Mar 2017 13:38:21 +0000

Hello,

I'm getting error "Custom view has been disabled" when i try use SQL statement in condition with passing parameter query "userkey".

is it possible to do that? like this:

compuser.keyOfUser in select FSRG from LKSECURITYMATRIX where F_USER= 'userkey'

Thank you in advance for your help.

Best Regards.

best practice logon controls Custom and DB question

Mon, 13 Feb 2017 17:06:22 +0000

Hi,

with efficy 10 what would be the cleanest option, to block my users from using a test DB with a PROD custom and a Prod DB with a test Custom?

I ve several ideas here but what do you recommand me?

How to sortactions in a document

Tue, 24 Jan 2017 16:10:10 +0000

Hi,

When several actions are linked to a document the order seems to be the KACTIONS Asc.
I would like to change this order to a Dbegin asc order, but I can't find any KSORT or any SySquery about this...

This is used to merge a document and it's more than convenient to have my actions ordered this way....

please help

How to compare old and new value in a workflow

Mon, 09 Jan 2017 09:37:28 +0000

Hi,

in Efficy 10 SP1 this is my workflow function

function BeforeCommitActi(EditHandle, Inserted){
var ds = Database.GetMasterDataSet(EditHandle, 0);

var result = "";

result = "old : " + Database.OldFieldValue(EditHandle, 0, "DURATION");
result += " - ";
result += "new : " + ds.FieldByName("DURATION").AsString;

throw new Error(result);

}

after modifying an action duration from 3h to 3h30 my error message only contains the old value :

Message: "old : 10800 - new : 10800"

How can I access the new one?