Efficy Overflow Q&A - Recent questions tagged dashboard

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

Show iframe widget with parameters in URL

Mon, 08 Jan 2024 10:22:27 +0000

We have a PowerBi report I want to show via an iFrame in the dashboard of a customer.
I can add the iFrame url but I would need to dynamically add the {KEY} of the customer as a filter in URL so the iFrame report is filterd on the correct customer.

https://app.powerbi.com/reportEmbed?reportId=5...&pageName=ReportSection...&filter=Efficy_x0020_uitvoer/CompaniesKey eq {KEY}

This should be the result

Default Dashboard for a team on Tasks

Wed, 22 Dec 2021 16:45:56 +0000

Hi,

I would like to create a default dashboard for a specific team in the tasklist.
This dashboard should appear automatically when the users go to their tasklist.
Is this possible?

kr
Erwin Vogeleer

Widget Efficy 11.3 type Grid and Export Excel

Tue, 30 Jun 2020 15:32:44 +0000

A customer would like to be able to export the Grids in widgets in Excel Format.

Is it possible and does anyone already have done something similar ?

RSS widget in Efficy 11.3 ?

Fri, 26 Jun 2020 09:46:14 +0000

Is it possible in 11.3 to add an RSS feed as a widget?
Like there was in Efficy 2012 ?

security dashboard

Tue, 23 Jun 2020 13:33:19 +0000

hello,
I have a standard dashboard with some widgets and when I am connected with an user not admin part of group everyone. Impossible to change my dashboard the message is "Erreur pendant la sauvegarde de la mise en page du tableau de bord: Vous ne pouvez pas attribuer un niveau de sécurité que vous ne possédez pas comme droit par défaut"

On table rights for everyone dashboard and widget all is check (see, update, delete and add)

Moreover in dashboard entity I don't see the Standard: Main - myname
How can I fix this.

Widget security

Fri, 20 Mar 2020 11:05:38 +0000

Hello,

Is it possible, in Efficy 11.3, to restrict the availability/visibility of a widget to only a specific group?

In other words, is it possible to restrict some widgets in terms of security?

Thank you.

Ken

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!

Show iframe widget with parameters

Mon, 27 Jan 2020 15:32:02 +0000

Efficy 11.3 is able to show a static Iframe as far as I can see here: https://help.efficy.com/edn/admin/crft_11_kpi_widg
Is it possible to add a dynamic key to the URL, for example like Macros: &key={key}
or is there any other way to create dyamic content in Efficy which shows information from other webbased applications or SQL-server Report server?

Issues with using $KEY$ in native SQL-query widgets

Thu, 14 Nov 2019 13:32:25 +0000

We've got a native SQL query in Efficy containing the parameter ...where K_PROJECT = :param1
When creating a widget out of this I read in the documentation it should be possible to use the widget within a project dashboard using $KEY$ as variable. So I added the $key$ as parameter and used 'Element' as type for the widget. See screenshot.

When executing the query from Queries directly, it works fine. But when requesting the data using a widget within the project dashboard, the data cannot be retrieved. See screenshot. Any ideas what is going wrong here?

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 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

Who want the birthday widget back? there it is

Tue, 24 Jan 2017 16:27:22 +0000

Dear partners and Efficy workers,

as far as I work with Efficy, The birthday widget is here to help me to remember the birthday of my pretty awesome coworkers.

since Pascal is out of the serverscripts language I ve remake the widget with real improvement.
Have it as a tribute to the community that loved it.

in macroWidgetsCustom this will add the entry in the available widget list only for the users of the SPECIAL group :

WidgetTemplate5@SPECIAL {[<%Macro("$MACRO$", $KEY$=5, $KIND$="Macro", $TITLE$="Today's Birthdays",
    $ICON$="../efficy/img/user16.gif", $COLLAPSED$="$COLLAPSE$", $SENTITY$="User",
    $CONFIG$=|{url:"dialog?entity=Acti&_MACRO=BirthdayEfficy&_MACROFILE=MacroWidgets.txt"}|)%>]}

In the same file : This will drag the magic back on line :

BirthdayEfficy [
    <%LoadScript("serverscripts/NL_server_birthday.js")%>
    <%RunScript("getBirthdays")%>
]

then add a NLserverbirthday.js file in your custom/serverscripts with this content :

function getBirthdays(){
    var result = '<table style="width: 100%; margin-bottom: 0px;"><tr><th colspan=2>A venir</th></tr>';

    var picBirthday = '<img src="<%GetCustomBase()%>img/birthday2.gif" style="width: 100%;"/>';
    var isBirthday = false;

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

    sql += "select TOP 3 ";
    sql += "    U.FULLNAME  ";
    sql += "    ,left(convert(nvarchar(10), C.BIRTHDAY, 103), 5) as birthday  ";
    sql += "    ,case when cast(getdate() as date) > cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        then cast(year(getdate()) +1 as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        else cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "    end as nextBirthday ";
    sql += "    ,case when getdate() > cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        then datediff(day, GETDATE(), cast(year(getdate()) +1 as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "        else datediff(day, GETDATE(), cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "    end as daysToBirthday ";

    sql += "from  ";
    sql += "    ADMIN.ACC_ACCOUNTS U ";
    sql += "    inner join ADMIN.CONTACTS C on C.K_CONTACT = U.K_CONTACT ";
    sql += "where C.BIRTHDAY is not null ";
    sql += "order by  ";
    sql += "    case when cast(getdate() as date) > cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        then datediff(day, GETDATE(), cast(year(getdate()) +1 as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "        else datediff(day, GETDATE(), cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "    end asc";

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

    var today = new NL_date();
    today = today.toString("dd/MM");

    while (!ds.EoF) {
        if (today == ds.FieldByName("birthday").AsString) {
            result = '<table style="width: 100%; margin-bottom: 0px;"><tr><th colspan=2>C\'est le grand jour</th></tr>';
            result += '<tr><td colspan=2>' + ds.FieldByName("FULLNAME").AsString + '</td></tr>';
            result += '<tr><th colspan=2>A venir</th></tr>';
            isBirthday = true;
        }
        else{
            result += "<tr><td>" + ds.FieldByName("FULLNAME").AsString + "</td><td>" + ds.FieldByName("birthday").AsString + "</td></tr>";
        }

        ds.Next;
    }

    result += "</table>";

    result = (isBirthday)? picBirthday + result: result;

    return result
}

function NL_date(_date){
    this.date;

    this.date = (_date)? _date : new Date();
}

NL_date.prototype.toString = function(_format){


    var result = "";

    var yyyy = this.date.getFullYear().toString();
    var MM = (this.date.getMonth()+1).toString();
    var dd  = this.date.getDate().toString();

    dd = (dd.length == 2)? dd: "0" + dd;
    MM = (MM.length == 2)? MM: "0" + MM;

    result = (_format)? _format: "yyyyMMdd";
    result = result.replace(/yyyy/i, yyyy);
    result = result.replace(/MM/, MM);
    result = result.replace(/dd/i, dd);

    return result;
}

Feel free to change the Ugly hardcoded labels I ve used in there... (line 2 and 42)
And finally add in your custom/img folder a gif you want to appear for the birthday (i ve called it 100% width it s going to be huge^^)

I personnaly recommand my selection :

https://media.giphy.com/media/ToMjGpM3hk5UL5UMQ4o/giphy.gif

have the preview here :

Last part add the users you want to a group called SPECIAL (don't add your boss imho)

Enjoy

Add a "AddAction" button to dashboard Widget

Wed, 20 Jan 2016 19:34:20 +0000

How do we need to approach the addition of an "Add Action" button in the Efficy Dashboard in for example the "Today Tasks" Widget?

I've been trying several ways to achieve this, but I can't get the button to work.