Efficy Overflow Q&A - Recent questions tagged document

Thumbnails of Word document

Mon, 11 Mar 2019 20:48:15 +0000

Hello,

Is it possible to create "thumbnails" of word documents and show them in the gallery ?
(like any PDF or IMG).

Regards,

Loïc

Error while saving word document in efficy

Mon, 10 Dec 2018 13:46:42 +0000

Hello,

While attempting to save a word document in effecy as a new document, the client receives following error message :

The document reference is a required field, so i can understand why this error is given. I can't however define a standard reference because there are multiple possibilities. And the client needs the field to be required.

After clicking OK, the document editing screen appears just fine with the document attached.

Is there a solution for this scenario? If the editing screen appears, why do i get the error message as if a document has been tried to be saved?

Efficy version is 11.1.

Thanks!

Gallery thumbnail issue due to dimensions

Thu, 06 Dec 2018 16:54:02 +0000

Hello,

We recently had an upgrade to efficy 11.1.

When uploading attachments to a document, everything goes fine.

However, the gallery thumbnails don't work for images added after the upgrade to efficy. When i look into the FILES table, i see that the dimensions are wrong ( always pxwidth = 9519688, pxheight = 0 )
I presume that the thumbnail dimensions are then badly calculated.

Is this a known issue? Where should i look to fix this?

Efficy version : Efficy (Build 11.1.14457.0 2018-09-11 11:01)

Thank you!

Line break in script for an email template

Thu, 13 Sep 2018 15:39:34 +0000

Hello,

someone knows how to make a line break in a script for the running of a runscript for an email template.

I want to replace the splash in this function with a line break

var nature = " ";
    var entyDS = Efficy.GetMasterDataSet(ContextHandle, 0);
    if(!entyDS || entyDS.IsEmpty) return "$$ENCODE$$" + nature;
    entyDS.first();
    while(!entyDS.EOF) {
        if(entyDS.FieldByName("F_STATUT").asFloat)
            nature = entyDS.fieldByName("R_F_NATURE_NIVEAU_1").asString+' / '+entyDS.fieldByName("R_F_NATURE_NIVEAU_2").asString+' / '+entyDS.fieldByName("R_F_NATURE_NIVEAU_3").asString;
        entyDS.next();
    }
    return nature;

I thank you in advance,

Sincerely, Jean.

Lock document based on field value

Thu, 21 Jun 2018 11:34:53 +0000

Hello,

I'm searching for a way to lock a document based on some value in the document itself, so if this value is 1 the document should be locked (no matter if someone is using it or not), apparently in MacroEdit it's using macro "IfReadOnly" to disable fields and "lock.htm" page to check the locking status using macro "GetLockStatus", so from where Efficy knows if this document is locked or not? and can we manipulate this process to make it based on 2 criteria only for documents (so if flag value is 1 or another user is editing the document then lock it)

Thank you for your help and advise in advance.

Best Regards.

meaning of Badge for document/email

Mon, 18 Jun 2018 09:33:25 +0000

Hello,

I have a question about the meaning of Badge for document and email, as far as i found in build notes it means there's document(s) or mail(s) to be handled by user, the query behind is checking UPLOADSTATE = 1, so what does this mean? when we get this field (UPLOADSTATE) set to 1? is it something related to "AutoMailUploader" service? or scanned document?

Thank you in advance for the help and clarification.

Best regards

Merge multiple documents to one document

Tue, 05 Dec 2017 11:03:30 +0000

Hello,

Is it possible to merge multiple word documents already exists in Efficy to a new one? a client has multiple visit reports from multiple sales reps and he would like to merge them to one for management.

Thank you for your help in advance.

Best Regards.

customization for showing document and its attachments in sub-list

Mon, 30 Nov 2015 10:14:08 +0000

Dears,

I would like to have a customized window in Efficy 2014 that shows documents and its attachments as sub-list (with check box to choose the whole document or specific attachment) as in the snapshot below.

have any one done something similar? what function tags and grid columns definitions are needed?

Any suggestions or examples are welcomed :)

Thank you.
Best Regards.