Efficy Overflow Q&A - Recent questions tagged duplicate

How works Efficy.autoMergeDuplicate exactly ?

Mon, 11 Sep 2023 10:16:47 +0000

Hello,

Can someone explain what exactly does Efficy.autoMergeDuplicate ?

I tried to merge two records I thought that if a set alwaysKeepFirst = true the merge will actually keep the record data of first key without merging any data from second key. But it looks like it only keep the key but the data from key 2 will be merged into key1 anyway. So which means the key2 data are kind of master data of merge ? Or does it take the recent data (d_change) as master ?

What I need is actually, to have some kind of merge that will keep only the data of key (the key I decide to keep) but will eventually take the links (to entities) of key2 if not exist in key to keep. Is it possible ?

Query Builder with several NAME columns definition ... links are not working

Fri, 12 Nov 2021 13:54:28 +0000

Dear All,

Before Efficy 2021, the pages\dialog\QueryResult.htm was using the pages\grid\QueryResult.htm in order to set the columns definitions, now it is using the GridColumns.txt. And some new GridColumns.txt definitions have been added to try to make the NAME columns clickable by using the new function tag <%IfFromNativeQuery()%> :

td.NAME, td.TITLE.Mail, td.SUBJECT {[<td class="<#I=OPENED;0=inactive>"><%IfFromNativeQuery(
then=`<#F=$FIELD$;emptytext=T;context=TEXT>`,
else=`<a href="javascript:View('$ENTITY$','<#F=$KEY$;absent=T;context=JS,ATTR>')"><#F=$FIELD$;emptytext=T;context=TEXT></a>`)%></td>]}

td.K_CONTACT  {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Cont','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_COMPANY  {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Comp','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_PROJECT  {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Proj','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_DOCUMENT {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Docu','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_PRODUCT  {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Prod','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_PUBLICATION {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Publ','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_OPPORTUNITY {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Oppo','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_CASE     {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Case','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_PROFILE  {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Prof','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_ACTION   {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Acti','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}
td.K_MAIL     {[<%IfFromNativeQuery(then=`<td><a href="javascript:View('Mail','<#F=$FIELD$;context=JS,ATTR>')"><#F=$FIELD$;context=TEXT></a></td>`)%>]}

The issue with this change is that in a simple Efficy Query like below, it is now not possible to click on the Company or Contact name to view it. This was working in the previous version of Efficy!

Example of a simple Query Builder in order to reproduce this:

[Select]
OPPORTUNITIES.K_OPPORTUNITY
OPPORTUNITIES.NAME
COMPANIES.K_COMPANY
COMPANIES.NAME
CONTACTS.K_CONTACT
CONTACTS.NAME

[From]
OPPORTUNITIES
OPPORTUNITIES OPPO_COMP
OPPO_COMP COMPANIES
OPPORTUNITIES OPPO_CONT
OPPO_CONT CONTACTS

[Where]

[Orderby]

[Options]
ChangeParameters=0
Distinct=0

[InlineEdit]
OPPORTUNITIES.K_OPPORTUNITY{}
OPPORTUNITIES.NAME{}

In order to make it clickable I can add the following aliases ... but then that means we need to review all the queries in the Customer Database which is really a pain in the A** and this may raise issue with existing queries.

Alias Example:

I looked a bit in the source of the pages\dialog\QueryResult.htm and find that the duplicated NAME columns are named NAME1, NAME2 ... so I tried to add the following GridColumnsCustom.txt definitions but it seems that the $ENTITY$ is empty!

td.NAME_1, td.NAME_2 {[<td class="<#I=OPENED;0=inactive>"><%IfFromNativeQuery(
then=`<#F=$FIELD$;emptytext=T;context=TEXT>`,
else=`<a href="javascript:View('$ENTITY$','<#F=$KEY$;absent=T;context=JS,ATTR>')"><#F=$FIELD$;emptytext=T;context=TEXT></a>`)%></td>]}

Is there another way to activate the old behavior?
Can we override the pages\dialog\QueryResult.htm and call the old page pages\grid\QueryResult.htm or it is not recommended to do it?

Cf also Submariner ticket CFT-2021-190155

duplicate document in workflow

Mon, 07 Jun 2021 10:20:36 +0000

Hello

When a document is duplicated, a couple of values are overwritten to the default values because of the function 'EditInitializedDocu' in the workflow.

I want to put these lines of code in an if else clause, so the default values are not set when the document is a duplicate from another.
Is there a way to know if a document is a duplicate in the workflowfunction 'EditInitializedDocu'?

Duplication Merge Workflow?

Wed, 19 May 2021 12:01:12 +0000

Hello,

I'm trying to execute a script in the workflow trigger PrepareDuplicateMerge but this trigger is called 2 times :
- once when the page of Duplication is loaded
- and when we validate our choice to merge

What i need is to execute only the script when the user submit his choice to merge, could you help me please?

Thanks
Version : Efficy 11.2

Preselecting duplication merge values

Wed, 10 Apr 2019 07:39:19 +0000

Question from a partner :

Is it possible to manipulate the values selected before/during a merge of duplicates (and if so, howto do it ?)

For a duplication merge, the highest type and subtype should be preselected.

Type/ Subtype ranking (1 = highest ranking):
1. Customer / Collector
2. Customer / VIC
3. Customer / Promising Customer
4. Customer / Stated Owner
5. Customer / Former Owner
6. Prospect / VIP
7. Prospect / Promising Prospect
8. Prospect / Appreciated Prospect

Currently, the type and subtype are preselected from the contact that was last edited. Yes you can change it, but it happens, that a customer being turned into a prospect. Now we would like to change the default settings.

"Duplicate(s) found" notification stuck in SYS_MAILS - how to change recipient

Wed, 03 Apr 2019 07:25:41 +0000

HI all,

I just found out that quite a bunch of emails got stuck in SYS_MAILS, because of a recipient that has no email address. The efficy mail dispatcher had to wait until those emails got deleted...

Those emails were created by the DoubleFinder.
Here is the question: How does the DoubleFinder determine the recipient and can I change this behaviour?

Thank you

Tim

Better way to duplicate product and set relation field

Mon, 10 Sep 2018 11:41:02 +0000

Hi,

Some of the product linked to a document are batches (type of product).
On click on a "duplicate document" button :

click on button
iterate through DetailDataSet(DOCUPROD)
2.1 if it's a batch --> duplicate it and replace the old ones with the new ones
2.2 if it's not a batch, check FLOT and if it is not null update it with the last Batch

The function below works, but I found two ways to do this (cf. code) :
The first one duplicate the product (Batch), get the "old data", delete the "old" relation, insert the duplicate and update the relation fields with the "old data"

The second one just update the fields of the current relation.

I keep the second because it avoid me to copy the relation fields.

First problem : "CommiChanges" of prodEdit :
- if I don't commit it, the product don't exists in the DB, the Document is displayed properly, but an error is thrown when the user click on "save" or "apply" button
- if I commit it, the product is added in the DB, so the save/apply works, but if the user "cancel" the document the product is still in the DB...

Can I solve this problem or is it impossible ?

Second problem : docuProdDS.Edit
You can see 3 "docuProdDS.Edit()" in the function, it's because the first don't do anything :
- if I Use the first one, Efficy throw an error

Message: Error while executing Script "DuplicateDocu" at line 707 char
21. Message: "DSDocuEdit6DocuProd: Dataset not in edit or insert mode"

if I use the 2 last it works

Why Efficy say me that the Dataset is not editable if I don't use the first one and not le 2 last ?

To call my script I customized Efficy.js/Duplicate() in Custom.js :

function Duplicate(Entity, Key, Action, ExtraParam) {
    var Param = "copyfrom=" + Key;
    console.log("custom.entity="+Entity);
    if (ExtraParam) Param += "&" + ExtraParam;

    if(Entity=='Docu') { // custom duplicate if it's a Document
        EditNewWithScript("Docu", Param, "serverscripts/Document.js", "DuplicateDocu")
    }
    else { // else standard duplicate
        EditNew(Entity, Param, Action)
    }
}

serverscripts/Document.js

function DuplicateDocu() {
    Database.disableWorkflow = true; // don't trigger workflow ! (CommitDocu and InsertDocu_Prod)
    // document generated by the /Edit request
    var duplicateContext = Request.ContextHandle;
    var duplicateKey = Database.GetEditKey(duplicateContext);

    // get products
    var docuProdDS = Database.GetDetailDataSet(duplicateContext, ntProd);
    docuProdDS.Edit(); // don't works (error)

    if(docuProdDS && !docuProdDS.IsEmpty) {
        var batchKey; // contains the current batch key (K_PRODUCT)

        docuProdDS.First;
        while(!docuProdDS.EoF) {
            var k_product =  docuProdDS.FieldByName('K_PRODUCT').AsFloat;
            var k_relation = docuProdDS.FieldByName('K_RELATION').AsFloat;
            var k_lot = docuProdDS.FieldByName('F_LOT').AsFloat;

            // debug only
            var k_lot = docuProdDS.FieldByName('F_LOT').AsFloat;
            var k_sort = docuProdDS.FieldByName('K_SORT').AsFloat;

            // Batch ? ==> duplicate lot
            if(k_product==k_lot) {
                var prodEdit = Database.OpenEditContext(ntProd, 0);    // batch destination

                try {
                    // duplicate the batch (same values) and get the generated key
                    Database.CopyFromExisting(prodEdit, k_product);
                    batchKey = Database.GetFieldValue(prodEdit, 'K_PRODUCT');

                    // update master NAME
                    Database.UpdateFields(prodEdit, 0, 'NAME', 'Nouveau lot (nom a changer)');
                    Database.CommitChanges(prodEdit, true); // HOW TO LINK NON PERSISTED BATCH (NO KEY) WITH THE DOCUMENT ???

                    /*** update detail ***/

                    /**
                     * METHOD 1
                     * delete old relation
                     * insert the new Batch as detail, update relation fields
                     * delete the old batch
                     *
                     *
                     * PROBLEMS :
                     *  - even if the workflow is disabled it still works
                     */

                  /*
                    // delete old batch from document
                    Database.DeleteDetail(duplicateContext, ntProd, k_product, k_relation);

                    // update detail field
                    Database.InsertDetail(duplicateContext, ntProd, batchKey, -1, false); // trigger workflow event OnInsertDetailDocuProd
                    Database.UpdateDetail(duplicateContext, ntProd, 0, 0, "F_LOT", batchKey);
                    Database.UpdateDetail(duplicateContext, ntProd, 0, 0, "K_SORT", k_sort);
                    Database.UpdateDetailStringField(duplicateContext, ntProd, 0, 0, 'NAME', 'Nouveau lot (nom a changer)');
                  */

                    /**
                     * METHOD 2
                     * update fields of current relation
                     * delete the old batch
                     */

                    docuProdDS.Edit();
                    docuProdDS.FieldByName('K_PRODUCT').AsString = batchKey;
                    docuProdDS.FieldByName('NAME').AsString = 'Nouveau lot (nom a changer)';
                    docuProdDS.FieldByName('F_LOT').AsString = batchKey;
                    docuProdDS.FieldByName('K_SORT').AsString = k_sort;

                    // do I have to Commit ? If yes, is refresh require (true/fale) ?
                    //Database.CommitChanges(prodEdit, false);

                }/*
                catch (e) {
                    Database.disableWorkflow = false; // if an exception is throw
                }*/
                finally {
                    Database.CloseContext(prodEdit);
                }
            }
            else if(k_lot != '') { // if product come from a batch, update F_LOT
                docuProdDS.Edit();
                docuProdDS.FieldByName('F_LOT').AsString = batchKey;
            }

            Database.disableWorkflow = false;
            docuProdDS.Next;
        }
    }
}

Is there a way to merge contacts through serverscript ?

Fri, 22 Jun 2018 13:14:21 +0000

Hello all,

In the duplicate list in Efficy, there is a button that 'automatically merge' the selected duplicates
Using the default field choice of Efficy.
Is there a way to do this through serverscript :

Create a duplicate from 2 contacts (I presume it can be done easily)
Automaticaly merge this new duplicate

Thanks !

Henry

Efficy2014 - Duplicate function in tree view

Mon, 21 Mar 2016 18:00:18 +0000

Hello,

In Efficy 2012 Summer, the tree view dropdown menu in product manager had a duplicate function. This function doesn't exist anymore in Effiy2014
I'm able to duplication the product in efficy2014 but don't know how to get the parent key of the product being duplicated to link it to the new product.

Thanks for help.
Best Regards
Anne

Duplicate - Preparing Merge - What Fields can we use in the DataGrid?

Wed, 22 Jul 2015 17:00:44 +0000

Here is the list of Fields Available in the DataSet of the Workflow Trigger "PrepareDuplicateMerge"

Be careful the fields VALUE and VALUE2 are containing HTML and
JavaScript for some fields.

FIELDNAME
DETAIL
DETAILKEY
DETAILNAME
DISPLAYORDER
FIELDID
FIELDINDEX
FIELDLABEL
SELECTED
TABLEVIEWINDEX
TOMERGE
TYPEFLD
LENGTH
VALUE
VALUE2

query: how to clean doubles after Exchange-Synchro? (action/agenda)

Tue, 17 Mar 2015 11:31:09 +0000

after a Synchro-Exchange I have a lot of actions that are duplicated.
Do you have a query with which we can clean this?