Efficy Overflow Q&A - Recent questions tagged efficy-10sp2

Error Object expected in InsertAttachment method

Fri, 05 Jun 2020 16:32:56 +0000

var EditHandle = Database.OpenEditContext(ntDocu, K_DOCUMENT)
try {
    var fileKey = Database.InsertAttachment(EditHandle, ftInserted, myFilePath);  
    /* Code goes on after */
}

Hi,

I got the following error when I am using InsertAttachment method :

Error: Object expected

I tried to replace ftInserted by the number 1, also tried various format for my filePath ( 'example.pdf', 'c:/mypath/example.pdf'

I have no clue what the method is expecting at this point..

Any ideas ?

Efficy 10 Sp2

Issues with sidebar after chrome update

Wed, 16 Oct 2019 13:20:32 +0000

Hello,

A client reported problems with efficy since release 77 of chrome (using efficy 10SP2 but will upgrade to 11.3 very soon).

Custom protocols could be checked to always use a certain program. I beleive this is also the case with efficy? (see screen below, it will be clearer)

The problem in this case is when the user even clicks on "Open Efficy", nothing happens. Even a reinstall of the sidebar didn't work.
What did seem to work was to use the url to log into efficy after wich the sidebar would open correctly.

Are there other reports of chrome users experiencing problems with this change? Do we have any fixes or workarounds to offer?

Thank you,
Ken

Database structure : some info about Files / Mails / Docu

Wed, 28 Aug 2019 13:44:33 +0000

Hi,

I can not find the usefulness of some fields in the database:

DOCUMENTS :

EMAIL : I think that the value is "1" it means that the document is an email imported from Outlook ? So I think there is a line in MAILS too ?

FILES :

KIND : what does it mean? Can I find the possible value and their meaning somewhere ?
PATH and COMMENT : If I understood the GetAttachmentName function tag PATH is the name of the uploaded file and COMMENT is the "name updated by Efficy" ?
STREAM : as it's of type "image" it store binary data of the file ?
THUMB / PICTURE : I did not understand
K_ATTACHMENT / K_ATTACHVERSION : I don't understand, and there are not in the SYS_FIELDS table

MAILS :

K_FOLDER : LK_MAIL_FOLDER, not in the form, is it defined directly when importing mail from Outlook to Efficy ?
FROMOWA : ?

P.S : Efficy version 10.2

Thanks in advance :)

EDIT :

I tried to understand how the file extension is displayed on pages/grid/DocuFile.htm but I can not.
The file name and extension are display with

<span class="path"><%GetAttachmentName("<#F=PATH; jstext=T; nospace=T>", comment="<#F=COMMENT; jstext=T; nospace=T>")%></span>

Except if I misunderstand, according to GetAttachmentName if the comment argument is not specified, Efficy will display the PATH value, right ?
Efficy does not show antything with only this :

<span class="path"><%GetAttachmentName("<#F=PATH; jstext=T; nospace=T>")%></span>

I tried this because Efficy show 'myFileName.pdf' but COMMENT contains only 'MyFileName' (without the extension). So I suppose that Efficy get the extension from PATH ?

Merge relation fields Efficy 10SP2

Thu, 08 Aug 2019 15:12:56 +0000

Hi,

When merging two recrods in Efficy that are linked to same contact or company.
You get the option to select what data you keep from the contact/company link that is the same on both records:

This seems only available for the links with contacts and companies, can we also activate the same behavior for links with other entities?

Questions about system tables (adding relations, ...)

Wed, 10 Apr 2019 13:26:29 +0000

Hi,

I need to add ActiRelations in EditRelationsList.Oppo and I know that I have some SQL statements to execute in SQL Server. I'm trying to understand how the system tables work
Can you tell me if I am right or explain to myself:

SYSTABLES: Contains all existing tables in SQL Server. Efficy Designer uses it when the DB is "upgraded" (create/drop table)
SYSFIELDS: contains all the fields of each table (and virtual fields). Efficy Designer uses it when the database is "upgraded"
SYSRELATIONS: Efficy uses this to join different tables (and specify whether there is a join table)
SYSQUERIES: Efficy uses it to generate queries for obtaining data in Consult
SYSTABLEVIEWS: Efficy uses it to generate queries for obtaining data in Edit
SYSENTITYVIEWS: Contains collections of TABLESVIEWS to know which data to enter in which view
SYS_RELENTITIES: *I do not understand ??*

Sorry if I did not speak clearly but it's a little vague for me

I'm asking because I need to add ** ActiRelations ** to ** EditRelationsList.Oppo **.
I found a sample script that adds the OBJVPROF relationship with SQL statements. I'm trying to create my script from them.
But it contains the following SQL statement:
insert in SYSENTITYVIEWS (NAME, ISCUSTOM, TABLEVIEWS) values ('ObjvProf', 1, 'ObjvProf')

I looked for the relation Acti-Mail in this one and I can not find any entry ActiMail or MailActi

For the moment, my script looks like:

-- add Actions in OppoEdit
Update SYS_ENTITYVIEWS set ISCUSTOM=1, TABLEVIEWS=(SELECT TABLEVIEWS FROM SYS_ENTITYVIEWS WHERE NAME = 'OppoEdit') + ';Oppo_Acti=Acti' where NAME='OppoEdit' 


-- Get Acti data from OppoEdit
insert into  SYS_TABLEVIEWS (NAME, K_TABLE, ISCUSTOM, SELECTFROM, SELECTFIELDS, SELECTJOIN, SELECTORDERBY) 
values ('Oppo_Acti', @K_TABLE, 1, 'ACTI_OPPO ACTI_OPPO, ACTIONS ACTIONS', 'ACTI_OPPO.*, ACTIONS.SUBJECT, ACTIONS.D_BEGIN, ACTIONS.DONE', 'ACTI_OPPO.K_ACTION = ACTIONS.K_ACTION', 'ACTIONS.D_BEGIN DESC, ACTIONS.SUBJECT');

Client replication for Efficy v10 sp2 doesn't run...

Fri, 08 Feb 2019 14:01:26 +0000

Hi,
we installed a new window surface tablet with Efficy 10 sp2. The runtime is running, but it is impossible to connect the nomad database to the main server with the "Client de Réplication": we are blocked with this error: "Cannot find definition for Alias 'xxxx'. Ask your Efficy Administrator to add it"...

Has anyone already implemented the replication client for the v10 sp2?

Cutomize OppoEdit - GetRelationGrid that use custom entity AND Products

Wed, 09 Jan 2019 09:13:23 +0000

Hi all!

EDIT : I tried but it don't works
When you click a button that call that /commit WebRequest, the application is not able to find some PROD_OPPO relations. It works if I remove the filter params in the GetRelationGrid(Prod).

The problem is that the last call of GetRelationGrid(Prod) filters the Dataset of EditHandle and on commit Efficy can not see the filtered relations.
I tried to unfilter the dataset after (RunScript) but it don't works

MacroEditCustom.txt :

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 BATCHES")%></h3>
            </div>
        </div>
        <%Macro('CommonProdRelationFields')%>
        <%OnMultiCurrency(0=, else=|<div id="currcyError"><span class="error"><%GetLabel("Warning: The currency must be set before adding products")%></span></div>|)%>
        <%Delay(1)%>GetRelationGrid(entity="Btch", template="pages/grid/BtchProdEditGrid.htm", count="-1")%>
    </div>
]}

pages/grid/BtchProdEditGrid.htm :

<#repeat>
    <div class="batch">
        <table class="batchData">
            <tbody>
                <tr>
                    <td class="batchName">
                        <a href="javascript:Consult('Btch',<#F=K_BATCH>)" class="RelationFullName <#I=OPENED;0=Inactive>" title="<#F=NAME>"><#F=NAME></a>
                    </td>
                    <td>
                        <#H=K_SORT>= <#F=K_SORT>
                    </td>
                    <td>
                        <#H=PRICE> <input name="DETAIL-BTCH-<#G>-PRICE" value="<#F=PRICE;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                    <td>
                        <#H=F_CUSTOMER_PRICE> <input name="DETAIL-BTCH-<#G>-F_CUSTOMER_PRICE" value="<#F=F_CUSTOMER_PRICE;nospace=T>" size="6" onchange="ComputeAll()>" readonly>
                    </td>
                    <td>
                        <#H=DISCOUNT> <input name="DETAIL-BTCH-<#G>-DISCOUNT" value="<#F=DISCOUNT;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                    <td class="hidden">
                        <#H=VAT> <input name="DETAIL-BTCH-<#G>-VAT" value="<#F=VAT;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                    <td>
                        <#H=TOTAL> <input name="DETAIL-BTCH-<#G>-TOTAL" value="<#F=TOTAL;nospace=T>" size="6" onchange="ComputeAll()>" readonly>
                    </td>
                    <td>
                      <ul class="small-12 columns button-group">
                        <li>
                            <button class="i-add icon narrow <%IfReadOnly(detail='Prod', then='disabled')%>" title="<%GetLabel('Add Product to Batch')%>" type="button"
                            data-msg="addProdBtch;<#F=K_BATCH;nospace=T>"></button>
                            <%AddRelationButton(entity='Prod')%></li>
                      </ul>
                    </td>
                </tr>
                <tr>
                    <td></td>
                    <td></td>
                    <td>
                        <#H=F_RISKS><input name="DETAIL-BTCH-<#G>-F_RISKS" value="<#F=F_RISKS;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                    <td>
                        <#H=F_EQUIPMENT><input name="DETAIL-BTCH-<#G>-F_EQUIPMENT" value="<#F=F_EQUIPMENT;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                    <td>
                        <#H=F_PARTNERS><input name="DETAIL-BTCH-<#G>-F_PARTNERS" value="<#F=F_PARTNERS;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                    <td>
                        <#H=F_SUBCONTRACTOR><input name="DETAIL-BTCH-<#G>-F_SUBCONTRACTOR" value="<#F=F_SUBCONTRACTOR;nospace=T>" size="6" onchange="ComputeAll()>">
                    </td>
                </tr>
            </tbody>
        </table>
        <%Delay(1)%>GetRelationGrid(columndefs="GridEditColumns.txt", entity="Prod", filter='F_BATCH=K_BATCH'
            columns="FULLNAME,K_RELATION{DISPLAY},K_SORT{DISPLAY},F_BATCH{DISPLAY},PRICE,QUANTITY,F_CUSTOMER_PRICE{TOTAL},DISCOUNT,VAT{HIDDEN},COMMENT,TOTAL,CONSO_RATE{HIDDEN},CONSO_TOTAL{HIDDEN},<%IfReadOnly(else=|SORTDELETE|)%>")%>
    </div>
    <!-- try to unfilter, but don't not works -->
    <%LoadScript('Special')%>
    <%RunScript('UnfilterDataSet')%>
</#repeat>

Favorites management

Mon, 07 Jan 2019 09:05:15 +0000

Hi,

I have split the PRODUCTS table in two entities and now I have a problem with their favorites :
- Products are records with FAMILY <> 1 (KENTITY=30)
- Missions are records with FAMILY = 1 (KENTITY=50)
Both have KTABLE=30000 in SYSENTITIES

The favorites grid displays the same records for Products and Missions.

With the post of Kristof Pauwels I know that they are stored in the FAVORITES table.
I suppose that Efficy look the K_TABLE to know the Entity and it's why there are all Products

What can I customize to apply a filter ? I search but I can't find a Query.

The grid

using Efficy 10.2

Use Products fields in Docu_Prod gridd of DocuEdit

Sat, 29 Dec 2018 18:33:44 +0000

Hi,

In the products grid of DocuEdit I have a grid like

PRODUCTS.NAME {text} ; DOCU_PROD.PRICE {input} ; QUANTITY {input} ; ...

First question :
Is it possible to display PRODUCTS.F_RISKS as an input type: number (like PRICE, TOTAL, ...) and editable ?
How to indicate to Efficy that this input is on PRODUCTS and not DOCU_PROD ?
Answered by Kristof Pauwels ==> not possible, solution = put these fields in DOCU_PROD

Second question :
If you go to the Macro TodayTasks#Acti in MacroWidget.txt, you can see that the field SUBJECT is displayed as "NEWLINE2EDIT"
This definition create a second line and display the subject just below the USERS

I want to do the same in the FULLNAME Column :
- First line = FULLNAME like the standard def (name of product, and link to consult
- Second line = number inputs to change 4 DOCUPROD fields : FRISKS, FEQUIPMENT, FPARTNERS, F_SUBCONTRACTORS

Can I do that with a column def like NEWLINE2EDIT, or I have to customize directly the FULLNAME.Prod definition ?
I can't find any rowspan or colspan in the html of TodayTasks#Acti

Document and Opportunity model : add property like 'EditEntityGridActi'

Fri, 07 Dec 2018 11:40:49 +0000

Hi,

Efficy version : 10.2

In the TabContentProds (Edit window of Documents and Opportunities), I need that the client scripts in MacroEditS do some computations following the value of some fields of PRODUCTS
I mean for example the have to do 2+2 if PRODUCTS.FAMILY==1 or 2*2 if PRODUCTS.FAMILY != 1

But, I do not want to put the value of PRODUCTS.FAMILY in the html (example) :

<tr class="mission" data-family=<#F=FAMILY;nospace=T> [...] </tr>

and use it in MacroEditS like

$('.mission').each(function() {
  var family = $(this).data('family');
})

I would prefer to use the Model, is it possible to add 'EditEntityGridProd' like 'EditEntityGridActi' in 'JsonEditModel.Docu/editEntityGrids' ?

Am I obliged to use '<%GetRelationGrid([...])%>' in the Model ? This function tag is already used to generate the html grid in 'TabContentProds' so can I not generate this part of the model here ?

Last question : How to access it in the script ?

// 1 because I will place it in the array after EditEntityGridActi
var ProductsData = Model('editEntityGrids[1]')
// or
var ProductsData = Model('editEntityGrids')[1]

Use RunQuery in Grid

Wed, 05 Dec 2018 15:01:58 +0000

Hi,

I use Efficy 10.2 :
I need to add some columns in the ProjConsult.ProductsGrid
I can calculate each column value for each product in the grid with the sql query Below . I need to add a column for 'PLAN' an other for 'REAL' and an other for 'BENEFIT'

select Sum(ProdProd.F_PLAN) as [PLAN], Sum(ProdProd.F_REAL + ProdProd.F_REST) as [REAL]
      ,(Sum(ProdProd.F_PLAN) - Sum(ProdProd.F_REAL + ProdProd.F_REST)) as [BENEFIT]
    from PROD_PROJ ProdProj
    join PROD_PROD ProdProd on ProdProd.K_PRODUCT=ProdProj.F_LOT and ProdProd.K_PRODUCT2=ProdProj.K_PRODUCT
    where ProdProj.K_PROJECT=203 and ProdProj.K_PRODUCT=84

As you can see, this query need the KPROJECT (Master entity) and the KPRODUCT of the current row.

How can I define a RunQuery with this kind of query ?
Or is there a way to create a virtual field (add V... in SYSFIELDS) and assign it a stored procedure with 2 parameters ?

Appy LOOKUPUSERGROUP definition on in edit form and relation form

Fri, 30 Nov 2018 10:30:43 +0000

Hi,

I customized products a bit :
PROFILES: new field FMANAGER (display on ProfEdit))
PRODPROF : new field F_MANAGER (display on ProdProfEdit)

They will obviously contain a list of users from a RunQuery. I tried to customized them but in both cases the field is display as number input :

PROFILES.F_MANAGER : the user list depends on a group so I want to reuse the same definition as OPPORTUNITIES.MANAGER on OppoEdit:

field.LOOKUPUSERGROUP.Prof {[<%Macro("GroupUsersLookup", $GROUPUSERCODE$="PROF", $FIELDNAME$="F_MANAGER")%>]}

PRODPROF.FMANAGER :
After a few search it seems that relation form use field definition in FormFieldsEdit too (TabContentFields)
Here the user list depends of the user linked to the Profile so I customized the definition:

field.PROFMANAGER.Prod.Prof, field.PROFMANAGER.Prof.Prod {[
  <%RunQuery(id="ProdProfManagers", sql="select [User].K_USER, [User].FULLNAME from <#TABLE NAME=PROF_USER> PU join <#TABLE NAME=ACC_ACCOUNTS> [User] on PU.K_USER=[User].K_USER and [User].KIND=0 and [User].ISACTIVE=1 where PU.K_PROFILE=:param1", param1="%%OnEntity(Prod=`%%GetArgument('detailkey')`, Prof=`%%GetArgument('key')`")%>
  <select style="$STYLE$" title="" id="$FIELD$" name="$FIELD$" data-placeholder="<%GetLabel('Select Value')%>..." <%IfReadOnly(then='disabled')%>>
    <option></option>
  <%Delay(1)%>GetDataGrid(query="ProdProfManagers", count=-1, TemplateText=|<#repeat>
    <option value='<#F=K_USER>' <#I=K_USER;<%GetField('$FIELD$')%>=selected="selected";#ELSE=>
    <%OnArgument(ArgValue=`%%GetField('$FIELD$')`,value='',then=`<#I=K_USER;<%GetUserKey()%>=selected="selected";#ELSE=>`%>><#F=FULLNAME></option></#repeat>|
  )%>
  </select>
]}

I use these definition in the form manager in the designer

I copy/paste MacroLibrary.txt/GroupUsersLookup and change it a bit to create my PROFMANAGER definition
Can anyone help me pls ?

Announcement: Efficy 10 SP2+ r14841 and Efficy 10 SP1 r14843 with Flexmail Integration v2 are available

Wed, 17 Oct 2018 13:46:43 +0000

We've released the following Efficy 10 builds that include the new Flexmail integration v2:

Setup Efficy 10 SP2 Plus r14841
Setup Efficy 10 SP1 r14843

You'll find detailed information about the Flexmail integration in the document "Flexmail GDPR Integration Manual.pdf".

The Efficy 10 SP2 Plus r14841 build also includes the following important security-related improvement:

Chronos: Respect security on Categories (CFT-2018-91964).

Best regards,
Robert

How to use filter

Tue, 02 Oct 2018 16:03:26 +0000

Hi all,

With ConsultDetail I get the Documents of an Opportunity, but I want to filter this dataset on quotes : a quote have a REFERENCE that start by 'D'.

The EDN say that TDataSet.Filter is "The text of the current SQL filter for the dataset." so I try to filter my dataset with REFERENCE LIKE 'D%' but Efficy throw me this error :

ID: WKFL-2142
Message: Error while executing Script "OppoConvertToProj" at line 52 char 13.
Message: "L'URI à décoder contient un caractère incorrect"

After some tests I know that the error is thorwn by the % . I tried to fix it in the "CleanFilter" (replace % by %) but I have the same error.

Is it possible to filter a dataset with a like ?

Here is my filter (first recordCount is correct, the second is empty)

// copy links to quote ==> CUSTOM : Create new Document (ORDER)
var OppoDocuDS = Database.ConsultDetail(QueryHandle, OppoContext, OppoKey, ntDocu, true, true, 0);
Logger.Write('OppoDocuDS.recordCount1='+OppoDocuDS.recordCount);
Logger.Write('OppoDocuDS.IsEmpty1='+OppoDocuDS.IsEmpty);

// filter dataset on quote
var Filter = "REFERENCE LIKE 'D%'";
var CleanFilter = decodeURIComponent(Filter).replace(/=/gi, "=").replace(/</gi, "<").replace(/>/gi, ">").replace(/&#37;/gi, "%")
OppoDocuDS.Filtered = false
if (CleanFilter != "") {
    OppoDocuDS.Filter = CleanFilter
    OppoDocuDS.FilterOptions = 1
    OppoDocuDS.Filtered = true
}

Logger.Write('OppoDocuDS.recordCount2='+OppoDocuDS.recordCount);
Logger.Write('OppoDocuDS.IsEmpty2='+OppoDocuDS.IsEmpty);

Create a multi value field, on acc_account but filter on a specific group

Tue, 02 Oct 2018 11:21:50 +0000

Hello Efficy Team,

I am looking for the best way to filter a multivalue field on acc_account in a category. For exemple, in a category, the possibly to select only user from the group "sales".

We thought of three "simple" solutions :

In client side, with a serverscript, dynamically load the acc_account
Report the users in an other lookup, with their name and their k_user (I don't like this solution)
Edit the "sqlrule" of the multivalue field (but we struggle with the semicolon separator)

The solution provided by Kristof in the project guide about the "form in category" might do the job (because we could set a special definition for this field). Am I correct ?

Have someone another idea ?

Cheers,

Loïc

Rights on categories + chronos

Tue, 25 Sep 2018 08:46:50 +0000

Dear all,

A client reported me a problem in Efficy 10SP2+, but I am not sure if it is a bug or a configuration problem :

Let suppose we have three users :

User A
User B
User C

Each user is member of a group :

User A : Everyone + Group 1 + Admin
User B : Everyone + Group 1
User C : Everyone + Group 2

There is a category on "contacts" called "Employee".

Everyone should not have access
Group 1 should read the content
Group 2 should not see the category and his content (no access then)

If User A or B modify information on a contact :

A and B see the information
C do not see the information the information in the category (he does not see the category).

So far, everything work as expected.

BUT :

User A, B AND user C see the change in the chronos, and what's been changed !

Is that a configuration problem or a bug ? If it is a bug, is that fixed in Efficy 11.1 ?

Thanks in advance for your help,

Regards,

Loïc

Customize SORTDELETE on DocuEdit

Mon, 24 Sep 2018 09:48:11 +0000

Hi!

I am customizing the products grid on Docu Edit :
DOCUPROD have a 'FLOT' field that I use to set css classes and field definition in GridEditColumnsCustom.txt

In the screen below :
- first two rows : < tr > element have the class 'simple' and FLOT is NULL
- the third line (grey) : < tr> element have the class 'lot' and KPRODUCT==FLOT
- other : < tr > element have the class 'detail' and FLOT is equal to the K_PRODUCT of the third row

I want to customize the SORTDELETE definition :

The delete button of the third line have to delete the 'others' lines. I do that in the workflow. In this example he have to delete 4 relations, but only 2 are deleted.. I think it is because the window is refreshed too quickly, where can I sleep the client script for 1s to let the WF do his job ? (I have already the sleep function in Custom.js)

Workflow function (called by OnDeleteDetailDocuProd) :

function DeleteBatchDetails(EditHandle, Detail, K_LOT) {
  var docuProdDS = Database.GetDetailDataSet(EditHandle, ntProd);

  // filter which relations have to be deleted
  var Filter = 'F_LOT='+K_LOT+' AND F_LOT<>K_PRODUCT'; // current K_LOT relation will be remove by Efficy standard code
  var CleanFilter = decodeURIComponent(Filter).replace(/&#61;/gi, "=").replace(/&lt;/gi, "<").replace(/&gt;/gi, ">")
  docuProdDS.Filtered = false
  if (CleanFilter != "") {
    docuProdDS.Filter = CleanFilter
    docuProdDS.FilterOptions = 1
    docuProdDS.Filtered = true
  }

  if(docuProdDS && !docuProdDS.IsEmpty) {
    Logger.Write('docuProdDS.recordCount='+docuProdDS.recordCount);
    var k_document = Database.GetEditKey(EditHandle);

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

      Database.DeleteDetail(EditHandle, ntProd, k_product, k_relation);

      Logger.Write('docuProdDS.EoF='+docuProdDS.EoF);
      Logger.Write('Deleted DOCU_PROD ' + k_document + '-' + k_product + '('+k_relation+')');

      docuProdDS.Next;
    }
  }

  // unfilter dataset
  if (docuProdDS.Filter != "") {
    docuProdDS.Filter='';
    docuProdDS.FilterOptions=0
    docuProdDS.Filtered=0
  }
}

Announcement: Efficy 10 SP2+ new Sidebar for for use with Firefox (r14440)

Tue, 18 Sep 2018 09:04:38 +0000

There is a new "Setup Efficy Sidebar and Add-ins 10SP2 Plus r14440" msi package available on the Partner FTP which addresses a Firefox-related certificate issue in the Sidebar.

Since Firefox 59+ for new installations there was no installation of the Root CA certificate because of a format change in the certificate DB of Firefox. Without certificate Firefox would not communicate correctly with the local web server running in the Sidebar.

The new Setup takes into account this change of format. If your customers don't use Firefox, the new Setup won't change anything.

Cheers,
Robert

How to know if a PROD_OPPO relation exists based on DOCU_PROD

Mon, 03 Sep 2018 15:25:20 +0000

Hi!

When I commit Document I have to update product on Opportunity :
- if a DocuProd is remove I want to remove it from the PRODOPPO
- if a DocuProd is update I have to update PRODOPPO
- if a DocuProd is added I have to insert it in the PRODOPPO

important notes :
- insert copy DOCUPROD.KRELATION in PRODOPPO.KRELATION
- PRODOPPO have a FKDOCUMENT field which contains the KDOCUMENT to know which Document linked it

Unless I'm wrong, in the After or BeforeCommitDocu event, with GetDetailDataSet(EditHandle, ntProd) we are not able to know the removed relation, so, to remove the product on the Opportunity my workflow (example with Oppo as container) get:

Trigger AfterCommitDocu(EditHandle)
Check the container (ntOppo op ntProj based on the reference of the document)
Get the container key and open the edit context (containerEdit)
First I check the products to delete on the Oppo :
4.1 Execute an SQL Query to get the products of the Oppo
4.2 Iterate through the result Dataset
4.3 To check if the product is not in the document I use PositionDetail(EditHanle) (cf workflow below)
Link and update products of the document
If the container is an Opportunity I update its BUDGET
Commit the changes of the Oppo

I have just a problem in the 5th bullet point : PositionDetail always return false and at the and all the PROD_OPPO obtained with the request are deleted.
I think the CommitChanges calls all InsertDetails first, and then DeleteDetail..

Why PositionDetail is not able to return me true ? I checked with the Logger and and the KPRODUCT and KRELATION are correct. I can not find example of PositionDetail (edn, standard code, ...)

P.S : in DeleteProdOnContainer what is the better way to delete the record ? Database.DeleteDetail() or or the TDataSet.delete() method ?

Workflow :

// called by AfterCommitDocu
function GestionDocuProd(EditHandle, Inserted) {
  var containerHandle=0;
  var Ref = Database.GetFieldValue(EditHandle, 'REFERENCE');

  // update Oppo or Proj ?
  switch(true) {
    case /^D\d+$/.test(Ref) : // DEVIS
      // pas de traitement si Devis final
      if(Database.GetFieldValue(EditHandle, 'F_STATUS') == 5) {
        return;
      }
      containerHandle = ntOppo;
      break;
    case /^IPC/.test(Ref) : // COMMANDE
      containerHandle = ntProj;
      break;
    default:
      return;
      break;
  }

  // key of the container : Devis ==> Opportunity || IPC ==> Project
  var containerKey = Database.GetMainDetail(EditHandle, containerHandle);

  // Erreur si pas de container
  if(containerKey==0) {
    if(containerHandle==ntOppo) {
      throw new Error("This type of document must be linked to a container (devis = opportunity) / Le document doit être lié a un container (devis = Opportunité");
    }
    else if(containerHandle==ntProj) {
      throw new Error("This type of document must be linked to a container (Commande / IPC = Dossier) / Le document doit être lié a un container (Commande / IPC = Dossier");
    }
  }

  // Document key and container Edit context
  var docuKey = Database.GetEditKey(EditHandle);
  var containerEdit = Database.OpenEditContext(containerHandle, containerKey);

  Database.CopyDetails(containerEdit, EditHandle, [ntCont, ntComp, ntProf], false, false);

  try {
    /* delete product on Oppo/Proj */
    DeleteProdOnContainer(containerEdit, containerKey, EditHandle, docuKey);

    /* Insert & Update product */
    UpdateProdOnContainer(EditHandle, Ref, containerHandle, containerEdit)

    if(containerHandle == ntOppo) {
      Database.CommitChanges(containerEdit, true); // persist link to update BUDGET

      // Get new BUDGET
      var SQLGetNewBudget = "Select Coalesce(Sum(TOTAL),0) as BUDGET from <#TABLE NAME='PROD_OPPO'> where K_OPPORTUNITY=:param1 and F_LOT <> K_PRODUCT";
      var result = ExecuteQuery(SQLGetNewBudget, containerKey);
      var newBudget = result.FieldByName('BUDGET').AsFloat || 0;

      // Update
      Database.UpdateField(containerEdit, 0, 'BUDGET', newBudget);
    }

    Database.CommitChanges(containerEdit, false);
  }
  finally {
    Database.CloseContext(containerEdit);
  }
}
function DeleteProdOnContainer(ContainerEdit, ContainerKey, DetailEdit, K_DOCUMENT) {
  var SQLGetProducts = "select * from <#TABLE NAME=\"PROD_OPPO\"> where K_OPPORTUNITY=:param1 and F_K_DOCUMENT=:param2";
  var params = ContainerKey+'\n'+K_DOCUMENT;

  var prodDS = ExecuteQuery(SQLGetProducts, params);

  if(!prodDS.IsEmpty) {
    prodDS.First

    while(!prodDS.EoF) {
      var k_product = prodDS.FieldByName('K_PRODUCT').AsFloat;
      var k_relation = prodDS.FieldByName('K_RELATION').AsFloat;
      var k_lot = prodDS.FieldByName('F_LOT').AsFloat;
      var k_opportunity = prodDS.FieldByName('K_OPPORTUNITY').AsFloat;

      var debugStr = 'RELATION OPPO_PROD ' + k_opportunity+'-'+k_product + '('+k_relation+') from Batch ' + k_lot

      // if current PROD_OPPO/PROD_PROJ don't exists on Document ==> delete on Oppo
      if(!Database.PositionDetail(DetailEdit, ntProd, k_product, k_relation)) {

        // What is better ? delete() or DeleteDetail() ?
        // prodDS.delete();
        //Logger.Write('Delete Oppo-Prod 136-' + k_product + '('+k_relation+')');
        debugStr += ' | DELETE'

        Database.DeleteDetail(ContainerEdit, ntProd, k_product, k_relation);
      }
      Logger.Write(debugStr);
      prodDS.Next;
    }
  }
  else {
    Logger.Write('No product on container');
  }
}
// insert and/or update PROD_OPPO from current DOCU_PROD
function UpdateProdOnContainer(EditHandle, Ref, containerHandle, ContainerEdit) {
  var docuProdDataSet = Database.GetDetailDataSet(EditHandle, ntProd);
  if(!docuProdDataSet.IsEmpty) {
    docuProdDataSet.First;
    // fields to copy
    var FieldList = ["QUANTITY", "PRICE", "TOTAL", "F_LOT"];

    if(containerHandle==ntOppo) { // PROD_OPPO have more field to copy than PROD_PROJ
      FieldList = FieldList.concat(["RATE", "DISCOUNT", "VAT", "CONSO_RATE", "CONSO_TOTAL"]);
    }

    while(!docuProdDataSet.EoF) {
      var prodKey = docuProdDataSet.FieldByName("K_PRODUCT").AsFloat;
      var relKey = docuProdDataSet.FieldByName("K_RELATION").AsFloat;
      Database.InsertDetail(ContainerEdit, ntProd, prodKey, relKey, false);

      // copy relation fields value
      for (var i = 0; i < FieldList.length; i++) {
        Database.UpdateDetailField(ContainerEdit, ntProd, 0, relKey, FieldList[i], docuProdDataSet.FieldByName(FieldList[i]).AsFloat);
      }
      Database.UpdateDetailField(ContainerEdit, ntProd, 0, relKey, 'F_K_DOCUMENT', docuProdDataSet.FieldByName('K_DOCUMENT').AsFloat);  // --> which document have linked the product
      Database.UpdateDetailStringField(ContainerEdit, ntProd, 0, relKey, 'F_DOCUREF', Ref);  // --> easy way to get the Document reference in the Opportunity.Products grid
      Database.UpdateDetailStringField(ContainerEdit, ntProd, 0, relKey, 'COMMENT', docuProdDataSet.FieldByName('COMMENT').AsString);

      docuProdDataSet.Next;
    }
  }
  else {
    Logger.Write('No product on document');
  }
}

Workflow doesn't work anymore

Wed, 16 May 2018 08:08:16 +0000

Good morning,

For yesterday, my workflow doesn't work anymore.
The first lines I have are:

function BeforeCommitCont(editHandle, inserted) {
    throw new Error('Error');
    debugger;
}

And when I save a contact, nothing happens.
There is no error message on Efficy and Visual Studio (which is currently listening to w3wp.exe) does'nt work neither. I also did a Database.disabledWorkflow = false on a serverscript before posting here and nothing changes.

I did a new project with a clear workflow: same code above works fine.

Someone can help me, please ?

Thank you.

Ipad + documents in efficy 10 SP2+

Fri, 06 Apr 2018 12:13:35 +0000

Hello,

My client really love his iPad (he bought 30 ipad for his commercials and technicians).

He would like to use only his iPad with Efficy. But he can't because he can not modify a proposal document. He know that there is no "side barre version" for iPad.

Is there a way to edit an efficy document directly with an ipad ? We thought of using "word online". How can we implement that ?

I thing the best way is :

Generate a document in efficy. On commitDocu -> send the doc to a Microsoft drive. Get the link of the new document in return
Add the url of the doc inside a new field in the new efficy document.

Do you have an other solution ? An easier one ?

Did one of you already implement a functionality like that ?

Kind regards,

Loïc

Opening windows with standard custom view selected

Thu, 08 Feb 2018 09:15:36 +0000

Has anyone already made a custom to open for example the search window for products from a Opportunity with a specific custom view selected (always)?

Multivalue custom Options

Tue, 26 Dec 2017 11:59:59 +0000

Hi all!

I had to create a new entity (THEMATICS) and i need to use its values to fill a multivalue.
This multivalue is a field of Documents that allows users to choose some thematics.
To fill it i need a custom field and i found this post :
https://overflow.efficy.com/?qa=2468/custom-options-in-a-multi-value-field&show=2468#q2468

so i implemented my field like this :
FormFieldsEditCustom.txt:

field.THEMATICS {[
    <%GetEdit('$FIELD$',
    data-ajax-url='dialog?_macro=MultiValue_DOCU_Thematics&_macrofile=MacroAjax&Key=<%RunScript(getMainDetail, detail=Them)%>',
    data-json='{<%GetField("$FIELD$", type="MULTIVALUE", json=T)%>}')
]}

MacroAjaxCustom.txt

MultiValue_DOCU_Thematics {[
<%RunQuery(id='getThematicEntries', store=10001, SQL='select Them.K_THEMATIC, Them.NAME from THEMATICS Them order by NAME desc')%>
<%GetDataGrid(query='getThematicEntries', count=-1, norecords='', nolinefeed=T,
    templatetext=|[<#repeat>
            {
                 "id":<#F=K_THEMATIC;nospace=T>
                ,"text":"<#F=NAME;jsontext=T;nospace=T>"
            }<#S=;SEPARATOR=,>
        </#repeat>]|
    )%>
]}

The multivalue field is "works" : when i want to look a Document that have thematics this error is thrown :

ID: ENTT-1515

Message: LookupTableManager
Cannot fetch Lookup Table Values on table "DOCUMENTS.F_THEMATICS"

Commentaire:

Details: Application Server Error
(ENTT-1513) LookupTableManager
Cannot fetch Lookup Table Values on table "DOCUMENTS.FTHEMATICS"
(ENTT-1515) LookupTableManager
FieldName "0" not found in SYSFIELDS

Secondly, why a button "Download" is display below ?
All tab (green buttons on the screens) display the same thing. I think it's the buttons of the next tab.. This error only appears when i define the field definition (THEMATICS instead of MULTIVALUE in Edit Document on Conficy)

Thanks a lot !

Multivalue in Edit context Products tab

Tue, 17 Oct 2017 14:52:02 +0000

Has anyone already added a multivalue to the product tab in edit context ?

disable vs7debug only for Efficy on a server

Tue, 17 Oct 2017 13:17:35 +0000

Hi,

The Efficy server is mutualized with a BI (micro strategy) server. for some reason the microstrategy applicative needs the vs7debug engine to run properly...

as far as I know the only way that I have to make the efficy error engine to work properly is to disable vs7debug by renaming it.

Do you know a way to disable it through IIS or else only for Efficy use? exceptions to set or anything...

Best regards.

use custom views in a new tab in companies consult for Efficy 10 Sp2+

Wed, 27 Sep 2017 07:21:41 +0000

Hi all,

is it basically possible to use the "custom views" in a new created tab?

In the company consult, I created a new tab “classification” (only a tab not a new entity) and display several fields from an external table. Now when I want to create a custom view I get an error, here is a screenshot with the tab and also with the error.

I created already a new sys_query but maybe I did something wrong in this step.

Following question coming up for me:
- Is it basically possible to use the custom views in these kind of grid views (it is planned
to implement it in Efficy 10 SP2 +)
- if yes, some hints how to do it would be very helpful and much appreciated

thanks in advance and best regards

Stephan

Automated Flexmail e-mailsending

Fri, 15 Sep 2017 11:02:09 +0000

For a customer we want to send e-mails to contacts in an Efficy-campaign automatically using a scheduled task.

We want to store some properties in a category in the campaign:
- Automated sending (boolean)
- Flexmail message (ID)
- E-mail subject
- Status after sending
- Sender's E-mail
- Sender's E-mail
- Reply e-mail

The scheduled task must check the campaigin if there are contacts with an empty status. If so he can start the sending of the contacts and the message properties to Flexmail by bypassing the "Send personlized e-mail" form.

Is it possible to bypass this form, so we can let Efficy automatically send mails when a contact is added to a campaign ?

Error closing DataSynchroRemote when used with a commandline

Fri, 25 Aug 2017 10:52:34 +0000

For a customer we built a DataSynchroRemote to import data from an Excel sheet into Efficy. When performing the import within the DataSynchroRemote user interface, the import is completed without any errors.

When starting the same DataSynchro from a commandline (with the .dat-file as the commandline parameter,) the import is processed correctly, but an error occurs when the application is closed after completing:

executable : DataSynchroRemote.exe
exec. date/time : 2017-03-31 10:40
version : 10.0.7987.0
compiled with : Delphi 2009
madExcept version : 3.0n
callstack crc : $b943c1eb, $eea85a9b, $eea85a9b
exception number : 1
exception class : EAccessViolation
exception message : Access violation at address 005636E3 in module 'DataSynchroRemote.exe'. Read of address 0DA868F0.

MergeTemplate -> Cannot open template!

Thu, 17 Aug 2017 06:25:57 +0000

Hi Team,

I'm building an Extranet for a customer and I have to fill in some fields on a document when clicking a link. Until here, it works fine. After this I simply have to merge a template and store the key of this new attachment. This is done in the same edit context as before.

var editDocu    = Database.OpenEditContext(ntDocu, K_DOCUMENT);
var dataDocu    = Database.GetMasterDataSet(editDocu, 0);

dataDocu.Edit;
/** Here some fields are being filled in, this works. **/

var K_NEW_ATTCHM  = Database.MergeTemplate(editDocu, 7, null);
/** 
    Where 7 is the key of the template. The GUEST user 
    has full-control security on the template
**/

When this code gets executed I get the following error:

Cannot open Template! Can't show that item. It may have been deleted or you may not have the proper access rights to view this information.

The template (Key: 7) is an empty html template. The GUEST user has full-control security on the linked elements of the document.

Is there anything else that has to be done in order to make this work?

Thanks in advance :-)

Br,
Maxime

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,

Datagrid with the new headers options HOW?

Wed, 07 Jun 2017 09:14:07 +0000

Hi,

I would like to create a datagrid in a page that will allow me to use the fancy filters and order columns features as on below :

How can I do that? the getDataGrid macro I use just allow me to force certain parameters as a filter or an order but I would like to make my datagrid as interactive as possible.

thank you

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,

Custom options in a multi-value field

Fri, 05 May 2017 08:55:23 +0000

Hi all,

I would like to customize a multi-value field with data fetched from a custom query.

The multi-value is linked to the companies table and when I run my query and I try to populate the field, the custom declaration is ignored.

My example:

field.F_CONCURRENTEN.Oppo{[ 
<%RunQuery(id="Competitors", SQL="select comp.K_COMPANY, comp.NAME from COMPANIES comp
    inner join COMP_COMP cc on comp.K_COMPANY = cc.K_COMPANY2
    where cc.RELATION in (35) and cc.K_COMPANY=:p1", param1="%%RunScript(getMainDetail, detail=Comp)")%>

<select multiple name="$FIELD$" id="$FIELD$">
    <option></option>
    <%GetDataGrid(query="Competitors", templateText=|<#repeat>
        <option value="<#F=K_COMPANY>" <%OnField($FIELD$, value="<#F=K_COMPANY>", then="SELECTED")%>><#F=NAME></option>
    </#repeat>|)%>
</select>
]}

The result I get is a list of

Any suggesions?

Format of numbers in grid doesn't seem to work

Fri, 21 Apr 2017 19:08:19 +0000

Hi,

I'm working on a development to show information from an external database as extra tabs on the Company consult. In this grid I've got some fields that are currency.
For instance I use the following definition for a field:

td.EUROSLY {[<td class="text-end"><#F=$FIELD$;FORMAT=,0.00> &euro;</td>]}

This shows up as follows in the grid:

Is this a known issue?

Best regards,
Jeroen

On premise customer Flexmail test campaign

Wed, 12 Apr 2017 14:59:40 +0000

Hello,

There is an issue for On premise Efficy 10 SP2 customers when a test campaign with Flexmail is used… Workflow send a mail to ALL users linked to publication.

This is solved in Efficy SP2 + and a patch is available here:

Refreshing an edit window which is still open

Wed, 01 Mar 2017 09:08:30 +0000

Hi,

for some customization I've developed a page which overrules the AddRelation functionality. This customization is adding a Product to an Opportunity instead of doing this with AddRelation. To be able to do this I've developed a page on which a Product can be selected and when selected I add it to the Opportunity. The problem that I have now is that I'm unable to refresh the original edit page. I've tried to do this with the function OpenExistingEdit, but this opens a new edit window instead of refreshing the original edit page.
On the developed page to select a Product I've got the windowname and URL of the original edit window. But with everything I've tried I'm unable to refresh the original edit window.
Has someone an idea on how I can manage to refresh the original edit window?

Best regards,
Jeroen

Customizing treeview in Efficy 10SP2

Fri, 10 Feb 2017 12:40:39 +0000

Hi,

For a customer I´m trying to customize the treeview for Companies in Efficy 10SP2. The linked products for each company should be visible as a subfolder with products in it. Is there an example that I can follow or use or does someone have some experience with it? I´ve tried to add the products via AfterLoaded but it get´s overwritten in an event jstree.ready. I also tried it via SQL but I didn´t get it to work.

Thanks in advance!

DialogHeader has disapear on Efficy 10th SP2

Mon, 23 Jan 2017 10:18:01 +0000

From: Pierre Le Cocquen
Sent: lundi 16 janvier 2017 16:06
To: Pierre-Philippe Fouret pfo@efficy.com
Cc: Vincent Hanuse vha@efficy.com; Stéphane Roncin sro@efficy.com
Subject: Bug SP2

Salut Pierre-Philippe.

Lors d’un upgrade 10 => 10 SP2, je suis tombé sur le problème suivant :

Dans le fichier standard MacroDialog.txt, la macro DialogHeader a disparu.

Workaround : dans MacroDialogCustom.txt, insérer la définition suivante :

DialogHeader {[

           <%UseStyleSheet()%>

           <%UseScript('js/config/require.config.js', fixedpath=T, data-custombase='%%GetCustomBase()')%>

           <%Evaluate("%%Macro('RequireConfigCustom')")%>

           <%UseScript('../lib/js/vendor/require.js', fixedpath=T)%>

           <%UseScript("scripts/Mootools.js", fixedline=T)%>

           <%UseScript("scripts/Mooclasses.js", fixedline=T)%>

           <%UseScript("scripts/Base.js", fixedline=T)%>

           <%UseScript("scripts/Efficy.js", fixedline=T)%>

           <%UseScript("scripts/Desktop.js", fixedline=T)%>

           <%UseScript("scripts/Translate.js", fixedline=T)%>

           <%UseScript("custom/Custom.js", fixedline=T)%>

           <script type="text/javascript">

                          window.addEvent('load', function() { PageTips = InitTips('*[title]') });

           </script>

]}

Remarque : le corps de cette macro est celui de la macro présente en Efficy 10, les lignes en vert sont nécessaires pour ajouter le module require.js, utilisé dans certains fichiers standard (Base.js notamment).

Peux-tu STP en toucher un mot à la R&D et me dire notifier le document dans lequel tu compiles ce genre d’info ?

Bien à toi,

Pierre.

P.S. : je n’ai rien trouvé sur le sujet dans les Release Notes SP2.

Delphi Server Scripts not supported anymore since Efficy10SP1

Mon, 16 Jan 2017 16:09:39 +0000

Server scripts and also scheduled scripts and datasynchro scripts?

Registry entries for the Efficy File Helper

Fri, 30 Dec 2016 08:04:55 +0000

Hi,

I want to know what the registry entries are for the Efficy File Helper. This is handy for the ones that are using Citrix/Terminal Server so that they can add this to the registry. If this is done then the users can open documents/mails normally, now most of the time they have problems with this.

Best regards,
Jeroen Floor

Master-Detail on a Category doesn't work for the Detail field in Efficy 10 SP2

Mon, 28 Nov 2016 16:13:13 +0000

Hi,

I'm doing a conversion of a customer to Efficy 10SP2 and this customer uses a Master-Detail in a Category. I'm able to fill in the Master-field, but when I try to fill in the Detail-field I get the following error:

Is this a known issue?

Best regards,
Jeroen Floor