Efficy Overflow Q&A - Recent questions tagged efficy-2021

How to overwrite/customize ckeditor.config.js properly ?

Tue, 02 Dec 2025 09:44:56 +0000

Does anyone know how to customize CKEditor configuration ?
Currently in standard we have the configuration file ckeditor.config.js.
But there is no proper way to use the custom config file when an CKEditor intance is created.
The only way I found is to overwrite initCkEditor function in editView.js that calls the ckeditor.config.js file

But I find it odd to modify it like this. There are several places where the customConfig file path is called not only in editView.

How to queue a function call in a workflow script to execute it async?

Wed, 12 Nov 2025 08:29:40 +0000

Hi,

I am working on an integration with Efficy and Exact. One of the flows i need to implement is uploading invoices from exact to Efficy as an attachment. I currently put it in a workflow function and it works fine. However, this flow is very slow (multiple calls to exact so can't make it faster) and is blocking the end user from doing anything for 20-30 seconds. Is there a way without using schedulers to execute this flow in an async way? A bit like queueing that the function should be executed in the background.
Or is the only solution using a scheduler service and just use a small time interval?

Does Enterprise <> Apsis connector accept virtual fields on field mapping ?

Tue, 01 Jul 2025 13:41:14 +0000

Hello,

Did someone used a virtual (V_ with usage P) field during a mapping between Enterprise <> Apsis ?
I was told that virtual fields are supported by Enterprise <> Apsis connector. It is possible to select the field during the mapping (Apsis interface). But when running the full sync I am getting the error that V_ fields is invalid column name which is normal in Enterprise as it's a virtual field.

To get the contacts based on mapped fields in Apsis, Apsis calls an Enterprise node/api end point serverjs\api\node\marketing\apsis\contacts.js which calls a function from serverjs\marketing\apsis.js > contacts that runs a query using the provided list of fields from a payload.

Internal replies from @Kristof Pauwels:

The consult, list and search API do not support virtual fields, they
are always excluded from the result. That's not wrong on itself, it
guarantees the best performance. Only when running a query, virtual
fields can be included. So it will depend on what operation the Apsis integration uses. There are dedicated Apsis system queries and ServerJs node endpoints..
You can also decide to override the contacts method with a custom
version. Try using the <#Field> tag and see if its replaced by the
SQL expression, else you have to hardcode the SQL expression and
alias it as V_MYCOLUMN.

How to make appear a filter on same fields for different entities in query builder ?

Tue, 27 May 2025 07:40:28 +0000

Hello,

Imagine you have a query that shows list of document and the contacts that are linked to it.

The selection fields will be DOCUMENTS.NAME, CONTACTS.NAME, CONTACTS.FIRSTNAME, etc..

When running the query I've get the grid with the results. On the header of DOCUMENTS.NAME I have a filter that allows to search/filter by document name.

When looking into CONTACTS.NAME header the filter is not present.

From what I understand the same field naming NAME causes the issue. But when I set an alias on one of them I loose the filter too.

How could I manage to show the filter on both NAME fields ?
Should I name (alias) a field and use the alias to create a grid definition to make include the filter ?

Update:

Finally with custom definition of an ALIAS it works.

In GridColumnsCustom.txt:

th.ContactName {[<th class="text-center nowrap"><#H=$FIELD$;sort=true;hfilter=true></th>]}

The main point is to have the propriety hfilter=true.

To make it more generic alias ENTITYNAME.
GridColumnsCustom.txt:

th.ENTITYNAME {[<th class="text-center nowrap"><#H=$FIELD$;sort=true;hfilter=true;Text=$ENTITY$Name></th>]}

And the $ENTITY$Name depending on entity will be ContName, CompName, etc... can be translated in CustomLabels.txt.

How to show only the records directly linked to the connected user in list view (USERSELECTION query tag)?

Wed, 09 Apr 2025 14:02:26 +0000

@Stéphane Roncin pointed out that , since the Enterprise 2021 and + , the Oppo list view don't show the records of groups that are linked to the record and the connected user is part of (linked to the group). It only shows the records that are directly linked to the user. Which wasn't the case for version under 2021.

The difference is in the the SYSQUERIES: KMASTER(22), K_DETAIL(0).
<#USERSELECTION usertable="OPPO_USER" key="K_OPPORTUNITY" isactiveparam="true" directlink="true"> U1 the argument directlink="true".

directlink - Optional argument, if not empty, consider only items directly linked to the users, do no consider groups (see: https://help.efficy.io/edn/querytags#userselection) . In case if you want the behavior from previous versions just remove the argument directlink.

Now. If you want to have the same behavior as in Oppo for other Entities list view you need to change the SYS_QUERIES list of your entity and use USERSELECTION.

Ex.: Companies List (SYSQUERIES: KMASTER(10), K_DETAIL(0))

Standard version:

[Select]
COMPANIES.K_COMPANY
COMPANIES.NAME
COMPANIES.BUILDING
COMPANIES.CITY
COMPANIES.COUNTRY
COMPANIES.PHONE1
COMPANIES.EMAIL1
COMPANIES.WEB1
COMPANIES.OPENED
COMPANIES.LONGITUDE
COMPANIES.LATITUDE
COMPANIES.TAGS
COMPANIES.D_CREATE
COMPANIES.D_CHANGE
COMPANIES.MEMO
COMPANIES.MEMOFORMATTED

[From]
COMPANIES

[Where]
COMPANIES.OPENED = 0
<#USERLINK table="COMPANIES" usertable="COMP_USER" key="K_COMPANY" isactiveparam="true">

[Orderby]
COMPANIES.NAME

[Columns]
MENU,NAME,CITY,R_COUNTRY,PHONE1{PHONE},EMAIL1{EMAIL},TAGS

Customized version:

[Select]
COMPANIES.K_COMPANY
COMPANIES.NAME
COMPANIES.BUILDING
COMPANIES.CITY
COMPANIES.COUNTRY
COMPANIES.PHONE1
COMPANIES.EMAIL1
COMPANIES.WEB1
COMPANIES.OPENED
COMPANIES.LONGITUDE
COMPANIES.LATITUDE
COMPANIES.TAGS
COMPANIES.D_CREATE
COMPANIES.D_CHANGE
COMPANIES.MEMO
COMPANIES.MEMOFORMATTED

[From]
COMPANIES
<#USERSELECTION usertable="COMP_USER" key="K_COMPANY" isactiveparam="true" directlink="true"> U1

[Where]
COMPANIES.OPENED = 0
<U1.<#FIELD name="K_COMPANY" fortable="COMP_USER"> = COMPANIES.K_COMPANY>

[Orderby]
COMPANIES.NAME

[Columns]
MENU,NAME,CITY,R_COUNTRY,PHONE1{PHONE},EMAIL1{EMAIL},TAGS

It is not mentioned in "Efficy Query Tag" documentation but you have to update SYS_SETTINGS too.
Designer > SYS_SETTINGS > Efficy > entityListsWithTagUserSelection.

The entityListsWithTagUserSelection takes into account the keys of entities separated by semicolon ";". Ex.: "entityListsWithTagUserSelection": "10;22",. (22 is Oppo per default)
If you don't provide the entity in SYS_SETTINGS the USERSELECTION will not behave as intended.

Many thanks to Stephane Roncin for pointing it out and for explaining.

Consult DEFAULT tab

Fri, 27 Sep 2024 14:39:09 +0000

it seems that the DEFAULT tab on any entity in consult for a new user that did not access efficy before, is "Acti".

But if the user doen't have the rights to see "Acti" we have the following error when accessing the entity in consult:

Is there a way to specify what is the "DEFAULT" tab in this case for instantance "Cont" for all entities ?

Efficy.setUserSecurity: You can't assign a security level you don't have as default right !

Thu, 26 Sep 2024 14:17:03 +0000

I have an record on a custom entity which have the following security

From a BeforeCommit workflow trigger for this entity, I am using the following code

var secuKUser = 99999002;
Efficy.setUserSecurity(editHandle, 99999002, 271); // 99999002 = EFF_ADMINS and 271 = FullControl.

But then I get the following error, and I don't know what is wrong, does anyone have an idea?

PS : My efficy version is Efficy Entreprise 2021 - Build 12.0.27691.0

How to check if the record is locked by someone in DataSynchro Remote ?

Mon, 19 Aug 2024 13:48:35 +0000

I've seen in Efficy ServerJS script reference documentation that we have Efficy.lockedByAccount method.
But I don't see the same method in Remote reference.
Is it possible to know if record is locked by someone during a DataSynchro Remote ?
If yes, how ? If not, why ?

How to run multiple instance of DataSynchro (Remote) at same time ?

Mon, 19 Aug 2024 13:33:13 +0000

I recently tried out to run multiple instances of DataSynchro Remote and it seemed to work. But after several thousands of treatments of rows the two instances got into error (do not remember exactly which one).

I'd like to know:

how properly to configure DataSynchro (Remote) to run the multiple instance at the same time ? (best practice)
possibility to separate the log files for each instance ?
are there any concerns about running multiple instances (except: hardware usage, remote -> Throttling limit, record edit-handler that might be opened by one instance) ?
any other details and attention points to take into account ?

Update 20/08/2024

First attempt:

1 thread (as am importing files and some details : last modified, created date, file size -> multi thread is not an option yet)
3 folders, each one contains the source file (excel) + the .dat file + ds remote .exe
for each file (excel) an ODBC source has been created and configured in .dat file
started DSRemote one by one with a diff range in queries for each one
end result -> after few lines got into "Session timeout"

When to use CallEfficyProtocol and what are the possible protocol actions ?

Fri, 09 Aug 2024 10:10:52 +0000

I see some part of code that are using CallEfficyProtocol function.
For instant to export files from project ExportFiles function is used that is calling CallEfficyProtocol("exportdocs", [Entity, EntityKey, ExportPath]);

The CallEfficyProtocol takes two arguments:

exportdocs is an action
[Entity, EntityKey, ExportPath] is an array of parameters

I'd like to know:

when should the CallEfficyProtocol function be used (best practice)?
what are the possible actions (first argument of CallEfficyProtocol) and what are they doing ?

When is OpenUrl.log generated ?

Wed, 07 Aug 2024 08:33:44 +0000

From the content of OpenUrl.log it looks like it contains the calls to external services + the post payload.
I suppose it is related to one of Efficy.openUrl... methods but I am not quite sure.
The issues is more on log file that is generated in PROD env. but not in TST env.

I'd like to understand:

When it usually created ?
Why it behaves differently ?

The client (on-premise) noticed a peak of space usage since few weeks (it wasn't like that before apparently ). UpenUrl.log takes over 600mb each day. Most of them are related to sending personalised emails (flexmail) from campaign. And the flexmail playload take huge space.

Send notification by email -> auto reply email is send back to users email box. Why ?

Tue, 23 Jul 2024 07:40:45 +0000

One of the client's user has set a auto reply email (outlook).

Now when a notification is send by email (cause the option send notification by email has been checked) the user's auto reply email will be triggered and send back. But for some reasons this email reaches apparently all the users that might be linked to the modified record.

Any idea why this would happen ? Why do all of the linked users (not sure if it's only linked or maybe some others) get the auto reply email on their email box ?

I would imagine that the email used for sending notification might be a an alias (group) email that includes a number of people . But I don't see where the configuration of this part is located.

How are the emails notification send ? Is it a scheduled script or a service ?

Where are the "Follow" notification details stored?

Mon, 22 Jul 2024 14:48:55 +0000

We have two ways to configure notifications.

Default notifications:
Follow (follow a specific record):

The default notification details are saved in ACC_RIGHTS table. Explained in this thread

Where are saved the "Follow" configuration details?

MAILS.D_RECEIVED date different depending how the email have been created/saved. Why ?

Mon, 15 Jul 2024 14:17:59 +0000

I have a customer with the strange behaviour on date time of MAILS.D_RECEIVED.
I know that D_CREATE and D_CHANGEare usually saved in UTC-0 time (or the time zone set on server) because they are auto-generated by GETDATE().
But the D_RECEIVED is a bit different especially if you saving/sending email from outlook or have email saved by AutoMail Uploader.

Outlook saved it as it is , D_RECEIVED is same as the email send or received datet time.
The AutoMail Uploader saved it -2 hours, similar to D_CREATE, D_CHANGE, but the date is not autogenerated (GETDATE()) but more like transformed.

I've done some dirty grid definition fix to CONVERTUTC if the email has been created by Administartor, if not show it without UTC conversion.

td.D_RECEIVED {[<td>
    <a href="#" data-msg="edit;<#F=$KEY$;absent=T;context=ATTR>;$ENTITY$">
        <%If("<#F=OWNER;context=TEXT>", value="%%GetUserName(name='ADMINUSER')", 
            then="<#F=$FIELD$;CONVERTUTC=T;emptytext=T;context=TEXT>",
            else="<#F=$FIELD$;emptytext=T;context=TEXT>"
        )%>
    </a>
</td>]}

By doing it I am getting the right values on the grid. But the client and clients users all have still +2 hours on it.
Is there any explanation that you might know or have ?
I had a call with the client and she shared the screen. We tried to clean the browser cache, use another browser etc. But still, the values are not correct.

Error of duplicate key when merging Custom entities records

Thu, 23 May 2024 17:38:24 +0000

For a customer, we are trying to activate the merge duplicate on a custom entity "ENOP", we follow the Overflow guide : https://overflow.efficy.io/?qa=1039/how-to-provide-the-merge-functionnality-for-an-entity&show=1039#q1039

we create the Enop_Enop2 ... even if I don't understand why we need this view since we already have the Enop_Enop view ??

we setup the the sys_entities "DuplicateView"

And we add in the SYS_ENTITYVIEW the "EnopMerge" entityView

Here is more detail of the TABLEVIEWS column

Enop;Enop_User=User;Enop_Comp=Comp;Enop_Cont=Cont;Enop_Proj=Proj;Enop_Publ=Publ;Enop_Prof=Prof;Docu_Enop=Docu;Acti_Enop=Acti;Enop_Mail=Mail;Enop_Enop=Enop;Enop_Enop2;Ctrt_Enop=Ctrt;Fina_Enop=Fina;Cout_Enop=Cout;Actv_Enop=Actv;Appe_Enop=Appe;Reap_Enop=Reap;

But when we try to merge 2 enops together we are getting the following error

We checked the links in the Enop-Enop relations but there is no duplicates for the enop keys 26 and 272

So now we are stuck and we don't understand why we have this behaviour, do you have any ideas ?

USERCODE IN ACC_ACCOUNTS is standard 16 char. Would it have consequences behind when we change it to 24 char ?

Wed, 24 Apr 2024 15:29:26 +0000

Usercode is standard 16 char. Would it have consequences behind when we change it to 24 char?

Cause CHANGEDBY is also related to this, I suppose it's not a good idea to change all these columns also

SMS récurrent / recurring sms

Thu, 21 Mar 2024 09:19:17 +0000

Bonjour,
Je souhaite paramétrer l'envoi d'une campagne SMS récurrente sur la Version 2021.
Je comprends que dans NetBusiness, l'écran de création d'un SMS récurrent fonctionne comme l'envoi d'emailing récurrent mais comment est déclenché l'envoi ?
Pour les emails il y a une tâche planifiée mais pas pour les sms.
Je ne vois rien dans l'aide en ligne, seuls les emailings récurrents sont présentés mais pas les sms. Pourtant la fonctionnalité "type = envoi récurrent" est bien proposé dans Edeal pour les sms. C'est très confusant pour les utilisateurs.
Merci

Hello,
I would like to configure the sending of a recurring SMS campaign on Version 2021.
I understand that in NetBusiness, the screen for creating a recurring SMS works like sending a recurring email, but how is the sending triggered?
For emails there is a scheduled task but not for SMS.
I don't see anything in the online help, only recurring emails are presented but not text messages. However, the “type = recurring sending” functionality is indeed offered in Edeal for SMS. This is very confusing for users.
Thanks

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

Use translated custom field with grid tags in templates

Tue, 16 Jan 2024 08:19:43 +0000

When I want to retrieve a translated field to merge, (Template language = "DE") it does work with the PRODUCTS.NAME field.

But it does not work with the translated custom field.
For example. I created a custom field = PRODUCTS.F_COMMENT, with translations.

I added field to SYS_TABLEVIEWS. docu_prod:

SELECTFIELDS = 'DOCU_PROD.*, PRODUCTS.NAME, PRODUCTS.F_COMMENT,PRODUCTS.OPENED, PRODUCTS.CURRCY'

I use these grid tags in the template:

<#F=Name>
<#F=F_COMMENT>

I use a docx Template, language = 'DE'

Result:
"Product name De"
"Comment text Hoofd"

Name => (Translated PRODUCTS.NAME field DE)
F_COMMENT => (non translated products.F_Comment field)

What am I missing here?

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

change colour of the icons in map search

Mon, 08 Jan 2024 07:39:43 +0000

Hi all,

is it possible to change the colour of the "buildings" displayed in the map search, when I do the "map search" on company level? When the distance is selected to get companies close to my current location, the "building" icon should be green if it is a customer and red if not.

maybe someone has a tip if it is basically possible and if yes, which files are related to change for this customisation.

thanks in advance and best regards

Stephan

Last version of Efficy.Net.dll

Tue, 28 Nov 2023 13:51:39 +0000

Hello,

I am migrating a customer from Efficy 2012 to Efficy 12.0.
For this customer, we made a .NET Application to run some synchro between Efficy and another software.

This application doesn't work anymore with Efficy 12.0, we are encountering an error when creating Efficy session.

After some research, it appears that the component Efficy.Net.dll is pretty old and I can't find a recent one.

How not to link product abd subproducts in an opportunity with fragments

Sun, 26 Nov 2023 18:59:14 +0000

Hello,

When using fragments, if you insert a product in an opportunity, if the selected product has subproducts, all the products are liked in the opportunity.
Pnce all the products are liked to the opportunity, if you modify the quantity, the quantities of all the products are modified.
If you want to delete the main product, all the subproducts are deleted.
The reason is that in the database, ech subproduct has his own K_PARENT field filled.
Is it possible just to insert the selected product and not all the subproducts ?
Thank you
Dimitri

Quotation builder sheet shows only one line?

Fri, 10 Nov 2023 13:13:05 +0000

Hi,

When using the quotation builder and a productsheet with multiple lines (replace \n with <w:br/> or [$LF] or even <w:p/>) via import is linked the first line is only shown in the quotation productline when generating.

When editing the sheet on the productline in the oppo and then generating all the lines are shown.

What could be causing this?

How to import Jpg or png images located on a Wordpress html place

Sat, 21 Oct 2023 18:37:03 +0000

Hi,

I have to import into Efficy 5000 image files located like this :
https://serveurtravail.planeteformations.com/wp-content/uploads/2023/08/WORK-Sublime-NZ-Natural-Hickory.png
Is there any solution via the datasynchro tool ?
Thank you
Dimitri

Invoice module: Invoice batches > product order is alphabetical, order should be by K_SORT

Mon, 02 Oct 2023 15:08:26 +0000

When using Invoice module: Invoice batches
=> product order in PDF invoices is alphabetical, but order should be by K_SORT

Template we are using is build with fragments:

| <#F=Quantity> |<#F=Name> |

I tried to adjust SYS _TABLEVIEWS, but no success:
[SELECTORDERBY] = DOCU _PROD.K _SORT

Where can I change the sort order for invoice outputs?

Delete et Merge

Mon, 11 Sep 2023 12:38:41 +0000

Bonjour,

Est-ce qu'il est possible, pour l'objet person

D'empêcher sa suppression en modifiant sa partition par exemple.
Pendant le process de merge, de garder la personne "esclave" en modifiant sa partition

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 ?

Created new Entity, but Swedisch translation is not working

Thu, 07 Sep 2023 15:25:14 +0000

Efficy login in with Swedisch language.

When I login to: https://xxxxxxx.efficytest.cloud i get: "VISITS" as label = NOT OK
When I login localy http://efficy120/crm: I get "BESÖK" as label = OK

CustomLabels.txt:

==> Languages:ENDENLFRSV

VISITVisitBesuchBezoekVisiterBesök
VISITSVisitsBesucheBezoeken2VisitesBesök
VisiVisitBesuchBezoekVisiterBesöken
VisisVisitsBesucheBezoekenVisitesBesök

I investigated this together with my TA and we cannot figure out what we ar doing wrong. The tabulation should be fine

Can someone help me please?

Alias Manager : cannot connect to database

Tue, 29 Aug 2023 15:18:40 +0000

Hello,

I am migrating a customer to Efficy 2021.
Everything was fine until I had to create the alias.

I am encountering an error to test the connection to the database :

Canno't connect to Database XXX.

The database is working well, I can connect through SSMS ; more, the current version of Efficy (10sp2) is working, using the exact same database.

But when I try to test the connection through the Alias Manager, I get an error.
I have the same error if I try with the v10sp2 Alias Manager ; I don't understand how Efficy can be running well whereas I can't connect to the database with admin tools...

Thanks for your help.

How can I insert (picture or signature) into a Word template by using runscripts into a contact array

Mon, 07 Aug 2023 14:46:34 +0000

Hello I have to generate a template with a list of contacts.
Here it's simple, but for each line I have to insert a signature field.

I have to detect if contact has signed on the morning then on the afternoon or maybe only one of these conditions.

So we decided to use runscripts. In that case it's working if I display only the name and firstname, but the goal is to be able to display his signature to.

And here we haven't be able to run the template without errors.
What kind of trick can we use to generate a such document ?

I also tried to use some arguments like for type memo for instance.
But the document is corrupted. When I keep the syntax <#F=PICTURE> or <#F=F_SIGNATURE> it merge with only this indication : (blob)

Thank's Laurent

how can I create an extranet password link with few days duration option

Tue, 01 Aug 2023 16:34:03 +0000

hello
I have to generate some documents that I need to share with some news contacts with no extranet access.
So In a publication I have a button with a script to generate lot of documents. In this publication all the contacts will receive an email with their each custom access on the extranet + the link when acc_auth is empty with the generated url from : Efficy.generateExtranetPasswordURL

Problem this url has a short time of validity. My contacts may will be connected only few days after.

Is there a way to change availability duration of this generated url ?

thank for your backup
laurent

How to customize the files in the admin folder of the wwwroot of Efficy, in order to change the support email?

Wed, 26 Jul 2023 07:37:36 +0000

How can I customize the following files in the wwwroot of Efficy?

We need to do that in order to replace "Email of efficy suport" by the customer support email.

admin/Error.htm
admin/ErrorAjax.htm
admin/ErrorServicy.htm
admin/error/text_html.txt

TFPClient connection error with synchro marketting (Actito)

Mon, 12 Jun 2023 07:31:17 +0000

Hi,

For a customer, I'm using the marketting synchro for synchronisation with Actito.
Actito can't connect to Efficy FTP (they don't use the good protocol), so i'm trying to connect to Actito FTP, it work manually with filezilla, but it doesn't work with the synchro.

I always receive a "Login or Password is incorrect" but, they are correct.
They came from the credential table, directly get with the code of the synchro, and if a copy/past them in filezilla, it's working correctly.
I've made some debug, put a spy to it and see that login/password are correct , i also see in the code that useTLS and passive mode are set to true, (and that's need for Actito ftp).

Have you any explication/idea/other solution ?

Can anyone explain the SYS_TABLES table the possible values of columns kind - rgroup - ranking – code?

Thu, 01 Jun 2023 14:20:49 +0000

I would like to know for the SYS_TABLES table the possible values of columns kind - rgroup - ranking – code and what are they used for.

For some of them I know or at least I can guest but for other I don’t (the ??? and empty remarks in the following tables).

for the column code : I don’t know why this code option has been added, it seems it is taking the SYS_ENTITYIES.NAME field in lowercase. Does any one could explain why we need this?

Can anyone explain the SYS_ENTITIES columns secured - notify - favorite - sharingcontext - drive – dashboard?

Thu, 01 Jun 2023 10:41:14 +0000

I need to create an entity manually in order to avoid the creation of relation tables and default configuration of Efficy Designer. In order to do that I need to understand some system table configuration.

So, I would like to know for the SYS_ENTITIES table, the possible values for the columns secured - notify - favorite - sharingcontext - drive – dashboard and what are they used for.

For some of them I know or at least I can guest but for other I don’t.

For the SharingContext, I supposed it is used to make the entity available in the Group tab “Sharing List” in order to know which binary value is for which entity to Share, am I correct?

Should we use formatted memo in html reports ?

Mon, 17 Apr 2023 15:22:21 +0000

I was spending some time as one of client's report wasn't working properly.

The report is an html report that points to .htm page with some parameters.

While accessing the report the page is not loaded because an html has been injected into the src attribute.

And from what I see the ReportExec.htm (the page called to insert the report page) and it calls <%RunReportURL()%> function.

It looked like the issue was linked to MEMO. When memo is formatted the RunReportURL will inject the memo into src.

What the issue here and should we use formatted memo in reports ?

Cannot access certain field of Product in template

Fri, 14 Apr 2023 10:32:38 +0000

Hello,

I want to generate an Instant Document (using a docx template) of a contact, showing all products of that contact. I am able to show the NAME field of each product, but not R_FAMILY. For the latter, I get the following error:

Error while executing script "CreateInstantDoc" at line 820 char 3. (File "efficy\serverscripts\Create.js" line 231)
Message: "DS_DocuEdit_6_Docu_Prod: Field 'R_FAMILY' not found (word\document.xml)"

To link the products of the contact to the document, I added the following code to the CreateInstantDoc function in Create.js:

var Cont = Efficy.getMainDetail(DocuContext, ntCont);
if (Cont != 0) {
    Efficy.copyDetails2(DocuContext, ntCont, Cont, [ntComp, ntProj, ntProd], false, false);
    var ContContext = Efficy.openConsultContext(ntCont);
    var QueryHandle = 0;
    var ProdDataSet = Efficy.consultDetail(QueryHandle, ContContext, Cont, ntProd, true, true, 0);
    ProdDataSet.First;
    while (! ProdDataSet.Eof) {
        var K_Product = ProdDataSet.FieldByName('K_PRODUCT').AsFloat;
        Efficy.insertDetail2(DocuContext, ntProd, K_Product, false);
        ProdDataSet.Next;
    }
}

In the docx template, I use the following:
[$GetTable('PROD')] <#repeat><#F=R_FAMILY></#repeat> [/$]

Could you help me with this?

Propriety Efficy.disableCategorySecurity how it works ?

Thu, 13 Apr 2023 11:47:00 +0000

Hello,

I am not sure if I understood the behaviour of Efficy.disableCategorySecurity.

Here is an example of it in workflow:

The Everyone group has read rights only on COMP$ADDRESS.
I thought the Efficy.disableCategorySecurity will overcome the rights/security set in designer and allow to edit the field. But I am still getting error that I don’t have rights:

How and when should it be used?

LaunchAction is not working at all

Fri, 17 Mar 2023 10:10:49 +0000

Hello,

I am migrating a customer from Efficy 10sp2 to Efficy 2021.
On the Oppo consult window, the customer has several custom commands tool which opened a custom dialog page in which you can chose a Model to generate a document.

When you click on a Model, the following script is called :

function Perform(Result, Label){

var msg = sCreateInstantDoc.replace('$NAME$', Label);
if (!confirm(msg)) return;

            <%Macro('LaunchAction')%>
}

I do have the confirm popup but when I click on the "OK" button, nothing happens and the Chrome console is empty, no error.

I thought it was because the syntax for "action" parameter in url has changed since Efficy 11 so I changed

&action=CreerDocumentVente(Result, Label)

for

&action=CreerDocumentVente;Result;Label

but it didn't work either.
It seems like the action isn't launched at all.
Someone has an idea why ?

Thanks for your help.

Sébastien

Uncaught TypeError: Cannot read properties of undefined (reading 'toLowerCase')

Thu, 16 Mar 2023 16:17:06 +0000

Hello,

I am migrating a customer from Efficy 10sp2 to Efficy 12.0.
I am encoutering a weird error on a custom page (crm/dialog?page=stoc/DialogNewMVSTOC.htm) which is opened from the Prod_Stoc relation window :

Validate.js:119 Uncaught TypeError: Cannot read properties of
undefined (reading 'toLowerCase')
at isValidDate (Validate.js:119:42)
at isValidDateTime (Validate.js:163:7)
at DoStocMvt (dialog?page=stoc/DialogNewMVSTOC.htm&count=-1&bookmark=1013&KSTOCK=4&KPRODUCT=372&action=refreshOpener:232:7)
at HTMLButtonElement.onclick (dialog?page=stoc/DialogNewMVSTOC.htm&count=-1&bookmark=1013&KSTOCK=4&KPRODUCT=372&action=refreshOpener:116:266)

The line involved in Validate.js is :

var shortDate = Model('shortDateFormat').toLowerCase() || 'dd/mm/yyyy',

My first thought was that Model was not define, but it seems that it is not the problem ; indeed, just a few line before, we have :

var isLeap,
dateSeparator = Model('dateSeparator') || '/',

which does not raise an error.
I tried several things :

In MacroRelationCustom, add shortDateFormat in JsonModelCustom.Prod.Stoc
same in MacroConsultCustom in JsonModelCustom

No matter what I do, the error stays.
Thanks for your help.

Sébastien

Edit specific detail from SOAP API when K_RELATION exists

Wed, 15 Mar 2023 13:53:11 +0000

when using the soap interface, the customer wants to update a detail (contact) on a relation where K_RELATION is present.

This is his request

<SOAP-ENV:Envelope xmlns:efficy=http://www.efficy.com xmlns:SOAP-ENV=http://schemas.xmlsoap.org/soap/envelope>
            <SOAP-ENV:Body>
                           <efficy:edit key="734871" entity="POLI">
                                           <updatedetail detailkey="27963" detail="CONT">
                                                           <f_role>2</f_role>
                                           </updatedetail>
                           </efficy:edit>
            </SOAP-ENV:Body>

and this the response :

<SOAP-ENV:Envelope xmlns:efficy=http://www.efficy.com xmlns:SOAP-ENV=http://schemas.xmlsoap.org/soap/envelope>
<SOAP-ENV:Body>
    <efficy:edit key="734871" entity="POLI" edithandle="4" error="true">
        <updatedetail detailkey="27963" detail="CONT">
            <f_role>2</f_role>
        </updatedetail>
    </efficy:edit>
    <SOAP-ENV:Fault>
        <faultcode>EEfficyException</faultcode>
        <faultstring>Cannot find detail with key "27963", relation "1"</faultstring>
        <faultid/>
        <Detail>CORE-1332</Detail>
    </SOAP-ENV:Fault>
</SOAP-ENV:Body>

does he need to search for the specific detail with the detail or is there a better way to obtain the K_RELATION to edit the correct detail ?

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?

How get the key into a step in float value rather than navchar when using <#=@ data.key #>

Tue, 07 Feb 2023 17:06:34 +0000

Hello
I want to customize the dialog editing screen of a step depending on typeof reference, some filed must be hidden or not.

So I try to get the reference and more information through an SQL query.

<%RunQuery('PJM', param1=4976, sql=|select
WRKS.K_STEP, WRKS.K_PROJECT, PROJ.REFERENCE, WRKS.F_GAMME, WRKS.F_LEVEL, WRKS.F_LEVEL, 
WRKS.F_TARGET, WRKS.F_TYPE, WRKS.F_MODULE, WRKS.F_QUALIFICATION 
from 
<#TABLE NAME="WRK_STEPS"> WRKS
INNER JOIN <#TABLE NAME="PROJECTS"> PROJ ON WRKS.K_PROJECT = PROJ.K_PROJECT
where 
K_STEP = :param1 |
)%>

<input type="text" value="<%GetField(REFERENCE, query=PJM, context=TEXT)%>">

The query return the reference if I hardcode the key.
In the macro <#=@ data.key #> return the key of the step without problem.

Problem when I try to use <#=@ data.key #> in the param1 the query respond that a navchar can't be convert to a float.
So I tried <#=@ GetDatabaseNumeric(data.key) #> and just <%GetKey()%> in both cases it's same result.

Do you have any solution to run the query with a dynamic key.
File is MacroWorkloadCustom.txt and I'm into the RoadmapStepCustom macro.

Merging 2 projects how to keep all the Stages/Deliverables and Steps of both projets on the kept projet?

Thu, 12 Jan 2023 17:15:15 +0000

We remarked that when we merge 2 projets from the search window, the Stages/Deliverables and Steps of the projet that is not kept (deleted project) are also deleted and they are not relink to the kept projet.

Is there an easy way to enable to keep all the Stages/Deliverables and Steps from both projects on the merged project ?

How to delete all detail attachements/files contains in an Efficy Document where some of the files have revision?

Fri, 06 Jan 2023 09:34:39 +0000

Does anyone knows how to delete all files in a document with ServerJS when some of the files have revision ?

I tried the following code, but then I have an endless loop since several files have the same key but a different revision number !

dsFile = Efficy.getDetailDataSet(docuContext, ntFile);
dsFile.first();
while (!dsFile.eof) {
Efficy.deleteDetail(docuContext, ntFile, dsFile.fieldByName('K_FILE').asFloat);
}

PS : I remarked that the same code has been used in Efficy 2021 for the invoicing module (cf function deleteDetails in serverjs\invoicing\invoicing.js) ... So the issue I encountered may also be a standard issue

how install wsl linux extension to Install Elastic Search for Efficy on a 2019 server

Tue, 06 Dec 2022 17:03:33 +0000

Hello
I want to configure the Elastic Search functionality Into my on premise serveur 2019.
I found this tutorial but it's only for windows 10 not for server version.

https://help.efficy.io/edn/projectguides/install-es-wsl

I guess you have done it on your own servers for cloud customers. So I think you have a step by step tutorial to install the linux feature.

Thank's
Laurent Tuffraud

How do I know if an email is blocked in SYS_MAILS because of an incorrect address?

Mon, 05 Dec 2022 16:48:21 +0000

Hello,

How do I ensure that the sending of emails stored in SYS_MAILS continues to be sent when an email address in the batch is incorrect?

In previous versions, all emails left, even if an address was wrong.

In the logs, we see that Efficy has detected that an address is wrong but noboby is informed and the mailings are blocked.

What is the solution?

Thank you

Dimitri

Disable the chat access from Effcy's desktop

Mon, 28 Nov 2022 06:33:29 +0000

Hello,
We need to disable the chat access from Effcy's desktop.
Our clients don't need to contact Efficy support team.
It's urgent.

Thank you
Dimitri

how open a soap session by using api token rather than efficy:logon xml tag ?

Thu, 24 Nov 2022 08:13:25 +0000

Hello I want to use the advantages of the API token authentification into à soap request rather than using the old body xml tag for a migration from 11.0 to 12.0 version.

So I generated a token into my designer, then I added into the header the
X-Efficy-ApiKey, X-Efficy-Customer and X-Efficy-Logoff = true like I already done for node connexion for instance.

The customer profile is unique into my url so didn't declare it.

Bug I'm not able to create the connexion to execute a soap query resquest.

So I have to continue to put all information
Any idea ?
What I missed ?

have you any postman exemple with a body using datacontainer operation="query" + connexion via token ?

Thank's
Laurent Tuffraud