Efficy Overflow Q&A - Recent questions tagged efficy2021

DatasyncRemote: ERROR "RetrieveUsersList: Please Logon to Database" ?

Wed, 30 Mar 2022 15:47:45 +0000

Dear all,

I have an Issue with the DatasyncRemote at a customer, when we try to get the Efficy Object list we get the following Error :

RetrieveUsersList: Please Logon to Database

I activated the SOAP logs (generation of request and response XML files) and I see in the Response file that the connexion seems OK, it has been marked as "handle="true".

[2022/03/30 17:11:42.623]  https://xxxxxx/crm/soap?customer=xxxx
<?xml version="1.0" encoding="UTF-8"?>
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope" xmlns:efficy="http://www.efficy.com">
  <SOAP-ENV:Body>
    <efficy:logon customer="xxxx" handled="true" id="6" password="************************" user="ADMIN"/>
  </SOAP-ENV:Body>
</SOAP-ENV:Envelope>

But when I check the responses of the of the Efficy Object retrieve list we get the Error :

[2022/03/30 17:11:42.654]  https://xxxxxx/crm/soap?customer=xxxx
<?xml version="1.0" encoding="UTF-8"?>
<SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope" xmlns:efficy="http://www.efficy.com">
  <SOAP-ENV:Body>
    <SOAP-ENV:Fault>
      <Detail>FRMK-1660</Detail>
      <faultcode>EEfficyException</faultcode>
      <faultid/>
      <faultstring>RetrieveUsersList: Please Logon to Database</faultstring>
    </SOAP-ENV:Fault>
    <efficy:api error="true" id="7">
      <data id="10" operation="currentlicensename"/>
      <data id="11" operation="currentusergroups"/>
      <data id="12" operation="currentdatabasealias"/>
      <data id="13" operation="currentdatabasetimezone"/>
      <data id="14" operation="currentusertimezone"/>
      <data id="18" operation="largefileminsize"/>
      <data id="9" operation="currentuserid"/>
      <datacontainer format="binary" id="8" operation="userlist"/>
      <datacontainer id="15" operation="options"/>
      <datacontainer id="16" operation="entitycollection"/>
      <datacontainer id="17" operation="relationentitycollection"/>
    </efficy:api>
  </SOAP-ENV:Body>
</SOAP-ENV:Envelope>

I found the following Efficy ticket (old one, accessible only to Efficy Employee), where it says that we should remove the sessions with "." from the Efficy Admin console :
https://submariners.efficy.com/crm/view/Case/2400000792

I did it but this did not change a thing.

Remark : In the Alias Manager, the SOAP and JSON end point are allowed.

I remarked also the following Script Exception file, the following error, but that appears in the morning ... can it be that we missed a configuration on the customer serveur IIS settings ?

[2022/03/30 09:26:20.868] TObjectWrapper.Invoke: EEfficyException
Session timeout
EEfficyException in Node  "SOAP-ENV:Fault" of SOAP request

And if we try to launch the Datasync we get the "Session timeout" :

[09:16:08.235] Starting Synchro
[09:16:08.532]   Retrieving List of Records...
[09:16:08.563]     1083 Records Found
[09:16:08.563] Start job - Total records: 1083
[09:16:08.766] [1]   Handling Record "2015-002357 121436"
[09:16:08.766]   Processing Recette on Opportunity(2015-002357)
[09:16:08.798] [1] 
[09:16:08.798] [1] *** ERROR ***
[09:16:08.798] [1] Error while creating or modifying destination record "2015-002357 121436"
[09:16:08.798] [1] Error: WKFL-2142 Error while executing script "EfficyImportRecord" at line 62 char 2. (File "DatasyncImportScript" line 61)
Message: "Session timeout
EEfficyException in Node  "SOAP-ENV:Fault" of SOAP request"
[09:16:08.798] [1] *************
[09:16:08.798] [1] 
[09:16:08.798] [1] Synchro Aborted because of Error
[09:16:08.969] Job finished
[09:16:09.079] Synchro Finished

Remark 2 : This Datasync is working on the TEST environment at the customer, so it is not a script Error !

Does anyone have a clue what I should look for to solve this issue ?

Announcement: Efficy Enterprise 2021 Winter ❄️ (build r25924) is available

Fri, 14 Jan 2022 09:05:51 +0000

The new Efficy Enterprise 2021 Winter ❄️ release build 25924 is now available from the Efficy Partner FTP.

Here is a highlight of the major changes since the build 25477:

Apsis One Integration
Attachment search with Elasticsearch
Database tools improvements
Digital signing improvements
External cloud storage for files
Inline Edit improvements
Marketing Automation Connector improvements
Project management improvements
Security improvements
Sidebar file edition improvements
Teams meetings integration

The complete list of changes in the release notes at https://help.efficy.io/edn/dev/rlhs_efficy12

Please consult the online technical documentation for the main features in the “CRM Features” manual at https://help.efficy.com/edn/dev/crft_welcome

Best regards,
Yann

Error in FieldByName

Tue, 17 Aug 2021 10:00:10 +0000

I get the following error DSCompConsult0_Comp: Field 'EMAIL1' not found with the following code:

   var K_COMPANY = Efficy.GetMainDetail(EditHandle, ntComp)
   var compHandle = Database.OpenConsultContext(ntComp, K_COMPANY)
   if(compHandle > 0){
    var compDS = Database.getMasterDataSet(compHandle,0)
        var mail = compDS.FieldByName("EMAIL1").AsString
  }

Call EditInitializedPackProd on edit and on add

Tue, 29 Jun 2021 12:55:22 +0000

Hello

When you edit an existing pack_prod relation by pressing 'Edit relation' on a product in a package, the function EditInitializedPackProd is called. When a new product is added and a product is selected that already has a relation with the package, the same EditInitializedPackProd function is called.

Is there a way to know if the function is called from the editRelation button or via the addProduct button?

Right now, the function has 2 parameters EditHandle and Inserted. Inserted returns false in both cases, so this is not the solution I was hoping for.

AfterLoaded add pack to docu

Wed, 23 Jun 2021 08:11:47 +0000

Hello

I'm trying to do some custom coding when a user adds a package to a document. I'm trying to edit the AfterLoaded function in docuEdit.js.

When I call the following code, a list of all packs linked to the document is returned, but the onclick function only works when the pack is selected as main. The second problem with this code is that the list is returned with every change on the document.

var packlink = document.getElementsByName("Pack-MAIN");
    console.log(packlink);
    if(packlink) {
        for (var i = 0 ; i < packlink.length ; ++i) {
            packlink[i].onclick = OnPackLinkChanged
        }
    }

Is there a way for me to know which package is added to the document and only execute the custom code for the package that is added?

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'?

InsertDetail AfterCommit

Thu, 27 May 2021 09:30:44 +0000

Hello
I'm trying to add a specific project to a case after the commit. It should happen after the commit, because I need to look at the MAINComp to see which project should be linked. If I do it BeforCommit, the CASECOMP relation is not added, so I can't access the KCOMPANY of the MAINComp.

I execute the following code :

function AfterCommitCase(EditHandle, Inserted) {
    StartDebug('AfterCommitCase')
    CheckEntitySecurity(EditHandle, Inserted, 'Case')   

    if(Inserted) {
        var dsCase = Database.GetMasterDataSet(EditHandle, 0);
        dsCase.Edit    
        var K_CASE = dsCase.FieldByName('K_CASE').AsString
        var EditCase = Database.OpenEditContext(ntCase, K_CASE)
        var SQL = "..."
        var QueryEx = new QueryExecuter();
        var K_PROJECT = QueryEx.FirstColumn(SQL, K_CASE, 0)
        if (K_PROJECT > 0) {
            Database.InsertDetail2(EditCase, ntProj, K_PROJECT, false) 
        }

    }
}

The K_PROJECT that I get returned is correct, but the InsertDetail2 doesn't work. I tried the EditCase but also the EditHandle from the parameter.

Is there a way to insert details in the AfterCommit or get the CASE_COMP relation in BeforeCommit?

Break from BeforeCommit

Tue, 18 May 2021 13:21:08 +0000

Hello

I'm trying to break out of the BeforeCommitCase so AfterCommit is never called, if waiting is a certain value and another field is empty. I tried throwing a new error and returning, but it doesn't seem to work.

Is there a way to not call AfterCommitCase after BeforeCommitCase?

function AfterCommitCase(EditHandle, Inserted) {
    CheckEntitySecurity(EditHandle, Inserted, 'Case') 
}
function BeforeCommitCase(EditCase, Inserted) {
        var dsCase = Database.GetMasterDataSet(EditCase, 0);
        dsCase.Edit
        var waiting = dsCase.FieldByName('WAITINGFOR').AsString
        var jira = dsCase.FieldByName('F_REMARK').AsString
        try {
           if(waiting == 3 && (jira == "" || jira == null)) {
                throw new Error("Please fill in the JIRA-task")
            }
        }
        catch (ex) {
            EfficyJavaAlert(ex);
           return;
        }
    }
}

Delete WrkAlloc function in workflow

Tue, 11 May 2021 13:31:35 +0000

Hello

I'm trying to add a custom code to our Efficy workflow regarding the allocations in the new project module.

I managed to do something when the allocation is being placed, but I would like to reverse that actions when an allocation is deleted.

When an allocation is being placed, the function AfterCommitWrkAlloc works perfectly fine. On deleting, I can't seem to manage to find the right function for the deletion; both onDeleteWrkAlloc(EditHandle, Key) & onBeforeDeleteWrkAlloc(EditHandle, Key) don't seem to work. The function is not called when I debug.

What function should I call when to do something before the allocation is deleted?

Thank you in advance!

set datetime with fieldbyname

Mon, 26 Apr 2021 10:34:11 +0000

Hello

I am trying to set a datetime for an action, based on D_START of an allocation.

I managed to get the correct date, but the time is not saved. It just says "02/05/2021 00:00:00" instead of "02/05/2021 08:00:00". When I debug, the variable has the correct time, but the fieldbyname does not seem to take it correctly.

Another issue I am having with my code is that the P_D_BEGIN and P_D_END are set to be the same value, but when I execute it, P_D_END is 1 lower than P_D_BEGIN, which ofcourse is not possible, since your end date cannot be before the begin date.

I have the following code now (after second possible answer):

function AfterCommitWrkAlloc(EditHandle, Inserted){
        StartDebug('AfterCommitWrkAlloc')
        CheckEntitySecurity(EditHandle, Inserted, 'WrkAlloc')

    //get data for queries
    var ds = Database.GetMasterDataSet(EditHandle, 0)
    var K_PROJECT = ds.FieldByName('K_PROJECT').AsFloat
    var D_START = ds.FieldByName('D_START').AsDateTime
    var K_TEAMMEMBER = ds.FieldByName('K_TEAMMEMBER').AsInteger
    var KIND = ds.FieldByName('KIND').AsInteger
    var LOCKED = ds.FieldByName('LOCKED').AsInteger

    //get variables with the data
    var location = (LOCKED == 1? 3 : 4) //When lock is set then location is onsite, else offsite
    var action_kind = (LOCKED == 1? 14 : 15) //allocations onsite or offsite

    var date_start = (KIND==0? incHour(D_START, 8) : incHour(D_START, 13));
    var date_end = (KIND==0? incHour(D_START, 12) : incHour(D_START, 17));

    var QueryEx = new QueryExecuter();
    var SQL = "SELECT top(1) NAME FROM ArdisICT.PROJECTS where K_PROJECT=:param1";
    var SQL2 = "select K_USER from ArdisICT.R_WRK_TEAMMEMBERS where K_TEAMMEMBER =:param1 and K_PROJECT =:param2";
    var projectname = QueryEx.FirstColumn(SQL, K_PROJECT, 0) + ' | ' + (LOCKED == 1? 'onsite' : 'remote');
    var k_user = QueryEx.FirstColumn(SQL2, K_TEAMMEMBER + '\n' + K_PROJECT, 0);

    //create action with the correct time, user, project, Kind, nature and location
var EditAct = Database.OpenEditContext(ntActi, 0);
var K_ACTION = Database.GetEditKey(EditAct);
var dsAction = Database.GetMasterDataSet(EditAct, 0);
dsAction.Edit;

dsAction.FieldByName("D_BEGIN").AsFloat = date_start;
    dsAction.FieldByName("D_END").AsFloat = date_end;
dsAction.FieldByName("KIND").AsInteger = action_kind;
    dsAction.FieldByName("LOCATION").AsInteger = location;
dsAction.FieldByName("SUBJECT").AsString = projectname;


Database.InsertDetail2(EditAct, ntProj, K_PROJECT, false);
Database.SetUsers(EditAct, k_user, false, false);

Database.CommitChanges(EditAct, false);
    var teststart = dsAction.FieldByName("D_BEGIN").AsFloat;

    //create relation between allocation and action.
    ds.Edit;
    ds.FieldByName('F_K_ACTION').AsString = K_ACTION
    Database.CommitChanges(EditHandle, false);    
}

The result after debugging the code:

Custom field Lookup in Search Map (no text)

Tue, 16 Mar 2021 18:04:15 +0000

Hi,

I add a custom field FTYPE (lookup) in Search Map but i see the id but not the text of lookup.
I tried to add in sysqueries RFTYPE, but no changes.
I tried also add custom defintion in GridColumnsCustom.
Only in search company, i can see the text of lookup.

MacroSearchCustom code :

SearchResultColumns.Comp {[MENU,RFTYPE,NAME{NAMESEARCH},PHONE1{PHONE},CITY,TAGS,F_DEPT]}

SearchResultMap.Comp {[

<%GetDataGrid(columndefs="GridColumns.txt", entity="%%GetEntity()", norecords="%%Macro('SearchNoRecordsFound')",columns="F_TYPE,NAME{NAMESEARCH2},PHONE1{PHONE},CITY,CITY,F_DEPT,SHOWMARKER")%>
]}

Some one have a solution to see the text of lookup in Search Map ?

Thanks by advance !

Error when creating database on Efficy 2021

Tue, 08 Dec 2020 13:53:43 +0000

Hello,

When I try to create the first database from the Designer login page, I have this error at the very beginning of the process :

14:40:09.549> Fatal error during Database Creation:
14:40:09.549> Cannot create file "C:\Program Files\Alias.ini". Accès refusé

Error when trying to delete alias: Cannot create file "C:\Program Files\Alias.ini". Accès refusé

I think the file Alias.ini is not supposed to be there but in the Efficy folder.

Sébastien

Announcement: Efficy Enterprise 2021 is available

Wed, 02 Dec 2020 16:11:46 +0000

The new Efficy Enterprise 2021 release build 23939 is now available from the Efficy Partner FTP.

Major new features:

Agenda sharing in ICAL format.
Business chats.
Inline editing.
Invoicing module.
Managing credentials.
Marketing Automation Connector.
On-boarding of new users.
Personalized regional settings.
Reactions and comments in Chronos.
Signing documents digitally.
Tagging entities.
Two-factor authentication.

Please consult the online technical documentation for the main features in the “CRM Features” manual at https://help.efficy.com/edn/dev/crft_welcome and the expanded "API" section of the online manual at https://help.efficy.com/edn/api .

Best regards,
Yann