Efficy Overflow Q&A - Recent questions tagged entity

Task linked to an action

Mon, 08 Jun 2020 13:02:10 +0000

Hi Everyone,

When editing (or creating) an action in the agenda for my current customer, I'm going to the third tab (task linked to the action) and I add one (or more) line.

Then, when I save or apply, I directly have one error says :

DsactiEdit0_Acti : Field Main not found

But we didn't have any custom for this part. I looked in the custom and then compare in the sys_tableviews, entityviews, entities but didn't find anything strange.
I have the same version than another customer and it's working fine in the other one.

So what could be the problem ?

add detail to an existing entity

Wed, 11 Mar 2020 15:02:25 +0000

Hi,

We would like to add a detail to an entity, but this entity is already created.
To do that, we modified macro in MacroEditCustom.txt :
EditRelationsList.Comp {[UserRelations;PrjrRelations]}

But we got this error message : Invalid Detail "Prjr" for AddRelationButton function

What are the next steps to make it work ?
If we must modify database, can you give us table names and fields concerned ?

Thank you,

Use entity table as a lookup

Thu, 04 Jul 2019 10:26:25 +0000

Hi,

Is it possible to define a lookup field on an entity table (for example K_LOOKUPFIELD=10000 for COMPANIES), and to filter the results ?

On CompEdit I need to have a lookup field to choose another company :

The field will contain the key of the selected company
Only Companies with 'F_GROUPE=1' can be selected, so I need to filter
the lookup result
This field can be used in QUERIES and display the name of the
selected company (same on the CompEdit form)

I tried but I use two fields...
The first one :
FMEMBREGROUPE, used on the CompEdit form with the definition below

field.LOOKUP_MEMBRE_GROUP{[
    <%RunQuery(id='getGroup', store='1', sql='SELECT K_COMPANY, NAME FROM <#TABLE NAME="COMPANIES"> WHERE F_GROUPE = 1')%>

    <%GetDataGrid(query="getGroup", count=-1, TemplateText="<select name='F_MEMBRE_GROUPE' id='F_MEMBRE_GROUPE'>
        <option value='0' selected></option>
        <#repeat>
        <option value='<#F=K_COMPANY>' <%OnField('F_MEMBRE_GROUPE', value='<#F=K_COMPANY>', then='selected')%> ><#F=NAME></option>
        </#repeat>
    </select>"
    )%>
]}

The second one : V_CENTRAL, used in QUERY and view (on the right) :

update SYS_FIELDS set
NAME='V_CENTRALE',
DATATYPE='A',
DATALENGTH=255,
USAGE='P',
LOOKUPASSOCIATE='=select NAME from COMPANIES cent where cent.K_COMPANY=COMPANIES.F_MEMBRE_GROUPE'
where K_TABLE=10000 and K_FIELD=308

Thanks! :)

Link Timesheet table to another table than project

Thu, 09 May 2019 19:53:42 +0000

Hello,

We did a customisation on the timesheet a few month ago that allow user to timesheet on opportunity or project.

The customisation work fine, the customer is happy, voilà.

BUT

Now, he want to "analyse" the data and make selections with them. Without native SQL, he cannot make a link between the table "timesheet" and "opportunities", by default.

I found the function tag <%SelectJoinTable()%> in dialog/Tables.htm. How can I change things in sys_relations and sys_relentities to have the possibility to link opportunities to Timesheet ?

Regards,

Loïc

How to insert a project and link it to a company

Fri, 25 May 2018 13:31:18 +0000

Hi everyone.

Im working on a method with the C# proxy for add 377 projects with the same Name (Reporting)

and link it to a company with the efficyKey.

here is my code : 

 try
        {
            List<Company> Companies = GetAllCompanies();
            Companies = Companies.Where(a => a.TypeRelation == CompRelationType.Participee || Convert.ToInt32(a.TypeRelation) == 9).Select(a => a).ToList();

            TContextHandle EditContext;

            foreach (var Iterator in Companies)
            {
                EditContext = Proxy.OpenEditContext("PROJ", 0);

                Hashtable Fields = new Hashtable();
                Fields.Add("NAME", "Reporting");

                Proxy.UpdateFields(EditContext, Fields);

                TContextHandle EditDocuProd = Proxy.OpenEditContextRelation("PROJ", EditContext.Key, "COMP", Iterator.EfficyKey, -1);
                Proxy.CloseContext(EditDocuProd);
            }
        }
         catch(Exception E)
        {
            DisposeProxy();
            Helper.LogHelper.LogMessage(Helper.LogHelper.MessageType.Error, "Error EfficyDataLayer.AddDossierForSoc()");
            Helper.LogHelper.LogExceptionMessage(E);
        }

I got an error after the CloseContext because the project is not link to any company.

Do u have the right method to do that ?

Thanks.

Vessiere Thomas.

Creation of an Entity in Efficy 2014

Tue, 14 Oct 2014 09:48:14 +0000

I created an entity in Conficy. The generated custom contains files such as xxxEdit.htm, xxxEditForm.htm... how should I integrate these in my custom, because I think these files follow the old 2012 structure?

In the generated custom, there are also two files "MacroConsultCustom.txt" and "MacroConsultNewCustom.txt". What is the difference, and which one should I use? Should I add both to my MacroConsultCustom.txt?