Efficy Overflow Q&A - Recent questions tagged grid

User Option : Default Display Grid Density?

Fri, 04 Feb 2022 13:30:07 +0000

Dear all,

Since Efficy 11.3 Release Build r18130, a new functionnality "grid density" appears.
The setting can be found in User Option : comfortable, intermediate, compact.

It seems in the documentation, that we can set the default User Option from SYS_SETTINGS : "gridDisplayDensity" (cf EDN : https://help.efficy.io/edn/dev/cust_definegridcolumns)

I try to find in SYS_SETTINGS the "gridDisplayDensity" option, but I cannot find it.
Should we add it manually, if so where in sys_settings should we do that ?

Best Regards

COMP_COMP: Error after deleting Detail with custom Edit grid

Tue, 19 Jan 2021 09:01:50 +0000

Hello, I get an error after deleting a COMP_COMP detail and clicking on Apply:
"Vind detail met sleutel "50015999" en relatie "-1" niet terug.
Translated: Cannot find detail with key "50015999" and relation "-1".
(The key is the master key, by the way)

I inserted this macro custom:

"FormFieldsEditCustom.txt"

EntityRelationsGrid.Comp.Comp {[ <%GetRelationGrid(columndefs="RelationColumns", entity="$DETAIL$", noheader="true", columns="%%IfReadOnly(then='MAIN,FULLNAME', else='MAIN,COMMANDS,FULLNAME,F_COMP_COMPANYROLE')")%> ]}

AND
"RelationColumnsCustom.txt"

td.F_COMP_COMPANYROLE.Comp [<td><%GetEdit(detail="Comp",detailkey="<#F=K_COMPANY2;context=TAG>",field="$FIELD$",type="lookup")%></td>]

What am I doing wrong here or what do I miss here?
Thanks in advance

Extend the number of row in the opportunities listview

Mon, 18 Jan 2021 15:06:50 +0000

When an opportunity listview is opened, the maximum number of rows shown at once (with no paging) is limited to 500.

Is there a possibility to extend it to 1000 rows ?

Calculate the total of column in a grid widget

Tue, 26 Nov 2019 12:19:28 +0000

Hello Efficy community,

I am upgrading our Efficy from 11.1 to 11.3.
In the 11.1 version we used a lot of macros to create widgets according to our style.
However, in the new 11.3 version we try to implement those macros as a grid, so that with future upgrades those widgets will be upgradet as well.

Now I got the following 'problem'. In 11.1 we calculated the total of some columns, like this:

However, when creating the widget as a grid, this seems to be no option (yet).
Do I miss something? Or will this be an option within future releases of Efficy?

I am looking forward to the responses!

Customize GridColumns group with detail menu

Wed, 05 Jun 2019 17:02:11 +0000

Hi.

In project consult page, I customised the tab where linked oppos are displayed.

For each oppo linked, I had to display relation values between a custom entity and oppo.

It look like this:

The custom:
MacroConsult:

DetailGrid.Proj.Oppo {[
    <%GetDetailGrid(columndefs="GridColumns", entity="$DETAIL$", columns="%%Macro('DetailGridColumns')", sum="%%Macro('DetailGridSum')", group="NAME")%>
<%Macro("DetailMenu")%>
]}
DetailGridColumns.Proj.Oppo {[NAMEINDICATOR,F_TOTAL]}

NAMEINDICATOR is a field given by the customized SYS_QUERY

Then to display the icon to get the edit relation menu:
GridColumn:

group {[
<tr class="group">
<td colspan="$COLUMNCOUNT$">
<span class="dropdown no-pip i-menu small" data-dropdown="detail-menu" data-args="<#G=$KEY$>"></span>
<i class="i-<#ACTION>" data-msg="group;<#ACTION>;<#HASH>"></i>
<#F;context=TEXT>
</td>
</tr>
]}

And, once again in MacroConsult:

DetailMenu.Proj.Oppo {[<%GetPopupMenu(id="detail-menu", class="has-icons small", ulargs='data-channel="detailmenu"', count="4",
text1="Edit #DETAIL", image1="i-edit",
message1="consult;{dropdownKey};#DETAIL",
text2="Duplicate", image2="i-Dupl",
message2="duplicateOppoFromProj;{dropdownKey}",
text3="Edit relation", image3="i-edit",
message3="editRelation;#ENTITY;#KEY;#DETAIL;{dropdownKey}",
text4="Delete relation", image4="i-delete",
message4="deleteRelation;#ENTITY;#KEY;#DETAIL;{dropdownKey}"
)%>]}

I have the menu:

And when I click on "Edit relation", I have this error message:

And here is what I have in the url:
http://127.0.0.1:5112/crm/edit?page=edit/Relation&action=refreshOpener&entity=Proj&key=3316&detail=Oppo&detailkey=%3C#G=K_OPPORTUNITY%3E

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>

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 ?

Grid consult : add class depends on value

Tue, 21 Aug 2018 12:31:34 +0000

Hi,

I added 3 fields in PRODPROD :
- 2 float with the Designer: FREAL and FREST
- 1 virtual directly with SQL query in MS SQL Server : VTOTAL. To insert him, I copied OPPORTUNITIES.ADJBUDGET and updated it :

select * into #tmp from SYS_FIELDS where K_TABLE=22000 and K_FIELD=23 -- OPPORTUNITIES.ADJBUDGET
Update #tmp set K_TABLE=30030, K_FIELD=275, NAME='V_TOTAL', LOOKUPASSOCIATE='=F_REAL+F_REST', ISCUSTOM=1 
select * from #tmp 
insert into  SYS_FIELDS select * from #tmp 
drop table #tmp;

(one question: is it possible to add field like this via the Designer ?)
I use it the Products Grid on Product Consult view
I want to add a class to the row depending on VTOTAL value :
- VTOTAL > 0 --> 'text-success'
- VTOTAL = 0 --> 'text-warning'
- VTOTAL < 0 --> 'text-danger'

The Grid tag I can just be used as a switch, is there a way to do what I want ?

GridColumnsCustom.txt

startrow.Prod {[<tr data-key="<#F=$KEY$;absent=true;nospace=''>" class="<#I=ISDELETED;1=deleted;#else=> <#I=V_TOTAL;0=text-warning;>0=text-success;#ELSE=text-danger>">]}

EDIT :
DetailGridColumns.Prod.Prod

MacroConsultCustom.txt

DetailGridColumns.Prod.Prod {[MENU,NAME,REFERENCE,R_FAMILY,F_REAL,F_REST,V_TOTAL]}

Show different Menu on detail grid according to value in grid line

Thu, 02 Nov 2017 18:12:19 +0000

Hello,

I'm searching for a way to show different DetailMenu on each grid line depending on certain value on that line.

it's on grid of products linked to project on consult, so if the product is from family X then the detail menu (the small men on the left side of the line where we can edit, or delete the relation) has delete and edit relation button. While if product is from Family Y then just show "Edit Relation" button on the menu.

Any one has an idea for such implementation.

Thank you in-advance for help and advice.

Best Regards.

How keep header fixed on top of a long grid list.

Thu, 18 May 2017 12:14:01 +0000

Some of customers expect to keep on the top of the grid like that : http://imaputz.com/cssStuff/bigFourVersion.html

The problem in that case is that the adjustment of the header vs tablebody is not similar and not responsive.

I need to implement something like that for one of our customer.

Anybody has already done something similar in Efficy witch is compatible with some moderns browser ? Could it be standardized for the future versions by a complete review of the grid in Efficy by using something else than th,tr,td in a table ?

How to have a TreeView in a search result grid, when linking entities ?

Thu, 11 May 2017 09:18:49 +0000

Hello,
Customer is asking to have a treeview in the search result list, this feature was in Efficy 2012...
Scenario :
Open an Opportunity,
-> link a Product
-> Search screen shows-up, input a product name
-> from the result list, be able to drill down the product hierarchy and pick the desired article

Does anyone knows if this can be customised in Efficy 10 SP2 ?

Tkx,
Frédéric

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

How format a specific columns into a query result

Tue, 14 Feb 2017 14:24:16 +0000

I try to format the column BUDGET into a query result.
Usually i use something like that

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

But the format isn't applied.
I declare it into GridColumnsCustom, it works into other grids but not into a queryresult.
Any idea why ?

Load specific functions after reloading all the page.

Fri, 01 Jul 2016 13:03:20 +0000

I have some customs function called into ListScriptsCustom
when I click from a menu to open the consult content my customs function are well loaded.

But if in any other way i refresh the page all functions called into ListScriptsCustom are not loaded anymore.

I tried to refresh list.js or gridView.js with .start().
Do you know How I could load each time the requirejs + my customs.

Totals in grids

Wed, 11 Mar 2015 13:31:18 +0000

Dear,

I'm having a custom view with a sum on a float field.
The view is on a custom entity.
When making the total of this float field, I get different values depending of the current user logged in although both users see the same number of records(617). Even when I export the records and make the sum, I get again a different total. The Excel total is a correct total, the sums of my custom view is never correct.

Does anyone has experience with this phenomenon?

Erwin