Efficy Overflow Q&A - Recent questions tagged howto

Comment paramétrer le numéro de l'expéditeur des sms?

Wed, 05 Oct 2022 14:41:23 +0000

Pour le paramétrage des sms, est-ce qu'il y a moyen de paramétrer le numéro de l'expéditeur du sms?

Cannot Authorize sync with PieSync

Fri, 08 Dec 2017 09:48:05 +0000

I"m trying to authorize a sync with PieSync in order to sync contacts with an emailplatform.

https://help.piesync.com/connector-apps/efficy-crm
According to the instructions I have to enter database name, login and password.

I tried this but kept getting the error that database name is incorrect.
"There was an issue with your credentials, the authentication failed with: [EEfficyBrokerMessage] Incorrect Database Alias"

Please advice!

Thanks.

Timesheet Macro not translating $LINEID$

Mon, 11 Sep 2017 10:52:13 +0000

For some reason my custom doesn't translate the $LINEID$ in one place although it does everywhere else... Any idea why this is possible.

TimesheetNewItem translates into this :

<div class="small-12 medium-3 hide-for-large-up columns"><label class="inline" for="subject-Monday-6">Onderwerp</label></div>
    <div class="small-12 medium-9 large-2 columns"><input name="_SUBJECT" id="subject-Monday-6" type="text" placeholder="Onderwerp" value="" data-cmd="updateItem"></div>

    <div class="small-12 medium-3 hide-for-large-up columns"><label class="inline" for="quantity-Monday-6">Hoeveelheid</label></div>
    <div class="small-12 medium-9 large-1 columns"><input name="_QUANTITY" class="text-end" id="quantity-Monday-6" type="text" placeholder="Hoeveelheid" value="" data-cmd="updateItem"></div>

    <div class="small-12 medium-3 hide-for-large-up columns"><label class="inline" for="duration-Monday-6">Duur</label></div>

    <div class="small-12 medium-9 large-1 columns input-button" autocomplete="off" novalidate="T">
        <span class="button postfix i-down" id="B_DURATION" style="width: 15px;" data-cmd="dialogDuration" data-target="duration-Monday-$LINEID$"></span>

        <div>
            <input name="_DURATION" id="duration-Monday-6" style="width: 80px;" type="text" placeholder="Duur" value="" data-cmd="updateItem">
        </div>
    </div>

where the $LINEID$ in

<span class="button postfix i-down" id="B_DURATION" style="width: 15px;" data-cmd="dialogDuration" data-target="duration-Monday-$LINEID$"></span>

doesn't give a 6 where it should...
How can this be ? It translates it fine in all other places

How using the kind Page or Macro into a new widget while consulting the DETAIL=Chrt

Fri, 26 May 2017 13:12:21 +0000

I try to force into the tab chart an other kind of widget. I have to display a grid like into overview.
So I basically tried to charging OvrwWidget rather than ChrtWidget.
I tried first by charging a standard Macro provide into the OvrwWidget. But no return.
Then i tried by returning "xxxx" displayed into the macro. Nothing.
After I seach how my content was charged. I shown the option Page to generate an iframe.
No more result.

So is there any way to change widget into chart tab or something reduce each DETAIL on one type of content. HIGHCHARTS for CHRT and MACRO for OVRW

Here one of my tests

<%Macro("OvrwBoxWidget", rights="Sale", $KEY$=3, $KIND$="Page", $SENTITY$="Sale", $TITLE$="Details by Articles (Month year vs Month previous year)",
                $CONFIG$=|{url:"consult?key=<%GetKey()%>&entity=<%GetEntity()%>&detail=Ovrw&_MACRO=SalesDetailVolCAM&_MACROFILE=MacroWidgets.txt&norecent=T"}|)%>

How do we use the navigateDate Macro?

Tue, 16 May 2017 09:22:06 +0000

Hi everyone,

I'm in a migration process and I'm trying to set some "navigation date" button.

Here is how it was done in Efficy2012:

<%NavigateDate(width="24", height="24", hspace="5",
 PREVWEEKIMAGE="i-previous", PREVWEEKTEXT="Previous Week",
 PREVIMAGE="img/previous24.gif", PREVTEXT="Previous Day",
 TODAYIMAGE="img/today24.gif", TODAYTEXT="Today",
 NEXTIMAGE="img/next24.gif", NEXTTEXT="Next Day"
 NEXTWEEKIMAGE="img/last24.gif", NEXTWEEKTEXT="Next Week",
 )%>

I'm trying to reuse that macro but I can't find any explanation about it.
When I use it as it is, the navigation is generated but I do not get any image (arows left/right, ect.).

Do someone have an idea?

KR,

Prince

How to disable the default "Recent" Tab on the search screen?

Wed, 16 Nov 2016 15:20:11 +0000

Hi,

When I add a product from an oppo edit contect, the products search screen is open by default on the Recent tab.

I did override the query to have a specific result here but the Recent tab is alwas loaded first....

How can I get rid of this default "recents" tab?

Best regards

conditioning display of fields in a category

Wed, 26 Oct 2016 07:37:04 +0000

Hello,

I wish I could condition the display of fields in a category based on the value of a field of another category of the same table.

Would you have an idea of the feasibility of it and how?

thank you in advance

Michael

Affichage conditionné de zones de catégorie

Mon, 24 Oct 2016 08:10:46 +0000

Bonjour,

j'aimerai pouvoir conditionner l'affichage d'un champs dans une catégorie en fonction de la valeur d'un champs d'une autre catégorie de la même table.

Auriez vous une idée de la faisabilité de la chose et de comment faire ?

Merci d'avance

Michael

How to use the $('#modal-host').foundation('reveal', 'open'); as waiting overlay during loading.

Thu, 15 Sep 2016 16:10:45 +0000

Hello
I need to have a waiting overlay when loading few customized pages.

I decided to use the $('#modal-host').foundation('reveal', 'open'); but first problem it's generated only after my load. So to late and it seem that calling the $('#modal-host').foundation('reveal', 'close'); doesn't work. No way to close it automatically

so 2 questions :

It is possible to use it before loading ?
what is the best way to open this modal when I launch an ajax call and close it when ajax respond.

How to set the Working Duration function

Mon, 18 Jul 2016 16:21:53 +0000

Hi,

In the actions list from a project consultation context, I add a sum on the duration column.
I tried the definition :

<#F=$FIELD$;format=durationwork>

but I want to change the function because 1 day for us is not 8h but 7h.
How can I achieve this?

more : still in Efficy10, I would like to change the default Agenda Start and end displayed time (it s currently from 8:00 to 18:00

Finally : when you convert a task to an appointment, the default d_begin is 8:00 am how can I change it as well?

I ve seen a lot of things in the sys_storage, but I don't get how it works.

Best regards.

How can we use: CompleteActionSubjectCustom with the MSExchange sync profiles

Fri, 24 Jun 2016 09:15:53 +0000

Dear,

How can we use this setting 'CompleteActionSubjectCustom' in the MS Exchange sync profiles.
The checkbox can be set in Efficy designer.

kr
Erwin Vogeleer

.NET C# : EfficySession.SetImpersonate() / How to cancel impersonation

Thu, 02 Jun 2016 08:59:11 +0000

Hello,

If I want to use the same session for multiple operations and I have called the method "SetImpersonate()". How to clear it.

Should I call SetImperonate() with string empty, null ?

Best regards

How to use the "default record grouping" in a list (i.e. list of contacts linked to company)

Tue, 17 May 2016 06:24:49 +0000

Hi all,

how does the "Default record grouping" works in a list view?

Got this question from a customer and could not find more detailed Information in the EDN or in other sources, so maybe someone can give me a hint on that function.

best regards

Stephan

Comment est réalisé le lien entre un utilisateur et le niveau de licence ?

Wed, 30 Mar 2016 11:18:31 +0000

Il existe différents niveaux de licence Efficy : starter, SMB, entreprise, ...
Les entités accessibles sont liées à ce niveau de licence : par exemple les opportunités ne sont pas accessibles avec starter et la gestion des dossiers demande le niveau "enterprise".

Où dans Conficy ou ailleurs se fait le lien entre un utilisateur et le niveau de sa licence ?
Merci

La synchronisation Efficy est elle possible avec Gmail ?

Wed, 16 Mar 2016 20:00:40 +0000

Est il possible de synchroniser l'agenda Efficy avec l'agenda Gmail
est il possible de réaliser des echanges de mails entre Efficy et Gmail ? (emission et réception) de la meme façon qu'avec Outlook ?
Merci

how to use doublefinder for other entities (i.e. for entitiy products)

Fri, 29 Jan 2016 05:44:55 +0000

Hi all,

is it possible to use the double finder also for other entities (i.e. to search duplicate products)?

If yes --> how to do / configure this?

best regards

Stephan

How do the badges work?

Thu, 28 Jan 2016 10:31:34 +0000

Hi,

Could someone tell me how the badges work? Support could not tell me.
Blue badges with numbers.

Task: What triggers the badge (Undone, delegated etc.)
Cases: idem
Timesheet: idem

How to use Documents in Efficy saving them on the server and not in DB Efficy?

Thu, 14 Jan 2016 13:11:59 +0000

Rather than load a document in the Efficy database, can I create a link to the document that is saved on the server?

Is also used for document models?

Refresh of SELECT not working

Tue, 12 Jan 2016 11:36:57 +0000

I'm trying to fill in the value of a select for COUNTRY in a category with the value coming from the normal Country field.

$("#CATEGORY-COMP$ADDRESS-F_V_LAND").val($("#COUNTRY").val());

This works and is visible after the apply.
but I want to show this directly so it's clear for the user.
Other fields show directly the changes but the select(2) does not.

I thought to solve this with the following ( which has worked before on other fields ) :

 $("#CATEGORY-COMP$ADDRESS-F_V_LAND").trigger("change");

But no result.

So the Question :
How do I refresh the displayed value ?

How to solved - slide plugin in Efficy 2012 not working

Mon, 11 Jan 2016 15:11:57 +0000

A mid-December windows 7 update (KB3104002) has updated IE 11 from the version 11.0.25 to the version 11.0.26, which has an issue with a function used in Motools 1.3.2 (used in Efficy 2012 Summer) and which has 2 known impacts :
- The slider is not working anymore
- The dashboard widget cannot be opened anymore (widgets are correctly displayed but cannot be changed)

How can one customise an Efficy search query?

Thu, 07 Jan 2016 16:06:17 +0000

Hello,

For a client we have the following issue:

When a user wants to link a contract to an action, the search query should initially show the oldest contracts only (each contract has multiple versions=different contract in Efficy).

The query to get these contracts exists and is executed BUT if the user wants to link an other contract they should be able to use the search function with a default query.

How would one set up something like this?

Kind regards,

Brosens Tom

How to show the scriplet to save mail on MAC

Wed, 06 Jan 2016 11:42:15 +0000

How to show the scriplet to save mail on MAC

Efficy Addins disappears everytime outlook 2016 is closed

Wed, 06 Jan 2016 08:49:22 +0000

Efficy 2014 Addins disappears everytime outlook is closed, even after activation of the options addin Outlook.

(see link to activate disabled addins : https://overflow.efficy.com/?qa=1073/efficy-2014-addins-disappears-in-outlook )

# coming at end of your efficy url (hyperlinks not responding)

Thu, 31 Dec 2015 14:33:28 +0000

coming at end of your efficy url (hyperlinks not responding)

Menu items are not responding
links are not responding
contents are not loading on your home screen

How to change your default web browser for Efficy 2014

Thu, 31 Dec 2015 14:07:00 +0000

How to change your default web browser for Efficy 2014 ?

How do I install Java ?

Thu, 31 Dec 2015 13:34:07 +0000

How do I install Java ?

How to configure Firefox for Efficy

Thu, 31 Dec 2015 10:40:32 +0000

How to configure Firefox for Efficy?

How to configure Efficy Sidebar 2014 on MAC OS X

Thu, 31 Dec 2015 09:57:15 +0000

How to configure Efficy Sidebar 2014 on MAC OS X

How to configure Efficy Sidebar 2014

Wed, 30 Dec 2015 13:19:09 +0000

How to configure Efficy Sidebar 2014

How to configure Internet Explorer 11 for Efficy

Wed, 30 Dec 2015 11:26:16 +0000

How to configure Internet Explorer 11 for Efficy ?