Efficy Overflow Q&A - Recent questions tagged macroconsultcustom

Create a conditionnal DetailMenu

Sun, 19 May 2019 12:05:15 +0000

Hello,

We would like to customise Efficy in order to have a DetailMenu, with a condition in it.

The macro is the following one :

DetailMenu..Docu {[<%GetPopupMenu(id="detail-menu", class="has-icons small", ulargs='data-channel="detailmenu"', count="6",
text1="Edit #DETAIL", image1="i-edit",
message1="edit;{dropdownKey};#DETAIL",
text2="Delete #DETAIL", image2="i-delete",
message2="deleteItem;#DETAIL;{dropdownKey}",
text3="Edit Relation", image3="i-link", onlinehelp3="e110_linkitems",
message3=`%%IfCategories(then="editRelation;#ENTITY;#KEY;#DETAIL;{dropdownKey}")`,
text4="Duplicate #DETAIL", image4="i-Dupl", onlinehelp4="e110_duplicateitems",
message4="duplicate;#DETAIL;{dropdownKey}",
text5="Mark as Handled", image5="i-done",
message5="markDocumentHandled;{dropdownKey};0",
text6="Convert to Opportunity", image6="i-Oppo", rights6="Oppo", onlinehelp6="e110_convertitems2salesopp",
message6="convertToEntity;Oppo;#DETAIL;{dropdownKey};Comp\\;Cont\\;Proj\\;Prod;true;NAME"
)%>]}

What I would like to do is detect the reference or a field value of the document to propose other options.
But the dev on this cannot make it work.

He tried this, but it does not seems to work "efficiently" (it always show the option, whatever the reference)

DetailMenu..Docu {[
<%GetPopupMenu(
id="detail-menu", class="has-icons small", ulargs='data-channel="detailmenu"', count="7",
text1="Edit #DETAIL", image1="i-edit",
message1="edit;{dropdownKey};#DETAIL",
text2="Delete #DETAIL", image2="i-delete",
message2="deleteItem;#DETAIL;{dropdownKey}",
text3="Edit Relation", image3="i-link", onlinehelp3="e110_linkitems",
message3=`%%IfCategories(then="editRelation;#ENTITY;#KEY;#DETAIL;{dropdownKey}")`,
text4="Duplicate #DETAIL", image4="i-Dupl", onlinehelp4="e110_duplicateitems",
message4="duplicate;#DETAIL;{dropdownKey}",
text5="Mark as Handled", image5="i-done",
message5="markDocumentHandled;{dropdownKey};0",
text6="Convert to Opportunity", image6="i-Oppo", rights6="Oppo", onlinehelp6="e110_convertitems2salesopp",
message6="convertToEntity;Oppo;#DETAIL;{dropdownKey};Comp\\;Cont\\;Proj\\;Prod;true;NAME",
`%%OnField("MakeNCG", query="select CASE WHEN /*doc.REFERENCE LIKE 'DRAFT-%' OR */doc.REFERENCE LIKE 'NC-%' OR doc.id_kleos IS NOT NULL OR doc.F_INVOICE_STATUS < 4 THEN 0 ELSE 1 END AS MakeNCG from DOCUMENTS doc where doc.K_DOCUMENT = {dropdownKey}", value=1, then="text7=`Make NC Globalazzz`, image7=`i-edit`, message7=`NCGlobal;{dropdownKey}`", else="text7=`Make NC non`, image7=`i-edit`, message7=`NCGlobal;{dropdownKey}`")`
)%>]}

I suppose there is a way to :

Make this "clean"
Avoid a SQL query

Regards,

Loïc

OnField in a macro for a DetailtabButton is not working

Mon, 08 Oct 2018 16:01:32 +0000

Here is the code in MacroConsultCustom.txt

EntityMeusinvestProj@CIDE_SOCRAN{[Time;<%OnField(query='isParentProj', 'nbEnfant', condition='equal', value=0, then=|SumT|, else=||)%>]}
DetailTabsButtons.Proj {[<%IfHasTimeLine(then='Tmln;')%>Cont;Comp;Acti;Mail;Docu;Prod;Proj;Publ;Oppo;Case;Prof;Glry;Memo;Catg;Hist;<%Macro(EntityMeusinvestProj)%>]}

The Onfield is not working because its in the EntityMeusinvestProj macro.
If I put the onField outside, directly in the detailTabsButton, its working. But I can't, because I have to show the tabs only for the CIDE_SOCRAN group.

nb: I can't do like this:

DetailTabsButtons.Proj@CIDE_SOCRAN{[...

Cause it will erase the DetailTabsButtons for the other groups

Any idea to go around this problem ?

error after adding custom value to the model

Mon, 11 Dec 2017 11:51:21 +0000

Hi all!

A wanted to change "belgium financial buttons" with others in Company:

To do this, my function (that works) in consultToolsCmd.js need to access Model('F_SIRET')

So I customized MacroConsultCustom.txt like that:

//new buttons definition
ConsultCmdsTools.Comp      {[CmdMap;FindOnSocieteCom;FindOnInfogreffeFr;FindOnCorporamaCom]}

//buttons call send msg in my channel : financialFR
FindOnSocieteCom {[<%Macro(name=$macro$, $_more$=$more$, $class$="", $icon$="i-money", $caption$="voir sur societe.com", $msg$="financialFR;societe.com", $macro_sub_menu$="")%>]}
FindOnInfogreffeFr {[<%Macro(name=$macro$, $_more$=$more$, $class$="", $icon$="i-money", $caption$="voir sur infogreffe.fr", $msg$="financialFR;infogreffe.fr", $macro_sub_menu$="")%>]}
FindOnCorporamaCom {[<%Macro(name=$macro$, $_more$=$more$, $class$="", $icon$="i-money", $caption$="voir sur corporama.com", $msg$="financialFR;corporama.com", $macro_sub_menu$="")%>]}

//Add the field to the Model (my script need it)
JsonConsultModelCustom {[
        ,"F_SIRET": "<%GetField(F_SIRET,type=JSTEXT)%>"
]}

And finally i added a line in require.config.js

require.overrideModule('commands/consultToolsCmd');

My buttons works an Exception is thrown in Product and Contact:

Message: DSProdConsult0Prod: Field 'FSIRET' not found

I don't understand why the Exception is thrown only in these entities (an Opportunity don't have F_SIRET)..

Do I have to override JsonConsultModel.Comp instead of JsonConsultModelCustom ??

Thanks a lot!

How to add a ConsultCmdTool which is only visible for certain user groups?

Mon, 20 Nov 2017 14:32:44 +0000

I want to make sure that only certain user groups can convert a opportunity into a project. How can I add a check on certain user groups in CmdConvertProj in MacroConsultCustom?

ConsultCmdsTools.Oppo      {[CmdAddProducts;CmdCreateProposal;CmdFollowUp;CmdSuccess;CmdConvertProj;CmdSendBill]}

Thanks for your help!

Best way to create "duplicate product button" on product consult view

Thu, 03 Nov 2016 15:32:01 +0000

Hi,

I want to do a "duplicate product button" on product consult screen (maybe on edit creen later)

I want to know the best way to do it ?

Thansk a lot

regards

Michael

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?