Efficy Overflow Q&A - Recent questions tagged merge

Error of duplicate key when merging Custom entities records

Thu, 23 May 2024 17:38:24 +0000

For a customer, we are trying to activate the merge duplicate on a custom entity "ENOP", we follow the Overflow guide : https://overflow.efficy.io/?qa=1039/how-to-provide-the-merge-functionnality-for-an-entity&show=1039#q1039

we create the Enop_Enop2 ... even if I don't understand why we need this view since we already have the Enop_Enop view ??

we setup the the sys_entities "DuplicateView"

And we add in the SYS_ENTITYVIEW the "EnopMerge" entityView

Here is more detail of the TABLEVIEWS column

Enop;Enop_User=User;Enop_Comp=Comp;Enop_Cont=Cont;Enop_Proj=Proj;Enop_Publ=Publ;Enop_Prof=Prof;Docu_Enop=Docu;Acti_Enop=Acti;Enop_Mail=Mail;Enop_Enop=Enop;Enop_Enop2;Ctrt_Enop=Ctrt;Fina_Enop=Fina;Cout_Enop=Cout;Actv_Enop=Actv;Appe_Enop=Appe;Reap_Enop=Reap;

But when we try to merge 2 enops together we are getting the following error

We checked the links in the Enop-Enop relations but there is no duplicates for the enop keys 26 and 272

So now we are stuck and we don't understand why we have this behaviour, do you have any ideas ?

How works Efficy.autoMergeDuplicate exactly ?

Mon, 11 Sep 2023 10:16:47 +0000

Hello,

Can someone explain what exactly does Efficy.autoMergeDuplicate ?

I tried to merge two records I thought that if a set alwaysKeepFirst = true the merge will actually keep the record data of first key without merging any data from second key. But it looks like it only keep the key but the data from key 2 will be merged into key1 anyway. So which means the key2 data are kind of master data of merge ? Or does it take the recent data (d_change) as master ?

What I need is actually, to have some kind of merge that will keep only the data of key (the key I decide to keep) but will eventually take the links (to entities) of key2 if not exist in key to keep. Is it possible ?

Merging 2 projects how to keep all the Stages/Deliverables and Steps of both projets on the kept projet?

Thu, 12 Jan 2023 17:15:15 +0000

We remarked that when we merge 2 projets from the search window, the Stages/Deliverables and Steps of the projet that is not kept (deleted project) are also deleted and they are not relink to the kept projet.

Is there an easy way to enable to keep all the Stages/Deliverables and Steps from both projects on the merged project ?

Duplication Merge Workflow?

Wed, 19 May 2021 12:01:12 +0000

Hello,

I'm trying to execute a script in the workflow trigger PrepareDuplicateMerge but this trigger is called 2 times :
- once when the page of Duplication is loaded
- and when we validate our choice to merge

What i need is to execute only the script when the user submit his choice to merge, could you help me please?

Thanks
Version : Efficy 11.2

Error "Unknown context provided for encoding" while merging

Tue, 17 Dec 2019 10:44:26 +0000

Hello,

A client using Efficy 11.2 has custom fields that are added to the merge screen when merging 2 contacts. The address fields are also among the fields.

Unfortunately, when merging a contact with a quote in the street (Rue De l'Hôpital) generates an error while constructing the page :

The standard definition of the field in GridColumns.txt (td.VALUE.Dupl) doesn't seem to be able to handle the quote, but i can't seem to find a solution for this.

Does anyone have a suggestion?

Thank you,

Ken

Merge relation fields Efficy 10SP2

Thu, 08 Aug 2019 15:12:56 +0000

Hi,

When merging two recrods in Efficy that are linked to same contact or company.
You get the option to select what data you keep from the contact/company link that is the same on both records:

This seems only available for the links with contacts and companies, can we also activate the same behavior for links with other entities?

Apply workflow business logic after merge with linked entities

Tue, 18 Jun 2019 12:44:34 +0000

Hello,

After reading the team guide for workflow events, i am still having trouble to perform some logic after a merge. It is apparently not easy to perform some logic on the finished, merged entity.

For my case, i need to do some logic after linked roles have been merged into 1 of the contacts but i can't seem to use the right event (tried afterCommitCont, afterCommitContRole, afterCommitRoleCont, ... ).

What would be the solution to perform some logic after all the merging has been done?

Thank you in advance,

Ken

Is there a way to merge contacts through serverscript ?

Fri, 22 Jun 2018 13:14:21 +0000

Hello all,

In the duplicate list in Efficy, there is a button that 'automatically merge' the selected duplicates
Using the default field choice of Efficy.
Is there a way to do this through serverscript :

Create a duplicate from 2 contacts (I presume it can be done easily)
Automaticaly merge this new duplicate

Thanks !

Henry

Merge multiple documents to one document

Tue, 05 Dec 2017 11:03:30 +0000

Hello,

Is it possible to merge multiple word documents already exists in Efficy to a new one? a client has multiple visit reports from multiple sales reps and he would like to merge them to one for management.

Thank you for your help in advance.

Best Regards.

MergeTemplate -> Cannot open template!

Thu, 17 Aug 2017 06:25:57 +0000

Hi Team,

I'm building an Extranet for a customer and I have to fill in some fields on a document when clicking a link. Until here, it works fine. After this I simply have to merge a template and store the key of this new attachment. This is done in the same edit context as before.

var editDocu    = Database.OpenEditContext(ntDocu, K_DOCUMENT);
var dataDocu    = Database.GetMasterDataSet(editDocu, 0);

dataDocu.Edit;
/** Here some fields are being filled in, this works. **/

var K_NEW_ATTCHM  = Database.MergeTemplate(editDocu, 7, null);
/** 
    Where 7 is the key of the template. The GUEST user 
    has full-control security on the template
**/

When this code gets executed I get the following error:

Cannot open Template! Can't show that item. It may have been deleted or you may not have the proper access rights to view this information.

The template (Key: 7) is an empty html template. The GUEST user has full-control security on the linked elements of the document.

Is there anything else that has to be done in order to make this work?

Thanks in advance :-)

Br,
Maxime

Merge Radio Button Visibility or Displayed but it should not

Fri, 20 Jan 2017 16:10:23 +0000

From Efficy 10 we remarked that the Radio button (the middle one) on the Duplicate Merge Screen are shown all the times, in Efficy 2012 Summer those middle option are sometimes not present.

For Instance in Efficy 2012 Summer

Same in Efficy 10 R8930

Merge using SOAP of custom entity

Thu, 10 Nov 2016 10:31:02 +0000

Dear,

We we created a new custom entity and configured the metadata to enable a merge.
When we call the merge using soap we get following error:

<efficy:api page="" _macrofile="">
  <data id="1" operation="automergeduplicate" entity="Cntr" key1="5922849" key2="8023385" alwayskeepfirst="true"/>
</efficy:api>
<SOAP-ENV:Fault>
  <faultcode>EVariantInvalidArgError</faultcode>
  <faultstring>Invalid argument</faultstring><faultid/>
</SOAP-ENV:Fault>

Can some of you tell me how we can troubleshoot this error?
Something is missing but we can't seem to find it.

gr
Erwin

Is there any options for date format in template more than listed in edn ?

Mon, 23 May 2016 16:04:17 +0000

I got a bug when using [$=ACTI.D_BEGIN,format='hh:nn']
If my action begin with a "before duration" then the starting date is bad formatted.

Exemple :
BASIC
1.I create a RDV which start at 09h00 AM
2.When merging D_BEGIN is 09h00 AM

WITH TIME BEFORE
1.I create a RDV which start at 09h00 AM + TIMEBEFORE 45mn
2.When merging D_BEGIN is 09h45 AM rather than 08h45 AM

I just need to have the value of DBEGIN (9h00).
So why the DBEGIN is wrong ?
How to get the basic hour begin without using an argument or runscript ?

I used this reference.
http://help.efficy.com/HelpEfficy/user/UserGuide/EN/index.html?helppage=templates_example_displayforma.htm

[2014] Full control access needed when merging doubles, why not 1 side instead of both?

Fri, 18 Mar 2016 09:34:47 +0000

Hi All,

The situation that my customer (Avoord Zorg en Wonen) needs:
- There is a synchro with another system for contacts
- When a contact is synced from this system, it is not deletable in Efficy anymore
- Other contacts in Efficy (manually added) are on full control

When merging a duplicate, the one from the other system will stay and the manually entered one will be deleted.
But the merge function checks if there is full control on BOTH, even though one will never be deleted.

Is a custom possible in the merge function so that only full control is needed for the record that will get deleted and read/write/secure on the one that will stay?
(because this way we can sync the contacts from the other system with read/write/secure rights to make sure these do not get deleted by the users that have merge rights)
Or is there another solution for this?

How to provide the merge functionnality for an entity

Tue, 22 Dec 2015 10:06:40 +0000

1°) Add the following macro in MacroSearchCustom.txt (once you have replaced ‘Prod’ by the name of your sys_entity) :

ContextMenu.Prod [<%GetPopupMenu(width=16,height=16,
               text1="Edit #ENTITY", image1="img/edit16.gif",
               action1="javascript:Edit('$ENTITY$',PopupKey)",
               text2="Merge Duplicate", image2="img/mergeduplicate16.gif",
               action2="javascript:DuplicateSearch('$ENTITY$', PopupKey)"
               )%>]

2°) Execute the following SQL server script (once you have replaced ‘Prod’ by the name of your sys_entity) :

INSERT INTO SYS_TABLEVIEWS
(NAME,              K_TABLE,
D_CHANGE,    ISCUSTOM,    READONLY,    LOGCHANGES,  D_REPLIC,       K_REPLICUSER)
VALUES
('Prod_Prod2',      (SELECT CONCAT(K_ENTITY, '0', K_ENTITY) FROM SYS_ENTITIES WHERE NAME = 'Prod')
,GETDATE(),  1,                  0,                  0,                  GETDATE(),   0)
GO

INSERT INTO SYS_ENTITYVIEWS 
(NAME, D_CHANGE, ISCUSTOM, TABLEVIEWS, D_REPLIC, K_REPLICUSER)
VALUES 
('ProdMerge', GETDATE(), 1,                   
(
       SELECT 
             CASE 
                    WHEN NAME = 'Prod_Prod2' then name + ';'
                    ELSE 
                          CASE 
                                 WHEN PATINDEX('Prod_%', NAME) = 1 
                                 THEN CONCAT(NAME, '=', SUBSTRING(NAME, 6, 4)) + ';'
                                 ELSE 
                                       CASE 
                                              WHEN PATINDEX('%_Prod', NAME) = 5 
                                              THEN CONCAT(NAME, '=', SUBSTRING(NAME, 1, 4)) + ';'
                                              ELSE NAME + ';'
                                       END
                          END
             END 
       FROM SYS_TABLEVIEWS WHERE NAME LIKE '%Prod%' 
       ORDER BY LEN(NAME)
       FOR XML PATH('')
),     
GETDATE(), 0)
GO

UPDATE SYS_ENTITIES SET ISCUSTOM = 1, DUPLICATEVIEW = 'ProdMerge' WHERE NAME = 'Prod'
GO

P.S. : Thanks to Nabila for the info on records to insert/update.

Duplicate - Preparing Merge - What Fields can we use in the DataGrid?

Wed, 22 Jul 2015 17:00:44 +0000

Here is the list of Fields Available in the DataSet of the Workflow Trigger "PrepareDuplicateMerge"

Be careful the fields VALUE and VALUE2 are containing HTML and
JavaScript for some fields.

FIELDNAME
DETAIL
DETAILKEY
DETAILNAME
DISPLAYORDER
FIELDID
FIELDINDEX
FIELDLABEL
SELECTED
TABLEVIEWINDEX
TOMERGE
TYPEFLD
LENGTH
VALUE
VALUE2