Efficy Overflow Q&A - Recent questions tagged new-entity

Search menu not displayed in custom entity since Efficy 2021

Thu, 28 Oct 2021 14:46:58 +0000

Hello,

We are migrating a client from 11.0 to Efficy 2021.
They use one custom entity named AGREEMENTS, in macrodesktopcustom this entity is displayed in left menu by this macro :

DesktopEntityAgre {[<%Macro('DesktopEntitiesItem', rights='Agre', entity='Agre', $cmd$='Agre', $caption$='AGREEMENTS', $icon$='i-Agre')%>]}

Everything works fine in 11.0 but since Efficy 2021 the search menu doesn't appear when i click on the three points (every works fine with standard entities).
I can see history, favorites and add a new agreement but not search as you can see :

Everything is good in the general search menu too, the custom entity is always here.

Did we miss something new to add ?

Thanks for reply.

Disable mandatory link in custom entity

Mon, 02 Mar 2020 07:08:18 +0000

Hi,

A custom entity named 'Fonction' has been created.
A 'Fonction' can be added from a company.
Currently, when you add a 'Fonction' from a company, it is mandatory to link a contact, otherwise the 'Fonction' is not saved and no error message is displayed.

This developpment was realised by Efficy's developpers and we would like to change it to turn the link between a 'Fonction' and a contact optional.

Our issue is that we can't find where in the code or the designer, this mandatory property was set.
We already searched the workflow code and the designer but didn't find anything.

Any idea ? :)

On contact merge, linked custom (stripped) entity records are not linked to remaining contact

Thu, 16 Jan 2020 08:36:55 +0000

For customer "Arthur & Willemijn" we have created a stripped custom entity "Factif key" which can linked as detail to a contact. However, when two contacts are merged (manually), the linked Factif Keys to Contact 1 are not added to contact 2.

Has anyone any idea what the cause could be and how to fix this?

is it possible to have cascading rights application like into the project for a custom entity.

Wed, 09 Oct 2019 12:03:30 +0000

I want to report the standard functionality of cascading security used into the projects to a custom entity. Is it possible ? And How ? Database, macros ?
If it's possible, can we industrialise it for some kinds of conditions.
For exemple I want to add rules without open security screen depending on externals status or role.

Word Template did not fill fields from relation table of a new created entity

Wed, 25 Sep 2019 09:11:24 +0000

Hi all,

I created 2 (Contracts and Brands) new entities in Efficy, now I have a problem with a Word template.

On the template I need information from "Contracts" and also from "Brands". I added all needed fields to the template, but when running the template i.e. from the "Contracts" entity, the related information from "Brands" are empty.
The same when I run the template from "Brands", then "Contracts" informations are not filled.

So it seems that I missed something but could not find what, any hint would be very helpful.

Thanks in advance and best regards

Stephan

Delete a custom entity

Thu, 23 May 2019 15:05:17 +0000

Hello,

In one of my project, my customer create a custom entity into the designer that we really need to destroy before going live.

I need to destroy all fields, tables, relation tables, forms, ... linked to this entity. There no data inside and no code mention it into Efficy or into the custom.

How to do it properly?

Thanks in advance for your help.

Laurent

Commit doesn't work on detail between custom entity and docu

Thu, 16 May 2019 13:51:36 +0000

Hello,

I have created a new entity named PAIEMENTS. I have added custom fields in the relation PAIE_DOCU.

As function AfterCommitOppoProd(oppoProdCxt, Inserted) works, I thought that « AfterCommitPaieDocu would work..... But, the folowing Commit operation doesn't work:

function AfterCommitPaieDocu(PaieDocuCxt, Inserted) {
var PaieDocuDS = Database.GetMasterDataset(PaieDocuCxt, 0);
var PaieKey = PaieDocuDS.FieldByName('K_PAIEMENT').AsFloat;
var DocuKey = PaieDocuDS.FieldByName('K_DOCUMENT').AsFloat;
var APayer = PaieDocuDS.FieldByName('F_A_PAYER').AsFloat;
var Paye = PaieDocuDS.FieldByName('F_PAYE').AsFloat;
var Ecart = PaieDocuDS.FieldByName('F_ECART').AsFloat;
var TotalPaye = Paye + Ecart;
PaieDocuDS.FieldByName('F_ENCAISSEMENT_VALIDE').AsInteger = 1;
Efficy.DisableWorkflow = true;
Efficy.CommitChanges(PaieDocuCxt, false);
Efficy.DisableWorkflow = false;
}

Do you know the reason?

The following command works:

function OnInsertDetailPaieDocu(EditHandle, Detail, DetailKey)

Thank you
Dimitri

Query on a new custom Entity does not have hyperlinks (based on the key) to display related record

Fri, 03 May 2019 07:52:49 +0000

Hi all,

for a customer I created a new entity (Brands), this basically works fine.

But now when creating a query on this new entity I did not have hyperlinks to display the related record (even I have selected the key in the query).

Did I missed something when creating the new Entity?

Any hint would be appreciated very much.

Thanks in advance and best regards

Stephan

New Etity Relation : error Unknow EntityView ""

Mon, 07 Jan 2019 17:22:18 +0000

Hi,

I have a custom entity 'Missions', this entity use the PRODUCTS table too
FAMILY = 1 ==> Missions
FAMILY <> 1 ==> Products

My problem : When I want to add / delete a relation between a Mission and an other entity I have this error:

It works if I customize CreateRelation(), EditRelation(), DeleteLink() in Custom.js to replace 'Miss' by 'Prod' like this :

function DeleteLink(Bookmark, Entity, Key, Detail, DetailKey, ItemName, NoConfirm) {
    if (! NoConfirm) {
        var Msg = sRelDelConfirm
        if (ItemName) Msg = sRelDelConfirmName + ItemName + "' ?"
        if (! confirm(Msg)) return
    }

    if(Entity=='Miss') Entity='Prod' // FORCE MISSIONS TO PRODUCTS
    var URL = "deletelink?bookmark=" + Bookmark + "&entity=" + Entity + "&key=" + Key + "&detail=" + Detail + "&detailkey=" + DetailKey
    LocationSet(window, URL, true)
}

How to indicate to Efficy which EntityView use ?

Systems table for Missions :
SYS_ENTITIES

SYS_ENTITYVIEWS

Trouble ceating a relation between Cont and new entity

Wed, 12 Dec 2018 10:00:16 +0000

Hi,

I create a new entity named Trai (key 50) and with a servercript I try to create a relation between this entity and a contact. I got an error when I try to link this contact by script but work if I use the right side of the edit form contacts (add link to a contact). To debug I run this script from the scheduler and got this message

Error: WKFL-2142 Error while executing script "bentest" at line 1020 char 4. (File "C:\inetpub\wwwroot\11.0\customs\xxx\serverscripts\NLservertest.js" line 25)
Message: "Incorrect Detail for Edit Context"

function bentest() {
    var editHandle = Efficy.openEditContext(ntCont, 67067, false);
        try{
            var ds = Efficy.getMasterDataSet(editHandle, 0);
            ds.edit();
            Efficy.insertDetail2(editHandle, 50, 64, false);
            Efficy.commitChanges(editHandle, true);
        } finally {
            Efficy.closeContext(editHandle);
        }   
}

line 25 is the insertDetail2 line.

CreateRelation on new Entity : how does this work ?

Thu, 12 Apr 2018 12:19:10 +0000

Dear All,

I am trying to search how the relation is created when you click on the + button in the consult grid of an entity. It bring the search window, but when you click on the Add new button in the search button ... then I am confused. Here is what I understand :

1- when I click on the + button in the consult, it open the search window with the parameter
"action=CreateRelation(1009%3BProp%3B1186)" ... which is used to add the key of the selected entity in this function if I click directly in the search result. Which is ok and I have my hand on it if I want.

2- if I click on the Add new button in the search button, the parameter is transfer to the Edit windows of the new Entity we want to create "action=CreateRelation(1009%3BProp%3B1186)"
But when I clicked on "OK" or "APPLY", the new entity is created and I don't know where Efficy has created the linked using the information in the action passed in the URL ...

The issue is that when we do that the new entity is becoming the parent of the entity where we click on the create relation button, but normally it should be the child.

And I don't know where this happened.

PS : I suspect that this is handled in the Efficy.dll ... but I would like a confirmation of it.

Best Regards,
Stéphane

How to add a relation between Objectives and a Custom Entity

Fri, 19 May 2017 13:45:12 +0000

Hi,

it seems that the objectives entity can only be linked to users, companies, and contacts.

does it exist a process to make the objectives table linked to another entity?

I don't have time to make some explorative research at the moment... so if it's too uncertain I will create a new custom Entity called Objective2^^ but that's not the spirit is it?

How to see new entity and form

Mon, 19 Sep 2016 13:44:45 +0000

In conficy I added a new entity with some fields and I created 2 forms, one to consult and one to edit the entity. I logged off and on in conficy and in efficy.
I set the access rights to the table for everyone to read, update, delete, add.

I hoped this would do, but it doesn't... Can someone tell me how I can access this entity and forms in efficy?

Cheers
Kathleen

How does "GetTemplateFields" gets the entities and related fields in Office wizard?

Mon, 21 Mar 2016 15:39:46 +0000

Hello,

I'm stuck on a case for weeks and hope a little help from the Office integration experts.

A new entity fails in getting its own fields in the "field integration wizard" of the Office Add-In :

These fields seems to be retrieved by a function called GetTemplateFields (located the DLL, or somewhere else...).

Understanding what is the principle of the query launched by this function can help me a lot in fixing that issue!

Does anyone have some info about it?

Regards,
Cédric Edouard

FYI : New Entity in Efficy2014 : about Name and Active fields

Wed, 06 May 2015 13:36:54 +0000

FYI:

After creating a new entity, do not add the fields NAME and OPENED (Active) in the Main section of the Edit Form.

These two fields are already by default present in the edit header,
--> see the header Name field with the 'active' buton in front of it.

When adding them also in the edit main section, this will generate a malfunction of the header fields.

Best regards,
Jappe.

Added entity isn't showing in the recently viewed items list

Thu, 02 Apr 2015 14:30:38 +0000

Hi,

I've added a new entity but when I've viewed an item of that entity it isn't added to the recently viewed items list. How can I make this behavior available.

Best regards,
Jeroen