Efficy Overflow Q&A - Recent questions tagged opportunities

Opportunity Kanban "Select date" and duration buttons

Tue, 22 Sep 2020 08:35:04 +0000

Hi,

The Opportunity Kanban uses the target date as the date to be filtered in the "Select date" button. I would like to replace it with Start date since we are not using the Target date. What file/s do I need to modify in order to achieve the said functionality? Thank you.! I have attached some screenshots to better understand this.

How to display more rows in Kanban ?

Fri, 13 Sep 2019 09:52:31 +0000

Hello Efficy Team,

In the kanban view (oppo) / MacroKanban.txt, I see how to add new "columns", but I don't find what's define the rows.

The customer would like to see all opportunities and even with the "expend all" option, we cannot display more than two rows :

What's the solution ?

Regards,

Loïc

Updating Linked Product lines in Oppo Edit > OK in IE, not in Other browsers

Thu, 15 Feb 2018 14:44:50 +0000

I keep getting problems with the following.

When a field in edit of an oppo is changed, I want to update linked products directly.

The following 2 pieces each work on IE, but not in Firefox or Chrome, there the fields in the product grid aren't up to date...

function updateSelectedProducts(valueInput,type){
            var scriptFile = "OppoScripts";
            var scriptFunc = "updateProducts";
            var extraParam = format("&editHandle={editHandle}&value=$0&type=$1",valueInput,type);
            CebPerform("CEB_STATE");
            $.ajax({
                url: format("dialog?_macrofile=MacroAjax&_macro=RunScript&File=$0&Func=$1", scriptFile, scriptFunc),
                data: extraParam,
                async: false
            }).done(function (result) {
                console.log('updateSelectedProducts A');
            });
        }

        function updateSelectedProductsOLD(valueInput,type){
            var URL = format("dialog?_macrofile=MacroAjax&_macro=RunScript&file=OppoScripts;libjson&func=updateProducts&editHandle={editHandle}&value=$0&type=$1",valueInput,type);
            CebPerform("CEB_STATE");
            $.ajax({
                url: URL,
                type: "GET",
                success: function (html, textStatus, jqXHR) {
                    if (IsNotEfficyErrorHtml(html, function(errorMsg) {alert(errorMsg)})) {
                        console.log('updateSelectedProducts B');
                    }
                }
            });
        }

I Really need this to work on all browsers. Or is there a better way to do this ?

My Serverscript is the following :

function updateProducts(){
var editHandle = StrToIntDef(Request.Argument("editHandle"), 0);
var Value = Request.Argument("value");
var type = Request.Argument("type");

var ProdDataSet = Database.GetDetailDataSet(editHandle, ntProd);
ProdDataSet.First
var updated = 0;
while (!ProdDataSet.Eof) {
    ProdDataSet.Edit
    var K_Product = ProdDataSet.FieldByName('K_PRODUCT').AsFloat
    var K_Relation = ProdDataSet.FieldByName('K_RELATION').AsInteger

    var Price = ProdDataSet.FieldByName('PRICE').AsFloat
    var Price_USD = ProdDataSet.FieldByName('F_PRICE_USD').AsFloat

    var F_TYPE = ProdDataSet.FieldByName('F_TYPE').AsInteger
    if (F_TYPE == type){
        updated++;
        ProdDataSet.FieldByName('QUANTITY').AsFloat =  parseFloat(Value)   //Value
        ProdDataSet.FieldByName('F_TOTAL_USD').AsFloat =  parseFloat(Value) * Price_USD;
        ProdDataSet.FieldByName('TOTAL').AsFloat =  parseFloat(Value) * Price;
    }
    ProdDataSet.Next
}

}

Shared reference number for opportunities and projects

Fri, 21 Apr 2017 16:02:55 +0000

I would like to use only one counter for opportunities as well as for projects. Now the counters are seperated and not related to each other. This results in strange, non-logical sequences

How can I use the reference counter of the opportunities also for the projects?