Efficy Overflow Q&A - Recent questions tagged personalized-view

Create a custom view to show contacts with an extranet access

Mon, 21 Jan 2019 09:19:35 +0000

Hello,

A customer had previously a custom view on the company level to show contact with excode <> null.

Since the migration to Efficy 11.1, the field Excode does not longer exist. This custom view is really important to him and I am looking for a solution to create this kind of view (show contact and their username).

We cannot join the table "acc_account". What do you recommend ?

Regards,

Loïc

Opening windows with standard custom view selected

Thu, 08 Feb 2018 09:15:36 +0000

Has anyone already made a custom to open for example the search window for products from a Opportunity with a specific custom view selected (always)?

How identify a TD sumfield in the custom view with a group activated

Thu, 11 Aug 2016 09:32:00 +0000

I need to identify each sumfield to apply rules depending on the group level.

In my custom view separated by kind of level, for each level I have to apply a modification depending some rules.

Probleme I'm not able to create an ID UNIQUE for each kind of "sumfield.MYFIELD"

<td class="sumfield text-end nowrap"><span id="IDUNIQUE_$FIELD$" class="toChange"><#F=$FIELD$;FORMAT=,0.00> &euro;</span>

In a classical TD I can use the #N or a Key but in the sumfield #N ou Key doesn't exist.
Is there any way to provide this unique ID in this kind of Grid definition ?

How to filter a list of contact with personalized view

Fri, 18 Mar 2016 15:21:28 +0000

Hi,

I was told that we can filter a list of contact (within a plublication) by using personalized view.
The advantage of doing this if that you can filter with more than 1 criteria without having to use "AND" and "OR" connector in the classical filter, which is not so user friendly...

But... when I filter the list like this and I want to send a mail (through flexmail), if my test contact (myself) doesn't match the criteria of the personalized view, he doesn't received the test mail...

Do you have any tips for me please?

Thanks!
Xavier