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 ?

Delete WrkAlloc function in workflow

Tue, 11 May 2021 13:31:35 +0000

Hello

I'm trying to add a custom code to our Efficy workflow regarding the allocations in the new project module.

I managed to do something when the allocation is being placed, but I would like to reverse that actions when an allocation is deleted.

When an allocation is being placed, the function AfterCommitWrkAlloc works perfectly fine. On deleting, I can't seem to manage to find the right function for the deletion; both onDeleteWrkAlloc(EditHandle, Key) & onBeforeDeleteWrkAlloc(EditHandle, Key) don't seem to work. The function is not called when I debug.

What function should I call when to do something before the allocation is deleted?

Thank you in advance!

How to add Documents, tasks, products, opportunities, cases, mails to a Step like if it was into Stage.

Fri, 23 Oct 2020 09:32:36 +0000

I need to link documents, tasks, products, opportunities, cases, mails to a Step like if it was into a Stage.
I added a new tab products on stages and it work sot the method to attach tables is ok, but no one of the tab is working when I call a step. I saw that some of WkldEditDetailTabHeaders and WkldEditDetailTabContents was filter by <# if (!isStep) { #> or <# if (isStep) { #>

So in my custom I changed some stuff to make it appear and I created a variant of the addLink button to have
data-msg="addLink;WrkStep;<#=@ data.key #>;$detail$" or data-msg="addLink;WrkStag;<#=@ data.key #>;$detail$" both (WrkStep and WrkStag) are existing into the sys_tableviews.
Why it has no effect on addLink for steps while it work's on step. I call only a basic addLink.

Into MacroWorkloadCustom I changed the standard like this.

For main entity commnands :

WkldEditDetailTabHeaders {[WkldTabHeaderFields;WkldTabHeaderMemo;WkldTabHeaderActi;WkldTabHeaderCase;WkldTabHeaderDocu;WkldTabHeaderMail;WkldTabHeaderOppo;WkldTabHeaderProd]}
WkldEditDetailTabContents {[WkldTabContentFields;WkldTabContentMemo;WkldTabContentActi;WkldTabContentCase;WkldTabContentDocu;WkldTabContentMail;WkldTabContentOppo;WkldTabContentProd]}
WkldDetailGridColumns..Prod {[MENU2,NAME]}

For workload MicroTemplate :

WkldTabHeaderActi   {[<dd><a href="#tab-acti" class="i-Acti" draggable="false"></a></dd>]}
WkldTabHeaderCase   {[<dd><a href="#tab-case" class="i-Case" draggable="false"></a></dd>]}
WkldTabHeaderDocu   {[<dd><a href="#tab-docu" class="i-Docu" draggable="false"></a></dd>]}
WkldTabHeaderMail   {[<dd><a href="#tab-mail" class="i-Mail" draggable="false"></a></dd>]}
WkldTabHeaderOppo   {[<dd><a href="#tab-oppo" class="i-Oppo" draggable="false"></a></dd>]}
WkldTabHeaderProd   {[<dd><a href="#tab-prod" class="i-Prod" draggable="false"></a></dd>]}

WkldTabContentActi {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-acti" data-entity="Acti">
<%Macro('WkldTabContentDetail', detail='Acti', $addlabel$='Add Link to Action')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-acti" data-entity="Acti">
<%Macro('WkldTabContentDetailStep', detail='Acti', $addlabel$='Add Link to Action')%>
</div>
<# } #>
]}

WkldTabContentCase {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-case" data-entity="Case">
<%Macro('WkldTabContentDetail', detail='Case', $addlabel$='Add Link to Incident')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-case" data-entity="Case">
<%Macro('WkldTabContentDetailStep', detail='Case', $addlabel$='Add Link to Incident')%>
</div>
<# } #>
]}

WkldTabContentDocu {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-docu" data-entity="Docu">
<%Macro('WkldTabContentDetail', detail='Docu', $addlabel$='Add Link to Document')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-docu" data-entity="Docu">
<%Macro('WkldTabContentDetailStep', detail='Docu', $addlabel$='Add Link to Document')%>
</div>
<# } #>
]}

WkldTabContentMail {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-mail" data-entity="Mail">
<%Macro('WkldTabContentDetail', detail='Mail', $addlabel$='Add Link to Mail')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-mail" data-entity="Mail">
<%Macro('WkldTabContentDetailStep', detail='Mail', $addlabel$='Add Link to Mail')%>
</div>
<# } #>
]}

WkldTabContentOppo {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-oppo" data-entity="Oppo">
<%Macro('WkldTabContentDetail', detail='Oppo', $addlabel$='Add Link to Opportunity')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-oppo" data-entity="Oppo">
<%Macro('WkldTabContentDetailStep', detail='Oppo', $addlabel$='Add Link to Opportunity')%>
</div>
<# } #>
]}

WkldTabContentProd {[
<# if (!isStep) { #>
<div class="content tabs-content-item" id="tab-prod" data-entity="Prod">
<%Macro('WkldTabContentDetail', detail='Prod', $addlabel$='Add Link to Product')%>
</div>
<# } else { #>
<div class="content tabs-content-item" id="tab-prod" data-entity="Prod">
<%Macro('WkldTabContentDetailStep', detail='Prod', $addlabel$='Add Link to Product')%>
</div>
<# } #>
]}

WkldTabContentDetailStep {[
<div class="row">
<div class="small-2 medium-1 columns">
<button type="button" class="icon i-add" title="<%GetLabel('$addlabel$', context=ATTR)%>" data-msg="addLink;WrkStep;<#=@ data.key #>;$detail$"></button>
</div>
<div class="small-12 medium-11 columns">
<h3 class="section-title"><%GetLabel('$detail$s', context=TEXT)%></h3>
</div>
</div>
<div class="row">
<div class="small-12 columns wkld-detail-grid"></div>
</div>
]}

So I remove the if clause into the header and contents to remove the restriction on steps. And I added a macro called depending on if it's step or not. If yes the addling is done on WrkStep or if not on WrkStag.
I have missed something to finish the job.

Enabling PM Module allocation in single user agenda for a ressource

Thu, 27 Feb 2020 20:20:56 +0000

The green stripes in the agenda are shown only for the current user's agenda and I would like to implement this also when you're looking at the agenda of another (1) user, that user being a resource ( I already enabled the use of ressources in the PM Module in custom )

Goal is that one user can timesheet for external resources (persons) in a project but also can see in the agenda of that ressource when it's already allocated.

Efficy Overflow Q&A - Recent questions tagged projectmanagement-module

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

Delete WrkAlloc function in workflow

How to add Documents, tasks, products, opportunities, cases, mails to a Step like if it was into Stage.

Enabling PM Module allocation in single user agenda for a ressource