Efficy Overflow Q&A - Recent questions tagged projects

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?

How to use InsertDetail

Mon, 07 Mar 2016 17:40:44 +0000

I added a field F_PROJECT to the entity Actions which shows a lookuplist with a selection of our projects. This list works fine and the results are saved correctly.

The only thing I want to add now is that the project chosen in this list is added as main linked project. So I need to add a bit of workflow script with the database edit method InsertDetail or InsertDetail2 but I am not sure which one to choose and how to use these methods. Can someone give me an example of a similar script or explain how to do this? edn.efficy.com does not give enough explanation for me to accomplish this.

thnx!

Efficy 2014 - apply document filter on exportfiles function

Fri, 04 Dec 2015 12:09:14 +0000

Hi,
The function ExportFiles in Project consul exports all documents linked to the project. My customer would like to have this function using il any, the documents filter?
How can this be done?
Best regards
Anne