Efficy Overflow Q&A - Recent questions tagged reference

Change part of reference after commit on Efficy 10SP2+

Mon, 27 Nov 2017 14:32:53 +0000

Hello,

I'm trying in Efficy 10SP2+ workflow to apply the following function to modify part of a reference after commit, this reference has "cannot modify" checkbox ticked

function ModifyReference(EditHandle, Inserted){
    var DS = Database.GetMasterDataSet(EditHandle, 0);
    var reference = DS.FieldByName('REFERENCE').AsString;
    if(reference.indexOf('CI-###-') > -1){
        var d_terminate = DS.FieldByName('F_D_TERMINATION').AsString;
        var newReference= reference.replace('###', d_terminate);
        try{
            Database.DisableSecurity = true;
            Database.DisableWorkflow = true;
            Database.UpdateStringField(EditHandle, 0, "REFERENCE", newReference);
            Database.CommitChanges(EditHandle, false);          
        } finally{
            Database.DisableWorkflow = PrevWFState;
            Database.DisableSecurity = PrevSecState;
        }       

    }
}

But i'm always getting the following error, even same functionality used to work on previous versions

If i removed the checkbox tick on reference (so it can be modified), the script runs smoothly. But i;m pretty sure it was working with no problems on previous Efficy releases even with that checkbox ticked.

Please advise.
Thank you for your help in advance.
Best Regards.

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?

Automatically assign project when uploading email in Efficy

Mon, 30 Jan 2017 06:39:53 +0000

The subject of all emails we send to our customers starts with the reference number. This is something we agreed on.

Is it possible to automatically recognize the reference number in the subject when saving the email in Efficy? Would be great if we can automatically assign the project to the email!

Thanks for your help!