Efficy Overflow Q&A - Recent questions tagged template

Create a template (docx) with a table based on a specific sql request

Mon, 12 Feb 2024 08:39:22 +0000

Hi,

I want to create a template docx and I want to use something in order to create a table from a specific sql request

For exemple :
this request :

SELECT A.field1, B.field2, B.field3
FROM A INNER JOIN B ON (A.k_key = B.k_key)
WHERE condition

I would like to generate the table approximately this way in the template :

result = [$RunScript('getAcronyme', module='templateScripts/convention.js')]
[$GetTable('result ')] 
<#repeat><#F="field1"><#F="field2"><#F="field3"></#repeat>
[/$]

I know that dosen't work like that, but how could I do to have this result ?

thanks in advance

Invoice module: Invoice batches > product order is alphabetical, order should be by K_SORT

Mon, 02 Oct 2023 15:08:26 +0000

When using Invoice module: Invoice batches
=> product order in PDF invoices is alphabetical, but order should be by K_SORT

Template we are using is build with fragments:

| <#F=Quantity> |<#F=Name> |

I tried to adjust SYS _TABLEVIEWS, but no success:
[SELECTORDERBY] = DOCU _PROD.K _SORT

Where can I change the sort order for invoice outputs?

How can I insert (picture or signature) into a Word template by using runscripts into a contact array

Mon, 07 Aug 2023 14:46:34 +0000

Hello I have to generate a template with a list of contacts.
Here it's simple, but for each line I have to insert a signature field.

I have to detect if contact has signed on the morning then on the afternoon or maybe only one of these conditions.

So we decided to use runscripts. In that case it's working if I display only the name and firstname, but the goal is to be able to display his signature to.

And here we haven't be able to run the template without errors.
What kind of trick can we use to generate a such document ?

I also tried to use some arguments like for type memo for instance.
But the document is corrupted. When I keep the syntax <#F=PICTURE> or <#F=F_SIGNATURE> it merge with only this indication : (blob)

Thank's Laurent

Template with generateProposal function

Thu, 08 Apr 2021 12:44:36 +0000

Hello,

When I use the generate Proposal function to generate a template with linked products, the font of the getTable ('Prod') block is automatically in Arial while the rest of the document has another font.

Is it possible in the options of the function to define the font?

DOCX quotation template with a page per

Thu, 25 Jun 2020 12:33:56 +0000

For a customer I need to create a DOCX template wich contains a Fixed coversheet and a product page for each product linked to the document. In these product pages I want to use the "normal" Efficy fields (PRODUCTS fields, DOCU_PROD fields, OPPORTUNITY fields etc.)

I can already create a product sheet template (without any scripting) with al the information we need, but it is only filled with the information of the first linked product.

Use GetTable in a file excel

Wed, 22 Apr 2020 13:52:15 +0000

It is unfortunately not possible to use the "GetTable" function in the excel file.
This function is only available for the word format

Is there a workaround, a form to be filled in on the lines of the table to include the different information related to the products?

Without the GETABLE form, I can retrieve the information of the first product but not of the following ones...

If this is not possible, is it possible, in the word document to use the GETABLE formula but with a table with several lines, some of which would remain empty as for the Excel table?

Thanks in advance

Change order of GetTable function in template

Mon, 09 Sep 2019 14:05:17 +0000

Hello,

Using the GetTable function in a word template listing the linked products, is it possible to change the order of the products?

In other words, can we sort the products by, for example, the k_sort field?

Thank you.

Ken

Insert picture field in word template

Mon, 22 Jul 2019 15:18:46 +0000

Hello,

For a client using efficy 11.2, i would like to add a picture to the description for each linked product in a word template. This makes part of a table generated by the function GetRtfTable.

When using the add-in option "Insert picture field", the field appears in the list and i can add it to the table.

However, when generating the document the placeholder is always shown even when there is clearly a picture uploaded for that product.

Is there something else that i should be paying attention to? Some other setting?

Thank you,

Ken

Update with screen, the "no photo available" image is an image i chose as placeholder :

Docx template with runScript (formated)

Tue, 26 Mar 2019 13:31:33 +0000

Hi!
For one of our client I need to format a template via runScript. on my script I have 4 columns and few lines. I want to return these data in a table each columns in a cell and each line in a row, but I get all lines in one cell for each columns.

How can i get this working

Ps: the goal for the client is that each row will be separated by a horizontal line

thanks

How to display some fields from the table PROD_OPPO in my word template?

Wed, 02 May 2018 14:55:16 +0000

Hello,

Please i want to display some fields from PROD_OPPO table using an insert detail function or a run script, I got a field called "Site" in the relation (PROD_OPPO) ,
When i want to link a product to an opportunity i got fill in this field,

Note: the "Site" field in not in the product table.

Thanks,

MergeTemplate -> Cannot open template!

Thu, 17 Aug 2017 06:25:57 +0000

Hi Team,

I'm building an Extranet for a customer and I have to fill in some fields on a document when clicking a link. Until here, it works fine. After this I simply have to merge a template and store the key of this new attachment. This is done in the same edit context as before.

var editDocu    = Database.OpenEditContext(ntDocu, K_DOCUMENT);
var dataDocu    = Database.GetMasterDataSet(editDocu, 0);

dataDocu.Edit;
/** Here some fields are being filled in, this works. **/

var K_NEW_ATTCHM  = Database.MergeTemplate(editDocu, 7, null);
/** 
    Where 7 is the key of the template. The GUEST user 
    has full-control security on the template
**/

When this code gets executed I get the following error:

Cannot open Template! Can't show that item. It may have been deleted or you may not have the proper access rights to view this information.

The template (Key: 7) is an empty html template. The GUEST user has full-control security on the linked elements of the document.

Is there anything else that has to be done in order to make this work?

Thanks in advance :-)

Br,
Maxime

Get table in Html template

Thu, 17 Nov 2016 14:16:20 +0000

Bonjour,

Je souhaitais créer un tableau dans un email instantané depuis une opportunité afin d'afficher les produits qu'elle contient.

La documentation des templates indique d'utiliser la fonction GetHtmlTable.

J'ai copié le tableau donné en exemple dans mon modèle d'email :

[$GetHtmlTable("Prod", entity="Prod", columndefs="HTML Columns",
columns="NAME,QUANTITY{CENTER},PRICE{NUMERIC},DISCOUNT{CENTER},
COMMENT,VAT,TOTAL{NUMERIC}", sum="TOTAL")]

L'obtient une erreur en exécutant ce template :
ID: CORE-1285
Message: Empty Column Definition File: HTMLColumns

Comment et ou renseigner ce fichier sur une version d'Efficy en mode cloud ?

Merci d'avance,
Joseph

[Efficy 10] Adding e-mail template with images

Tue, 08 Nov 2016 15:46:39 +0000

Hi All,

Is there an easy way to convert an e-mail that contains multiple images from Outlook to Efficy template, without the need to place all the images on our website and link to those images?

How format as "HTML", a memo merged into an HTML TEMPLATE

Mon, 20 Jun 2016 16:22:01 +0000

The merged MEMO from an ACTION is not well formatted when it used into an HTML TEMPLATE.
Into a word template type=memo work perfectly but into an HTML it's not same.
I tried some keyword like RAW or HTML or RAW HTML without success.
All breaks lines or paragraphs are not interpreted.

Is there any way to do it very simple ?
Or should I again create a Runscript Function to pre-format the '/n' into '< br />' ?
No exemples found into EDN

Is there any options for date format in template more than listed in edn ?

Mon, 23 May 2016 16:04:17 +0000

I got a bug when using [$=ACTI.D_BEGIN,format='hh:nn']
If my action begin with a "before duration" then the starting date is bad formatted.

Exemple :
BASIC
1.I create a RDV which start at 09h00 AM
2.When merging D_BEGIN is 09h00 AM

WITH TIME BEFORE
1.I create a RDV which start at 09h00 AM + TIMEBEFORE 45mn
2.When merging D_BEGIN is 09h45 AM rather than 08h45 AM

I just need to have the value of DBEGIN (9h00).
So why the DBEGIN is wrong ?
How to get the basic hour begin without using an argument or runscript ?

I used this reference.
http://help.efficy.com/HelpEfficy/user/UserGuide/EN/index.html?helppage=templates_example_displayforma.htm

Template Script Return value containing $$ENCODE$$

Tue, 22 Mar 2016 08:48:40 +0000

Dear All,

I get the following Template Script from Efficy France and there is a particularity in it.
It return the value $$ENCODE$$ ... so what is it?

/*
usage
[$RunScript(name="GetListeParticipants1", file="DMS_CRSIPP",TypeResultat="var")]
var= ['NOMPRENOMFONCTION'] 
*/
function GetListeParticipants1(ContextHandle) {
                var K_DOCU = Database.GetFieldValue(ContextHandle, 'K_DOCUMENT')

                var Type = Variables.Values('TypeResultat')

                var QueryHandle;
                var SQLQuery = " SELECT CONTACTS.K_CONTACT, CONTACTS.NAME,CONTACTS.FIRSTNAME, " +
                               " CONT_COMP.JOBTITLE "+
                               " from <#table name = 'DOCU_CONT'> DOCU_CONT "+
                               " INNER JOIN <#table name = 'CONTACTS'> CONTACTS "+
                               " ON DOCU_CONT.K_CONTACT = CONTACTS.K_CONTACT "+
                               " LEFT OUTER JOIN <#table name = 'CONT_COMP'> CONT_COMP "+
                               " ON (CONTACTS.K_CONTACT = CONT_COMP.K_CONTACT AND CONT_COMP.D_END IS NULL AND CONT_COMP.MAIN = '1') "+
                               " LEFT OUTER JOIN <#table name = 'COMPANIES'> COMPANIES "+
                               " ON CONT_COMP.K_COMPANY = COMPANIES.K_COMPANY " +
                               " where DOCU_CONT.K_DOCUMENT = :PARAM1";

                var Result='';

                var QueryContextHandle = Database.OpenTemporaryContext;
                    var ResultDS = Database.ExecuteSystemSQLQuery(QueryHandle, QueryContextHandle, SQLQuery, K_DOCU, true, true, 0);
                    ResultDS.First;
                    while (!ResultDS.Eof) {
                        var RESULTTEMP=ResultDS.FieldByName('JOBTITLE').AsString;
                        if (Type=='NOMPRENOMFONCTION' && RESULTTEMP < 64) 
                            Result = Result +ResultDS.FieldByName('NAME').AsString +' '+ResultDS.FieldByName('FIRSTNAME').AsString +'[$LF]'+ResultDS.FieldByName('JOBTITLE').AsString +'[$LF]'+'[$LF]';
                        else
                            Result = Result +ResultDS.FieldByName('NAME').AsString +' '+ResultDS.FieldByName('FIRSTNAME').AsString +'[$LF]'+ResultDS.FieldByName('JOBTITLE').AsString +'[$LF]';
                        ResultDS.Next   
                    }
                return "$$ENCODE$$"+Result;
}

How does "GetTemplateFields" gets the entities and related fields in Office wizard?

Mon, 21 Mar 2016 15:39:46 +0000

Hello,

I'm stuck on a case for weeks and hope a little help from the Office integration experts.

A new entity fails in getting its own fields in the "field integration wizard" of the Office Add-In :

These fields seems to be retrieved by a function called GetTemplateFields (located the DLL, or somewhere else...).

Understanding what is the principle of the query launched by this function can help me a lot in fixing that issue!

Does anyone have some info about it?

Regards,
Cédric Edouard

Word Template with Time-Sheet records

Fri, 18 Dec 2015 09:33:26 +0000

Hello,

I would like to create a word template containing table with the timesheet records, this template will be lunched from Company consult context (we already made the link between Comp and Time in consult context). But apparently, "GetRtfTable('Time')" is not working. Mybe 'Time' is not considered by this function. We found a work around using "Runscript" in template. But my question is there any way to be able do it in the standard way "GetTable" or "GetRtfTable"? this standard entity and standard function, why it's not working? am i missing something?

Please let me know your suggestions and advises.

Thank you.
Best Regards.

How disable date into join file when created from template

Wed, 25 Nov 2015 13:05:50 +0000

It is possible to disable the rename automation when creating a new document from templates.
Date is added into the joined file. How to disable this ?

Efficy 2012 : e-mail template - using K_PUBLICATION in Serverscript

Mon, 16 Nov 2015 14:56:24 +0000

Dear all,

I recently had to display the field PUBL_CONT.NCOUNT in a Efficy 2012 template (which can not be done with [$=PUBL.CONT.NCOUNT]).

The issue I had was that I hadn't the K_PUBLICATION value to use it in serverscript (as you only have access to the Contact Context).

Here is how it has to be done :

in the e-mail template :

[$RunScript(name="RetrieveNtCount", file="CustomTemplate", idpubl="$$GetArgument('k_publication')")]

Then you can access it in serverscript with :

var K_PUBLICATION = Variables.Values('idpubl');

For those who need a ready-to-use example :

in SYS_STORAGE :

name : CustomTemplate

text :

function RetrieveNtCount(ContextHandle){

        var K_PUBLICATION = Variables.Values('idpubl');

        var DsEntity = Database.GetMasterDataSet(ContextHandle,0); 
        var K_CONTACT = DsEntity.FieldByName('K_CONTACT').AsString;  

        var EditHandle = Database.OpenEditContextRelation2(ntPubl, ntCont, K_PUBLICATION, K_CONTACT);
        var NCOUNT = false;

        try {
            var DataSet = Database.GetMasterDataSet(EditHandle, 0)
            DataSet.Edit()
            NCOUNT = DataSet.FieldByName('NCOUNT').AsString;

        } finally {
          Database.CloseContext(EditHandle)
        }

        return NCOUNT ; 
}

I hope that it will save you some time !

Geoffrey

how to merge a template for multiple contacts ?

Tue, 02 Jun 2015 07:45:35 +0000

Hello,

In a document with 10 contacts, i would used a Template to create a one document with 10 pages (1 per contact)

How a template could be used to generate 1 page per contact :
- options in function MergeTemplate ?
- using a detail table ?
- other ideas?

For information, this feature was standard (and therefore used) in elink.