Efficy Overflow Q&A - Recent questions tagged widget

Setting default widget list per user group

Fri, 06 Sep 2024 09:35:27 +0000

Hi everyone !

Maybe is it a stupid question but i havn't found any documentation on how to add default widgets to the dashboard of a group of user.

We are switching from efficy 11 to 12 and we have a large custom to adapt to the specifications of v12.
Previously we made changes to the WidgetsTody.htm file but now that there is some change in v12 for the widgets (making them a system entity) i'm unable to reproduce its comportment.

If not possible could we at least pre load the favorite widget list when user is trying to add a widget ?

Thanks in advance

Show iframe widget with parameters in URL

Mon, 08 Jan 2024 10:22:27 +0000

We have a PowerBi report I want to show via an iFrame in the dashboard of a customer.
I can add the iFrame url but I would need to dynamically add the {KEY} of the customer as a filter in URL so the iFrame report is filterd on the correct customer.

https://app.powerbi.com/reportEmbed?reportId=5...&pageName=ReportSection...&filter=Efficy_x0020_uitvoer/CompaniesKey eq {KEY}

This should be the result

How can we integrate AmCharts 5 in Efficy 12?

Wed, 04 Oct 2023 08:32:26 +0000

This is my example code, but the Widget window stays blanc

"MacroWidgetCustom.txt"
/* macrofile=MacroWidgets&macro=am5Demo */
am5Demo {[
<%UseScript('custom/js/amcharts5/index', fixedline=T)%>
<%UseScript('custom/js/amcharts5/percent', fixedline=T)%>
<%UseScript('custom/js/amcharts5/themes/Animated', fixedline=T)%>

#chartdiv2 {
width: 100%;
height: 100%;
}

// Create root and chart
var root = am5.Root.new("chartdiv2");

root.setThemes([
am5themes_Animated.new(root)
]);

var chart1 = root.container.children.push(
am5percent.PieChart.new(root, {})
);

// Define data
var data1 = [{
country: "France",
sales: 100000
}, {
country: "Spain",
sales: 160000
}, {
country: "United Kingdom",
sales: 80001
}];

// Create series
var series1 = chart1.series.push(
am5percent.PieSeries.new(root, {
name: "Series",
valueField: "sales",
categoryField: "country"
})
);

series1.data.setAll(data1);

// Disabling labels and ticks
series1.labels.template.set("visible", false);
series1.ticks.template.set("visible", false);

series1.slices.template.states.create("active", {
shiftRadius: 0,
stroke: am5.color(0x995522),
strokeWidth: 5
});

]}

Download site:
https://www.amcharts.com/download/

Download files:
https://www.amcharts.com/dl/amcharts5/

Widget Efficy 11.3 type Grid and Export Excel

Tue, 30 Jun 2020 15:32:44 +0000

A customer would like to be able to export the Grids in widgets in Excel Format.

Is it possible and does anyone already have done something similar ?

RSS widget in Efficy 11.3 ?

Fri, 26 Jun 2020 09:46:14 +0000

Is it possible in 11.3 to add an RSS feed as a widget?
Like there was in Efficy 2012 ?

Widget security

Fri, 20 Mar 2020 11:05:38 +0000

Hello,

Is it possible, in Efficy 11.3, to restrict the availability/visibility of a widget to only a specific group?

In other words, is it possible to restrict some widgets in terms of security?

Thank you.

Ken

Show iframe widget with parameters

Mon, 27 Jan 2020 15:32:02 +0000

Efficy 11.3 is able to show a static Iframe as far as I can see here: https://help.efficy.com/edn/admin/crft_11_kpi_widg
Is it possible to add a dynamic key to the URL, for example like Macros: &key={key}
or is there any other way to create dyamic content in Efficy which shows information from other webbased applications or SQL-server Report server?

Unable to get Widget Macro to work in 11.3

Mon, 27 Jan 2020 15:06:11 +0000

We've got a macro which used to work in Efficy 11.1. The macro is supposed to show the project area at the dashboard tab. But in 11.3 it is not showing anything.

In 11.3 we tried to add the same widget again, but now using the new widget entity. The Macro-widget is loaded using: macrofile=MacroWidgets&macro=Projectgrens&key={key}

Should this still work in 11.3? And if so, any idea what is going wrong here?

Projectgrens.Oppo [
<%LoadScript("serverscripts/Projectgrens.js")%>

 <link rel="stylesheet" href="https://unpkg.com/leaflet@1.5.1/dist/leaflet.css"
  integrity="sha512-xwE/Az9zrjBIphAcBb3F6JVqxf46+CDLwfLMHloNu6KEQCAWi6HcDUbeOfBIptF7tcCzusKFjFw2yuvEpDL9wQ=="
  crossorigin=""/>

<script type="text/javascript">
var geojsonFeature;
$( document ).ready(function() {
geojsonFeature = <%RunScript("getOppoCoordinates")%>;
oppoReference = <%RunScript("getOppoReference")%>;
var oppoKey = <%GetArgument('key', context=ATTR)%>;
run(geojsonFeature, oppoKey);
});

function run(json, oppoKey) {
var mymap = L.map('mapid');

L.tileLayer('https://api.tiles.mapbox.com/v4/{id}/{z}/{x}/{y}.png?access_token=pk.eyJ1IjoibWFwYm94IiwiYSI6ImNpejY4NXVycTA2emYycXBndHRqcmZ3N3gifQ.rJcFIG214AriISLbB6B5aw', {
maxZoom: 18,
attribution: 'Map data &copy; <a href="https://www.openstreetmap.org/">OpenStreetMap</a> contributors, ' +
'<a href="https://creativecommons.org/licenses/by-sa/2.0/">CC-BY-SA</a>, ' +
'Imagery © <a href="https://www.mapbox.com/">Mapbox</a>',
id: 'mapbox.streets'
}).addTo(mymap);

var geojsonLayer = L.geoJSON(json).addTo(mymap);
mymap.fitBounds(geojsonLayer.getBounds());

var popup = L.popup();

function onMapClick(e) {
popup
.setLatLng(e.latlng)
.setContent('<a href="https://projecten.cobra360.nl/index.php?@projecten&id=' + oppoReference + '" target="_blank"> Klik hier om de projectenviewer te openen</a>')
.openOn(mymap);
}

mymap.on('click', onMapClick);
}

</script>
<div id="mapid" style="width: 100%; height: 400px;"></div> 
]

Widget dashboard list columns definition

Fri, 17 Jan 2020 09:52:39 +0000

Hi,
I got a problem with column definition on dashboard widget of type list.
I made a selection with this structure:
tables: actions, acticomp, companies
fields: kaction, subject, done, dbegin, name, kcompany

on column section I show kaction, kcompany, name(comp) {DEFAULT} or {EDIT}

But when I click on Name an error occur because the key is the kaction and not the kcompany.
javascript:view('Comp', XXXXX) XXXX = k_action
I try the same case without custom and got the same result.

Calculate the total of column in a grid widget

Tue, 26 Nov 2019 12:19:28 +0000

Hello Efficy community,

I am upgrading our Efficy from 11.1 to 11.3.
In the 11.1 version we used a lot of macros to create widgets according to our style.
However, in the new 11.3 version we try to implement those macros as a grid, so that with future upgrades those widgets will be upgradet as well.

Now I got the following 'problem'. In 11.1 we calculated the total of some columns, like this:

However, when creating the widget as a grid, this seems to be no option (yet).
Do I miss something? Or will this be an option within future releases of Efficy?

I am looking forward to the responses!

Issues with using $KEY$ in native SQL-query widgets

Thu, 14 Nov 2019 13:32:25 +0000

We've got a native SQL query in Efficy containing the parameter ...where K_PROJECT = :param1
When creating a widget out of this I read in the documentation it should be possible to use the widget within a project dashboard using $KEY$ as variable. So I added the $key$ as parameter and used 'Element' as type for the widget. See screenshot.

When executing the query from Queries directly, it works fine. But when requesting the data using a widget within the project dashboard, the data cannot be retrieved. See screenshot. Any ideas what is going wrong here?

Access the table "sys_changed" with queries module (and KPI)

Tue, 15 Oct 2019 16:30:15 +0000

Hello the team,

One of my customer would like to create KPI (with the widget module), based on the sys_changed table. They would like to know when and who change the value of the field "status".

Is that possible to get this in a widget (without developing the widget himself, but the access to the sys_changed table).

I wrote this query a long time ago, in pure SQL to do that (can probably be improved) :

select 
(select name from opportunities where k_opportunity = sc.K_1) as name,
(select status from lk_oppo_status where k_oppo_status = sc.comment ) as 'Before change',
sc.d_change, 
(select status from lk_oppo_status where k_oppo_status = 
       ( select COMMENT from 
             (
                    select top 2 comment, K_3, K_TABLE, K_1, D_CHANGE, Row_Number() over (order by d_change) as rownum 
                    from SYS_CHANGED 
                    where d_change > sc.d_change and K_TABLE = sc.k_table and k_3 = sc.k_3  and K_1 = sc.k_1
             ) as sc2
       where sc2.K_3 = sc.K_3 and sc2.K_TABLE = sc.K_TABLE and sc2.K_1 = sc.K_1 and rownum = 1
)
) as 'After change',
( select D_CHANGE from 
       (
             select top 2 comment, K_3, K_TABLE, K_1, D_CHANGE, Row_Number() over (order by d_change) as rownum 
             from SYS_CHANGED 
             where d_change > sc.d_change and K_TABLE = sc.k_table and k_3 = sc.k_3  and K_1 = sc.k_1
       ) as sc2
where sc2.K_3 = sc.k_3 and sc2.K_TABLE = sc.K_TABLE and sc2.K_1 = sc.K_1 and rownum = 1
) as 'after change date'
from sys_changed as sc
where sc.K_TABLE = 22000 and sc.k_3 = 12  and year(d_change) > 2015 and (select nature from r_opportunities where k_opportunity = sc.K_1)  = 6
order by d_change desc

Regards,

Loïc

error when add widget in local: TWidgetRequestHandler - Required Argument not found: "ITEMS"

Thu, 13 Jun 2019 18:04:35 +0000

Hi,
I am in local in efficy 11.2
I had the following error in the console when I want to press ok to add a widget in local.

Access to XMLHttpRequest at 'https://xxxx.efficytest.com/crm/widget?action=todayadd' from origin 'http://127.0.0.1:1026' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header is present on the requested resource.

then I changed my appBase in the custom.js

and now it shows me another error;

TWidgetRequestHandler - Required Argument not found: "ITEMS"

at this in the Base.js: errorfunc(msg.replace(/"/g,'"'), det);

function IsNotEfficyErrorHtml(html, errorfunc) {
if (typeof errorfunc !== 'function') {
errorfunc = (typeof console === 'object' && typeof console.log === 'function') ? console.log.bind(console) : function () {};
}
var errPos = html.indexOf('<span id="error-message">');
var tagPos = html.indexOf('<!--ISEFFICYERROR-->'); // will be -1 if html is a memo where a user copied and pasted the error page, HTML comments do not get copied
if (errPos >= 0 && tagPos >= 0) {
var msg = html.substring(errPos + 25,html.indexOf('</span>', errPos + 25)); // = html.match(/<span id="ErrorMsg">((.|[\r\n])*)<\/span>/)[1] but IE has regex issues
var detPos = html.indexOf('<div id="Scrollbox">', errPos);
var det = (detPos >=0) ? html.substring(detPos + 20,html.indexOf('</div>', detPos + 20)).replace(/"/g,'"') : '';
if (errorfunc === alert)
msg = msg.replace(/<br>/g,'\n').replace(/[\n\r]+/, '\n');
errorfunc(msg.replace(/"/g,'"'), det);
return false;
}
else {
return true
}
}

any ideas what's wrong ?

Hide widgets in overview when not applicable

Tue, 19 Jun 2018 10:01:00 +0000

Several entities have an Overview tab with several widgets. I would like to make it possible to hide when they are not applicable. This can be the case when:

there is no content. For example no recent emails.
the widget does not meet criteria I determine on the backend (I also need to know how to define these criteria). For example we've got an overview tab at the project entity, but I would like to show or hide certain widgets depending on the type of project.
the user has no rights to see the widget
optional: every user can define by himself to collapse a certain widget like the dashboard/ startscreen of Efficy.

How should I manage the widgets in such a way that I can meet the criteria above? Would be great if there are more options to make the widgets more flexible.

Thanks for your help!

retrieve text argument from url

Tue, 26 Dec 2017 17:01:22 +0000

Hi,

For a custom widget I need to get back a text argument
In the macro file I have : dialog?entity=Acti&MACRO=CustomsCharts&widgetId=1&queryId=857&chartType=pie&MACROFILE=......

and at the bottom of the file
CustomsCharts {[

alert(' arg : ' +<%GetArgument("chartType")%>)

]}

the alert show nothing but if i change "pie" to a number is working ??
So How can get my pie text back ?

display external web page in widget

Tue, 12 Dec 2017 11:08:52 +0000

Hi,
I try to display an external web page in an iFrame inside a widget but I got this error;
Refused to display 'http://www.xxx.fr/' in a frame because it set 'X-Frame-Options' to 'SAMEORIGIN'.
Is there a way to set the iFrame to by pass this problem

Force Widget to specific user(s)

Fri, 08 Sep 2017 14:48:28 +0000

Probably a simple one,
but never done it before an maybe handy for everyone,

How can we push a (new) widget on the dashboard of specific user(s) ?
with an sql script maybe ?

How would I create a new widget? Is there a how to guide?

Wed, 26 Jul 2017 15:07:54 +0000

Hi all!

I need to integrate the result of a query into a new widget.
What's the best practice to do this? There is nothing in edn!?

This is what I did, but I think I am missing something here:

Edit MacroWidgetsCustom.txt and add somthing like:

CustomerAnniversaries {[<%LoadScript("serverscripts/Global.js")%>                                     
    <%RunQuery(id="CustomerAnniversaries", store="59", SQL="exec  ADMINALS.CUSTOM_CONT_ANNIVERSARIES :p1;", Param1="%%GetUserKey()")%>
    <%GetDataGrid(query="CustomerAnniversaries", columndefs="GridColumns.txt", entity="CONT", noheader=true, count=-1, columns="SampleColumn1,SampleColumn2,SampleColumn3,SampleColumn4")%>
]}

Then edit:MacroDashBoardCustom.txt and add

<%Macro("WidgetTemplate59", $MACRO$="TodayWidget", $COLLAPSE$="0")%>

ContainerWidgetsDefault3 {[
<%Macro("WidgetTemplate59", $MACRO$="TodayWidget", $COLLAPSE$="0")%>
]}

"Refresh Settings" in Admin....

Bute the Widget won't show up the the widget list ...
What is wrong here?

Thank you
Tim

is it possible to create a multiple drilldown with HighCharts

Thu, 04 May 2017 10:28:04 +0000

I want to display CA for family product then be able to down to the articles in this families.
I try this but drilldown doesn't work if I have double call.

Here the code into my macro

<div id="containerCommCAProd" style="height: 260px; margin: 0 auto; overflow: hidden"></div>
<%LoadScript("serverscripts/Highcharts.js")%>
<script>
    <%Macro("HighChartsTheme")%>
    this._chart = new Highcharts.Chart({
        chart: {
            renderTo: 'containerCommCAProd',
            type: 'column'
        },
        title: {
            text: 'CA Mensuel'
        },
        xAxis: {
            type: 'category'
        },
        yAxis: {
             title: {
                text: 'CA'
            }
        },
        legend: {
            enabled: true
        },
        plotOptions: {
            series: {
                borderWidth: 0,
                dataLabels: {
                    enabled: true,
                    overflow:"none",
                    crop:false,
                    rotation: 310,
                    x: 4,
                    y: -15
                }
            }

        }
        ,
        series :[ {name: 'Produit', colorByPoint: true, 
        <%RunScript("GetFirstDrillDown", CompID="%%GetKey()",UserId="%%GetUserKey()",Type="CA",detail="%%GetDetail()")%>}
        ]
        ,
        drilldown : {
            series : [{name: 'Article', colorByPoint: true, data: [
            <%RunScript("GetSecondDrillDown", CompID="%%GetKey()",UserId="%%GetUserKey()",Type="CA",detail="%%GetDetail()")%>], 
            drilldown : {
                series : [<%RunScript("GetThirdDrillDown", CompID="%%GetKey()",UserId="%%GetUserKey()",Type="CA",detail="%%GetDetail()")%>]
            }
        }]
        }
    });
</script>

here the statics test data I inject

GetFirstDrillDown :

ChartKey ="data: ["
    ChartKey +="{name: 'Beurre au 01/2016', y: 56.33, drilldown: 'BEURRE-01-2016'},{name: 'Chevre au 01/2016', y: 20.10, drilldown: 'CHEVRE-01-2016'}"
    ChartKey +="]"

GetSecondDrillDown :

ChartKey = "{ name: 'BEURRE', id: 'BEURRE-01-2016', data: [['BEURRE NIZO',30.12],['BEURRE-BIO', 15.26, {name:'BEURRE-BIO-01-2016', y:15.26, drilldown: 'BEURRE-BIO-01-2016'}],['BEURRE AOC',10.48]]}"

GetThirdDrillDown :

ChartKey ="{ name: 'BEURRE BIO', id: 'BEURRE-BIO-01-2016', data: [['BEUR DSELMER BIO GFERM 250GC3K',30.12],['BEURRE DSEL BIO GFERM 250G C5K',15.26],['BEUR DX BIO BDA PAIN5K B540KPB',10.48]]}"

Who want the birthday widget back? there it is

Tue, 24 Jan 2017 16:27:22 +0000

Dear partners and Efficy workers,

as far as I work with Efficy, The birthday widget is here to help me to remember the birthday of my pretty awesome coworkers.

since Pascal is out of the serverscripts language I ve remake the widget with real improvement.
Have it as a tribute to the community that loved it.

in macroWidgetsCustom this will add the entry in the available widget list only for the users of the SPECIAL group :

WidgetTemplate5@SPECIAL {[<%Macro("$MACRO$", $KEY$=5, $KIND$="Macro", $TITLE$="Today's Birthdays",
    $ICON$="../efficy/img/user16.gif", $COLLAPSED$="$COLLAPSE$", $SENTITY$="User",
    $CONFIG$=|{url:"dialog?entity=Acti&_MACRO=BirthdayEfficy&_MACROFILE=MacroWidgets.txt"}|)%>]}

In the same file : This will drag the magic back on line :

BirthdayEfficy [
    <%LoadScript("serverscripts/NL_server_birthday.js")%>
    <%RunScript("getBirthdays")%>
]

then add a NLserverbirthday.js file in your custom/serverscripts with this content :

function getBirthdays(){
    var result = '<table style="width: 100%; margin-bottom: 0px;"><tr><th colspan=2>A venir</th></tr>';

    var picBirthday = '<img src="<%GetCustomBase()%>img/birthday2.gif" style="width: 100%;"/>';
    var isBirthday = false;

    var 
        qh = 0,
        context = Database.OpenTemporaryContext(),
        sql = "";

    sql += "select TOP 3 ";
    sql += "    U.FULLNAME  ";
    sql += "    ,left(convert(nvarchar(10), C.BIRTHDAY, 103), 5) as birthday  ";
    sql += "    ,case when cast(getdate() as date) > cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        then cast(year(getdate()) +1 as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        else cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "    end as nextBirthday ";
    sql += "    ,case when getdate() > cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        then datediff(day, GETDATE(), cast(year(getdate()) +1 as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "        else datediff(day, GETDATE(), cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "    end as daysToBirthday ";

    sql += "from  ";
    sql += "    ADMIN.ACC_ACCOUNTS U ";
    sql += "    inner join ADMIN.CONTACTS C on C.K_CONTACT = U.K_CONTACT ";
    sql += "where C.BIRTHDAY is not null ";
    sql += "order by  ";
    sql += "    case when cast(getdate() as date) > cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4) ";
    sql += "        then datediff(day, GETDATE(), cast(year(getdate()) +1 as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "        else datediff(day, GETDATE(), cast(year(getdate()) as nvarchar(4)) + right(convert(nvarchar(8),C.BIRTHDAY,112), 4)) ";
    sql += "    end asc";

    var ds = Database.ExecuteSystemSQLQuery(qh, context, sql, "", true, true, 1);
    ds.First;

    var today = new NL_date();
    today = today.toString("dd/MM");

    while (!ds.EoF) {
        if (today == ds.FieldByName("birthday").AsString) {
            result = '<table style="width: 100%; margin-bottom: 0px;"><tr><th colspan=2>C\'est le grand jour</th></tr>';
            result += '<tr><td colspan=2>' + ds.FieldByName("FULLNAME").AsString + '</td></tr>';
            result += '<tr><th colspan=2>A venir</th></tr>';
            isBirthday = true;
        }
        else{
            result += "<tr><td>" + ds.FieldByName("FULLNAME").AsString + "</td><td>" + ds.FieldByName("birthday").AsString + "</td></tr>";
        }

        ds.Next;
    }

    result += "</table>";

    result = (isBirthday)? picBirthday + result: result;

    return result
}

function NL_date(_date){
    this.date;

    this.date = (_date)? _date : new Date();
}

NL_date.prototype.toString = function(_format){


    var result = "";

    var yyyy = this.date.getFullYear().toString();
    var MM = (this.date.getMonth()+1).toString();
    var dd  = this.date.getDate().toString();

    dd = (dd.length == 2)? dd: "0" + dd;
    MM = (MM.length == 2)? MM: "0" + MM;

    result = (_format)? _format: "yyyyMMdd";
    result = result.replace(/yyyy/i, yyyy);
    result = result.replace(/MM/, MM);
    result = result.replace(/dd/i, dd);

    return result;
}

Feel free to change the Ugly hardcoded labels I ve used in there... (line 2 and 42)
And finally add in your custom/img folder a gif you want to appear for the birthday (i ve called it 100% width it s going to be huge^^)

I personnaly recommand my selection :

https://media.giphy.com/media/ToMjGpM3hk5UL5UMQ4o/giphy.gif

have the preview here :

Last part add the users you want to a group called SPECIAL (don't add your boss imho)

Enjoy

how to consider my new tab as an Ovrw tab?

Wed, 06 May 2015 09:23:04 +0000

Hi,

I created a new tab in an entity consult, I named it Frma. This tab displays widget but buttons from widgetheader are not working.

This is the widget code :

OvrwQualifications {[   
      <div class="Widget" _key="$KEY$" _icon="$ICON$" _kind="$KIND$" _title="$TITLE$" 
    _link="$LINK$" _hint="$HINT$" _collapsed="$COLLAPSED$" _config='$CONFIG$'>      
                  <%Macro("**WidgetHeader**", $ENTETE$="$TITLE$")%>         
                   <div id="Qualifications" class="WidgetBody WidgetKind$KIND$ has-icons">                  </div>  
     </div> ]}

When i called the same widget in the Overview tab, it worked correctly.

So the question is how to consider my Frma tab as an Ovrw tab?

I created the Frma Tab as follow :

    DetailCommands..Frma {[#EMPTY#]}
    DetailSwitch..Frma {[<%Macro("DetailSpecial"%>]}
    DetailSpecial..Frma {[  
        <div id="dash-board">
            <div class="Widgetbox" rel="1" style="width:49.7%; float:left">
                <%Macro("OvrwQualifications ", rights="", $SENTITY$="", $KEY$=1,
                                 $KIND$="Page", $TITLE$="Metiers", $ICON$="", $LINK$="", 
                                 $HINT$="",  $CONFIG$=|{noreload:true, noclose:true}|)%>
            </div>
            <div class="clear"></div><br>
        </div>
    ]}

Thanks in advance,
Cyril