Efficy Overflow Q&A - Recent questions tagged word-template

Does anyone knows how to access the DOCU_DOCU relation inside a Template?

Wed, 14 Jun 2023 14:51:46 +0000

Does anyone knows how to access the DOCU_DOCU relation inside a Template?

I activated the relation DOCU_DOCU for a customer, everything is fine in Efficy Interface.

But I need to get information of DOCU_DOCU into a template, so I used : [$GetTable('Docu')] ... Word Table ... [/$] into my template ... but the table does want to be display in the resulting document and I don't have any errors.

I have correct data in the Database and when I merge the document I see that the following Query is called and it returns data.

select DOCU_DOCU.*, DOCUMENTS.REFERENCE, DOCUMENTS.NAME, DOCUMENTS.OPENED from DOCU_DOCU DOCU_DOCU join DOCUMENTS DOCUMENTS on DOCU_DOCU.K_DOCUMENT2 = DOCUMENTS.K_DOCUMENT
where (DOCU_DOCU.K_DOCUMENT = 227)
order by DOCUMENTS.NAME

Result of the Template

Cannot access certain field of Product in template

Fri, 14 Apr 2023 10:32:38 +0000

Hello,

I want to generate an Instant Document (using a docx template) of a contact, showing all products of that contact. I am able to show the NAME field of each product, but not R_FAMILY. For the latter, I get the following error:

Error while executing script "CreateInstantDoc" at line 820 char 3. (File "efficy\serverscripts\Create.js" line 231)
Message: "DS_DocuEdit_6_Docu_Prod: Field 'R_FAMILY' not found (word\document.xml)"

To link the products of the contact to the document, I added the following code to the CreateInstantDoc function in Create.js:

var Cont = Efficy.getMainDetail(DocuContext, ntCont);
if (Cont != 0) {
    Efficy.copyDetails2(DocuContext, ntCont, Cont, [ntComp, ntProj, ntProd], false, false);
    var ContContext = Efficy.openConsultContext(ntCont);
    var QueryHandle = 0;
    var ProdDataSet = Efficy.consultDetail(QueryHandle, ContContext, Cont, ntProd, true, true, 0);
    ProdDataSet.First;
    while (! ProdDataSet.Eof) {
        var K_Product = ProdDataSet.FieldByName('K_PRODUCT').AsFloat;
        Efficy.insertDetail2(DocuContext, ntProd, K_Product, false);
        ProdDataSet.Next;
    }
}

In the docx template, I use the following:
[$GetTable('PROD')] <#repeat><#F=R_FAMILY></#repeat> [/$]

Could you help me with this?

Convert number to letter multilingual to display in Template

Fri, 03 Mar 2023 15:20:22 +0000

Do we have a module to convert number to letter, in order to display the number in letter into a template?

Custom filename after launch template

Tue, 14 Sep 2021 08:19:51 +0000

How can I manipulate filename after launching a template?
For example I want to have the reference as prefix in my filename

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?

Can I use a virtual field as a template merge field? (usage= p)

Mon, 03 Aug 2020 09:27:58 +0000

Can I use a virtual field as a template merge field?
SYS_FIELDS: (usage= p)

Currently I get empty results when merged results.

For example:

[$=PROJ.V_PRODUCTVALUE_Y1] or [$=PROJ.V_TOTALVALUE_Y1, FORMAT=",0.00"]

Et cetera.

Can i use [$GetTable] filter param to get specific results? (Document Tempalte)

Mon, 02 Mar 2020 11:33:54 +0000

Hello,

Context : Docx template.

I want to get the list of linked actions to a publication.

The specific is that i need to get only the actions that has a specific type.

Could i use the param 'filter ' of the [$GetTable('ACTI')] function to get this result? and how?

Or do have another solution?

Thanks

Regards,
Akram

launch template from Publ or Prof Consult! Efficy 11.2

Wed, 09 Oct 2019 09:25:57 +0000

Hello,

I want to launch a template threw a consult commande From Publications Consult page, i've created this function to take the directly the template key in parameters:

const launchTemplateFromConsult = (template) => {
var extraParam = format('template=$0&Key={key}&{entity}= 
                {key}&copydetail={entity};{key};Comp;Cont,Proj;Oppo', template);
EditNewWithScript2('Docu', extraParam, 'serverscripts/Create', 
                'CreateInstantDoc');
};

My problem is that when the document is created the copy detail function does not work properly like (contacts or companies are not copied), i don't know if there is some thing missing

I've also add this 2 lines in the Create.js in the CreateInstantDoc function to copy the details that i need,

var Publ = Efficy.getMainDetail(DocuContext, ntPubl)
Efficy.copyDetails2(DocuContext, ntPubl, Publ, [ntComp, ntCont, ntProj, ntOppo], false, false)

but the function steel not working.

Could you help me please?

Thanks

Word Template did not fill fields from relation table of a new created entity

Wed, 25 Sep 2019 09:11:24 +0000

Hi all,

I created 2 (Contracts and Brands) new entities in Efficy, now I have a problem with a Word template.

On the template I need information from "Contracts" and also from "Brands". I added all needed fields to the template, but when running the template i.e. from the "Contracts" entity, the related information from "Brands" are empty.
The same when I run the template from "Brands", then "Contracts" informations are not filled.

So it seems that I missed something but could not find what, any hint would be very helpful.

Thanks in advance and best regards

Stephan

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,

[Efficy 10] Image in template received by HTTP request

Tue, 03 Apr 2018 07:04:18 +0000

Hi,

I have to add an image into a template which is received by HTTP request (post) from a serverscript. I don't find any way to append it on .rtf template.

When the request is done, I save the image on HDD (I didn't found an other way to save the binary, if you have something, I take!) and now, I should add this image on template.

How can I do it, please ?
Thanks for your help,

Best regards.

Adding image (out of Product Record) in producttable in Word Template

Fri, 13 Jan 2017 11:01:11 +0000

Adding image (out of Product Record) in producttable in Word Template

==> has anyone done this before ?

How to use a html formatted memo in a word template?

Fri, 30 Oct 2015 08:23:22 +0000

Hi,

Is it possible to use the HTML formatted memo in a word template? (Efficy 2014)

the tests I ve done so far only use the brute text memo.

Regards,

EFFICY 2014 - Product table in Template

Tue, 01 Sep 2015 13:50:56 +0000

Hi,

I've add a product table in a template with only <#F=NAME> and <#F=QUANTITY> but the merge document give me the following error on opening:
Illegal qualified name character
Where could that come from?

I also need to add the product category name (RFAMILY) in the products table. Can I replace PRODUCTS the tableviews entry DocuProd by R_PRODUCTS to get that field? What could be the consequence on other processes?

Thanks and Regards
Anne