Efficy Overflow Q&A - Recent questions tagged word

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

How to select a contact in a document generated from a company

Tue, 04 May 2021 15:15:04 +0000

Hello,

I am working on an invoice template in Word, with the Efficy Word integration. I save my document as a template.

In my document, among other things, I insert this :

[$=COMP.NAME]
[$=CONT.TITLE] [$=CONT.FIRSTNAME] [$=CONT.NAME]

Then, in Efficy, from a Contact, when I "Add Link to Document" > "Launch Template", I can show fields from both the Contact table and the Company table.

I notice that if a Contact has multiple links with multiple Companies, only the Company with the Main Link will be selected.

Now the problem I have is if I want to Launch Template, but from a Company. Then I am able to show Company name, but it won't retrieve any Contact field to show.

So my question is : is it possible to generate the document from a Company and show data from a specific contact ? For example I have contacts which have the Function "Invoicing Contact" and I would like to show fields from these.

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 :

Report of actions/visit to Word

Fri, 10 May 2019 13:23:56 +0000

Hello

Is there a way to use the Report module to produce a docx document (based on a template) in order to generate a report showing all actions (visits) of the previous week ?

I think this is achievable using the campaign functions but it can be "complicated" for users to go through the different step.
The report module seems to be able to do the job using Crystal Reports..but we haven't gone for this reporting solution - we went for Qlik...

One of the solution purchased by Efficy (Vente Partner) was doing this job very easily.
Clicking on a customized button, a csv file was exported to the local PC and then a .dot word document was automaticaly opened. A vba code was automatically launching a merging using the csv data...et voilà, report of the done week for the sales manager !

Any simple way to do something similar with Efficy ?

Patrice - MX France

Thumbnails of Word document

Mon, 11 Mar 2019 20:48:15 +0000

Hello,

Is it possible to create "thumbnails" of word documents and show them in the gallery ?
(like any PDF or IMG).

Regards,

Loïc

Error while saving word document in efficy

Mon, 10 Dec 2018 13:46:42 +0000

Hello,

While attempting to save a word document in effecy as a new document, the client receives following error message :

The document reference is a required field, so i can understand why this error is given. I can't however define a standard reference because there are multiple possibilities. And the client needs the field to be required.

After clicking OK, the document editing screen appears just fine with the document attached.

Is there a solution for this scenario? If the editing screen appears, why do i get the error message as if a document has been tried to be saved?

Efficy version is 11.1.

Thanks!

Merge multiple documents to one document

Tue, 05 Dec 2017 11:03:30 +0000

Hello,

Is it possible to merge multiple word documents already exists in Efficy to a new one? a client has multiple visit reports from multiple sales reps and he would like to merge them to one for management.

Thank you for your help in advance.

Best Regards.

How does Efficy Office Integration select Entities tree fields?

Mon, 02 May 2016 15:19:56 +0000

Considering the Efficy Office integration wizard :

How does this wizard selects the different sets of fields for each entity in the left column of the wizard ?

Can anyone explains how these fields are selected? Can we customize anything about that?

Best 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.