Efficy Overflow Q&A - Recent questions tagged workflowscript

How to queue a function call in a workflow script to execute it async?

Wed, 12 Nov 2025 08:29:40 +0000

Hi,

I am working on an integration with Efficy and Exact. One of the flows i need to implement is uploading invoices from exact to Efficy as an attachment. I currently put it in a workflow function and it works fine. However, this flow is very slow (multiple calls to exact so can't make it faster) and is blocking the end user from doing anything for 20-30 seconds. Is there a way without using schedulers to execute this flow in an async way? A bit like queueing that the function should be executed in the background.
Or is the only solution using a scheduler service and just use a small time interval?

Syntax for function OnAddLinkOppoPubl(Key, DetailKey)

Tue, 22 Apr 2025 10:17:09 +0000

Hi,
What is the syntax using the function OnAddLinkOppoPubl(Key, DetailKey) ?
I just want to update the STATUS field of the opportunity after adding a link from the publication to the opportunity.
Thank you
Dimitri

How do I know if an email is blocked in SYS_MAILS because of an incorrect address?

Mon, 05 Dec 2022 16:48:21 +0000

Hello,

How do I ensure that the sending of emails stored in SYS_MAILS continues to be sent when an email address in the batch is incorrect?

In previous versions, all emails left, even if an address was wrong.

In the logs, we see that Efficy has detected that an address is wrong but noboby is informed and the mailings are blocked.

What is the solution?

Thank you

Dimitri

In the workflow, is is possible to interact when generating a .pdf file from a .docx file ?

Mon, 14 Nov 2022 10:06:25 +0000

Hello,

The .docx file is markedup as an "FACTURE" in a custom column named "TYPEDOCUMENT".
When creating a .pdf file from this .docx file, I need to markup this .pdf file in the same column named "TYPEDOCUMENT" with "FACTURE".
How can I do this ?
Does it exist a JS function like "OnCreatingPdfFile" ?
Thank you
Dimitri

Efficy.currentUserCode() is returning email address

Wed, 01 Sep 2021 09:39:39 +0000

Customer reports:
Efficy.currentUserCode() is returning email address

When renaming a document name by workflow script a usercode is wanted as part of the documents name.
But the email address of the current user is returned.

By the way, I can not reproduce this issue. Debugging does not provide any answers.
The problem occurred after upgrading to Efficy 12.0

Anyone a clue?
Efficy (Build 12.0.25231.0 2021-06-25 10:33)

Could we create companies reference using Efficy designer?

Thu, 03 Oct 2019 10:23:57 +0000

Hello,

I want to create a reference for companies, could we use the designer or we should do it using a database workflow?

Thank you

Regards

How can I generate .PDF from .DOCX attachment in workflow?

Mon, 12 Aug 2019 12:05:12 +0000

We want a related .PDF attachment for each .DOCX template generated invoice.
Can we do this in workflow/serverscript?

avoid relation cont-comp modification

Tue, 10 Jul 2018 12:32:19 +0000

Hi,

I try to avoid the modification of a main relation using workflow and I get troubles:
With the code below when I try to modify or delete relation by edit relation on contact THIS WORK
but when I edit contact and change/delete on the right side the company link nothing is trigger and the link is change ???

How can I avoid the fact that the relation can be change on edit contact ?

Best regards.

here is my code:

function BeforeCommitContComp(EditHandle, Inserted) {
    log("beforeCommitContComp");
    var 
        ContCompDataSet = EfficyAPI.GetMasterDataSet(EditHandle, 0),
        ContKey = ContCompDataSet.FieldByName('K_CONTACT').AsFloat,
        ContMain = ContCompDataSet.FieldByName('MAIN').AsString;
    if(IsMainComp(ContKey) && ContMain == '0') {
        log("Vous ne pouvez pas changer la relation entre ce contact et une société mère ! k-contact=" + ContKey);
        throw new Error("You can't change relation between this contact and main company!");
    }
}

function OnBeforeDeleteContComp(Key, DetailKey) {
    log("OnBeforeDeleteContComp");
    if(IsMainComp(Key)) {
        log("Vous ne pouvez pas effacer le lien avec une société mère ! k_contact=" + Key);
        throw new Error("You can't delete relation with a main company!");
    }
}

include in serverscripts with this simple trick

Fri, 07 Jul 2017 08:05:16 +0000

Hi guys,

sometime in serverscripts you can wish to organize your code over several serverscripts like a tools.js library by example.

in almost cases you can just do the trick from your serverscripts call like :

<%LoadScript("mylib1.js;mylib2.js;myscriptfile.js")%>

same goes for ajax calls.

this does not correspond to a real include from a file so we can't just use this trick for scheduler.exe.

I found a way to make an include like call from a serverscript that works in scheduler as well so please enjoy it (even if the solution is a bit obvious I never thought about that before so...)

var root = "C:/inetpub/wwwroot/customs/mycustom/";
var dependencies = [
    "serverscripts/mylib1.js",
    "serverscripts/mylib2.js"
];

for (var i=0; i<dependencies.length; i++){
    eval(StrLoadBinaryFile(root + dependencies[i]));
}

function myFunction(){ //-----(called by the scheduler)
    return functionFromMyLib1(); //-----(definition in mylib1.js)
}

since I havn't tested it in a workflow I can only assume that it would do the trick as well.

Best regards,

How to get custom f_field with GetDetailDataset in workflow?

Thu, 12 Jan 2017 08:33:42 +0000

I've got the following function in my workflow to automatically define the Name of an opportunity:

For the var opdrachtgever I want to look up the field FNAMEKORT within companies. This field is present in the database and I also added the field in the sysquery 0,10 Linked comp with the following code.
[Select] COMPANIES.KCOMPANY
COMPANIES.NAME
COMPANIES.BUILDING
COMPANIES.CITY
COMPANIES.COUNTRY
COMPANIES.PHONE1
COMPANIES.WEB1
COMPANIES.OPENED
COMPANIES.FNAMEKORT
COMPANIES.MEMO
COMPANIES.MEMOFORMATTED
<#RELATIONTABLE>.<#MASTERKEY> hidden

[From]
<#RELATIONTABLE>
<#RELATIONTABLE> COMPANIES

[Where]
<#RELATIONTABLE>.<#MASTERKEY> = 0

[Orderby]
COMPANIES.NAME
COMPANIES.BUILDING

[Columns]
MENU,NAME,CITY,RCOUNTRY,PHONE1{PHONE},WEB1{WEB},FNAME_KORT

Why doesn't this work yet? At the moment I try to add or edit an opportunity I get the following error:
Error while executing Script "EDatabaseError" at line 41 char 2. Message: "DSOppoEdit2OppoComp: Field 'FNAMEKORT' not found"

How to compare old and new value in a workflow

Mon, 09 Jan 2017 09:37:28 +0000

Hi,

in Efficy 10 SP1 this is my workflow function

function BeforeCommitActi(EditHandle, Inserted){
var ds = Database.GetMasterDataSet(EditHandle, 0);

var result = "";

result = "old : " + Database.OldFieldValue(EditHandle, 0, "DURATION");
result += " - ";
result += "new : " + ds.FieldByName("DURATION").AsString;

throw new Error(result);

}

after modifying an action duration from 3h to 3h30 my error message only contains the old value :

Message: "old : 10800 - new : 10800"

How can I access the new one?

OnBeforeDeleteProdProj(key, detailKey, krelation) called with undefined krelation...

Mon, 18 Apr 2016 11:44:48 +0000

Hi,
I added a KRELATION column to the table "PRODPROJ".

It run well everywhere, except the OnBeforeDeleteProdProj(key, detailKey, krelation) function, which is call with an undefined value for the "krelation" parameter...

Where is the problem ?
Thanks
Didier

Delete / Overwrite entries in SYS_CHANGED for a single entity

Tue, 19 Jan 2016 12:53:28 +0000

Hi all,

I need to make the data for a single contact anonymous. For reporting purposes we need to keep the data without the personal information. For the entity that's easy, but consequently I have to do this for the changelog also...

I there a secret efficy function that can handle this?
I'd klike to avoid a direct database operation.

Thank you

Tim

Script which checks a date field an send a mail automatically using a template in the template list

Wed, 26 Aug 2015 14:10:36 +0000

I need a script that checks a date field, once the period has been arrived, the script should send a mail automatically using a template in the template list to the related person.

(It can also be used for B-Days)

Thx,
Can D.

Message: "You cannot edit the parent of a Recurrent Action Series"

Tue, 23 Jun 2015 15:42:38 +0000

Hello I need to update actions depending on other.
But I got some errors when user created some recurrent actions in my data sync

It bug when I try to edit : Database.OpenEditContext(Target, Key)

Any idea to edit an action when it's a series ??
I tried DisableSecurity but without success
Here the error.

Error while creating or modifying destination record
Error while executing Script "EActionSeriesParent"
Message: "You cannot edit the parent of a Recurrent Action Series"

BeforeCommitXXXYYYY in edit context not firing

Wed, 13 May 2015 06:39:29 +0000

BeforeCommitXXXXYYY functions are fired in consult mode only eg linking 2 entities from Consult but not in Edit Mode, as an example : opportunities vs contact role.
Does anyone knows how to make it happens in Edit context ?
Tkx

Determine K_RELATION of current relation in the workflowscript at OnInsertDetailXXXXYYYY

Fri, 13 Feb 2015 10:48:01 +0000

Hi,

is there a way to determine the K_RELATION of the current relation in the function OnInsertDetailXXXXYYYY?
Or is there a way to access the current relation DataSet?

I ask this question because of the fact that when you use Database.GetMasterDataSet(EditHandle, 0) that you get de DataSet of the XXXX entity and not from the current relation.

Best regards,
Jeroen