Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers): // // Generate a CSV of a Report in ZohoCreator l_CsvLines = List(); l_ApplicableProducts = Products[Display_in_Widget=="Yes"] sort by Product_Name; for...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Alternate row background colour in Reporting Serviceshttps://www.joellipman.com/articles/microsoft/ssrs/alternate-row-background-colour-in-reporting-services.html

04 February 2011 Mod 2, "#ffffff", "#eeeeee") or =IIF(RowNumber(Nothing) Mod 2, "WhiteSmoke", "Garamond") This is telling the report to be white (=#ffffff) in row 1 (odd row numbers) and a very light grey (=#eeeeee) in row 2 (even row numbers). The first row being of...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

SSRS Hide results table if emptyhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-hide-results-table-if-empty.html

29 March 2011 hides the entire Tablix which kinda defeats the purpose of having anything there. I want my end-users to have faith in my report. The report just returning blank can also mean "I don't know". I want the report to either return the correct value or say...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

14 July 2020 So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page. Why? There might be different articles out there and discussion forums that do cover this but it takes me so long to find...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 in some cases only as an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow). How? This will create a popup using the built-in popup of Zoho creator and gives you the freedom...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 modules are so custom/bespoke the documentation has started to genericize. My client has seen the Goals or Objectives report under "Organization Reports" but would like some additional fields/columns added to it. Turns out, it's a system report you...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Error during processing - Converting Date/Timehttps://www.joellipman.com/articles/database/t-sql/error-during-processing-converting-datetime.html

13 July 2010 try their solutions but just check you haven't done this silly mistake. I'm only guessing the same error would happen in Report Builder 2.0 which I've stopped using as my day job wants us to use Business Intelligence Development Studio for all our SQL...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *

Returned a data type that is not validhttps://www.joellipman.com/articles/database/t-sql/returned-a-data-type-that-is-not-valid.html

06 January 2011 type error and not just because I tried to convert a date in SQL format to a Month name. An error occurred during local report processing. An error has occurred during report processing. The Group expression used in grouping 'table1_month' returned a...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 being returned, all pretty much useless to me. Well the "for some reason" turned out to be because my detail view on the report was displaying a report/document template. How? The quick answer is: Add the fields you want to the detail view of the report...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Room Availability Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/articles/microsoft/ssrs/room-availability-calendar-in-business-intelligence-development-studio.html

23 March 2011 -1, e.EventFinish) --Set the maximum times the Dates cte can recurse OPTION (MAXRECURSION 100) 1. Create a new report: We're going to run the wizard here but without it just add a matrix with [time] in the "column" and [room] in the "row" and...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 > Contacts > Layout > Standard Add the section: "Latest Survey" Add to it the fields "Response ID", "Survey ID", "Scheduled Report Generation Time" Save and close the CRM function You should know how to set up a CRM function as a REST API function but...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

SSRS - Lost window with datasetshttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-lost-window-with-datasets.html

25 March 2011 Development Studio 2008 Often happens to me and not sure why. You open the project and the window panel for the Report Data containing the parameters and datasets isn't there. I spent a bit of time enabling/disabling toolbars before I found this. Open a...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

SSRS Border Problemhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-border-problem.html

20 January 2014 are trying to select a cell to have an outline border but then cells around it without a border. You may find that BIDS or Report Builder (however you're building your report) will apply the border to some cells and sometimes a whole section of the...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

SSRS Change Background Color of Imagehttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-change-background-color-of-image.html

08 April 2014 being transparent. I want the first column to display an image based on the status result. If I simply insert an image, the report would use the background color of the report. How? The issue exists if your image has transparent areas but displays the...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

MS Excel - Sort pivottable column headings by datehttps://www.joellipman.com/articles/microsoft/excel/sort-pivottable-column-headings-by-date.html

12 April 2013 Excel 2010 with the projects down the left (in the first column) and the days of the week along the top. Why? The excel report would hit a bug where it couldn't work out that 10 (Wednesday) happened after 8 (Monday). How? See the following screenshot...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• Language: en-GB

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 to replace the AppOwner, AppName, FormName and connection name (which has scopes "ZohoCreator.form.CREATE" and "ZohoCreator.report.CREATE") v_AppOwner = "myCreatorAppOwner"; v_AppName = "myCreatorAppName"; v_FormName = "eBay_Webhook_Payloads";...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

20 March 2023 a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1 Campaign 2...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *