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Rob Diamant
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Latest activity by Rob Diamant-
Rob Diamant commented,
Bunyemin, If you are trying to limit the Account parameter to just the account selected in a grid, try using @Account instead of %Account. Regards, Rob
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Rob Diamant commented,
Hi Bunyemin, Currently the %Accounts field returns both Accounts and Contacts and does not filter by class. We do have module specific variations like %SalesAccount, but these too return all values...
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Rob Diamant commented,
Mudit, If you are using the standard merge fields, the formatting cannot be overwritten. The best solution would be to build your own Data Source. There you can control the formats of your date/tim...
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Rob Diamant commented,
Kris, You may want to debug the report by displaying the path and filename next to the picture in the subreport. This way you can verify that the file actually exists. Also if you are running from ...
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Rob Diamant commented,
Yes, notes with formatting can be used in a merge template. You will need to create a data source that retrieves the HTML_TEXT field and place it in a data format. Basic formatting like type face, ...
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Rob Diamant commented,
Insert this on the first line of the SQL (making sure to include the semicolon) and it will resolve your issue: DECLARE @DUMMY bit; Even though you do not have an explicit CTE defined, the SQL is p...
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Rob Diamant commented,
I suggest you write your data source details to return all 11 fields (plus anything else needed) in each record. This may require subqueries to get the specific items.In the data format you add a t...
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Rob Diamant created an article,
Keep Group Sections Together
Many times when having multiple sections in a Group Header or Footer, the page breaks between two sections. To keep all of the Header or Footer Sections together, go to the Section Expert, select p...
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Rob Diamant created an article,
Using Note Types for Reporting
Within the system, all notes are assigned a Note Type (CC025_NOTE_TYPE). In addition, notes can also be assigned a note class (CC025_NOTE_CLASS); however, a note class is not required. Note Clas...
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Rob Diamant created an article,
Finding First Monday of the Month
Use the following formula to find the first Monday of the following month (based on current date): DateVar varDate := cDate(DateAdd("M", 1, Today));varDate := date(year(varDate), month(varDate),...