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  1. expand view

    How do you set a view to open expanded?

    7 votes
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      4 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    • Sending/sharing/emailing a record or scheduled report as an attachment

      Hello,

      I work for a healthcare organization. One of our departments uses TrackVia on a near daily basis. We have very recently upgraded from the classic version to the Enterprise+ version.

      Is there any way that we can use the "Share Record" feature, but instead of TrackVia printing out the data in the body of the email (the users have told me this can't be done for HIPAA reasons), the data can be sent as an attachment? Either a Word document or .csv or Excel spreadsheet is fine; it's just for our purposes, we cannot have the data printed out…

      2 votes
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        1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
      • Summary Form

        I am trying to replicate a view from the old version to the newest version of Trackvia. I am not having much success. Attached is a photo old vs new. Old version is shown on the right. Old version allows me to see when weeks are not populated shows availability. ANy ideas how to set up to show in landscape form?

        1 vote
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          2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
        • Sort field results in the x axis on a chart?

          I have results from a table I would like to have a bell curve on, however I cannot figure out how to sort the results data without doing highest/lowest.

          1 vote
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            1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
          • How do i group a filtered/grouped data further within a view?

            If i were to create a view of completed task per employee and wanted to group the data within a filtered view further by the type of products, is there a way to do that?

            1 vote
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              1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
            • Can I add listing view into a wordpress page?

              Hey everyone,

              We are creating a new site and I need to get a view to display on a wordpress page. Is there a way that you all know how to do this? I can pull the API and run it with JS, but I am looking for a more streamlined process in case things need to be changed or I need to use it on different sites.

              Thanks!

              1 vote
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                1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
              • How do I create a view that does not use grouping?

                How do I create a view that does not use grouping?

                1 vote
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                  1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                • Create sub-folder in views

                  For my main Table I have created approx. 50 different views and about 15 of these are graphs/charts. I would like to have a way to organize these into sub-folders, so I can find the view I want to access quickly. I could have a "FY 14-15" folder, "FY 15-16" folder, etc. This would also improve navigation for my users who may not know what a specific view is named, but they could narrow their search down by viewing the content of category (i.e. sub-folder).

                  Having an icon next to the view name that visually depicts if is a graph,…

                  4 votes
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                    planned  ·  1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                  • How do I create a view that incorporates data from the child tables

                    I have a table with 2 child tables. I would like to create a view where I can select columns of data from all 3 tables and display in one view.

                    1 vote
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                      1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                    • On my pie chart (or other graph), you can hover over a slice to see the qua

                      On a pie chart (or other graph), you can hover over a slice to see the quantity and percentage for the "slice", but I would also like to see the TOTAL of all slices (maybe on cursor over or in the legend?).

                      Currently, I create the graph view and a second view that counts the records to produce this information...it would be nice to have it all in one view.

                      Thanks!!

                      3 votes
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                        0 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Year over year charts

                        I want to group items by month, but have different lines for different years. Is this possible?

                        1 vote
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                          1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Months in order

                          I am grouping milestone activities with dates into months. On the chart, the months aren't in order. Is there a way to create the chart with the months in order?

                          1 vote
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                            2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Sometimes the chart icon does not show up when I'm creating a view.

                            Sometimes the chart icon is available and sometimes it isn't. Any ideas why?

                            1 vote
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                              1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                            • How do I use the new "Lanes" view function?

                              There was an announcement about it launching on Feb 20th, but I don't seem to see the option in any of my views.

                              1 vote
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                                1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change colors in charts?

                                Is there a way to change color of bars in charts?

                                5 votes
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                                  1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                • How To Convert A Chart Back to Table?

                                  I have a Chart that I need to return back to Table view so the Format tab returns back to the sort order of the fields (to modify the order of fields in the Notification Rule).

                                  I cannot find the option to do this once the Chart has been saved.

                                  2 votes
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                                    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • delete bulk items

                                    You are no longer able to delete entries in the views or dashboard. It comes up with an error.

                                    1 vote
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                                      2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Is there a similar feature in Trackvia Express as the document merge function in Trackvia Classic?

                                      I currently use the document merge function in Trackvia Classic for exporting to MS Word templates and am looking for similar functionality in Express.

                                      27 votes
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                                        7 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 3 votes
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                                          3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • create a template for exporting a record as a PDF / word document?

                                          I'd like to create quote / order documents for a CRM application

                                          1 vote
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                                            2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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