Knowledge Base

  1. Getting Started 

    1. Getting Started? Start here!
    2. Getting Started Guide - Download
    3. Complete Overview Video
    4. Browser Compatibility
    5. Login Assistance
  2. Importing Data 

    1. How to import a spreadsheet
    2. How to import data
    3. How to import and link records to a related table
  3. Tables 

    1. How to add fields to your table
    2. How to customize tables
    3. Field Types
    4. How to create a unique ID
    5. How to link tables (and rename an app)
  4. Formulas 

    1. How to use calculated fields and formulas
    2. Complete List of Formulas
    3. Triggered Fields vs. Calculated Fields
    4. Text Functions
    5. Logic Functions
  5. Views & Charts 

    1. How to create views
    2. The differences between tables and views
    3. How to create a chart
    4. How to interact with views
    5. How to use notification rules
  6. Filters 

    1. How to create a filter
    2. How to use quick filters
  7. Forms 

    1. How to create a form
    2. How to assign a parent view to a relationship field
    3. How to create a form to include child records
    4. How to make specific fields required on a Form
    5. How to use form show / hide rules
  8. Dashboards 

    1. Dashboard Best Practices
    2. How to create a dashboard
    3. How to assign a dashboard to a role
    4. How to assign a dashboard as a homepage
  9. Creation Location & Map View 

    1. How to plot a record on a map
  10. Users, Roles, & Permissions 

    1. How to add a user to your account
    2. How to create a role to assign permissions
    3. How to add a user to a role
    4. How to create and assign user groups
  11. Mobile 

    1. How to download the TrackVia mobile app
    2. Mobile FAQs and Tips
    3. How to use your mobile device offline
    4. How to add a record offline
    5. How to create a Barcode
  12. Integration 

    1. TrackVia API
    2. Setting up Single Sign On
    3. Writing Application Scripts
    4. Working with Zapier
    5. Connecting TrackVia to TrackVia
  13. Product Release Notes 

    1. July 31, 2017: Maintenance Release
    2. June 27, 2017: TrackVia Introduces Flows!
    3. May 22, 2017: TrackVia Apple Watch App
    4. May 15, 2017: Maintenance Release
    5. May 5, 2017: Better Connectivity Handling
  14. All articles 

    1. How to create a filter
    2. Getting Started? Start here!
    3. Dashboard Best Practices
    4. How to add a user to your account
    5. How to create a form

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