September 2016 Release Notes

09/22/2016


Here is a quick list of what’s been fixed and added in the 9/22/2016 maintenance release

  • The current dashboard you are on now refreshes if you click on the name of the dashboard

  • Fixed an issue where some accounts could not see grandparent tables as options in the Filter Designer
  • TrackVia now tracks “Dirty Child” records which means if you are on a parent form adding a new child record, you will be prompted to save before being able to close the child form.


  • Fixed an issue where attachments and photo field uploads did not trigger the save button.
  • You can now make "0" the default value on a number field
  • Better responsiveness on the “Responsive Headers” meaning resizing of the web browser should be a little smoother
  • When adding a child record from a parent form, the link to parent field or the relationship field will be locked to the appropriate parent you are adding a child record from

  • Fixed an issue where setting up Show/Hide rules with a relational field would only show the system ID and not the ID selected by the admin.
  • Fixed Miscellaneous Errors with Bulk Edit
  • Upgraded Global DB Failover to Aurora
  • Fixed Inconsistency in Import Wizard which may have caused duplicate records to be added to the same table, OR adding duplicate tables during import to create
  • Added the "Edit Table" Link to “Form Options Menu”


  • “Privacy Policy” Link has been added to the “Help Menu”




09/12/2016


Audit History v. 1 is out!  Audit History allows admin users to see changes made to any record and any field in the table...for all time. What does that mean?  Here are a couple scenarios:

Scenario

Audit History Available?

Details

A record is added manually through a form

Yes

Initially, you’ll see all the field values entered, by who, and when.

Multiple records are added via import

Yes

You’ll see the same information as if the record was added through a form.

A record is manually edited through a form

Yes

You’ll see when and who edited what fields including what the old value and what the new values are of those fields.

Multiple records are updated via import

Yes

You’ll see when and who edited what fields including what the old value and what the new values are of those fields.

Multiple records are edited via bulk update

Yes

You’ll see when and who edited what fields including what the old value and what the new values are of those fields.

A record is deleted

View Level:  Yes

Form Level: No

View Level:  See who deleted the record and when

Form Level:  You will no longer be able to access the form, so all audit data will not be available at a form level.

Multiple records are deleted via bulk delete

View Level:  Yes

Form Level: No

View Level:  See who deleted the record and when

Form Level:  You will no longer be able to access the form, so all audit data will not be available at a form level.

A table field is deleted

No

Since the field has been removed completely, you will not be able to see any previous audit history associated to that field.

VIEW LEVEL:


From a view, you can navigate to the “hamburger” menu and find a new option called “history”.



FORM LEVEL:


From a form, navigate to the “Hamburger” menu and you’ll  find “History” as a new option at the bottom of the menu.



Check out a video of the feature HERE.


09/07/2016

A faster way to add your records!
TrackVia’s new easy multi-select feature will allow users to become more efficient in entering information in many to many use cases.
  • Adding multiple tasks quickly to a project
  • Associating multiple pieces of equipment used for a task
  • Marking which locations manufacture which products
  • Signing an employee up for multiple training sessions
  • Associating multiple skills to an employee
How does it work? Let’s take the Employee assignment to Projects scenario. Expectation: Each project requires multiple employees to complete the project. The old way would be to:
Add a Project and its details and Save:
Once Saved, TrackVia then let’s you Assign Employees to the project:

Select one employee you want to assign, then save and add new to add the next employee:


It can be too slow! With Multi-Select: Add your project details:
And Select multiple employees to assign:
Then save all of it at one time! TrackVia will do the rest to include the assigned employees.

It’s as easy as that. Try it out! Make sure to read the instructions on how to set up Multi-Select here!

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