Alex

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      2 comments  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
      Alex commented  · 

      Hello,

      The account requires your username and password on the login page at go.trackvia.com. If you do not know your password, please use the Forgot Password link on the main login page. You will need to type in your email in order for the system to send this email to you.

      If you do not know your email that is associated with your account, you will want to contact your account authority as well to provide this information or manually send a password reset to you. We can send this for you as well, please send us an email at support@trackvia.com.

      Regards,

      Alex

    • 3 votes
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        2 comments  ·  How-to questions » mobile  ·  Flag idea as inappropriate…  ·  Admin →
        Alex commented  · 

        Hi Matt,

        Thank you for the feedback. Quick filtering on a mobile device is an enhancement that is on our radar for future development. This is a common request when a searching a view with large amounts of records. In most cases, we recommend searching the view on for the desired record when using the mobile application.

        We'll update this post when there's any developments on the project and our Product Release Notes will be updated regularly with the latest enhancement and system fixes.

        Regards,

        Alex

      • 3 votes
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          under review  ·  1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
          Alex commented  · 

          Hi Jamie,

          This is a common request that is on our product roadmap for future development. The ability to login as a certain limited user for testing can be valuable from an admin's standpoint when records typically would not show up in a "current user" filtered view.

          The alternatives would be to assign some records to yourself to work on the view or to create a test, limited user that can be used to review the limited user's experience.

          We'll update this post with any developments in the project.
          Regards,

          Alex

        • 1 vote
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            2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
            Alex commented  · 

            Hi Lee,

            We're not certain what you mean here? Location fields can be used in a formula using the distance() function which would return the miles between those two points for a single record.

            distance({location1},{location2},”mi”)

            Send us your use case at support@trackvia.com and we can investigate further.

            Regards,

            Alex

          • 1 vote
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              2 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
              Alex commented  · 

              Hi John,

              You can pad the numbers using the script below:

              String numberAsString = String.format ("%05d", number)

              Having said that, numbers can only be padded with a leading zero if they are being stamped into a single line field and are treated as text. This also applies to the sort since text is sorted alphanumerically. This causes 1 and 10 to come before 2. If it is just stamping the children with the number, placing them into a number field will honor the intended sort of 1 to 20 without 10 coming before 2.

              Hope this helps!

              Alex

            • 3 votes
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                4 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
                Alex commented  · 

                Hi John,

                Application User and User Group fields are links to other tables in the system so they do behave differently than your standard single line field. This may be why the fields are not working as desired when trying to use them to link to a parent record.

                The script code to reference those fields is below:

                GROUPS:
                Map group = loadRecord("XVIA_USER_GROUP", "group_name", "group name goes here") as Map

                USERS:
                Map user = loadRecord("XVIA_USER", "email", "user's email address goes here") as Map

                Additionally, the script template below can be used to auto link to parent when the parent record ID is comprised of more than one field:

                Map parent = loadRecord('parent table name', [parent field to match: currentValues['child field to match'], parent match 2: currentValues['child match 2']])
                if (parent) {
                currentValues['Link to parent'] = parent
                }

                Hope this helps!

                Alex

              • 7 votes
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                  3 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                  Alex commented  · 

                  Hi Michael,

                  Summary views are collapsed by default and can be expanded by clicking into the Group By column or the small green box icon in the Group By Column.

                  At this time, it is not possible to keep the view expanded by default. This is something that is on our roadmap for future development! We'll be sure to update this post with any product developments.

                  Regards,

                  Alex

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                    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                    Alex commented  · 

                    Hi Stephanie,

                    Fields can be added to your table to capture this information or a calculated field can be used to concatenate these values together if needed.

                    We recommend contacting your app admin with this feedback on enhancing your custom application.

                    Regards,

                    Alex

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                      1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                      Alex commented  · 

                      Hi Stephanie,

                      This can be done by adding a child table to your customer table. Each new note would be a record in that table and will show a history of notes for each client.

                      We recommend contacting your app admin with this feedback on enhancing your custom application.

                      Regards,

                      Alex

                    • 1 vote
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                        1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
                        Alex commented  · 

                        Hi there,

                        Depending on your user permissions, you may not be able to delete records from the table. Typically the option to delete the record is found in the menu on the top right side of the form (three horizontal bars). If "Delete" is not listed, you will need to contact your account admin for assistance.

                        Regards,

                        Alex

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                          1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                          Alex commented  · 

                          Hi Amanda,

                          While there is not a specific tool that will identify duplicate records, you can create a summary view that will highlight any duplicates you have.

                          The summary view would Group and Count the Record ID of the table. You can then sort the Count column descending to show any counts over 1 at the top of the view. Any count over 2 shows the duplicates.

                          Regards,

                          Alex

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                            1 comment  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
                            Alex commented  · 

                            Hi Alexandru,

                            This is hard to assess without knowing your code and the use case that you are trying to apply this script to. App scripts are also outside the scope of normal support due to their complexity and customizability. In this simple case, the getChildren script gets all of the children for the given parent record that you are working on, therefore you do not need to specify which parent in the script itself.

                            Having said that, better documentation of our app scripts is being worked on and will be posted when completed.

                            Regards,

                            Alex

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                              1 comment  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
                              Alex commented  · 

                              Hi Alexandru,

                              Depending on the use case, you can find records in a given interval using a filter or even a calculation. App scripting may not be the best use case as they only run when records are edited and not based on the passage of time as where a filter or calculated field will.

                              For example, the filter would look at the date as After or Equal to AND Before or Equal to...the date field. A Calculation would look something like this:

                              if( and( {Date} > "YYYY-DD-MM" , {Date} < "YYYY-DD-MM",1,0) You can then filter the records where "1" is present to see the records within the given time frame. You can hard code in a date, "YYYY-DD-MM", or insert a different date field from your table.

                              Hope this helps.

                              Regards,

                              Alex

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                                Alex commented  · 

                                HI Carlos,

                                Photos taken on the mobile device should honor their orientation when uploaded to TrackVia. We have seen some instances where this is not the case and determined that there is an issue with how some iOS devices pass information to the system which causes them to change their orientation.

                                Our mobile team is aware of the issue and are working on a fix to address the issue. We'll keep you updated once the fix is in place.

                                Regards,

                                Alex

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                                  started  ·  1 comment  ·  I would like to see... » improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  Alex commented  · 

                                  HI Carlos,

                                  Thank you for the feedback! Our mobile team is currently working on enhancing the offline capabilities to allow you to edit and view records.

                                  We'll update the Product Release Notes and this post with updates.

                                  Regards,

                                  Alex

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                                    1 comment  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →
                                    Alex commented  · 

                                    Hi Lee,

                                    The dependent drop down only controls the options you can select based on your previous selection. In this case Counties filters the list of options of Cities.

                                    To sort these options, you'll actually want to look at the preferred parent view (PPV) on your form. Sorting the PPV will cascade to your child form when selecting your county and city. Information on PPVs can be found here: http://help.trackvia.com/knowledgebase/articles/509444-how-to-assign-a-parent-view-to-a-relationship-fiel

                                    Regards,

                                    Alex

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                                      1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
                                      Alex commented  · 

                                      Hi Paul,

                                      Date formatting is controlled at the local level on your computer and browser settings. The article on changing the local date formatting can be found in our Knowledge Base Article here: http://help.trackvia.com/knowledgebase/articles/796998-how-to-change-date-formatting

                                      Regards,

                                      Alex

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                                        1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                        Alex commented  · 

                                        Hi Pennie,

                                        Bell curve charts are a great enhancement that we will share with our product team for future development.

                                        Currently, sorting charts will sort based on the type of data in the field. For example, numbers or currencies will sort highest to lowest, dates will sort in chronological order, and text fields sort alphanumerically.

                                        Regards,

                                        Alex

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                                          1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
                                          Alex commented  · 

                                          Hi Miranda,

                                          Tables can be deleted by app admins on the App Overview page. This can be found under the Admin button at the top of the page, then selecting App Overview from the drop down menu.

                                          Each table will have a small trash can icon that will delete the table from the application. This will also delete the data in the table as well. You will want to export the data if you wish to save it externally from TrackVia.

                                          Before the table can be deleted, however, you will also need to remove any cross table formulas and functions in the table and its related tables. These would be removed in the table editor.

                                          Regards,

                                          Alex

                                        • 4 votes
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                                            planned  ·  3 comments  ·  I would like to see... » improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                            Alex commented  · 

                                            Hi Nathan,

                                            This is a great suggestion that is on our roadmap for development. While we do not have a timeline for this function, we'll be sure to keep you updated! We'll also update this post with any developments as well!

                                            Regards,

                                            Alex

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