In our compagny, we are certified ISO 9001 so we have to handle change management.
We already have a functionnal systems to manage changes. If we were able to export the configurations of the forms in trackvia, we woud complie with the norm.

So any format for the export would be nice as long as we can :
* import it on an existing form or a new one
* export it from an existing form

The best would be to have it in a human readable format like XML or JSON

Is there any way to alphabetize text in Calculated field? I have Calculated field with formula: childconcatenate({Projects}.{Lead}.{Project Experience}, "\n"). How can I sort those "Project Experience" fields from Projects table?

I have a contracts table and in it, users will select a child company from the linked child company table.

I am trying to create a client contacts form that will automatically populate the selected child company(ies) in contracts in the associated client contact field

Can you tell me how? Or is there a way to create a second column that will do something like linked record = linked record text

Can I set an email reminder for 1 week from today? Or, an email reminder on the designated date of a future task (record)?
Thanks.

Create an invoice (pdf) directly from TrackVia

I'm uploading invoices into our table. Each entry in the table will list the date run, the company name, qty and subtotal. I also want to add a column that populates what the previous month's qty was, so i can add an additional column that calculates the variance.

Can someone help me with what the formula would be to return the previous month's qty?

Thanks in advance

I would love for individual users to have access to a high contrast layout option to help combat eye fatigue.

I would like to export a record to a PDF in a specific form. I would like the PDF to be editable.

I am looking for a way to capture how long it takes a user to create a record.
Does TrackVia stamp when a Form is opened? If so, then I can use this value in a datedif formula against the record Create Date/Time to see how long it took to open the form, key in the information, and click Save.

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

Every time, someone enters a new order to be shipped, it would give you an email notification, that way you wouldn't miss RUSH/OVERNIGHT shipments

Add tooltips to views/fields/flows.

The text widget is kind of klunky. Tooltips would be a more elegant solution for fields, but would also be useful to explain the purpose of a view or flow before someone jumps into one.

I have a table, which is for FAQ/Knowledge Base. I would like to know how many times a particular question has been viewed and maybe by who,? Is that possible in TrackVia currently?

In most languages you can add comments that does not affect the code or formula. Out of habit I tried to use ' but that didn't seem to work. Does trackvia allow for this kind of thing and if so what is the symbol or text?

E.g.

If({Field} = 1, A + B, A + C)

'comments about above statement

What solutions can TrackVia provide for managing multiple government contracts (with multiple modifications and expiration dates each)? Goal = listing basic contract data and alerts when contracts are about to expire.