I have a work instruction that said "Check this and record it in Trackvia". I can easily put a link to the rigth trackvia form in a PDF.

But, If I put this PDF on a tablet, the link will open the form in the web browser, not in the Trackvia mobile App.

Is there a way to open a specific form in the trackvia app ?

We would like to have a field type that is a "Time" only. Just like the date/time field but not have the user select the date.

When creating views that group store records by region, they show at the region level in TV, but export as individual records under highlighted rows for each region but aren't summed so I then have to go into excel and re-sum each section. Is there a way to get a View to export at just the grouped level? I really don't want to create a new table just to make this happen.

Is there a chance to add further customization to charts.

For example:
- Adding the option to display the data point on a line / bar graph in place of or in addition to hover text.
- Customize the color of the lines

The more options for charts the better.

Is there a way to sign out of your account on all devices desktop & mobile. I didn't seem to see of a way to do that. I noticed when I changed my password on one device it didn't update to make you sign back in with the new password on the other devices.

How can we easily transfer data from a previous employee who is no longer in the company to a new employee that was hired?

Currently they transfer the data manually to the new employee, was thinking of a way to automate this process for new hires that are replacing older employee's.

I need to count working hours in the range defined by "Start" and "End" fields. Both fields are Date and Time format. The working day lasts from 7 AM till 3:30 PM. I need to count time only from this range. Overtime and weekends should not be included. I can start and end work any day at any time.
weekdays() function counts only days, datedif() function includes all 24 hours and weekends.
Any ideas?

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 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