How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
-
Sending/sharing/emailing a record or scheduled report as an attachment
Hello,
I work for a healthcare organization. One of our departments uses TrackVia on a near daily basis. We have very recently upgraded from the classic version to the Enterprise+ version.
Is there any way that we can use the "Share Record" feature, but instead of TrackVia printing out the data in the body of the email (the users have told me this can't be done for HIPAA reasons), the data can be sent as an attachment? Either a Word document or .csv or Excel spreadsheet is fine; it's just for our purposes, we cannot have the data printed out…
4 votes -
create a template for exporting a record as a PDF / word document?
I'd like to create quote / order documents for a CRM application
1 vote -
know which users have viewed my record
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?
3 votes -
How do I filter views based on business days?
We have a view that is shared with our contractor showing jobs completed today as well as jobs due tomorrow. We do not work on Saturday so Friday's view doesn't have anything due tomorrow. I set up and shared another view to show the jobs with a due date 3 days from now to help account for this issue on Fridays. Is there a way to combine both views by showing only the next "business" day?
1 vote -
Make the time range on a calendar view smaller
We have a calendar view where record are always no more than 90 minutes long, and they all start after 8 AM and end before 9 PM. On the calendar, when I select "Day" or "Week", all the records are bunched together in the middle, which does not make for easy reading. Would it be possible to set a timeframe so that the Day and Week views would start at 8 AM and end at 9 PM, for example?
1 vote -
expand view
How do you set a view to open expanded?
7 votes -
Summary Form
I am trying to replicate a view from the old version to the newest version of Trackvia. I am not having much success. Attached is a photo old vs new. Old version is shown on the right. Old version allows me to see when weeks are not populated shows availability. ANy ideas how to set up to show in landscape form?
4 votes -
Sort field results in the x axis on a chart?
I have results from a table I would like to have a bell curve on, however I cannot figure out how to sort the results data without doing highest/lowest.
1 vote -
How do i group a filtered/grouped data further within a view?
If i were to create a view of completed task per employee and wanted to group the data within a filtered view further by the type of products, is there a way to do that?
1 vote -
Can I add listing view into a wordpress page?
Hey everyone,
We are creating a new site and I need to get a view to display on a wordpress page. Is there a way that you all know how to do this? I can pull the API and run it with JS, but I am looking for a more streamlined process in case things need to be changed or I need to use it on different sites.
Thanks!
1 vote -
How do I create a view that does not use grouping?
How do I create a view that does not use grouping?
1 vote -
Create sub-folder in views
For my main Table I have created approx. 50 different views and about 15 of these are graphs/charts. I would like to have a way to organize these into sub-folders, so I can find the view I want to access quickly. I could have a "FY 14-15" folder, "FY 15-16" folder, etc. This would also improve navigation for my users who may not know what a specific view is named, but they could narrow their search down by viewing the content of category (i.e. sub-folder).
Having an icon next to the view name that visually depicts if is a graph,…
4 votes -
How do I create a view that incorporates data from the child tables
I have a table with 2 child tables. I would like to create a view where I can select columns of data from all 3 tables and display in one view.
1 vote -
On my pie chart (or other graph), you can hover over a slice to see the qua
On a pie chart (or other graph), you can hover over a slice to see the quantity and percentage for the "slice", but I would also like to see the TOTAL of all slices (maybe on cursor over or in the legend?).
Currently, I create the graph view and a second view that counts the records to produce this information...it would be nice to have it all in one view.
Thanks!!
3 votes -
Year over year charts
I want to group items by month, but have different lines for different years. Is this possible?
1 vote -
Months in order
I am grouping milestone activities with dates into months. On the chart, the months aren't in order. Is there a way to create the chart with the months in order?
1 vote -
Sometimes the chart icon does not show up when I'm creating a view.
Sometimes the chart icon is available and sometimes it isn't. Any ideas why?
1 vote -
How do I use the new "Lanes" view function?
There was an announcement about it launching on Feb 20th, but I don't seem to see the option in any of my views.
1 vote -
Change colors in charts?
Is there a way to change color of bars in charts?
8 votes -
How To Convert A Chart Back to Table?
I have a Chart that I need to return back to Table view so the Format tab returns back to the sort order of the fields (to modify the order of fields in the Notification Rule).
I cannot find the option to do this once the Chart has been saved.
2 votes
- Don't see your idea?