How-to questions

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  1. How do i change the link to get google maps

    When I press link for location it brings up uber and used to bring up Google maps

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  2. 1 vote
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  3. Control which app users default to upon login

    Is there a way, as an account admin, to control which app is the default app upon login for users that have access to multiple apps? I'm familiar with the 'star' in the app list, but can that be managed by admin? We have built an app that we'd like to be a secondary app, but it's automatically showing up as the home screen when multi-app users log in.

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Data Warehouse

    Is it possible to extract all data from TracVia to an external data warehouse? I need to combine data from TrackVia with other data sources in Power BI.

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  5. In table view, why does my table automatically and slowly scroll to the left when I select a field?

    In table view, why does my table automatically and slowly scroll to the left when I select a field?

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  6. export my TrackVia database from my old website to a new WordPress website

    Exporting TrackVia databse into new WordPress website?

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  7. How do i search on a specific field in a view using the API?

    I need to search for a specific value in a field using the API. How would i accomplish that? what would the query string be?

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  8. close my account

    Please tell me how I may close my account.

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  9. Subscribe to Individual Records - Notifications

    I've just started working with one of my business units to move their operations into TrackVia.

    One of the requirements they have is to allow users to "subscribe" to certain records and receive updates when that record is updated.

    This is simple enough as a Notification Rule for everything in the table, but is there a way to identify only certain records to trigger an alert for per user?

    My only thought is some type of Record Level Permission, then maybe a separate views by user (that can be alot)? This would also prevent the users from seeing the complete…

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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is there a way to modify existing values of a drop-down list?

    It looks that the only way to modify is to delete the old one and create a new value option.

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  11. Use the edit and view choices for a flow task?

    I'm not sure how to use the edit and view options with the new Flow feature.

    How do I edit an existing record? I tried using the variables but that just seems to create a new record with the same record ID.

    As for the view option, maybe I just don't understand the point of it. Could you provide some examples of what you would use the view choice for, within a flow? Also when you are at the view step, you have to click into a record to move to the next step, but there doesn't seem to be…

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  12. Multiple Imports

    With the Pro platform advising the end-user that their import is taking longer than expected, and allowing the import window to be closed, is it safe to start a second import on the new screen?

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