How-to questions

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  1. How do I set up alerts, if possible, to my email account?

    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

    2 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Use TrackVia for contract management

    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.

    1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Implement a Refresh Token for View URL?

    The information regarding RESTful API at:
    https://developer.trackvia.com/tutorials/hello-world
    does not discuss how to use "refresh_tokens".
    I want to know how to implement the refresh token for the sake of acquiring a View ID URL that does not expire.
    Please help.

    3 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    0 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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?

    1 vote
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  7. 3 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  8. DELETE /openapi/views/123/records/all returns 401 unauthorized

    Hi,

    I want to delete all records by using the API /openapi/views/123/records/all. It returns 401 unauthorized error.

    1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  9. DELETE /openapi/views/{viewId}/records/all returns 401 unauthorized

    Hi,

    I want to delete all records by using the API /openapi/views/{viewId}/records/all. It returns 401 unauthorized error.

    1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Apps Script

    I'm looking for an Apps Script to auto-populate a User Field (Requester) with the name of the currently logged in user - the one creating the record.

    I've followed the sample in the Dev Apps Scripts page (below), but the field is not populating.
    The scripts is saving with no errors, and I've tried both Before Insert and After Insert. I want the name to display before saving the record so the user will have one less field to click on (unless they want to change the name).

    How do I change a value in the current record ?
    currentValues["Status"]…

    2 votes
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    3 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  12. export my TrackVia database from my old website to a new WordPress website

    Exporting TrackVia databse into new WordPress website?

    1 vote
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  13. bulk

    Bulk Editing, any updates on fixing this bug? It's getting beyond a joke now and I've been asked to explore options for an alternative to your system because it's still not been fixed.

    It's actually quicker to export a table to Excel and re-import with changes, which completely defeats the point of the whole system.

    5 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  14. How to RESTfully add a record that references a record in another table?

    I am developing an interface from a C# web application to TrackVia that will maintain [Work Orders] and [Work Order Line Items] in lock-step with our web application's SupplyRequest and SupplyRequestItem tables. We will use your REST API to perform CRUD transactions. The [Work Order] view includes foreign keys to the Locations table. The [Work Order Line Items] view includes foreign keys to the [Work Orders] and [SKUs] tables. Can you point me to an example of how to insert and update records that include foreign keys? I'm guessing that we need to specify the integer record ids of the…

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. automated recurring "share view"

    I love the new "share view" feature and find it very useful. It would be even more useful if I could set up a view to be automatically sent to a set of emails on a recurring basis. Can this be done?

    1 vote
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  16. export document field

    Is there a way to download all of the documents for a table? An export gives me an excel file and one of the columns in that is the name of the document in that field but I need a way to get all of the actual files. Is that possible or do I have to go through one by one and download them?

    3 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Is there a way to scan the data for duplicate entries?

    I have to import some new contact lists where some of the customers may already be in the system and dont want to double up.

    1 vote
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    7 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    0 votes
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    5 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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…

    0 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reset an Auto Counter?

    Is it possible to completely reset the auto counter for a table?
    I have tried deleting a current one & creating a new one, but the numbers don't reset.
    I know that I can "reset" it by re-creating the same table, but I'd like to avoid that.

    9 votes
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    5 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
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