How-to questions

Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Auto number line items

    How do I number the line items associated with orders automatically. I have a order management app with line items for each order. I want to automatically create a line item number for each new line for the order. So, if order number 1 has 3 line items, the first line item will be line item number 1, the second line item number 2, etc. When I create order number 2, the first line item will be line item number 1. How do I do this?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. When are remaining On-Demand Courses coming out?

    A few of the On-Demand courses have been listed as "Coming Soon" for over a year. Is there any ETA on them?

    TrackVia Integrations
    - API
    - Microservices

    Application Building
    - Application Scoping
    - Application Design
    Application Development

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Is it possible to sum the contents of a parent table with the contents of the child table?

    I've been building a working project application using a number of parent and child tables.

    Some of the parent views carry rate card values for specific services and these are displayed within the child view when selected. There are ad hoc services in the child table with free currency fields for varying prices.

    Is it possible to create a calculated field to sum the total the free currency fields, with the rate card parent fields to autogenerate a total order value per project?

    I've tried to use some excel formulas sumproduct & sumif but these are not supported - any…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Can I find the max of multiple max functions?

    I am looking to return the single max date from different groups of values. What I tried was typing "max(max({Maintenance Invoice}.{Project ID}.{Invoice Date}), max({Maintenance Invoice}.{Project 2 ID}.{Invoice Date}))", but that didn't work.

    I want to return the maximum (newest) date from Maintenance Invoice/Project ID/Invoice Date or Maintenance Invoice/Project 2 ID/Invoice Date, whichever is newest? Is this possible?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Import netcdf files into Trackvia using either a node.js API-Node-SDK or a microservice

    How do I import netcdf files into Trackvia using either a node.js API-Node-SDK or a microservice

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. IsBlank function not working for Parent fields

    Running into an issue using the isBlank function on a parent linked field. The field is blank (Verified using the quick filters on the view), but the formula returns the result as if the field had data. This is the same issue that is described in this post: "Invisible Characters in Link-To-Parent Fields??".

    Example: if(isBlank({Field Name}),"Blank","Not Blank") will return "Not Blank" even through the field appears to be blank.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Change a Status field to Active in a table if the Inception Date filled is equal to the Inception Date

    Hi Team,

    I want to automatically update the drop down Status Field in my table to Active once the Inception date field is equal to the date in the inception date field. Can you please let m eknow if this is doable if yes can you please confirm how?

    Thanks!
    Bhawana Pandey

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Can we export list of all the tables in Track Via for all teh applications?

    I already have Super Admin access in TV and want to export a list of tables for all the application.Can we export list of all the tables in Track Via for all the applications? If yes from where?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Extend Size of 'View Section' on Forms

    Currently the '+View Section' on forms seems to have a limit on the height of the field. If we wish to print the form we need to scroll though which is difficult, if we could extend the max height of the this section (to at least 25 rows), we could then limit the view to 25 rows, print and use the next page function to print the form again.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. How can I tell if I have duplicate records in a table?

    How can I tell if I have duplicate records in a table?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Can we send Notifications from Track Via to external users who are not Track Via users?

    HI Team,

    Can we share Notifications of a view to non Track Via users?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. How do I get age from date of birth

    I have a form that collects the date of birth of a person. I want to know how to set up a calculated field so that it returns the age of the person today.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Stop duplicates as I type in the fields.

    In a parent table as I add new companies (not import) I want to have a search for an existing company as I type, so I don't duplicate what is already in the system- How doe I do that?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. System generated email

    Is it possible to have a record view or a partial record view sent based on a point in time? For instance, 3 days before something is due or scheduled to occur, an email with certain fields from a particular record is sent to an email address linked to that record.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Hola estoy haciendo en registro del BAT y me da este erro "It looks like you don't currently have access to any applications. Contact the "

    It looks like you don't currently have access to any applications.
    Contact the person that invited you to MLB B.A.T.. They can help. este error me esta dando, lo hago desde cualquier equipo ya sea computadora laptop celular de cualquier me da este error

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. script to compare a date field with current date

    Hi i would like some help in creating a script that would compare a certain date field with the date today. if date is more than 1 year from today it would update a single line field.

    Thank you

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. is blank

    Hi,

    I am trying to create a formula where I have 2 is blank conditions and 3 outcomes (terminology may not be right here).

    I can get the formula to work if I only have 2 outcomes, but as soon as I add the 3rd I get the following message "Too many arguments to function 'IF'. Expected 3 but got 4." I am not sure how to rectify this.

    This is what I am trying to do:
    if(and(isBlank({Handover Commit Month}),isBlank({Projected Handover KPI})),dateadd({BD - TECH HO},182,"d"),{Projected Handover KPI},{Handover Commit Month})

    I want to say if Handover Commit is blank then use…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. open a pdf that has been uploaded into your system and modify it and save it, without having to download it on my mobile device?

    We have the capabilities of uploading a pdf document to your system. Once its uploaded, I would like the capabilities of being able to open that pdf document, make changes to it, then save it back onto the system without having to download and save it, then make changes and uploaded all over again. Similar to the photos we are able to upload in your system. Once a photo is uploaded, a "Draw" icon appears and we are able to make changes (drawings) to the photo. Same concept, but with pdf documents.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 15 16
  • Don't see your idea?

Feedback and Knowledge Base