How-to questions

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  1. display Notification to another user

    I want to show notification after adding a new entry in the view..I know how to do that if the user whom I want to notify is already added in the Trackvia...how about he is not been added?how to give the notification in that case?

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. IS IT POSSIBLE TO COMBINE A NUMERIC FIELD AND A TEXT FIELD INTO A SINGLE CALCULATED FIELD

    HAVE AN AUTOMATED NUMBER FIELD WITH A UNIQUE NUMBER FOR EACH RECORD, AND ANOTHER TEXT FIELD FOR LAST NAME. COMBINE THE TWO INTO ONE RECORD ID FIELD THAT CONTAINS THE NUMBER AND THE LAST NAME FOR EASIER IDENTIFICATION. I AM NEW TO THIS AND DID NOT SEE ANYTHING EXPLAINING WHETHER THIS COULD BE DONE IN THE KNOWLEDGEBASE

    1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  3. Show all tabs at the top of the App?

    When I am in an App, I can only see four (4) tabs that each show me a view. But we have nine (9) views and I have to click the "More" tab to select the others. Is there a way to show all tabs?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  6. delete bulk items

    You are no longer able to delete entries in the views or dashboard. It comes up with an error.

    1 vote
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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  8. remove duplicate data after import excel file

    when I try to import a field in single line it import all the data from Excel which include duplicate data as well.How can I remove those duplicate that from table?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. change the table Field Format but keeping old record data

    I have a table importing from an Excel file. Now I want to change the format for it,for example before the input format was single line now I change it into dropdown and change the choice in dropdown that was before to remove unwanted data ,if I do so it eventually remove all old data but I wanna keep the old data at the same time add the new data from the updated dropdown choice in the same field. Can I do that?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. How do I cancel my subscription?

    I want to cancel my account, but the website doesn't offer that capability and no one is answering the phone.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Highlight Required Fields for Users

    The red box highlighting required fields for users only appears if the user has clicked on the input, not entered anything, then attempted to save the form. On a form with many fields and a user quickly moving through the form, they may miss the required field and try to save. Even when this occurs, the red box does not appear signalling where the user has to go back. While it makes sense to not have the red box showing by default, it would probably avoid some user frustration/confusion by having it triggered also by clicking "Save Changes." This would…

    11 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. Is there a similar feature in Trackvia Express as the document merge function in Trackvia Classic?

    I currently use the document merge function in Trackvia Classic for exporting to MS Word templates and am looking for similar functionality in Express.

    27 votes
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    7 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  13. How do I delete users?

    How do I delete users? For individuals I know will not be using the system again, how can I eliminate them so as to avoid a cluttered user management table.

    11 votes
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    planned  ·  4 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. can i trace mobile number

    I would like to trace mobile number and to know if annoying person is using any apps

    4 votes
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    2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  16. Pin open the paragraph field

    Currently, paragraph fields are by shown, by default as one line. Would it be an easy adjustment to add into the view editing interface an option to pin open a paragraph field to a certain depth - the ability to change the width of table views is a similarly useful function.

    3 votes
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    4 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. I need to copy an auto-generated numeric ID to a text field if a condition is met

    I have a checkbox in a table to deliniate a category: checked or not checked. If not checked, the record is an asset without a serial number. When not checked, I need TrackVia to copy the auto-generated numeric field (unique ID) for that record to a text field as a substitute for the serial number.

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Signature

    Can you add a signature field?

    1 vote
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    2 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. Section Headers on Dashboards

    I would like to be able to add a Section Header on dashboards. For Example: a current dashboard may contain data for 3 different pieces of data that belongs to one site. I want to be able to TITLE the sections - Section 1, Section 2, Section 3, so that when paging down the dashboard there is a specific division between the data.

    The issue is that if I create a dashboard for each site with each piece of data I will have 18 different dashboards and that's just unwieldy to manage. Also, only 4 + 1 tab shows across…

    2 votes
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    2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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