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. Avoid time while Concatenate multiple fields with Date field in it

    I'm trying to concatenate three fields, where one is Date field. but when I concatenate the date field,it is adding time with it.why is it happening?I just want to add date only. the Field is also Date not Date and Time.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Restrict data input by using a validation rule

    Hello, can be used in TrackVia data input restriction rules, e.g to be not able to set in some Date/Time field, Date/Time value which for instance is in the past.

    Thanks

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  3. Copy/share a list of dropdowns in a table?

    In my database application, one table, I have 3 columns which are calling for states, because there is a project state, there is an address of the engineer and there is an address for the owner. Currently, I have to go in and manually enter the dropdown for each columns as 50 states in US plus all Canadian province. If there was a feature to copy or share the list choices in the table, or among different tables, it would be greatly useful. Also for standard fields like US states, if it was a pre created dropdown, I could use,…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  9. delete bulk items

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

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    planned  ·  4 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. can i trace mobile number

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

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base