How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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Multiple Unique Record ID's
I'm new to this platform, and starting a slow migration from the Classic version.
One question that I have is with the unique Record ID's.
ln the classic version, there is a system generated unique ID for each record (Record Locator), plus we have the option of using a second field for the purposes of importing files, linking from a child table, and used for calculated formulas.
I don't see this option in the Pro platform. I can only find a single Record ID.
As a User Case, there are times when we need a unique number when importing source…
0 votes -
2 votes
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Changing the Font Color for Field Values
Is there a way of changing the font color for field values?
We can change the form background and label colors, but not the color of the field values which remain black.
This makes is difficult to read on darker background colors.
http://help.trackvia.com/knowledgebase/articles/243463-how-to-create-a-form
4 votes -
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?
0 votes -
Text editing questions
Hi, I was working on editing tables.
1. How can I realize text wrap( turn to next line) functionality in concatenate functionality?
2. Other than the logic formula"if", do we have a "ifnot" together with it?Thanks!
1 vote -
Setting Record and Field Permissions
Reading through the KB and Forums, I've been able to piece together how Record and Field level permissions work, and looking for confirmation.
To limit what a user sees, we need to:
1. Create a View which holds the Records and Fields the user is allowed to see.
2. Create a Role specific to that View
3. Add the User to that Role
4. Create a Form and pair with the ViewThis seems pretty cumbersome, so not sure if I'm understanding correctly (from: http://help.trackvia.com/forums/216889-how-to-questions/suggestions/5927293-limit-access-to-specific-fields-by-role)
User > Role > View/Form
Thanks !
1 vote -
Super Admin vs. Admin ?
Hi,
I'm looking for confimation in my understanding of Admin user permissions.
There are two (2) Admin permissions in the system: Super-Admin and Admin.
My understanding is:
Super Admin is the See Everything/Do Everything account level permissions that over-ride any application level permissions granted. This is set on the users account.
Application Admin gives all access (read/write/delete etc) for everything within in the specific application ONLY (not outside of this application). This permission is set within the Role the user is assigned to. Question: If the Super-Admin specifies the View for a table which does not show all records/fields, will…
0 votes -
How can I embed a form?
How can I embed a form?
5 votes -
How to Create a Date Filter for Today() or Now() ?
I am trying to create a filter against a Date field to display all records prior to today, but I am only able to select a specific date from a pop-up calendar control.
0 votes -
How do I import data into an existing table?
How do I import data into a an existing table?
2 votes -
1 vote
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Create a pie chart based on counts of values?
We have four of five different attributes we apply to our projects to group them by (e.g. IT/Digital/Engineering/Sustainment). I would like to create a pie chart that shows the percentage of projects per criteria. So we might have 30% "Engineering" projects vs. 40% "IT" projects. But I can only seem to create a pie chart based on fields with numbers. Is there any way to create a pie chart as I described?
2 votes -
regain access to dashboards and views
My colleague and I recently lost access to viewing the various dashboards and views in our test trial app and an "error" keeps popping up whenever we try to access a page
3 votes -
How do I create a field mask for phone numbers?
How do I create a field mask for phone numbers? i.e. (xxx) xxx-xxxx
4 votes -
integrate a google map?
Put in a google map, with multiple locations.
17 votes -
Is there a way to select records in a table that are not linked to any other table
I have a table of people who completed volunteer applications and a table of various volunteer jobs and a many to many link to link the volunteers to the activities they actually performed. That is working fine. I want to find all the people on the table of people who completed a volunteer application who have never volunteered at all. Is there a way to do that?
1 vote -
How do you create a form to update records?
How do you create a form to update records? For example; if I want to update the value of a date field to the current date, how would you create a form for this? so far I can only add records.
1 vote -
How do I limit the number of records that show up by rank?
I would like to have a top 10 list of items checked out in a asset tracking app. Right now I am trying to use the count field as a basis for this filter, but because the list constantly changes, I can't filter by a set number. it needs to be highest to lowest and only show 10 records. Anyway to do this.
1 vote -
close my account
Please tell me how I may close my account.
1 vote -
4 votes
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