How-to questions

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  1. How do I export a view to a PDF?

    I would like to export a record to a PDF in a specific form. I would like the PDF to be editable.

    8 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. Calculating Task Completion Time

    I am looking for a way to capture how long it takes a user to create a record.
    Does TrackVia stamp when a Form is opened? If so, then I can use this value in a datedif formula against the record Create Date/Time to see how long it took to open the form, key in the information, and click Save.

    4 votes
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  3. create a template for exporting a record as a PDF / word document?

    I'd like to create quote / order documents for a CRM application

    1 vote
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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. Add tool tips to views/fields

    Add tooltips to views/fields/flows.

    The text widget is kind of klunky. Tooltips would be a more elegant solution for fields, but would also be useful to explain the purpose of a view or flow before someone jumps into one.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. know which users have viewed my record

    I have a table, which is for FAQ/Knowledge Base. I would like to know how many times a particular question has been viewed and maybe by who,? Is that possible in TrackVia currently?

    3 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Is it possible to add comments when writing a long formula?

    In most languages you can add comments that does not affect the code or formula. Out of habit I tried to use ' but that didn't seem to work. Does trackvia allow for this kind of thing and if so what is the symbol or text?

    E.g.

    If({Field} = 1, A + B, A + C)

    'comments about above statement

    1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. Using application script, add days to a date that was set in a form

    Users set "First Day" creating a new record.
    I have it in my script: def fday = currentValues["First Day"]
    Than I want to add for example 30 days and save this new date in a date field. (using script)

    0 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 'unlock' a calculated field?

    I have a date calculate field that needs to be manually changed every now and then, maybe 1 in 10 records don't follow the pattern and need a custom date.

    I used the term 'unlock' because there is a small padlock in the top right corner of the box (image attached if you don't know what I'm talking about) so I am hoping there is a way to 'unlock' the field so that I can manually change the date.

    If you need anymore information let me know.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  12. How do I filter views based on business days?

    We have a view that is shared with our contractor showing jobs completed today as well as jobs due tomorrow. We do not work on Saturday so Friday's view doesn't have anything due tomorrow. I set up and shared another view to show the jobs with a due date 3 days from now to help account for this issue on Fridays. Is there a way to combine both views by showing only the next "business" day?

    1 vote
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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Is there a toggle for case-sensitive?

    I know that the search function is not case-sensitive, but uploading records to the database seems to be. We use email address as a unique identifier when uploading new info and will always end up with duplicate records when someone enters their email address differently than previous. For example, Ta305@gmail.com versus ta305@gmail.com would create a dupe.

    Is there a toggle somewhere to tell the DB to ignore upper case?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add working days to a date

    We need the ability to add working days to a date, at the moment the only unit available is 'd' which includes weekends.
    Please note - i dont need to work out the number of working days between 2 dates, rather add working days to a start date, in order to determine the end one. Any ideas?

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Share all pages in a view

    I have views that contain more that one page. When I try to share or print, only the first page is displayed. I need to be able to include all data in a view when sharing and printing.

    5 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. How do I prevent paste of non-printable characters like line feeds?

    Many of the users paste data in from Excel & other sources, frequently we get spaces, tabs, line feeds & other non-printables in the data fields. Can we simply disallow those characters without disturbing the users' process? Even if we end up impacting the users, is there any method to prevent this - or to "scrub" at export time?

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 3 votes
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    planned  ·  1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  18. Select the notifications I will receive

    Since signing into Trackvia 2.0 I have been receiving a notification each time someone else submits a request. How do I filter out the irrelevant notifications and choose which ones I want in my inbox?

    - Regular user (not an admin or power user)

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. API and Calculated text field

    Hi we have a table that has calcualated fields, we are importing data into the table via API but the calculated fields are not calculating? Does anyone have an easy fix

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
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