How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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Pivot Views: Calculated fields to allow for dynamic aggregation
In the same way that pivot tables in excel or equivalents allow you to create a calculated field in your pivot view. This field would not be a calculated field in the table itself, but a calculated field that would dynamically perform a calculation function regardless of the rows and columns you set for your pivot view.
For some reference, I've provided several links for other tools like Excel, Tableau and Google Data Studio.
https://support.google.com/datastudio/answer/6299685?hl=en
https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_create.htm
2 votes -
Return child value based on max date field
I have a child table with a date and a number. I would like to pull back the number for the child record with the highest date. The date field does not correlate with the create or modify date.
Child table:
01-05-2020 6
01-23-2020 10
01-15-2020 20Returned value would be 10
4 votes -
Make a field required based on another field on the same form
Say I have one drop down field with A, B and C. Depending on which the user chooses, I want to make different fields required on the same form.
5 votes -
4 votes
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Calculate a fields value at record creation time, but not update it ever again
I would like to sum up the values in the child records and store the sum in the parent record when the parent record is created. But not have the parent sum value change when the child records change. I just want that parent sum to stay the same forever. Kind of like taking a snapshot in time for history purposes.
3 votes -
Power BI Integration
has anyone done integration with Microsoft Power BI? We are looking for a more robust set of visual representations of data display and a lot of the individuals who need to view the reports don't necessarily need to have logins and licenses. Just curios on the types of APIs possibly used.
4 votes -
Change the order of the buttons on the Shortcut panel section on a dashboard?
I have many dashboards that are ever evolving and there is not a way that you can change the order of the buttons in a shortcut panel section without deleting buttons and readding them in the order that you are wanting.
1 vote -
Export a view with grouped data as it shows in TV instead of exporting as each individual record?
When creating views that group store records by region, they show at the region level in TV, but export as individual records under highlighted rows for each region but aren't summed so I then have to go into excel and re-sum each section. Is there a way to get a View to export at just the grouped level? I really don't want to create a new table just to make this happen.
5 votes -
How do I remove the "created by" on my form? It all of a sudden showed up and I cannot remove it.
Screenshot is attached.
1 vote -
Time field type
We would like to have a field type that is a "Time" only. Just like the date/time field but not have the user select the date.
6 votes -
Scan multiple barcodes within mobile app
Is there a way to scan multiple barcodes either on record creation or searching for the record and then edit/save those records all together? Also, are there any other options for bulk editing records on the mobile application?
3 votes -
Export pictures uploaded to TrackVia
If I wanted to export data to a program such as Excel, how would I include the pictures as well? Right now, using the "Export View" or 'Import to Table" options just gives me a file name for the pictures.
1 vote -
Inventory App
The legacy Trackvia had an example of an Inventory App. I would like to build a similar one where my employees can keep track of inventory of products in their area so that on a single dashboard, in real time, the supply manager knows when levels of certain products go below par levels. Any ideas?
1 vote -
Open a specific form in Mobile App
I have a work instruction that said "Check this and record it in Trackvia". I can easily put a link to the rigth trackvia form in a PDF.
But, If I put this PDF on a tablet, the link will open the form in the web browser, not in the Trackvia mobile App.
Is there a way to open a specific form in the trackvia app ?
3 votes -
More Chart Customization
Is there a chance to add further customization to charts.
For example:
- Adding the option to display the data point on a line / bar graph in place of or in addition to hover text.
- Customize the color of the linesThe more options for charts the better.
3 votes -
How can you sign out of an account on all devices desktop & mobile
Is there a way to sign out of your account on all devices desktop & mobile. I didn't seem to see of a way to do that. I noticed when I changed my password on one device it didn't update to make you sign back in with the new password on the other devices.
1 vote -
Transfer data from one user to another?
How can we easily transfer data from a previous employee who is no longer in the company to a new employee that was hired?
Currently they transfer the data manually to the new employee, was thinking of a way to automate this process for new hires that are replacing older employee's.
1 vote -
Count working hours
I need to count working hours in the range defined by "Start" and "End" fields. Both fields are Date and Time format. The working day lasts from 7 AM till 3:30 PM. I need to count time only from this range. Overtime and weekends should not be included. I can start and end work any day at any time.
weekdays() function counts only days, datedif() function includes all 24 hours and weekends.
Any ideas?3 votes -
Inventory App
The legacy Trackvia had an example of an Inventory App. I would like to build a similar one where my employees can keep track of inventory of products in their area so that on a single dashboard, in real time, the supply manager knows when levels of certain products go below par levels. Any ideas?
1 vote -
sum a specific column when the child record is in a specific location
I have a table where users can select a parent record in more than one location. For example, a child table, "work order" contains both "Service 1", and "Service 2" links to the "services" table. Each linked service has an associated quantity column in the "work order" table. I have tried using the sum function in the "services" table to sum the total services entered but when I sum the "service 1 quantity" all of the values in that column are added regardless of whether the service was a parent record in the "service 1" link or in the "service…
1 vote
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