How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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Issues with tablets - App Update or Mobile Compatibility of Website
We are utilizing iPads and Samsung tablets in the field with the TrackVia app. The app does not allow filtering within views like the desktop site. So in some instances we are having to log into TrackVia through Chrome on the tablet. When we do this there is no scrolling through a view. It is very annoying and limiting the amount of information our people can readily access.
Either the scroll issue on tablets needs to be addressed or filtering added to the app. Both would be optimal, but one or the other to remedy the lack of access to…
3 votes -
See ALL active notifications in ONE place.
I would find it extremely helpful to have the ability to see ALL active notifications in one place.
I imagine a notifications tab/page categorized by tables, that shows all underlying views with active notifications -each view having the ability to expand and show all associated notifications, and each notification having the ability to expand and show all users receiving that notification.3 votes -
Can we copy formulas when we create new tables?
We utilize TrackVia for research and the copy table function was very useful in Classic because we could choose to copy formulas and they'd all come over without data. Is there a work around. Is this in the mix for an improvement?
1 vote -
Implement a Refresh Token for View URL?
The information regarding RESTful API at:
https://developer.trackvia.com/tutorials/hello-world
does not discuss how to use "refresh_tokens".
I want to know how to implement the refresh token for the sake of acquiring a View ID URL that does not expire.
Please help.3 votes -
1 vote
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Save my customization of Views & Dashboards?
Hello...
Whenever I customize any view (e.g., resizing or moving columns)...that customization IS NOT automatically saved (as the help files suggest it is supposed to be). Next time I come back to that view, it has reverted back to default. Really need to have this problem rectified, as it is really slowing me down.
thanx,
Mark Forman
1 vote -
1 vote
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Set up a multiple layered conditional filters?
Hello everyone,
I would like to know if there is a way to set up a filter where there are 3 layers of condition filters. At the moment I can only seem to manage to have a two layer filter. I am not sure how to explain it so I hope everyone understands what I mean.
Thank you.
3 votes -
Change a record field from "required" to "not required" without losing data
We have a field on an existing record which is no longer required.
However, we want to keep the field, and the existing data intact.If we edit the record, uncheck the field's "required" box, and then save the record, Will we retain the existing data?
The goal is to be able to remove the previous contents of the field, and not be required to enter it for new data going forward.
1 vote -
see my gantt chart on phone app?
When I view my chart on mobile device it appears as grid view instead of chart...
6 votes -
1 vote
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Distinguish text from number
We track houses being built and need to enter lot number to generate lot IDs. sometimes these lot number have letters in them like lot 3A & lot 3B for a duplex. the field is currently a string and not number for this reason.
the issues come to sorting. since it is a string field the houses show up with lot 1, lot 10, lot 100 before lot 2 because of how numbers are treated alphabetically.
i fixed this with the code below:
if({Lot Number}<10,concatenate("000",{Lot Number}),if({Lot Number}<100,concatenate("00",{Lot Number}),if({Lot Number}<1000,concatenate("0",{Lot Number}),{Lot Number})))))it makes lot 1 lot 0001 so that we…
3 votes -
Import an address into "Location" field?
I have received errors on my attempt to import locations: "Invalid POINT value". I have old data with addresses that I would like to tie to the location field....how do I do this?
3 votes -
Show a calculated date only using WEEK days
Show a calculated date only using week days, so two days from Thursday would show the Monday's date, so today is Thursday the 13th July 2017, I want to show the calculation of two additional week days, so present Monday 17th July 2017
1 vote -
Saving a new record - default form fails to load
I have created a form for users to enter new records into a table. The form contains the specific fields they need to work with. I do not wish to grant the user access to the "default form" as there are fields in there I do not wish to grant them access. When a user enters a record and they hit save they are presented with a "permission denied" alert. The record does save.
Best I can tell, trackvia always loads the "default form" after a new record is saved. Is this accurate? Is there any way to change this?
…
1 vote -
Use the edit and view choices for a flow task?
I'm not sure how to use the edit and view options with the new Flow feature.
How do I edit an existing record? I tried using the variables but that just seems to create a new record with the same record ID.
As for the view option, maybe I just don't understand the point of it. Could you provide some examples of what you would use the view choice for, within a flow? Also when you are at the view step, you have to click into a record to move to the next step, but there doesn't seem to be…
0 votes -
Create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?
Can I create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?
2 votes -
auto-populate from parent table
I have company to contact related tables. When someone creates a contact in a company, can I make the address fields in the contact table auto-populate with the data from the address fields in the parent company?
1 vote -
Alphabetize Dependent Drop down Choices
I have set up a dependent drop down of Counties and Cities. When I pick a county the city choices are not alphabetized. Is there a way to make this happen?
1 vote -
How do i search on a specific field in a view using the API?
I need to search for a specific value in a field using the API. How would i accomplish that? what would the query string be?
1 vote
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