How-to questions

Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)

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  1. Required Fields

    If I add a field to a form that is from the parent record, such as a name, how do I mark it as a required field? I only see this option when creating tables.

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. How have you printed barcodes?

    I can only see barcodes when I'm on the mobile app. Is there a way to generate barcodes for inventory items and print though from TV?

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create a Message Board

    Is there anyway to create a message board on an app? Like a discussion board for a project?

    1 vote
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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  4. Day of the Year

    Is there a formula to calculate the day of the year?
    Example: Today, 3/18/2015 is the 77th day of 2015.

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  5. Combine the drop down menu and single line text?

    I have 6 options that I need in a drop down menu. I would like to include an "other" option as well. If my users select that choice, they will need to input their own selection. Is there anyway to do this?

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sometimes the chart icon does not show up when I'm creating a view.

    Sometimes the chart icon is available and sometimes it isn't. Any ideas why?

    1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. API Admin Rights

    I noticed that single application administrators have access to the TrackVia API.

    I would like to see access to the API access raised up to the Account Authority only.

    The reason, is that the Account Authority is will have the knowledge for the TrackVia account, the pricing plan, and any limitations the pricing plan has with the API.

    An App Admin may not have this information on the subscription, plan, or invoicing, and may exceed the subscription limits. Only the Account Authority should be the approver for anything relating to account expenses.

    1 vote
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  10. How do I use the new "Lanes" view function?

    There was an announcement about it launching on Feb 20th, but I don't seem to see the option in any of my views.

    1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Change colors in charts?

    Is there a way to change color of bars in charts?

    8 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Calculated Link field to allow custom action on each row

    It seems that in TrackVia we can not add custom actions on each row like in Zoho creator.
    For example, jump to LinkedIn profile of a contact, based on its name and forname stored in TrackVia table.

    An easy way to achieve this could be to create a new type of calculated field: Calculated Link

    By this way, we could extend the action functionalities of TrackVia on each row,

    image: trying to calculate a link base on forname and Calculated Text Field (without success :-)

    5 votes
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    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  13. 4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Use Regular Expression in Contains() or Snip()

    It would be really great to be able to match a pattern of text with regular expression in contains() and snip()

    For example, If I have a URL http://www.google.com/account/gmail/532905jfkdsa and http://www.google.com/account/maps/5723utiregmailfjdk

    If you use IF(contains("gmail",{url}),"Gmail","other")

    It will return gmail for both because both contain gmail even though I am only looking for /account/gmail.

    If I wanted to just find the account number (in this example) I could use something like /(\d+\w+)/g

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automated export?

    Is there a way to automate the export process so that all data gets saved to another location on a scheduled basis?

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make fields smaller in record entry form

    Hi I'm a new user, building my first App. I want to create a specific layout for new record entry and existing record edits. Some text lines contain only a few characters so they should be small (to state the obvious). When I drag the field from the arrow on the bottom right, the field will not "shrink." I can make fields bigger, but not smaller. The layout I'm stuck with is not optimal for space and will make it hard for users to enter information since my database has many required fields.

    3 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. Font sizes in Forms

    The knowledge base says "Next, if you wish to further customize your form, click the pencil icon in the upper right corner of any field or section. From here, you can edit the title, and the font and background colors. " But far as I can tell, there are not font style or size controls. Does this mean that I cannot change the size of the fonts in form fields? Seems like a really basic feature.

    2 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. Survey

    Can TrackVia be used for distributing a survey? Create survey as form . . . provide respondents with at link . . . capture data in a table?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. How to submit bugs?

    where can i submit bugs?

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