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. 1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Control which app users default to upon login

    Is there a way, as an account admin, to control which app is the default app upon login for users that have access to multiple apps? I'm familiar with the 'star' in the app list, but can that be managed by admin? We have built an app that we'd like to be a secondary app, but it's automatically showing up as the home screen when multi-app users log in.

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. How do I know I'm doing the process right?

    I applied for support but have not yet received any mail or response. How do I know it is active and how much longer should I wait?

    1 vote
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    2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  5. Update table unique Id to new format

    I had to change the table unique ID structure, and I need to update the "older" records to have this new unique ID structure. Is there a way to do that so that I can import changes to those records?

    1 vote
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    0 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  6. 2 votes
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    0 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  7. How do I go from Draft to Requested, I don't get the option is blocked

    How do I go from Draft to Requested, I don't get the option is blocked

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  8. 1 vote
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    0 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  9. how to change fonts

    Please put in a feature to change the fonts

    1 vote
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  10. Please turn off the new info from your latest release

    Please turn off the new info from your latest release. I'm very tired of logging in every day and seeing the same info for your new "revamp" of your dashboards (which I don't care for, by the way). How do I turn the info off so I don't have to see it anymore? I don't see a way to turn it off!!

    4 votes
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    0 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  11. adding to my request

    how can I add to my requests? I have documents to add and cant figure out how to do it

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  12. como puedes guardar tu solicitud

    necesito encontar la seccion de save request que indica el manual

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Data Warehouse

    Is it possible to extract all data from TracVia to an external data warehouse? I need to combine data from TrackVia with other data sources in Power BI.

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Set calendar to week or day

    The calendars are all set for Month. If I change it to Week and then go into view an event, when I come back to the calendar it's set back at Month again. Would like to set my calendar for Week, and it stay on my preferred view.

    1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Sum the values of a child table based on criteria

    Looking to sum up items in a child table that meet criteria of a field in the child record ( sum of unapproved invoices , etc.. ) ideas.?

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    3 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  16. 4 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Delete a field from a table

    I'm in the process of creating a new table from scratch. How do I delete a field from a table? I couldn't find the info in the FAQ.

    4 votes
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  18. 4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.office.com/en-us/article/calculate-values-in-a-pivottable-11f41417-da80-435c-a5c6-b0185e59da77

    https://support.google.com/datastudio/answer/6299685?hl=en

    https://help.tableau.com/current/pro/desktop/en-us/calculationscalculatedfieldscreate.htm

    2 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 4 votes
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