How-to questions

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  1. 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!!

    1 vote
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    0 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  2. adding to my request

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

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Where can I complain about the newest update?

    Let us opt out of major changes that you think everyone will like but probably most people don't.

    4 votes
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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. como puedes guardar tu solicitud

    necesito encontar la seccion de save request que indica el manual

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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.?

    1 vote
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    3 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 20

    Returned value would be 10

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
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    1 comment  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
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