How-to questions

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

How do I...?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  4. Export (and import) forms configuration

    In our compagny, we are certified ISO 9001 so we have to handle change management.
    We already have a functionnal systems to manage changes. If we were able to export the configurations of the forms in trackvia, we woud complie with the norm.

    So any format for the export would be nice as long as we can :
    * import it on an existing form or a new one
    * export it from an existing form

    The best would be to have it in a human readable format like XML or JSON

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. invoice

    Create an invoice (pdf) directly from TrackVia

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sort by name in Calculated field?

    Is there any way to alphabetize text in Calculated field? I have Calculated field with formula: childconcatenate({Projects}.{Lead}.{Project Experience}, "\n"). How can I sort those "Project Experience" fields from Projects table?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create links within Manufacturing Work Instructions that automatically populate the correct TrackVia picture entry

    I work for 3D systems. We manufacture 3D printers and use TrackVia in multiple ways, but on of them is to take pictures throughout the assembly process using Android Tablets for accountability and quality purposes. Currently, assembly line workers read paper work instructions, and only use the tablets for TrackVia. We want workers to be able to use the tablets to follow work instructions. Within the instructions, we would like for workers to be able to click a link that would take them to the appropriate TrackVia picture entry form. I'm not sure if this can be done being that…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Copy the linked field to text

    I have a contracts table and in it, users will select a child company from the linked child company table.

    I am trying to create a client contacts form that will automatically populate the selected child company(ies) in contracts in the associated client contact field

    Can you tell me how? Or is there a way to create a second column that will do something like linked record = linked record text

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. return the previous month's record

    I'm uploading invoices into our table. Each entry in the table will list the date run, the company name, qty and subtotal. I also want to add a column that populates what the previous month's qty was, so i can add an additional column that calculates the variance.

    Can someone help me with what the formula would be to return the previous month's qty?

    Thanks in advance

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. How do I set up an email alert in the future?

    Can I set an email reminder for 1 week from today? Or, an email reminder on the designated date of a future task (record)?
    Thanks.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add tool tips to views/fields

    Add tooltips to views/fields/flows.

    The text widget is kind of klunky. Tooltips would be a more elegant solution for fields, but would also be useful to explain the purpose of a view or flow before someone jumps into one.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. know which users have viewed my record

    I have a table, which is for FAQ/Knowledge Base. I would like to know how many times a particular question has been viewed and maybe by who,? Is that possible in TrackVia currently?

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  14. How do I set up alerts, if possible, to my email account?

    Every time, someone enters a new order to be shipped, it would give you an email notification, that way you wouldn't miss RUSH/OVERNIGHT shipments

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  16. High Contrast

    I would love for individual users to have access to a high contrast layout option to help combat eye fatigue.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Using application script, add days to a date that was set in a form

    Users set "First Day" creating a new record.
    I have it in my script: def fday = currentValues["First Day"]
    Than I want to add for example 30 days and save this new date in a date field. (using script)

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  19. Is it possible to add comments when writing a long formula?

    In most languages you can add comments that does not affect the code or formula. Out of habit I tried to use ' but that didn't seem to work. Does trackvia allow for this kind of thing and if so what is the symbol or text?

    E.g.

    If({Field} = 1, A + B, A + C)

    'comments about above statement

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  20. Use TrackVia for contract management

    What solutions can TrackVia provide for managing multiple government contracts (with multiple modifications and expiration dates each)? Goal = listing basic contract data and alerts when contracts are about to expire.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 12 13
  • Don't see your idea?

How-to questions

Feedback and Knowledge Base