How-to questions

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  1. Highlight Required Fields for Users

    The red box highlighting required fields for users only appears if the user has clicked on the input, not entered anything, then attempted to save the form. On a form with many fields and a user quickly moving through the form, they may miss the required field and try to save. Even when this occurs, the red box does not appear signalling where the user has to go back. While it makes sense to not have the red box showing by default, it would probably avoid some user frustration/confusion by having it triggered also by clicking "Save Changes." This would…

    11 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. Track Via Capabilities. A little confused.

    The one thing that would make TrackVia near perfect for our business would be the ability to easily customize the list for export based on factors.

    For instance, we have mailing to go out and we want to target a certain market, number range etc. we can just pick each database row and customize the export parameters.

    ie. Mail to A-J last names on our list, in Phoenix and Scottsdale, unit counts 50-250 who haven't been contacted in 4 months. (all current categories tracked in TV) Just easily go in create the list and export it.

    Would this program be…

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  3. How do I get the lines to show in my chart table?

    How do I get the lines to show in my chart table?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create tasks that are dependent on each other?

    I'm working on creating a project management tracker. I have several tasks that I want to link to each other, so that if one of the tasks takes longer than scheduled, it modifies the dates of the other tasks when I change the task date.

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create a dashboard with pull down menu

    I have 4 tables (Clients, Projects, Notes, Tasks). I want to create one Dashboard that, from a pulldown menu, I select a client, and have the projects, notes, and tasks associated with it show up below it.

    2 votes
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  6. How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    1 vote
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    3 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  7. 3 votes
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    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  8. download pictures and documents into a table in database. Sure would be nice, if it was as easy as the spreadsheet import!

    I have many documents and pictures that will reside on the database and want to know how to import them into my database.

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  9. have a static line graph that doesn't require hovering over it to see the data?

    I need to create a static line graph that doesn't require hovering over it to see the data. Currently using Excel for this, the application takes hours to complete. Wondering if Track Via would even allow for this.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. upload multiple documents to a record?

    Do i have to add multiple "document" fields? Or is there something I can add that will allow for multiple uploads at once? Also, if I want to add more documents later, and I use the upload field, it seems to replace the file I originally uploaded. Is this right?

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  11. How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

    How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. In table view, why does my table automatically and slowly scroll to the left when I select a field?

    In table view, why does my table automatically and slowly scroll to the left when I select a field?

    1 vote
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    0 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Delete Forms

    How do I delete or remove a form that I created

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. Is there a way to link a table in an app to another table in a different app? ("App A, Table A" linked to "App B, Table A")

    Is there a way to link a table in an app to another table in a different app? ("App A, Table A" linked to "App B, Table A")

    2 votes
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  15. How do I delete users?

    How do I delete users? For individuals I know will not be using the system again, how can I eliminate them so as to avoid a cluttered user management table.

    11 votes
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    planned  ·  4 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  16. Error on Add/Import records

    When I try to add/update records with an import, I keep getting a little red flash that says something like: "We ran into a error importing your file with the mappings you provided".

    Obviously, there is some kind of a mapping issue, but everything looks correct; and after the red flash message goes away, trackvia just times out.

    Anyone else seen this? Any solution? What am I doing incorrectly?

    Thanks,

    Todd

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make the text "BOLD"? I have a "Notes" field I would like to bold some or all of the text.

    I am building a Contact Management System. I have a comments and Notes field. I would like to bold certain text. How do I do that? Thanks, Lisa

    1 vote
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    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  18. Is there a similar feature in Trackvia Express as the document merge function in Trackvia Classic?

    I currently use the document merge function in Trackvia Classic for exporting to MS Word templates and am looking for similar functionality in Express.

    27 votes
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    7 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Returning Value based on date being between two dates

    I am trying to produce a formula to calculating carbon emissions factors.

    When inputting a new meter record I need the date to return a value if it is between two dates.

    I then need that value to be multiplied by the new meter value.
    For this to work I presume I am going to need to set up another table with all of the dates and values I want to be returned. But how do I lay the table out?
    Do I do a start date and end date? Month on Month?

    Really need some help on the formula…

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  20. why are my app dashboard barcharts different to my actual dashboard barcharts?

    I've created various status barchart views for one of my apps on my computer and added to a dashboard. On the computer they look great. When I view them on my ipad most of the funtionality has been removed and they don;t match what I see on my computer.

    Is tehr a reason for this?

    1 vote
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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