How-to questions

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  1. 1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Your videos are for experienced programers. I CANNOT see what they are clicking from or to so as a newbie the videos are useless!

    Your videos are for experienced programers. I CANNOT see what they are clicking from or to so as a newbie the videos are useless

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. get rid of an unwanted comma before calculated text

    We have two tables - one for assets and another a check out log
    To get the current location with we have two formulas for calculated text

    Check out log
    if(isblank({Checked In Date}), {LOCATION}, "")

    Assets
    if(sum({Checkout Log}.{Asset (Checkout)}.{Currently Checked Out})>"0",childconcatenate({Checkout Log}.{Asset (Checkout)}.{CURRENT LOCATION} , ","),{HOME LOCATION})

    They work fine except a comma is appearing the box before the location. How do we get rid?

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 4 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Set starting number for auto counter?

    I have an existing auto incremented ID in my data, how do I set the starting point for an auto incremented field?

    1 vote
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    3 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  8. Retrieve Value from Grand-Parent Table?

    Is it possible to retrieve the value from a field in a grand-parent table?

    I've tried modifying the format of retrieving from a parent field by adding additional "connectors", but not getting it to work.

    Sample:
    {Table Name}.{Relationship Name}.{Relationship Name}.{Field Name}, or
    {Table Name}.{Relationship Name}.{Table Name}.{Relationship Name}.{Field Name}

    I could "step" the values down one level at a time, but thought it would be easier to go straight to the source.

    Thanks

    6 votes
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  9. Integrate my trackvia data into my website !

    I have thousand users in my site,if they want access this information without have credentials of trackvia and also they have download this data is it possible using trackvia ?

    9 votes
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    under review  ·  3 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  10. Changing the Font Color for Field Values

    Is there a way of changing the font color for field values?

    We can change the form background and label colors, but not the color of the field values which remain black.

    This makes is difficult to read on darker background colors.

    http://help.trackvia.com/knowledgebase/articles/243463-how-to-create-a-form

    4 votes
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    0 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Text editing questions

    Hi, I was working on editing tables.
    1. How can I realize text wrap( turn to next line) functionality in concatenate functionality?
    2. Other than the logic formula"if", do we have a "ifnot" together with it?

    Thanks!

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. How to Return a 2-Digit Value for Date Formula "Month(date)" and "Day(date)"

    Using the month() and day() formula result in a single digit number returning. eg: January = 1.

    Is there a way to have a 2 digit value return for all?
    eg: January=01

    I'm trying to get a result of: 2014-01-15

    concatenate(year({Month Ending}),"-",month({Month Ending}),"-",day({Month Ending}))

    0 votes
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  13. Super Admin vs. Admin ?

    Hi,

    I'm looking for confimation in my understanding of Admin user permissions.

    There are two (2) Admin permissions in the system: Super-Admin and Admin.

    My understanding is:

    - Super Admin is the See Everything/Do Everything account level permissions that over-ride any application level permissions granted. This is set on the users account.

    - Application Admin gives all access (read/write/delete etc) for everything within in the specific application ONLY (not outside of this application). This permission is set within the Role the user is assigned to. Question: If the Super-Admin specifies the View for a table which does not show all…

    0 votes
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  14. Multiple Imports

    With the Pro platform advising the end-user that their import is taking longer than expected, and allowing the import window to be closed, is it safe to start a second import on the new screen?

    0 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. How to Create a Date Filter for Today() or Now() ?

    I am trying to create a filter against a Date field to display all records prior to today, but I am only able to select a specific date from a pop-up calendar control.

    0 votes
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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  16. Setting Record and Field Permissions

    Reading through the KB and Forums, I've been able to piece together how Record and Field level permissions work, and looking for confirmation.

    To limit what a user sees, we need to:
    1. Create a View which holds the Records and Fields the user is allowed to see.
    2. Create a Role specific to that View
    3. Add the User to that Role
    4. Create a Form and pair with the View

    This seems pretty cumbersome, so not sure if I'm understanding correctly (from: http://help.trackvia.com/forums/216889-how-to-questions/suggestions/5927293-limit-access-to-specific-fields-by-role)

    User > Role > View/Form

    Thanks !

    1 vote
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  17. Multiple Unique Record ID's

    I'm new to this platform, and starting a slow migration from the Classic version.

    One question that I have is with the unique Record ID's.

    ln the classic version, there is a system generated unique ID for each record (Record Locator), plus we have the option of using a second field for the purposes of importing files, linking from a child table, and used for calculated formulas.

    I don't see this option in the Pro platform. I can only find a single Record ID.

    As a User Case, there are times when we need a unique number when importing source…

    0 votes
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    3 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create a pie chart based on counts of values?

    We have four of five different attributes we apply to our projects to group them by (e.g. IT/Digital/Engineering/Sustainment). I would like to create a pie chart that shows the percentage of projects per criteria. So we might have 30% "Engineering" projects vs. 40% "IT" projects. But I can only seem to create a pie chart based on fields with numbers. Is there any way to create a pie chart as I described?

    2 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  19. regain access to dashboards and views

    My colleague and I recently lost access to viewing the various dashboards and views in our test trial app and an "error" keeps popping up whenever we try to access a page

    3 votes
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  20. How can I embed a form?

    How can I embed a form?

    5 votes
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    3 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
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