How-to questions

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  1. 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}))

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 records/fields, will…

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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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…

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    3 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. Is there a way to select records in a table that are not linked to any other table

    I have a table of people who completed volunteer applications and a table of various volunteer jobs and a many to many link to link the volunteers to the activities they actually performed. That is working fine. I want to find all the people on the table of people who completed a volunteer application who have never volunteered at all. Is there a way to do that?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. How do I create a field mask for phone numbers?

    How do I create a field mask for phone numbers? i.e. (xxx) xxx-xxxx

    4 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. How do you create a form to update records?

    How do you create a form to update records? For example; if I want to update the value of a date field to the current date, how would you create a form for this? so far I can only add records.

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. How do I import data into an existing table?

    How do I import data into a an existing table?

    2 votes
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    4 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  15. close my account

    Please tell me how I may close my account.

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Limit access to specific fields by role

    How do I limit access to a specific field(s) on a form based on the user's role?

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. limited role can't edit table even though all maximum permissions are set.

    As you can see in the attached screen shots, I can't edit the asset and member drop down menus to create a new activity record. The checkout is a view of the activity table which is a child of both the member and the asset table. For limited role I have all settings to the maximum allowed permissions. It is only the assets and members drop down lists that don't show up.

    Thanks!

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    2 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  18. How do I limit the number of records that show up by rank?

    I would like to have a top 10 list of items checked out in a asset tracking app. Right now I am trying to use the count field as a basis for this filter, but because the list constantly changes, I can't filter by a set number. it needs to be highest to lowest and only show 10 records. Anyway to do this.

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    3 comments  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  19. integrate a google map?

    Put in a google map, with multiple locations.

    17 votes
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  20. 4 votes
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
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