How-to questions

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  1. Issues with tablets - App Update or Mobile Compatibility of Website

    We are utilizing iPads and Samsung tablets in the field with the TrackVia app. The app does not allow filtering within views like the desktop site. So in some instances we are having to log into TrackVia through Chrome on the tablet. When we do this there is no scrolling through a view. It is very annoying and limiting the amount of information our people can readily access.

    Either the scroll issue on tablets needs to be addressed or filtering added to the app. Both would be optimal, but one or the other to remedy the lack of access to…

    3 votes
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    2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  2. Use location as a Table ID or pull address from location field and put into a separate field

    When creating a record in my table, I use the location field (from google maps). I am not able to use Location as table ID. A possible work around would be to create a separate address field and populate it with the address from the location field. However, I am having trouble doing this.

    4 votes
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    4 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sending/sharing/emailing a record or scheduled report as an attachment

    Hello,

    I work for a healthcare organization. One of our departments uses TrackVia on a near daily basis. We have very recently upgraded from the classic version to the Enterprise+ version.

    Is there any way that we can use the "Share Record" feature, but instead of TrackVia printing out the data in the body of the email (the users have told me this can't be done for HIPAA reasons), the data can be sent as an attachment? Either a Word document or .csv or Excel spreadsheet is fine; it's just for our purposes, we cannot have the data printed out…

    4 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Implement a Refresh Token for View URL?

    The information regarding RESTful API at:
    https://developer.trackvia.com/tutorials/hello-world
    does not discuss how to use "refresh_tokens".
    I want to know how to implement the refresh token for the sake of acquiring a View ID URL that does not expire.
    Please help.

    3 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. expand view

    How do you set a view to open expanded?

    7 votes
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    4 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Save my customization of Views & Dashboards?

    Hello...

    Whenever I customize any view (e.g., resizing or moving columns)...that customization IS NOT automatically saved (as the help files suggest it is supposed to be). Next time I come back to that view, it has reverted back to default. Really need to have this problem rectified, as it is really slowing me down.

    thanx,

    Mark Forman

    1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  10. Change a record field from "required" to "not required" without losing data

    We have a field on an existing record which is no longer required.

    However, we want to keep the field, and the existing data intact.

    If we edit the record, uncheck the field's "required" box, and then save the record, Will we retain the existing data?

    The goal is to be able to remove the previous contents of the field, and not be required to enter it for new data going forward.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  12. see my gantt chart on phone app?

    When I view my chart on mobile device it appears as grid view instead of chart...

    6 votes
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    1 comment  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  13. Distinguish text from number

    We track houses being built and need to enter lot number to generate lot IDs. sometimes these lot number have letters in them like lot 3A & lot 3B for a duplex. the field is currently a string and not number for this reason.

    the issues come to sorting. since it is a string field the houses show up with lot 1, lot 10, lot 100 before lot 2 because of how numbers are treated alphabetically.

    i fixed this with the code below:
    if({Lot Number}<10,concatenate("000",{Lot Number}),if({Lot Number}<100,concatenate("00",{Lot Number}),if({Lot Number}<1000,concatenate("0",{Lot Number}),{Lot Number})))))

    it makes lot 1 lot 0001 so that we…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Use the edit and view choices for a flow task?

    I'm not sure how to use the edit and view options with the new Flow feature.

    How do I edit an existing record? I tried using the variables but that just seems to create a new record with the same record ID.

    As for the view option, maybe I just don't understand the point of it. Could you provide some examples of what you would use the view choice for, within a flow? Also when you are at the view step, you have to click into a record to move to the next step, but there doesn't seem to be…

    0 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Show a calculated date only using WEEK days

    Show a calculated date only using week days, so two days from Thursday would show the Monday's date, so today is Thursday the 13th July 2017, I want to show the calculation of two additional week days, so present Monday 17th July 2017

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  16. Set up a multiple layered conditional filters?

    Hello everyone,

    I would like to know if there is a way to set up a filter where there are 3 layers of condition filters. At the moment I can only seem to manage to have a two layer filter. I am not sure how to explain it so I hope everyone understands what I mean.

    Thank you.

    3 votes
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    4 comments  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  17. Import an address into "Location" field?

    I have received errors on my attempt to import locations: "Invalid POINT value". I have old data with addresses that I would like to tie to the location field....how do I do this?

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Saving a new record - default form fails to load

    I have created a form for users to enter new records into a table. The form contains the specific fields they need to work with. I do not wish to grant the user access to the "default form" as there are fields in there I do not wish to grant them access. When a user enters a record and they hit save they are presented with a "permission denied" alert. The record does save.

    Best I can tell, trackvia always loads the "default form" after a new record is saved. Is this accurate? Is there any way to change this?

    1 vote
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    2 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. auto-populate from parent table

    I have company to contact related tables. When someone creates a contact in a company, can I make the address fields in the contact table auto-populate with the data from the address fields in the parent company?

    1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  20. Alphabetize Dependent Drop down Choices

    I have set up a dependent drop down of Counties and Cities. When I pick a county the city choices are not alphabetized. Is there a way to make this happen?

    1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
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