How-to questions

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  1. Is there an easy way to duplicate a line entry and simply change a few of the fields?

    Be able to "check mark" a line and "duplicate" with the same command as "delete" or "edit".

    1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. move record from one table to another

    I will have several applicants input their information into a table. After they have been hired, I need my GM to be able to transfer their information into our employees table. Is there a way to do this easily without needing to redo the work?

    3 votes
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    completed  ·  2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  3. Is there a way TrackVia can produce a calendar view?

    Is there a way TrackVia can produce a calendar view?

    13 votes
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    completed  ·  1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Date Field Formatting/Display

    I've come across several instances where my users enter a date into a date field, but use a 2-digit year (3/25/15).

    TrackVia accepts the value and displays the year as 0015 instead of 2015 (see attached screenshot).

    Is there a way to either:
    1. Force a 4-digit year when entering the value
    2. Have the system resolve any 2-digit entries to the 4-digit equivalent closest to present day: "14" resolves to "2014".

    4 votes
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    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  6. Admin View of View Notifications?

    Is there a way for an Admin to see the list of users who have set themselves up (subscribed) to receive notifications from a View?

    4 votes
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    completed  ·  5 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  7. 6 votes
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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  8. Capturing a Field's Previous Value

    Do the tables store the previous value of a field someplace that is accessible via a formula (calculated text field)?

    4 votes
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    completed  ·  3 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  10. update an existing table from excel

    I know I can create a table by importing an excel file. Once the file is created can I add NEW records to the file by importing the new records from an excel file or do I have to add the new records one at a time in the TrackVia form for the table?

    2 votes
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    completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. How do I empty my table content.

    Please note that I do not want to delete the table but to empty it.

    related question: can I get my data in the table from another web app? in other word, can I make API call to another web app resulting in populating my tables (for instance if the other web app export an excel file)?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create cross table formulas...

    I have a 'quantity' that I want updated based on a production table & a delivery table?

    So every time codeABC is produced - I want quantity to go up, and every time codeABC is delivered I want quantity to go down.

    3 votes
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    4 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →

    We introduced the ability to reference other related/linked tables within a singular formula field on 5/2/14. Let us know if this new functionality doesn’t get you what you need. Thank you!

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