How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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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 -
integrate a google map?
Put in a google map, with multiple locations.
17 votes -
Assign multiple forms for a single table
I need to be able to assign multiple forms to a single table. This works fine as long as the user is an admin. But it does not work when users are given limited access or when mobile app is in offline mode.
15 votes -
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 -
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 -
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
10 votes -
How can I share a dashboard?
I have several tables and views saved within one rolled up dashboard. I would like to share this dashboard via email weekly with our team. Is there a way to share dashboards? Or does anyone have a creative idea for sharing more than one view?
10 votes -
Reset an Auto Counter?
Is it possible to completely reset the auto counter for a table?
I have tried deleting a current one & creating a new one, but the numbers don't reset.
I know that I can "reset" it by re-creating the same table, but I'd like to avoid that.9 votes -
export document field
Is there a way to download all of the documents for a table? An export gives me an excel file and one of the columns in that is the name of the document in that field but I need a way to get all of the actual files. Is that possible or do I have to go through one by one and download them?
9 votes -
print a dashboard
I am new to TrakVia and have enjoyed using it for our application, but I have a superb dashboard, which I would like to send to all executives every 15 days, but seems there is currenly no way to print dashboard. I have to print each view individually, which is time consuming. Wish we can print from Dashboard and further if I can automate it to send it out to people with email address (non track via users) every 15 days, that would be fantastic!!
9 votes -
Graph checkbox data
Is it possible to create a pie chart from check-box data?
9 votes -
invoice
Create an invoice (pdf) directly from TrackVia
9 votes -
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 -
How can I embed a form?
How can I embed a form?
8 votes -
Change colors in charts?
Is there a way to change color of bars in charts?
8 votes -
How do I export a view to a PDF?
I would like to export a record to a PDF in a specific form. I would like the PDF to be editable.
8 votes -
expand view
How do you set a view to open expanded?
7 votes -
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…
7 votes -
See ALL active notifications in ONE place.
I would find it extremely helpful to have the ability to see ALL active notifications in one place.
I imagine a notifications tab/page categorized by tables, that shows all underlying views with active notifications -each view having the ability to expand and show all associated notifications, and each notification having the ability to expand and show all users receiving that notification.7 votes -
Needs an array field that accepts any concatenated data
Needs an array field that accepts any concatenated data, for use with zapier to export child records
6 votes
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