How-to questions

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  1. 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
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    7 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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
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    3 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    planned  ·  4 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
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    5 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  8. invoice

    Create an invoice (pdf) directly from TrackVia

    9 votes
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    0 comments  ·  app building  ·  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. 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
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Change colors in charts?

    Is there a way to change color of bars in charts?

    8 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 'unlock' a calculated field?

    I have a date calculate field that needs to be manually changed every now and then, maybe 1 in 10 records don't follow the pattern and need a custom date.

    I used the term 'unlock' because there is a small padlock in the top right corner of the box (image attached if you don't know what I'm talking about) so I am hoping there is a way to 'unlock' the field so that I can manually change the date.

    If you need anymore information let me know.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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?

    6 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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!!

    6 votes
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  17. Time field type

    We would like to have a field type that is a "Time" only. Just like the date/time field but not have the user select the date.

    6 votes
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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?

    6 votes
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    under review  ·  2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  19. Graph checkbox data

    Is it possible to create a pie chart from check-box data?

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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