How-to questions

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. Changing the Font Color for Field Values

    Is there a way of changing the font color for field values?

    We can change the form background and label colors, but not the color of the field values which remain black.

    This makes is difficult to read on darker background colors.

    http://help.trackvia.com/knowledgebase/articles/243463-how-to-create-a-form

    4 votes
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    0 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow calculated form fields value to be selected/copied

    Unable to select (or copy) values from Calculated Text fields

    The html fields used to display these fields are <textarea> and marked as "disabled". This is preventing me from selecting the text and copying the values (to be pasted in another application/process).

    A few ideas are to:
    1.) Display the text as inline text (no textarea field)
    2.) Use non-disabled textarea's, but override javascript to prevent changing of the text
    3.) Give a copy button to copy text to clipboard (link bit.ly, Box, etc.)

    4 votes
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    0 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Radio buttons??

    I created a new form, and I cannot figure out how to set a Drop-Down question to be Radio Buttons on the forms. I have older forms that have this option, so I know it's possible, but there is no apparent difference between those items on my forms, and the "Knowledge Base" only has suggestions for allowing Radio Buttons.

    I feel like I'm losing my mind.

    4 votes
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    3 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. Pin open the paragraph field

    Currently, paragraph fields are by shown, by default as one line. Would it be an easy adjustment to add into the view editing interface an option to pin open a paragraph field to a certain depth - the ability to change the width of table views is a similarly useful function.

    3 votes
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    4 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. projects linked to contractor pages

    It would be very beneficial when we add contractors to a project that the project shows up on the contractor page

    3 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make fields smaller in record entry form

    Hi I'm a new user, building my first App. I want to create a specific layout for new record entry and existing record edits. Some text lines contain only a few characters so they should be small (to state the obvious). When I drag the field from the arrow on the bottom right, the field will not "shrink." I can make fields bigger, but not smaller. The layout I'm stuck with is not optimal for space and will make it hard for users to enter information since my database has many required fields.

    3 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export (and import) forms configuration

    In our compagny, we are certified ISO 9001 so we have to handle change management.
    We already have a functionnal systems to manage changes. If we were able to export the configurations of the forms in trackvia, we woud complie with the norm.

    So any format for the export would be nice as long as we can :
    * import it on an existing form or a new one
    * export it from an existing form

    The best would be to have it in a human readable format like XML or JSON

    3 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Font sizes in Forms

    The knowledge base says "Next, if you wish to further customize your form, click the pencil icon in the upper right corner of any field or section. From here, you can edit the title, and the font and background colors. " But far as I can tell, there are not font style or size controls. Does this mean that I cannot change the size of the fonts in form fields? Seems like a really basic feature.

    2 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. Is there a way to post form entries (meeting notes) on multiple records all at once?

    If I have the same "meeting notes" (form) to post for multiple record i.d.'s, can I do it all at once or do I have to individually add them to every record?

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. Upload Picture

    There isn't a "SAVE" button icon when upload a picture.
    Please find attached file for more clarification.

    Thanks a lot

    1 vote
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    started  ·  1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. insert line break

    Is there a way to concatenate an address with multiple lines? Meaning, can I enter a command to insert a line break? Would like to have Name, next line Company, next line city state zip. Then when I merge this can be brought in as one address block. or, is there another way to do this?

    Thanks

    Lee

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  19. Text editing questions

    Hi, I was working on editing tables.
    1. How can I realize text wrap( turn to next line) functionality in concatenate functionality?
    2. Other than the logic formula"if", do we have a "ifnot" together with it?

    Thanks!

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
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