How-to questions

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  1. Forms, Default Forms and Child Tables

    When I click on a record and the view is set to the default view, the option to select one of the related child records appears below the form. When I create new form and change it as the preferred Form in roles the child records no longer appear below the form. How can I get the child info to appear when not using the default form?

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. delete

    I want to delete all my data and start from scratch.

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. edit the table schema

    Hi,

    The new app look very nice! Hope you like some feedback:
    In the first test drive minutes I found it extremely hard to find where the table schema (fields) can be edited.

    Finally I managed to find the table builder, but I still get lost. FYI: I'm using it just for minutes now, but that usually is the best moment to get an impression of how intuitive it is regarding 'where am I' or 'where can I do this/that'.

    Warm regards,
    Henry

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    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  6. notification to current user

    I see that to create a notification for a current user I have to create a view that is filtered by current user. I want the notification to be made if a change is made to a particular field. Does the notification get sent only if the change is made to that field while in the view? What if the change is made to that view in the Table?

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. API and Calculated text field

    Hi we have a table that has calcualated fields, we are importing data into the table via API but the calculated fields are not calculating? Does anyone have an easy fix

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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!

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. sum a specific column when the child record is in a specific location

    I have a table where users can select a parent record in more than one location. For example, a child table, "work order" contains both "Service 1", and "Service 2" links to the "services" table. Each linked service has an associated quantity column in the "work order" table. I have tried using the sum function in the "services" table to sum the total services entered but when I sum the "service 1 quantity" all of the values in that column are added regardless of whether the service was a parent record in the "service 1" link or in the "service…

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Limit access to specific fields by role

    How do I limit access to a specific field(s) on a form based on the user's role?

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  12. How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

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    3 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  13. Issues with Iphone 7 uploading files.

    We are currently using the mobile app in andriod and Apple products. We have rolled this out across our company and have come across the following issue. On the iphone7 the person is prompted to upload from dropbox (they do not have an account with dropbox.) It should just prompt them to their gallery. I have attached a picture for reference. Its for only these 2 upload spaces. All others are prompted to a gallery or files.

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    1 comment  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Inventory App

    The legacy Trackvia had an example of an Inventory App. I would like to build a similar one where my employees can keep track of inventory of products in their area so that on a single dashboard, in real time, the supply manager knows when levels of certain products go below par levels. Any ideas?

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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  16. Count the number of child records with specific data in a field

    I have child records with "Available" as a field. I want to count the number of records that contain "Yes" in that field and ignore the rest.

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make the text "BOLD"? I have a "Notes" field I would like to bold some or all of the text.

    I am building a Contact Management System. I have a comments and Notes field. I would like to bold certain text. How do I do that? Thanks, Lisa

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    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  18. Sort by name in Calculated field?

    Is there any way to alphabetize text in Calculated field? I have Calculated field with formula: childconcatenate({Projects}.{Lead}.{Project Experience}, "\n"). How can I sort those "Project Experience" fields from Projects table?

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Set starting number for auto counter?

    I have an existing auto incremented ID in my data, how do I set the starting point for an auto incremented field?

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    3 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  20. Inventory App

    The legacy Trackvia had an example of an Inventory App. I would like to build a similar one where my employees can keep track of inventory of products in their area so that on a single dashboard, in real time, the supply manager knows when levels of certain products go below par levels. Any ideas?

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
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