How-to questions

Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Show all tabs at the top of the App?

    When I am in an App, I can only see four (4) tabs that each show me a view. But we have nine (9) views and I have to click the "More" tab to select the others. Is there a way to show all tabs?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Copy/share a list of dropdowns in a table?

    In my database application, one table, I have 3 columns which are calling for states, because there is a project state, there is an address of the engineer and there is an address for the owner. Currently, I have to go in and manually enter the dropdown for each columns as 50 states in US plus all Canadian province. If there was a feature to copy or share the list choices in the table, or among different tables, it would be greatly useful. Also for standard fields like US states, if it was a pre created dropdown, I could use,…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  5. Delete Forms

    How do I delete or remove a form that I created

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  7. Restrict data input by using a validation rule

    Hello, can be used in TrackVia data input restriction rules, e.g to be not able to set in some Date/Time field, Date/Time value which for instance is in the past.

    Thanks

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  8. how to filter by child records

    Needs to create a view for parent records to be filter by child records

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  9. How do I filter views based on business days?

    We have a view that is shared with our contractor showing jobs completed today as well as jobs due tomorrow. We do not work on Saturday so Friday's view doesn't have anything due tomorrow. I set up and shared another view to show the jobs with a due date 3 days from now to help account for this issue on Fridays. Is there a way to combine both views by showing only the next "business" day?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  10. How can you sign out of an account on all devices desktop & mobile

    Is there a way to sign out of your account on all devices desktop & mobile. I didn't seem to see of a way to do that. I noticed when I changed my password on one device it didn't update to make you sign back in with the new password on the other devices.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. How should I best format an address in TrackVia so as I can map the address (in a similar way to Location of Entry)?

    I need to map the address of a company which I can see when looking at the entry in TrackVia. This is different from the Location of Entry map. Thanks.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Year over year charts

    I want to group items by month, but have different lines for different years. Is this possible?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Export pictures uploaded to TrackVia

    If I wanted to export data to a program such as Excel, how would I include the pictures as well? Right now, using the "Export View" or 'Import to Table" options just gives me a file name for the pictures.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Alphabetize Dependent Drop down Choices

    I have set up a dependent drop down of Counties and Cities. When I pick a county the city choices are not alphabetized. Is there a way to make this happen?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  15. Copy the linked field to text

    I have a contracts table and in it, users will select a child company from the linked child company table.

    I am trying to create a client contacts form that will automatically populate the selected child company(ies) in contracts in the associated client contact field

    Can you tell me how? Or is there a way to create a second column that will do something like linked record = linked record text

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Is there a way to select records in a table that are not linked to any other table

    I have a table of people who completed volunteer applications and a table of various volunteer jobs and a many to many link to link the volunteers to the activities they actually performed. That is working fine. I want to find all the people on the table of people who completed a volunteer application who have never volunteered at all. Is there a way to do that?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Setting up the API in a Dev environment for free

    I would like to set up the API on a development environment to test to see if it is what we want before we upgrade our account.

    On the API configuration page it says "Use this page to enable TrackVia's API. The TrackVia API is not included in our standard pricing plan. You may use it for free for test and development purposes. For production uses, please contact your TrackVia sales associate for pricing information."

    I would like to know how we set up a development environment because right now the API just crashes trying to authenticate.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Change a record field from "required" to "not required" without losing data

    We have a field on an existing record which is no longer required.

    However, we want to keep the field, and the existing data intact.

    If we edit the record, uncheck the field's "required" box, and then save the record, Will we retain the existing data?

    The goal is to be able to remove the previous contents of the field, and not be required to enter it for new data going forward.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Your videos are for experienced programers. I CANNOT see what they are clicking from or to so as a newbie the videos are useless!

    Your videos are for experienced programers. I CANNOT see what they are clicking from or to so as a newbie the videos are useless

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base