How-to questions

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

How do I...?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Make the time range on a calendar view smaller

    We have a calendar view where record are always no more than 90 minutes long, and they all start after 8 AM and end before 9 PM. On the calendar, when I select "Day" or "Week", all the records are bunched together in the middle, which does not make for easy reading. Would it be possible to set a timeframe so that the Day and Week views would start at 8 AM and end at 9 PM, for example?

    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 →
  2. Is there a maximum number of IF statements I can nest?

    I ask this because when I go to save the calculated field a dialog box appears stating: "We've had a minor problem. We can't tell if your request completed. Please click OK below to refresh your browser." Prior to this dialog box appearing, however, a string of text appears (stating: "Large tables usually save in under a minute. Feel free to leave this page, we'll let you know when this is saved") atop the whited out page as the calculated field is saved - see attachment "Problem with IF Statement."

    Also, once I paste the copied IF statement formula into…

    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 →
  3. Change name of Calculations Created in View

    Is it possible to change the name of a summary calculation created in the Format section of a view?

    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 →
  4. return the previous month's record

    I'm uploading invoices into our table. Each entry in the table will list the date run, the company name, qty and subtotal. I also want to add a column that populates what the previous month's qty was, so i can add an additional column that calculates the variance.

    Can someone help me with what the formula would be to return the previous month's qty?

    Thanks in advance

    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 →
  5. In table view, why does my table automatically and slowly scroll to the left when I select a field?

    In table view, why does my table automatically and slowly scroll to the left when I select a field?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Can we copy formulas when we create new tables?

    We utilize TrackVia for research and the copy table function was very useful in Classic because we could choose to copy formulas and they'd all come over without data. Is there a work around. Is this in the mix for an improvement?

    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 →
  7. Lock db field after data entry

    Hello, can be used in TrackVia lock field option after one data entry, e.g. idea is to be locked any further modification by some user after initial data population.

    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 →
  8. export my TrackVia database from my old website to a new WordPress website

    Exporting TrackVia databse into new WordPress website?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Is it possible to add comments when writing a long formula?

    In most languages you can add comments that does not affect the code or formula. Out of habit I tried to use ' but that didn't seem to work. Does trackvia allow for this kind of thing and if so what is the symbol or text?

    E.g.

    If({Field} = 1, A + B, A + C)

    'comments about above statement

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  10. auto generate record

    Is it possible to auto generate certain set of records on it own with certain fields populated on a define schedule or condition?

    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 do i search on a specific field in a view using the API?

    I need to search for a specific value in a field using the API. How would i accomplish that? what would the query string be?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Filter the same month's income over multiple years.

    For example, I want to see my income only in the month of January over the last 5 years. How do I create a filter to do that?

    I am attaching what I have now, which is a chart of income for every month over the last 5 years.

    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 →
  13. Use Regular Expression in Contains() or Snip()

    It would be really great to be able to match a pattern of text with regular expression in contains() and snip()

    For example, If I have a URL http://www.google.com/account/gmail/532905jfkdsa and http://www.google.com/account/maps/5723utiregmailfjdk

    If you use IF(contains("gmail",{url}),"Gmail","other")

    It will return gmail for both because both contain gmail even though I am only looking for /account/gmail.

    If I wanted to just find the account number (in this example) I could use something like /(\d+\w+)/g

    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 →
  14. How do I calculate the sum of a column so that I can then use that to determine the percentage of the total for a given value?

    For example I want to show the percentage of total sales by store, salesperson etc.
    Everything I have tried so far just returns 100% as it is only doing the calculation on a row by row basis rather than using the column total.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  15. display Notification to another user

    I want to show notification after adding a new entry in the view..I know how to do that if the user whom I want to notify is already added in the Trackvia...how about he is not been added?how to give the notification in that case?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. remove duplicate data after import excel file

    when I try to import a field in single line it import all the data from Excel which include duplicate data as well.How can I remove those duplicate that from table?

    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. close my account

    Please tell me how I may close my account.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  18. I need to copy an auto-generated numeric ID to a text field if a condition is met

    I have a checkbox in a table to deliniate a category: checked or not checked. If not checked, the record is an asset without a serial number. When not checked, I need TrackVia to copy the auto-generated numeric field (unique ID) for that record to a text field as a substitute for the serial number.

    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 →
  19. Combine the drop down menu and single line text?

    I have 6 options that I need in a drop down menu. I would like to include an "other" option as well. If my users select that choice, they will need to input their own selection. Is there anyway to do this?

    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 →
  20. Sort field results in the x axis on a chart?

    I have results from a table I would like to have a bell curve on, however I cannot figure out how to sort the results data without doing highest/lowest.

    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 →
  • Don't see your idea?

How-to questions

Feedback and Knowledge Base