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  1. auto-populate from parent table

    I have company to contact related tables. When someone creates a contact in a company, can I make the address fields in the contact table auto-populate with the data from the address fields in the parent company?

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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  2. How to Return a 2-Digit Value for Date Formula "Month(date)" and "Day(date)"

    Using the month() and day() formula result in a single digit number returning. eg: January = 1.

    Is there a way to have a 2 digit value return for all?
    eg: January=01

    I'm trying to get a result of: 2014-01-15

    concatenate(year({Month Ending}),"-",month({Month Ending}),"-",day({Month Ending}))

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  3. How do I delete tables?

    I would like to delete some of my tables but do not want to delete the whole app / all my data. Is there a way to do this?

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  4. Using application script, add days to a date that was set in a form

    Users set "First Day" creating a new record.
    I have it in my script: def fday = currentValues["First Day"]
    Than I want to add for example 30 days and save this new date in a date field. (using script)

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Day of the Year

    Is there a formula to calculate the day of the year?
    Example: Today, 3/18/2015 is the 77th day of 2015.

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  6. Subscribe to Individual Records - Notifications

    I've just started working with one of my business units to move their operations into TrackVia.

    One of the requirements they have is to allow users to "subscribe" to certain records and receive updates when that record is updated.

    This is simple enough as a Notification Rule for everything in the table, but is there a way to identify only certain records to trigger an alert for per user?

    My only thought is some type of Record Level Permission, then maybe a separate views by user (that can be alot)? This would also prevent the users from seeing the complete…

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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Is there a way to modify existing values of a drop-down list?

    It looks that the only way to modify is to delete the old one and create a new value option.

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    5 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  8. How to submit bugs?

    where can i submit bugs?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. 0 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Multiple Unique Record ID's

    I'm new to this platform, and starting a slow migration from the Classic version.

    One question that I have is with the unique Record ID's.

    ln the classic version, there is a system generated unique ID for each record (Record Locator), plus we have the option of using a second field for the purposes of importing files, linking from a child table, and used for calculated formulas.

    I don't see this option in the Pro platform. I can only find a single Record ID.

    As a User Case, there are times when we need a unique number when importing source…

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    3 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  11. Use the edit and view choices for a flow task?

    I'm not sure how to use the edit and view options with the new Flow feature.

    How do I edit an existing record? I tried using the variables but that just seems to create a new record with the same record ID.

    As for the view option, maybe I just don't understand the point of it. Could you provide some examples of what you would use the view choice for, within a flow? Also when you are at the view step, you have to click into a record to move to the next step, but there doesn't seem to be…

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  12. How do you manually delete a filter?

    How do I delete a filter? I can't find any information on this in the knowledge base or anywhere else online. I'm sure I'm just missing something simple, but any help would be greatly appreciated!

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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  13. Super Admin vs. Admin ?

    Hi,

    I'm looking for confimation in my understanding of Admin user permissions.

    There are two (2) Admin permissions in the system: Super-Admin and Admin.

    My understanding is:

    - Super Admin is the See Everything/Do Everything account level permissions that over-ride any application level permissions granted. This is set on the users account.

    - Application Admin gives all access (read/write/delete etc) for everything within in the specific application ONLY (not outside of this application). This permission is set within the Role the user is assigned to. Question: If the Super-Admin specifies the View for a table which does not show all…

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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  14. Multiple Imports

    With the Pro platform advising the end-user that their import is taking longer than expected, and allowing the import window to be closed, is it safe to start a second import on the new screen?

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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Scripting: How to use logger.info()

    Can anyone tell me how this works in the table scripting? I wanted to verify the value of a calculation but I can't get it return a variable, just a static value. Returning a variable always gives me an error even if the variable successfully writes to a field.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Date & Time Field - Only 30 Minute Increments

    The Date & Time field only allows values in 30 minute increments.
    There is no other field to track the time of the day.

    How do you enter a time different than the 30 min increments, like 12:05pm?

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    6 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. Required Fields

    If I add a field to a form that is from the parent record, such as a name, how do I mark it as a required field? I only see this option when creating tables.

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. How to Create a Date Filter for Today() or Now() ?

    I am trying to create a filter against a Date field to display all records prior to today, but I am only able to select a specific date from a pop-up calendar control.

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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
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