How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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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 -
adding to my request
how can I add to my requests? I have documents to add and cant figure out how to do it
1 vote -
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 -
How do I go from Draft to Requested, I don't get the option is blocked
How do I go from Draft to Requested, I don't get the option is blocked
1 vote -
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 -
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 -
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 -
change the layout of my dashboard?
I would like to have my "Checklist Tasks" at the top and my "In Process Checklist Tasks" below it. That way I can see the due dates for the checklists at the top of the page. If that isn't possible, is there a way to add the due dates of the checklists to the "In Process Checklist Tasks" window?
1 vote -
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 -
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 -
close my account
Please tell me how I may close my account.
1 vote -
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 -
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 -
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 -
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?
1 vote -
Change the order of the buttons on the Shortcut panel section on a dashboard?
I have many dashboards that are ever evolving and there is not a way that you can change the order of the buttons in a shortcut panel section without deleting buttons and readding them in the order that you are wanting.
1 vote -
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=01I'm trying to get a result of: 2014-01-15
concatenate(year({Month Ending}),"-",month({Month Ending}),"-",day({Month Ending}))
0 votes -
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?
0 votes -
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)0 votes -
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 2015.0 votes
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