How-to questions

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  1. 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?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. adding to my request

    how can I add to my requests? I have documents to add and cant figure out how to do it

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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?

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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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?

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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?

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  11. close my account

    Please tell me how I may close my account.

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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?

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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