How-to questions

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  1. On my pie chart (or other graph), you can hover over a slice to see the qua

    On a pie chart (or other graph), you can hover over a slice to see the quantity and percentage for the "slice", but I would also like to see the TOTAL of all slices (maybe on cursor over or in the legend?).

    Currently, I create the graph view and a second view that counts the records to produce this information...it would be nice to have it all in one view.

    Thanks!!

    3 votes
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    0 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Scripting: If currentValues[] is a Map, why does .values() give me an error?

    If currentValues["Total"] is a Map of name/value pairs why does assigning it to m1 and then calling m1.values() not return the value?

    e.g.
    def m1 = currentValues["Testing"]
    m1.values()

    How else can I reference the value in currentValues["Testing'] ?

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. projects linked to contractor pages

    It would be very beneficial when we add contractors to a project that the project shows up on the contractor page

    3 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make Zapier connections work consistently?

    I'm using Zapier with Ebmerge and Google Calendar, and sometimes the Zaps just stop working. Is anyone else using Zapier, and can you tell me any tricks or best practices for building the views and zaps so they're reliable?

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 3 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Implement a Refresh Token for View URL?

    The information regarding RESTful API at:
    https://developer.trackvia.com/tutorials/hello-world
    does not discuss how to use "refresh_tokens".
    I want to know how to implement the refresh token for the sake of acquiring a View ID URL that does not expire.
    Please help.

    3 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Distinguish text from number

    We track houses being built and need to enter lot number to generate lot IDs. sometimes these lot number have letters in them like lot 3A & lot 3B for a duplex. the field is currently a string and not number for this reason.

    the issues come to sorting. since it is a string field the houses show up with lot 1, lot 10, lot 100 before lot 2 because of how numbers are treated alphabetically.

    i fixed this with the code below:
    if({Lot Number}<10,concatenate("000",{Lot Number}),if({Lot Number}<100,concatenate("00",{Lot Number}),if({Lot Number}<1000,concatenate("0",{Lot Number}),{Lot Number})))))

    it makes lot 1 lot 0001 so that we…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Import an address into "Location" field?

    I have received errors on my attempt to import locations: "Invalid POINT value". I have old data with addresses that I would like to tie to the location field....how do I do this?

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Scan multiple barcodes within mobile app

    Is there a way to scan multiple barcodes either on record creation or searching for the record and then edit/save those records all together? Also, are there any other options for bulk editing records on the mobile application?

    3 votes
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    1 comment  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  10. Adding new user - yellow padlock appears next to fields that I want to enter. How do I get around this issue?

    Trying to add new users with normal accounts and I keep getting a yellow padlock appear that is locking all the fields other than "password". Is there any way that they can be unlocked?

    3 votes
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    0 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  11. Issues with tablets - App Update or Mobile Compatibility of Website

    We are utilizing iPads and Samsung tablets in the field with the TrackVia app. The app does not allow filtering within views like the desktop site. So in some instances we are having to log into TrackVia through Chrome on the tablet. When we do this there is no scrolling through a view. It is very annoying and limiting the amount of information our people can readily access.

    Either the scroll issue on tablets needs to be addressed or filtering added to the app. Both would be optimal, but one or the other to remedy the lack of access to…

    3 votes
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    2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export (and import) forms configuration

    In our compagny, we are certified ISO 9001 so we have to handle change management.
    We already have a functionnal systems to manage changes. If we were able to export the configurations of the forms in trackvia, we woud complie with the norm.

    So any format for the export would be nice as long as we can :
    * import it on an existing form or a new one
    * export it from an existing form

    The best would be to have it in a human readable format like XML or JSON

    3 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add tool tips to views/fields

    Add tooltips to views/fields/flows.

    The text widget is kind of klunky. Tooltips would be a more elegant solution for fields, but would also be useful to explain the purpose of a view or flow before someone jumps into one.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. regain access to dashboards and views

    My colleague and I recently lost access to viewing the various dashboards and views in our test trial app and an "error" keeps popping up whenever we try to access a page

    3 votes
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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  15. application user nick name

    The application user field gives you a list of the user's name AND email, which is cluttered when there are several users in the list.

    I would like to be able to rename to exclude the email address or create nick names for the users. Is this possible?

    3 votes
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    3 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add working days to a date

    We need the ability to add working days to a date, at the moment the only unit available is 'd' which includes weekends.
    Please note - i dont need to work out the number of working days between 2 dates, rather add working days to a start date, in order to determine the end one. Any ideas?

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Open a specific form in Mobile App

    I have a work instruction that said "Check this and record it in Trackvia". I can easily put a link to the rigth trackvia form in a PDF.

    But, If I put this PDF on a tablet, the link will open the form in the web browser, not in the Trackvia mobile App.

    Is there a way to open a specific form in the trackvia app ?

    3 votes
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    3 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  18. Count working hours

    I need to count working hours in the range defined by "Start" and "End" fields. Both fields are Date and Time format. The working day lasts from 7 AM till 3:30 PM. I need to count time only from this range. Overtime and weekends should not be included. I can start and end work any day at any time.
    weekdays() function counts only days, datedif() function includes all 24 hours and weekends.
    Any ideas?

    3 votes
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  19. 3 votes
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    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  20. know which users have viewed my record

    I have a table, which is for FAQ/Knowledge Base. I would like to know how many times a particular question has been viewed and maybe by who,? Is that possible in TrackVia currently?

    3 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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