How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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3 votes
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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 -
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 -
Section Headers on Dashboards
I would like to be able to add a Section Header on dashboards. For Example: a current dashboard may contain data for 3 different pieces of data that belongs to one site. I want to be able to TITLE the sections - Section 1, Section 2, Section 3, so that when paging down the dashboard there is a specific division between the data.
The issue is that if I create a dashboard for each site with each piece of data I will have 18 different dashboards and that's just unwieldy to manage. Also, only 4 + 1 tab shows across…
3 votes -
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 -
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 -
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 -
upload and download images?
I would like to upload files/images to tables from an android app? I am new to Trackvia, so can you tell me is it possible? If so can you direct me to the proper documentation.
Greatly appreciate any help.
Many thanks in advance.
3 votes -
See ALL active notifications in ONE place.
I would find it extremely helpful to have the ability to see ALL active notifications in one place.
I imagine a notifications tab/page categorized by tables, that shows all underlying views with active notifications -each view having the ability to expand and show all associated notifications, and each notification having the ability to expand and show all users receiving that notification.3 votes -
Set up a multiple layered conditional filters?
Hello everyone,
I would like to know if there is a way to set up a filter where there are 3 layers of condition filters. At the moment I can only seem to manage to have a two layer filter. I am not sure how to explain it so I hope everyone understands what I mean.
Thank you.
3 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Make fields smaller in record entry form
Hi I'm a new user, building my first App. I want to create a specific layout for new record entry and existing record edits. Some text lines contain only a few characters so they should be small (to state the obvious). When I drag the field from the arrow on the bottom right, the field will not "shrink." I can make fields bigger, but not smaller. The layout I'm stuck with is not optimal for space and will make it hard for users to enter information since my database has many required fields.
3 votes -
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 formThe best would be to have it in a human readable format like XML or JSON
3 votes -
When i make a mistake on a formula, can you please have a large notification pop up that says, "Idiot! Order of Operations Matters!"
It will remind me to think
3 votes
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