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  1. Create a dashboard with pull down menu

    I have 4 tables (Clients, Projects, Notes, Tasks). I want to create one Dashboard that, from a pulldown menu, I select a client, and have the projects, notes, and tasks associated with it show up below it.

    2 votes
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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…

    2 votes
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    2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  3. How To Convert A Chart Back to Table?

    I have a Chart that I need to return back to Table view so the Format tab returns back to the sort order of the fields (to modify the order of fields in the Notification Rule).

    I cannot find the option to do this once the Chart has been saved.

    2 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  4. How do I set up alerts, if possible, to my email account?

    Every time, someone enters a new order to be shipped, it would give you an email notification, that way you wouldn't miss RUSH/OVERNIGHT shipments

    2 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  5. How do I import data into an existing table?

    How do I import data into a an existing table?

    2 votes
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    4 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  6. Create a pie chart based on counts of values?

    We have four of five different attributes we apply to our projects to group them by (e.g. IT/Digital/Engineering/Sustainment). I would like to create a pie chart that shows the percentage of projects per criteria. So we might have 30% "Engineering" projects vs. 40% "IT" projects. But I can only seem to create a pie chart based on fields with numbers. Is there any way to create a pie chart as I described?

    2 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Apps Script

    I'm looking for an Apps Script to auto-populate a User Field (Requester) with the name of the currently logged in user - the one creating the record.

    I've followed the sample in the Dev Apps Scripts page (below), but the field is not populating.
    The scripts is saving with no errors, and I've tried both Before Insert and After Insert. I want the name to display before saving the record so the user will have one less field to click on (unless they want to change the name).

    How do I change a value in the current record ?
    currentValues["Status"]…

    2 votes
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    3 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  8. 2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. How to change the default form for each table?

    How do change the default form for each table. I've tried in the roles section but no luck

    2 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is there a way to link a table in an app to another table in a different app? ("App A, Table A" linked to "App B, Table A")

    Is there a way to link a table in an app to another table in a different app? ("App A, Table A" linked to "App B, Table A")

    2 votes
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Count records created in the last 90 days

    Is there a way to do a conditional count? Count all of the child records only if they meet certain criteria?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. How do i group a filtered/grouped data further within a view?

    If i were to create a view of completed task per employee and wanted to group the data within a filtered view further by the type of products, is there a way to do that?

    1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  14. automated recurring "share view"

    I love the new "share view" feature and find it very useful. It would be even more useful if I could set up a view to be automatically sent to a set of emails on a recurring basis. Can this be done?

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

    How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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  17. DELETE /openapi/views/123/records/all returns 401 unauthorized

    Hi,

    I want to delete all records by using the API /openapi/views/123/records/all. It returns 401 unauthorized error.

    1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Error on Add/Import records

    When I try to add/update records with an import, I keep getting a little red flash that says something like: "We ran into a error importing your file with the mappings you provided".

    Obviously, there is some kind of a mapping issue, but everything looks correct; and after the red flash message goes away, trackvia just times out.

    Anyone else seen this? Any solution? What am I doing incorrectly?

    Thanks,

    Todd

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. How do I change a table name?

    There seem to be two opportunities for adding a table. One route allows you to immediately name it, the second route lets you add a table but with no way to give 'new table' a meaningful name. Finding the first route seemed rather serendipitous and I can't find my way back to it!

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Invisible Characters in Link-To-Parent Fields??

    Is there any invisible characters in an unpopulated Link-To-Parent field?

    I am attempting to use Show/Hide Rules to only display this field is it is blank (or populated), but it appears there is something in a blank field that the application is recognizing so not considering the field blank/null.

    Example: if(isblank({LTP Field}, 1, 0) is returning 0.

    Is there another formula to find visibly blank fields? I even tried if({LTP Field} = null, and the same results.

    1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
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