How-to questions

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  1. 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
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 3 votes
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    planned  ·  1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  4. Needs an array field that accepts any concatenated data

    Needs an array field that accepts any concatenated data, for use with zapier to export child records

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Adding Multiple field in the form on option to add more

    I have a form to add multiple items with their price and some other common input for the items.In the current process I need to fill up all the information in the form for more than one item. Is there any way where I can open the field to add multiple item along the price at the same time with other common input? the item field need to be the text field so I cant add the check box here. The multiple item can be stored in separate line in the table but from user side it would be faster…

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 3 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. Timestamped record changes

    Can I set up Trackvia to record changes in records (timestamp) and run reports to compare current data with the same data at different periods.

    e.g. Property was empty last week, now occupied. Want to run a report as at last week and as at today. The report would show data held in trackvia at an historic point in time.

    Occupancy Field might show NO at Dec 2016, YES at Jan 2016

    2 votes
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    3 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?

    Can I create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?

    2 votes
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    2 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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 →
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