How-to questions

Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)

How do I...?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  3. How do I import data into an existing table?

    How do I import data into a an existing table?

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  6. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  20. API Admin Rights

    I noticed that single application administrators have access to the TrackVia API.

    I would like to see access to the API access raised up to the Account Authority only.

    The reason, is that the Account Authority is will have the knowledge for the TrackVia account, the pricing plan, and any limitations the pricing plan has with the API.

    An App Admin may not have this information on the subscription, plan, or invoicing, and may exceed the subscription limits. Only the Account Authority should be the approver for anything relating to account expenses.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

How-to questions

Feedback and Knowledge Base