How-to questions

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  1. 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 →
  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. 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 →
  4. 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 →
  5. More Chart Customization

    Is there a chance to add further customization to charts.

    For example:
    - Adding the option to display the data point on a line / bar graph in place of or in addition to hover text.
    - Customize the color of the lines

    The more options for charts the better.

    3 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Calculate a fields value at record creation time, but not update it ever again

    I would like to sum up the values in the child records and store the sum in the parent record when the parent record is created. But not have the parent sum value change when the child records change. I just want that parent sum to stay the same forever. Kind of like taking a snapshot in time for history purposes.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. System generated email

    Is it possible to have a record view or a partial record view sent based on a point in time? For instance, 3 days before something is due or scheduled to occur, an email with certain fields from a particular record is sent to an email address linked to that record.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
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    planned  ·  1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. 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 →
  13. 2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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 →
  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. 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 →
  19. 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 →
  20. 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 →
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