How-to questions

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  1. 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.

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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  2. How do I cancel my subscription?

    I want to cancel my account, but the website doesn't offer that capability and no one is answering the phone.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. British date format

    Please can someone tell me how to get a British date format on Track Via i.e. 30.03.2018 rather than 03.30.2018? It's driving me nuts!

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Is there a way to import data to multiple tables from a single spreadsheet?

    Is it possible to import from an excel spreadsheet to multiple tables in one process. For example, I have a spread sheet with 4 columns. I want column 1 and 2 to go to table A, column 1 and 3 to table B and column 1 and 4 to go to table C all with one import operation?

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    0 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. How do I use the new "Lanes" view function?

    There was an announcement about it launching on Feb 20th, but I don't seem to see the option in any of my views.

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Returning Value based on date being between two dates

    I am trying to produce a formula to calculating carbon emissions factors.

    When inputting a new meter record I need the date to return a value if it is between two dates.

    I then need that value to be multiplied by the new meter value.
    For this to work I presume I am going to need to set up another table with all of the dates and values I want to be returned. But how do I lay the table out?
    Do I do a start date and end date? Month on Month?

    Really need some help on the formula…

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Saving a new record - default form fails to load

    I have created a form for users to enter new records into a table. The form contains the specific fields they need to work with. I do not wish to grant the user access to the "default form" as there are fields in there I do not wish to grant them access. When a user enters a record and they hit save they are presented with a "permission denied" alert. The record does save.

    Best I can tell, trackvia always loads the "default form" after a new record is saved. Is this accurate? Is there any way to change this?

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    2 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. Is there a way to post form entries (meeting notes) on multiple records all at once?

    If I have the same "meeting notes" (form) to post for multiple record i.d.'s, can I do it all at once or do I have to individually add them to every record?

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. Is there a toggle for case-sensitive?

    I know that the search function is not case-sensitive, but uploading records to the database seems to be. We use email address as a unique identifier when uploading new info and will always end up with duplicate records when someone enters their email address differently than previous. For example, Ta305@gmail.com versus ta305@gmail.com would create a dupe.

    Is there a toggle somewhere to tell the DB to ignore upper case?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Export a view with grouped data as it shows in TV instead of exporting as each individual record?

    When creating views that group store records by region, they show at the region level in TV, but export as individual records under highlighted rows for each region but aren't summed so I then have to go into excel and re-sum each section. Is there a way to get a View to export at just the grouped level? I really don't want to create a new table just to make this happen.

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Apps Script 'Event' Explanation

    Can anyone explain or direct me to a link of the explanation of what the different 'Event' types indicate, and when you would use them?

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  14. How do I limit the number of records that show up by rank?

    I would like to have a top 10 list of items checked out in a asset tracking app. Right now I am trying to use the count field as a basis for this filter, but because the list constantly changes, I can't filter by a set number. it needs to be highest to lowest and only show 10 records. Anyway to do this.

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    3 comments  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Generating project reports

    Would be beneficial to be able to run a report and generate a spreadsheet or something on projects by square footage to use to distribute leads

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Survey

    Can TrackVia be used for distributing a survey? Create survey as form . . . provide respondents with at link . . . capture data in a table?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. can any one help me Calculate working week-days?

    I am trying to calculate the number of working week-days from two dates, at the moment it is giving me the full 7 days per week.

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  19. We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sometimes the chart icon does not show up when I'm creating a view.

    Sometimes the chart icon is available and sometimes it isn't. Any ideas why?

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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