How-to questions

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  1. 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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    4 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. Upload Picture

    There isn't a "SAVE" button icon when upload a picture.
    Please find attached file for more clarification.

    Thanks a lot

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    started  ·  1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. have a static line graph that doesn't require hovering over it to see the data?

    I need to create a static line graph that doesn't require hovering over it to see the data. Currently using Excel for this, the application takes hours to complete. Wondering if Track Via would even allow for this.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Use TrackVia for contract management

    What solutions can TrackVia provide for managing multiple government contracts (with multiple modifications and expiration dates each)? Goal = listing basic contract data and alerts when contracts are about to expire.

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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  16. How do I prevent paste of non-printable characters like line feeds?

    Many of the users paste data in from Excel & other sources, frequently we get spaces, tabs, line feeds & other non-printables in the data fields. Can we simply disallow those characters without disturbing the users' process? Even if we end up impacting the users, is there any method to prevent this - or to "scrub" at export time?

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 vote
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automated export?

    Is there a way to automate the export process so that all data gets saved to another location on a scheduled basis?

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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