How-to questions

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  1. 1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Track Via Capabilities. A little confused.

    The one thing that would make TrackVia near perfect for our business would be the ability to easily customize the list for export based on factors.

    For instance, we have mailing to go out and we want to target a certain market, number range etc. we can just pick each database row and customize the export parameters.

    ie. Mail to A-J last names on our list, in Phoenix and Scottsdale, unit counts 50-250 who haven't been contacted in 4 months. (all current categories tracked in TV) Just easily go in create the list and export it.

    Would this program be…

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. limited role can't edit table even though all maximum permissions are set.

    As you can see in the attached screen shots, I can't edit the asset and member drop down menus to create a new activity record. The checkout is a view of the activity table which is a child of both the member and the asset table. For limited role I have all settings to the maximum allowed permissions. It is only the assets and members drop down lists that don't show up.

    Thanks!

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    2 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  6. IS IT POSSIBLE TO COMBINE A NUMERIC FIELD AND A TEXT FIELD INTO A SINGLE CALCULATED FIELD

    HAVE AN AUTOMATED NUMBER FIELD WITH A UNIQUE NUMBER FOR EACH RECORD, AND ANOTHER TEXT FIELD FOR LAST NAME. COMBINE THE TWO INTO ONE RECORD ID FIELD THAT CONTAINS THE NUMBER AND THE LAST NAME FOR EASIER IDENTIFICATION. I AM NEW TO THIS AND DID NOT SEE ANYTHING EXPLAINING WHETHER THIS COULD BE DONE IN THE KNOWLEDGEBASE

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  7. Can I add listing view into a wordpress page?

    Hey everyone,

    We are creating a new site and I need to get a view to display on a wordpress page. Is there a way that you all know how to do this? I can pull the API and run it with JS, but I am looking for a more streamlined process in case things need to be changed or I need to use it on different sites.

    Thanks!

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  8. why are my app dashboard barcharts different to my actual dashboard barcharts?

    I've created various status barchart views for one of my apps on my computer and added to a dashboard. On the computer they look great. When I view them on my ipad most of the funtionality has been removed and they don;t match what I see on my computer.

    Is tehr a reason for this?

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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  9. How do I create a view that incorporates data from the child tables

    I have a table with 2 child tables. I would like to create a view where I can select columns of data from all 3 tables and display in one view.

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Setting Record and Field Permissions

    Reading through the KB and Forums, I've been able to piece together how Record and Field level permissions work, and looking for confirmation.

    To limit what a user sees, we need to:
    1. Create a View which holds the Records and Fields the user is allowed to see.
    2. Create a Role specific to that View
    3. Add the User to that Role
    4. Create a Form and pair with the View

    This seems pretty cumbersome, so not sure if I'm understanding correctly (from: http://help.trackvia.com/forums/216889-how-to-questions/suggestions/5927293-limit-access-to-specific-fields-by-role)

    User > Role > View/Form

    Thanks !

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    1 comment  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Save my customization of Views & Dashboards?

    Hello...

    Whenever I customize any view (e.g., resizing or moving columns)...that customization IS NOT automatically saved (as the help files suggest it is supposed to be). Next time I come back to that view, it has reverted back to default. Really need to have this problem rectified, as it is really slowing me down.

    thanx,

    Mark Forman

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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  14. insert line break

    Is there a way to concatenate an address with multiple lines? Meaning, can I enter a command to insert a line break? Would like to have Name, next line Company, next line city state zip. Then when I merge this can be brought in as one address block. or, is there another way to do this?

    Thanks

    Lee

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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  15. How do I create a link-to-parent lookup field?

    I think that's the right term for it. I want to create a field in a child table that is linked to the parent table. For example, I want the contacts table to have an "Organization" field, and that organization name should be linked and pulled from the "Company" table.

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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  16. DELETE /openapi/views/{viewId}/records/all returns 401 unauthorized

    Hi,

    I want to delete all records by using the API /openapi/views/{viewId}/records/all. It returns 401 unauthorized error.

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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sum the values of a child table based on criteria

    Looking to sum up items in a child table that meet criteria of a field in the child record ( sum of unapproved invoices , etc.. ) ideas.?

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    3 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  18. use a calculated field return the latest entry from a child table

    I want to use the app to record weekly student check-ins, including a weekly update of course progress. Course enrollments make up the parent table while weekly progress check-ins are the child table. I want to see elements of the most recent check-in entry, from the child table, as a field in the parent record that will update as new child records are added.

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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  20. HOW DO I EDIT DAILY RO'S?

    We don't have much info on this program and haven't received a call back. I would just like to know if there is a way or an admin user that can give access to others to be able to edit RO's that are inputted in the service operations specialist section? I don't know if any of this info helps. Here is our dealer info--
    140659-Peninsula Subaru

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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
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