How-to questions

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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Months in order

    I am grouping milestone activities with dates into months. On the chart, the months aren't in order. Is there a way to create the chart with the months in order?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  3. I want to show a percentage field by dividing field A by field B.

    If I use Calculate percentage field it shows error on using "/" .
    I did this {field A}/{field B}...What can I do to solve this?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Show a calculated date only using WEEK days

    Show a calculated date only using week days, so two days from Thursday would show the Monday's date, so today is Thursday the 13th July 2017, I want to show the calculation of two additional week days, so present Monday 17th July 2017

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  5. How to RESTfully add a record that references a record in another table?

    I am developing an interface from a C# web application to TrackVia that will maintain [Work Orders] and [Work Order Line Items] in lock-step with our web application's SupplyRequest and SupplyRequestItem tables. We will use your REST API to perform CRUD transactions. The [Work Order] view includes foreign keys to the Locations table. The [Work Order Line Items] view includes foreign keys to the [Work Orders] and [SKUs] tables. Can you point me to an example of how to insert and update records that include foreign keys? I'm guessing that we need to specify the integer record ids of the…

    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 →
  6. Forms, Default Forms and Child Tables

    When I click on a record and the view is set to the default view, the option to select one of the related child records appears below the form. When I create new form and change it as the preferred Form in roles the child records no longer appear below the form. How can I get the child info to appear when not using the default form?

    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 →
  7. delete

    I want to delete all my data and start from scratch.

    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 →
  8. 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 →
  9. edit the table schema

    Hi,

    The new app look very nice! Hope you like some feedback:
    In the first test drive minutes I found it extremely hard to find where the table schema (fields) can be edited.

    Finally I managed to find the table builder, but I still get lost. FYI: I'm using it just for minutes now, but that usually is the best moment to get an impression of how intuitive it is regarding 'where am I' or 'where can I do this/that'.

    Warm regards,
    Henry

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. notification to current user

    I see that to create a notification for a current user I have to create a view that is filtered by current user. I want the notification to be made if a change is made to a particular field. Does the notification get sent only if the change is made to that field while in the view? What if the change is made to that view in the Table?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. API and Calculated text field

    Hi we have a table that has calcualated fields, we are importing data into the table via API but the calculated fields are not calculating? Does anyone have an easy fix

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  13. Text editing questions

    Hi, I was working on editing tables.
    1. How can I realize text wrap( turn to next line) functionality in concatenate functionality?
    2. Other than the logic formula"if", do we have a "ifnot" together with it?

    Thanks!

    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 →
  14. sum a specific column when the child record is in a specific location

    I have a table where users can select a parent record in more than one location. For example, a child table, "work order" contains both "Service 1", and "Service 2" links to the "services" table. Each linked service has an associated quantity column in the "work order" table. I have tried using the sum function in the "services" table to sum the total services entered but when I sum the "service 1 quantity" all of the values in that column are added regardless of whether the service was a parent record in the "service 1" link or in the "service…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  15. How do you create a form to update records?

    How do you create a form to update records? For example; if I want to update the value of a date field to the current date, how would you create a form for this? so far I can only add records.

    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 →
  16. Limit access to specific fields by role

    How do I limit access to a specific field(s) on a form based on the user's role?

    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 →
  17. How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  18. Issues with Iphone 7 uploading files.

    We are currently using the mobile app in andriod and Apple products. We have rolled this out across our company and have come across the following issue. On the iphone7 the person is prompted to upload from dropbox (they do not have an account with dropbox.) It should just prompt them to their gallery. I have attached a picture for reference. Its for only these 2 upload spaces. All others are prompted to a gallery or files.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  mobile  ·  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  ·  Flag idea as inappropriate…  ·  Admin →
  20. Inventory App

    The legacy Trackvia had an example of an Inventory App. I would like to build a similar one where my employees can keep track of inventory of products in their area so that on a single dashboard, in real time, the supply manager knows when levels of certain products go below par levels. Any ideas?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base