How-to questions

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  1. How do I get drop downs to display in alphabetical order?

    I have many drop-downs in my app and none of them display in alphabetical order, making it difficult to find the selection I am looking for. Do I need to import the tables in ABC order for the drop downs to display as such?

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create links within Manufacturing Work Instructions that automatically populate the correct TrackVia picture entry

    I work for 3D systems. We manufacture 3D printers and use TrackVia in multiple ways, but on of them is to take pictures throughout the assembly process using Android Tablets for accountability and quality purposes. Currently, assembly line workers read paper work instructions, and only use the tablets for TrackVia. We want workers to be able to use the tablets to follow work instructions. Within the instructions, we would like for workers to be able to click a link that would take them to the appropriate TrackVia picture entry form. I'm not sure if this can be done being that…

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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Is there a way to scan the data for duplicate entries?

    I have to import some new contact lists where some of the customers may already be in the system and dont want to double up.

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    7 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  5. delete bulk items

    You are no longer able to delete entries in the views or dashboard. It comes up with an error.

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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  6. upload multiple documents to a record?

    Do i have to add multiple "document" fields? Or is there something I can add that will allow for multiple uploads at once? Also, if I want to add more documents later, and I use the upload field, it seems to replace the file I originally uploaded. Is this right?

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create a Message Board

    Is there anyway to create a message board on an app? Like a discussion board for a project?

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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  8. Transfer data from one user to another?

    How can we easily transfer data from a previous employee who is no longer in the company to a new employee that was hired?

    Currently they transfer the data manually to the new employee, was thinking of a way to automate this process for new hires that are replacing older employee's.

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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  9. Membership/client based website where they need to have notification details of what was done to their account

    Hello we are making a member/client based website where they need to have notification details of what was done to their account sent to them via email etc. when there is account activity made by an admin. Can Trackvia do this, is it the right type of solution?
    Also can the member get notified that we are working on their account.
    Can they also get reports?
    If not, can this be done with Hooks or APIs?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Can you import data through a form into atable?

    Can you import data through a form into a table?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Select the notifications I will receive

    Since signing into Trackvia 2.0 I have been receiving a notification each time someone else submits a request. How do I filter out the irrelevant notifications and choose which ones I want in my inbox?


    • Regular user (not an admin or power user)

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  13. How do I create a view that does not use grouping?

    How do I create a view that does not use grouping?

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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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?

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    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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?

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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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…

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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?

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. delete

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

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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
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