How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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Is there an easy way to duplicate a line entry and simply change a few of the fields?
Be able to "check mark" a line and "duplicate" with the same command as "delete" or "edit".
1 voteRecords can be copied on the form’s menu.
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move record from one table to another
I will have several applicants input their information into a table. After they have been hired, I need my GM to be able to transfer their information into our employees table. Is there a way to do this easily without needing to redo the work?
3 votes -
Date Field Formatting/Display
I've come across several instances where my users enter a date into a date field, but use a 2-digit year (3/25/15).
TrackVia accepts the value and displays the year as 0015 instead of 2015 (see attached screenshot).
Is there a way to either:
1. Force a 4-digit year when entering the value
2. Have the system resolve any 2-digit entries to the 4-digit equivalent closest to present day: "14" resolves to "2014".4 votes2-digit years are now adjusted to the closest present year when entering dates.
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1 vote
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Admin View of View Notifications?
Is there a way for an Admin to see the list of users who have set themselves up (subscribed) to receive notifications from a View?
4 votes -
6 votes
Associated parent fields and grand parent fields can be included in filters now. Details can be found in the Filters Knowledge Base article.
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Capturing a Field's Previous Value
Do the tables store the previous value of a field someplace that is accessible via a formula (calculated text field)?
4 votesThis can be accomplished through the use of the {{OLD}} function in a triggered field. You can capture the previous value using the syntax {{OLD}}.{Field Name}
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4 votes
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update an existing table from excel
I know I can create a table by importing an excel file. Once the file is created can I add NEW records to the file by importing the new records from an excel file or do I have to add the new records one at a time in the TrackVia form for the table?
2 votes -
How do I empty my table content.
Please note that I do not want to delete the table but to empty it.
related question: can I get my data in the table from another web app? in other word, can I make API call to another web app resulting in populating my tables (for instance if the other web app export an excel file)?
1 voteWe introduced the ability to bulk delete all records in a table on 5/2/14. This will leave your table itself intact but will empty it of all record data.
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Create cross table formulas...
I have a 'quantity' that I want updated based on a production table & a delivery table?
So every time codeABC is produced - I want quantity to go up, and every time codeABC is delivered I want quantity to go down.
3 votesWe introduced the ability to reference other related/linked tables within a singular formula field on 5/2/14. Let us know if this new functionality doesn’t get you what you need. Thank you!
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