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!

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 !

How can I embed a form?

I am trying to create a filter against a Date field to display all records prior to today, but I am only able to select a specific date from a pop-up calendar control.

How do I import data into a an existing table?

We have four of five different attributes we apply to our projects to group them by (e.g. IT/Digital/Engineering/Sustainment). I would like to create a pie chart that shows the percentage of projects per criteria. So we might have 30% "Engineering" projects vs. 40% "IT" projects. But I can only seem to create a pie chart based on fields with numbers. Is there any way to create a pie chart as I described?

My colleague and I recently lost access to viewing the various dashboards and views in our test trial app and an "error" keeps popping up whenever we try to access a page

How do I create a field mask for phone numbers? i.e. (xxx) xxx-xxxx

Put in a google map, with multiple locations.

I have a table of people who completed volunteer applications and a table of various volunteer jobs and a many to many link to link the volunteers to the activities they actually performed. That is working fine. I want to find all the people on the table of people who completed a volunteer application who have never volunteered at all. Is there a way to do that?

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.

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.

Please tell me how I may close my account.

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!

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