How-to questions

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  1. Copy the linked field to text

    I have a contracts table and in it, users will select a child company from the linked child company table.

    I am trying to create a client contacts form that will automatically populate the selected child company(ies) in contracts in the associated client contact field

    Can you tell me how? Or is there a way to create a second column that will do something like linked record = linked record text

    1 vote
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. invoice

    Create an invoice (pdf) directly from TrackVia

    6 votes
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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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…

    1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  4. How do I set up an email alert in the future?

    Can I set an email reminder for 1 week from today? Or, an email reminder on the designated date of a future task (record)?
    Thanks.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. return the previous month's record

    I'm uploading invoices into our table. Each entry in the table will list the date run, the company name, qty and subtotal. I also want to add a column that populates what the previous month's qty was, so i can add an additional column that calculates the variance.

    Can someone help me with what the formula would be to return the previous month's qty?

    Thanks in advance

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sending/sharing/emailing a record or scheduled report as an attachment

    Hello,

    I work for a healthcare organization. One of our departments uses TrackVia on a near daily basis. We have very recently upgraded from the classic version to the Enterprise+ version.

    Is there any way that we can use the "Share Record" feature, but instead of TrackVia printing out the data in the body of the email (the users have told me this can't be done for HIPAA reasons), the data can be sent as an attachment? Either a Word document or .csv or Excel spreadsheet is fine; it's just for our purposes, we cannot have the data printed out…

    4 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. How do I export a view to a PDF?

    I would like to export a record to a PDF in a specific form. I would like the PDF to be editable.

    8 votes
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Calculating Task Completion Time

    I am looking for a way to capture how long it takes a user to create a record.
    Does TrackVia stamp when a Form is opened? If so, then I can use this value in a datedif formula against the record Create Date/Time to see how long it took to open the form, key in the information, and click Save.

    4 votes
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  9. Retrieve Value from Grand-Parent Table?

    Is it possible to retrieve the value from a field in a grand-parent table?

    I've tried modifying the format of retrieving from a parent field by adding additional "connectors", but not getting it to work.

    Sample:
    {Table Name}.{Relationship Name}.{Relationship Name}.{Field Name}, or
    {Table Name}.{Relationship Name}.{Table Name}.{Relationship Name}.{Field Name}

    I could "step" the values down one level at a time, but thought it would be easier to go straight to the source.

    Thanks

    9 votes
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  10. create a template for exporting a record as a PDF / word document?

    I'd like to create quote / order documents for a CRM application

    1 vote
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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  11. How do I set up alerts, if possible, to my email account?

    Every time, someone enters a new order to be shipped, it would give you an email notification, that way you wouldn't miss RUSH/OVERNIGHT shipments

    2 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add tool tips to views/fields

    Add tooltips to views/fields/flows.

    The text widget is kind of klunky. Tooltips would be a more elegant solution for fields, but would also be useful to explain the purpose of a view or flow before someone jumps into one.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. know which users have viewed my record

    I have a table, which is for FAQ/Knowledge Base. I would like to know how many times a particular question has been viewed and maybe by who,? Is that possible in TrackVia currently?

    3 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Is it possible to add comments when writing a long formula?

    In most languages you can add comments that does not affect the code or formula. Out of habit I tried to use ' but that didn't seem to work. Does trackvia allow for this kind of thing and if so what is the symbol or text?

    E.g.

    If({Field} = 1, A + B, A + C)

    'comments about above statement

    1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  15. Use TrackVia for contract management

    What solutions can TrackVia provide for managing multiple government contracts (with multiple modifications and expiration dates each)? Goal = listing basic contract data and alerts when contracts are about to expire.

    1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Using application script, add days to a date that was set in a form

    Users set "First Day" creating a new record.
    I have it in my script: def fday = currentValues["First Day"]
    Than I want to add for example 30 days and save this new date in a date field. (using script)

    0 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 'unlock' a calculated field?

    I have a date calculate field that needs to be manually changed every now and then, maybe 1 in 10 records don't follow the pattern and need a custom date.

    I used the term 'unlock' because there is a small padlock in the top right corner of the box (image attached if you don't know what I'm talking about) so I am hoping there is a way to 'unlock' the field so that I can manually change the date.

    If you need anymore information let me know.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  19. How do I filter views based on business days?

    We have a view that is shared with our contractor showing jobs completed today as well as jobs due tomorrow. We do not work on Saturday so Friday's view doesn't have anything due tomorrow. I set up and shared another view to show the jobs with a due date 3 days from now to help account for this issue on Fridays. Is there a way to combine both views by showing only the next "business" day?

    1 vote
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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Is there a toggle for case-sensitive?

    I know that the search function is not case-sensitive, but uploading records to the database seems to be. We use email address as a unique identifier when uploading new info and will always end up with duplicate records when someone enters their email address differently than previous. For example, Ta305@gmail.com versus ta305@gmail.com would create a dupe.

    Is there a toggle somewhere to tell the DB to ignore upper case?

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