How-to questions

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  1. 3 votes
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      1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
    • Timestamped record changes

      Can I set up Trackvia to record changes in records (timestamp) and run reports to compare current data with the same data at different periods.

      e.g. Property was empty last week, now occupied. Want to run a report as at last week and as at today. The report would show data held in trackvia at an historic point in time.

      Occupancy Field might show NO at Dec 2016, YES at Jan 2016

      2 votes
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        3 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
      • DELETE /openapi/views/123/records/all returns 401 unauthorized

        Hi,

        I want to delete all records by using the API /openapi/views/123/records/all. It returns 401 unauthorized error.

        1 vote
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          2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
        • 1 vote
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            0 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
          • DELETE /openapi/views/{viewId}/records/all returns 401 unauthorized

            Hi,

            I want to delete all records by using the API /openapi/views/{viewId}/records/all. It returns 401 unauthorized error.

            1 vote
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              2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
            • Scripting: If currentValues[] is a Map, why does .values() give me an error?

              If currentValues["Total"] is a Map of name/value pairs why does assigning it to m1 and then calling m1.values() not return the value?

              e.g.
              def m1 = currentValues["Testing"]
              m1.values()

              How else can I reference the value in currentValues["Testing'] ?

              3 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • How do I calculate the sum of a column so that I can then use that to determine the percentage of the total for a given value?

                For example I want to show the percentage of total sales by store, salesperson etc.
                Everything I have tried so far just returns 100% as it is only doing the calculation on a row by row basis rather than using the column total.

                1 vote
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                  2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
                • How do I delete tables?

                  I would like to delete some of my tables but do not want to delete the whole app / all my data. Is there a way to do this?

                  0 votes
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                    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
                  • Make Zapier connections work consistently?

                    I'm using Zapier with Ebmerge and Google Calendar, and sometimes the Zaps just stop working. Is anyone else using Zapier, and can you tell me any tricks or best practices for building the views and zaps so they're reliable?

                    3 votes
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                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • How do i group a filtered/grouped data further within a view?

                      If i were to create a view of completed task per employee and wanted to group the data within a filtered view further by the type of products, is there a way to do that?

                      1 vote
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                        1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                      • insert line break

                        Is there a way to concatenate an address with multiple lines? Meaning, can I enter a command to insert a line break? Would like to have Name, next line Company, next line city state zip. Then when I merge this can be brought in as one address block. or, is there another way to do this?

                        Thanks

                        Lee

                        1 vote
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                          1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
                        • Is there a way to set up user dashboards to just show the records of the user?

                          I have 4 sales guys and want to be able to use the same views for each on their dash but only have their files come up.

                          Currently they have 6 views with 6 filters to allocate files to each of them (so 24 views with 24 filters built to make it work)

                          Is there a way to set up a master dashboard which everyone logs into and they just see the files they are working on without having to replicate the whole setup for each user?

                          4 votes
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                            3 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
                          • HOW DO I EDIT DAILY RO'S?

                            We don't have much info on this program and haven't received a call back. I would just like to know if there is a way or an admin user that can give access to others to be able to edit RO's that are inputted in the service operations specialist section? I don't know if any of this info helps. Here is our dealer info--
                            140659-Peninsula Subaru

                            1 vote
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                              1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
                            • 4 votes
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                                planned  ·  2 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
                              • Count records created in the last 90 days

                                Is there a way to do a conditional count? Count all of the child records only if they meet certain criteria?

                                1 vote
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Scripting: How to use logger.info()

                                  Can anyone tell me how this works in the table scripting? I wanted to verify the value of a calculation but I can't get it return a variable, just a static value. Returning a variable always gives me an error even if the variable successfully writes to a field.

                                  0 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Apps Script

                                    I'm looking for an Apps Script to auto-populate a User Field (Requester) with the name of the currently logged in user - the one creating the record.

                                    I've followed the sample in the Dev Apps Scripts page (below), but the field is not populating.
                                    The scripts is saving with no errors, and I've tried both Before Insert and After Insert. I want the name to display before saving the record so the user will have one less field to click on (unless they want to change the name).

                                    How do I change a value in the current record ?
                                    currentValues["Status"]…

                                    2 votes
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                                      3 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
                                    • How do you manually delete a filter?

                                      How do I delete a filter? I can't find any information on this in the knowledge base or anywhere else online. I'm sure I'm just missing something simple, but any help would be greatly appreciated!

                                      0 votes
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                                        1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Adding new user - yellow padlock appears next to fields that I want to enter. How do I get around this issue?

                                        Trying to add new users with normal accounts and I keep getting a yellow padlock appear that is locking all the fields other than "password". Is there any way that they can be unlocked?

                                        3 votes
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                                          0 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Radio buttons??

                                          I created a new form, and I cannot figure out how to set a Drop-Down question to be Radio Buttons on the forms. I have older forms that have this option, so I know it's possible, but there is no apparent difference between those items on my forms, and the "Knowledge Base" only has suggestions for allowing Radio Buttons.

                                          I feel like I'm losing my mind.

                                          4 votes
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                                            3 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
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