How-to questions

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  1. 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!

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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 →
        • manage users

          I do not have the option to manage users (only : My Profile - Sign out). How can I add a new user? Thank you

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            1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
          • Filter the same month's income over multiple years.

            For example, I want to see my income only in the month of January over the last 5 years. How do I create a filter to do that?

            I am attaching what I have now, which is a chart of income for every month over the last 5 years.

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              1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
            • Upload Picture

              There isn't a "SAVE" button icon when upload a picture.
              Please find attached file for more clarification.

              Thanks a lot

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                started  ·  1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
              • Calculate Remaining Balance

                I have a view where I can see a client's Total Cost, Deposit they paid and their Remaining Balance (I have Balance set with the formula Total Cost - Deposit.) When a client wants to make a partial payment, how can I do that and have the Remaining Balance calculate that?

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                  1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
                • Setting up the API in a Dev environment for free

                  I would like to set up the API on a development environment to test to see if it is what we want before we upgrade our account.

                  On the API configuration page it says "Use this page to enable TrackVia's API. The TrackVia API is not included in our standard pricing plan. You may use it for free for test and development purposes. For production uses, please contact your TrackVia sales associate for pricing information."

                  I would like to know how we set up a development environment because right now the API just crashes trying to authenticate.

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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                      2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
                    • keep

                      I have a (parent) table ID that was setup using a calculated field that may change value. I'd like to create an autocounter field that would have unique values and wouldn't change and then re-map the relationships. Is there a way to set a field in the child table to a calculated result, before I change the field ID for the parent table? Are parent child relationships stored else-where or am I seeing all of the available fields in the table?

                      Thanks.

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                        1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
                      • do I use an existing field as the link to child table?

                        for example I have a list of patients with their bed number. I have a table of bed #'s with with details about the bed (Room #, Floor #, Dept etc). When I create the relationship it adds another "link to ..." field. I just want to use the existing (unique) bed number as my link.

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                          1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
                        • export my TrackVia database from my old website to a new WordPress website

                          Exporting TrackVia databse into new WordPress website?

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                            1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
                          • add an application user? I am trying to add a new user but their name is not appearing. Also, I want to delete deactivated users.cannot

                            How do I add an application user? I am trying to add a new user but their name is not appearing. Also, I want to delete deactivated users but cannot

                            4 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Graph checkbox data

                              Is it possible to create a pie chart from check-box data?

                              6 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Can I add listing view into a wordpress page?

                                Hey everyone,

                                We are creating a new site and I need to get a view to display on a wordpress page. Is there a way that you all know how to do this? I can pull the API and run it with JS, but I am looking for a more streamlined process in case things need to be changed or I need to use it on different sites.

                                Thanks!

                                1 vote
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                                  1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
                                • How can I share a dashboard?

                                  I have several tables and views saved within one rolled up dashboard. I would like to share this dashboard via email weekly with our team. Is there a way to share dashboards? Or does anyone have a creative idea for sharing more than one view?

                                  5 votes
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                                    under review  ·  2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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 →
                                    • use a calculated field return the latest entry from a child table

                                      I want to use the app to record weekly student check-ins, including a weekly update of course progress. Course enrollments make up the parent table while weekly progress check-ins are the child table. I want to see elements of the most recent check-in entry, from the child table, as a field in the parent record that will update as new child records are added.

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                                        4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • bulk

                                        Bulk Editing, any updates on fixing this bug? It's getting beyond a joke now and I've been asked to explore options for an alternative to your system because it's still not been fixed.

                                        It's actually quicker to export a table to Excel and re-import with changes, which completely defeats the point of the whole system.

                                        5 votes
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                                          1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create sub-folder in views

                                          For my main Table I have created approx. 50 different views and about 15 of these are graphs/charts. I would like to have a way to organize these into sub-folders, so I can find the view I want to access quickly. I could have a "FY 14-15" folder, "FY 15-16" folder, etc. This would also improve navigation for my users who may not know what a specific view is named, but they could narrow their search down by viewing the content of category (i.e. sub-folder).

                                          Having an icon next to the view name that visually depicts if is a graph,…

                                          4 votes
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                                            planned  ·  1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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