How-to questions

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  1. Can we copy formulas when we create new tables?

    We utilize TrackVia for research and the copy table function was very useful in Classic because we could choose to copy formulas and they'd all come over without data. Is there a work around. Is this in the mix for an improvement?

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  2. Implement a Refresh Token for View URL?

    The information regarding RESTful API at:
    https://developer.trackvia.com/tutorials/hello-world
    does not discuss how to use "refresh_tokens".
    I want to know how to implement the refresh token for the sake of acquiring a View ID URL that does not expire.
    Please help.

    3 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save my customization of Views & Dashboards?

    Hello...

    Whenever I customize any view (e.g., resizing or moving columns)...that customization IS NOT automatically saved (as the help files suggest it is supposed to be). Next time I come back to that view, it has reverted back to default. Really need to have this problem rectified, as it is really slowing me down.

    thanx,

    Mark Forman

    1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  6. Set up a multiple layered conditional filters?

    Hello everyone,

    I would like to know if there is a way to set up a filter where there are 3 layers of condition filters. At the moment I can only seem to manage to have a two layer filter. I am not sure how to explain it so I hope everyone understands what I mean.

    Thank you.

    3 votes
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    4 comments  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change a record field from "required" to "not required" without losing data

    We have a field on an existing record which is no longer required.

    However, we want to keep the field, and the existing data intact.

    If we edit the record, uncheck the field's "required" box, and then save the record, Will we retain the existing data?

    The goal is to be able to remove the previous contents of the field, and not be required to enter it for new data going forward.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. see my gantt chart on phone app?

    When I view my chart on mobile device it appears as grid view instead of chart...

    6 votes
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    1 comment  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Distinguish text from number

    We track houses being built and need to enter lot number to generate lot IDs. sometimes these lot number have letters in them like lot 3A & lot 3B for a duplex. the field is currently a string and not number for this reason.

    the issues come to sorting. since it is a string field the houses show up with lot 1, lot 10, lot 100 before lot 2 because of how numbers are treated alphabetically.

    i fixed this with the code below:
    if({Lot Number}<10,concatenate("000",{Lot Number}),if({Lot Number}<100,concatenate("00",{Lot Number}),if({Lot Number}<1000,concatenate("0",{Lot Number}),{Lot Number})))))

    it makes lot 1 lot 0001 so that we…

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Import an address into "Location" field?

    I have received errors on my attempt to import locations: "Invalid POINT value". I have old data with addresses that I would like to tie to the location field....how do I do this?

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Show a calculated date only using WEEK days

    Show a calculated date only using week days, so two days from Thursday would show the Monday's date, so today is Thursday the 13th July 2017, I want to show the calculation of two additional week days, so present Monday 17th July 2017

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  13. Use the edit and view choices for a flow task?

    I'm not sure how to use the edit and view options with the new Flow feature.

    How do I edit an existing record? I tried using the variables but that just seems to create a new record with the same record ID.

    As for the view option, maybe I just don't understand the point of it. Could you provide some examples of what you would use the view choice for, within a flow? Also when you are at the view step, you have to click into a record to move to the next step, but there doesn't seem to be…

    0 votes
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?

    Can I create public views? In classic TV I could create a view that was public to anyone with the link. Is that possible in new TV?

    2 votes
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    2 comments  ·  permissions  ·  Flag idea as inappropriate…  ·  Admin →
  15. auto-populate from parent table

    I have company to contact related tables. When someone creates a contact in a company, can I make the address fields in the contact table auto-populate with the data from the address fields in the parent company?

    1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  16. Alphabetize Dependent Drop down Choices

    I have set up a dependent drop down of Counties and Cities. When I pick a county the city choices are not alphabetized. Is there a way to make this happen?

    1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  17. How do i search on a specific field in a view using the API?

    I need to search for a specific value in a field using the API. How would i accomplish that? what would the query string be?

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  18. can any one help me Calculate working week-days?

    I am trying to calculate the number of working week-days from two dates, at the moment it is giving me the full 7 days per week.

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  19. British date format

    Please can someone tell me how to get a British date format on Track Via i.e. 30.03.2018 rather than 03.30.2018? It's driving me nuts!

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Apps Script 'Event' Explanation

    Can anyone explain or direct me to a link of the explanation of what the different 'Event' types indicate, and when you would use them?

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