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  1. 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 →
  2. 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 →
  3. how to filter by child records

    Needs to create a view for parent records to be filter by child records

    1 vote
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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  4. How do I create a view that incorporates data from the child tables

    I have a table with 2 child tables. I would like to create a view where I can select columns of data from all 3 tables and display in one view.

    1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  5. autogenerate a record in a parent table using the latest value introduced on the child table?

    I have different prices per product and I want that on the product table the final price would be the lastest price introduce in the price table )child to product)

    5 votes
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  6. How to RESTfully add a record that references a record in another table?

    I am developing an interface from a C# web application to TrackVia that will maintain [Work Orders] and [Work Order Line Items] in lock-step with our web application's SupplyRequest and SupplyRequestItem tables. We will use your REST API to perform CRUD transactions. The [Work Order] view includes foreign keys to the Locations table. The [Work Order Line Items] view includes foreign keys to the [Work Orders] and [SKUs] tables. Can you point me to an example of how to insert and update records that include foreign keys? I'm guessing that we need to specify the integer record ids of the…

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote
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    2 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  8. auto generate record

    Is it possible to auto generate certain set of records on it own with certain fields populated on a define schedule or condition?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Needs an array field that accepts any concatenated data

    Needs an array field that accepts any concatenated data, for use with zapier to export child records

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  11. On my pie chart (or other graph), you can hover over a slice to see the qua

    On a pie chart (or other graph), you can hover over a slice to see the quantity and percentage for the "slice", but I would also like to see the TOTAL of all slices (maybe on cursor over or in the legend?).

    Currently, I create the graph view and a second view that counts the records to produce this information...it would be nice to have it all in one view.

    Thanks!!

    3 votes
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    0 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Is there a way to import data to multiple tables from a single spreadsheet?

    Is it possible to import from an excel spreadsheet to multiple tables in one process. For example, I have a spread sheet with 4 columns. I want column 1 and 2 to go to table A, column 1 and 3 to table B and column 1 and 4 to go to table C all with one import operation?

    1 vote
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    0 comments  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  13. How do I get drop downs to display in alphabetical order?

    I have many drop-downs in my app and none of them display in alphabetical order, making it difficult to find the selection I am looking for. Do I need to import the tables in ABC order for the drop downs to display as such?

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  14. calculate the total amount from a column, not a count of what is showing information?

    I would like to be able to calculate a total in a column, i.e. column shows amount of Disposition, would like a sum at the bottom showing the total of all those claims.

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  15. notification to current user

    I see that to create a notification for a current user I have to create a view that is filtered by current user. I want the notification to be made if a change is made to a particular field. Does the notification get sent only if the change is made to that field while in the view? What if the change is made to that view in the Table?

    1 vote
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Assign multiple forms for a single table

    I need to be able to assign multiple forms to a single table. This works fine as long as the user is an admin. But it does not work when users are given limited access or when mobile app is in offline mode.

    15 votes
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    3 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. Change name of Calculations Created in View

    Is it possible to change the name of a summary calculation created in the Format section of a view?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. TrackVia API and Tableau Web Data Connector

    Tableau just came out with a Web Data Connector that allows it to pull in JSON data and Rest APIs.

    See https://www.tableau.com/about/blog/2015/8/connect-just-about-any-web-data-new-web-data-connector-42246

    Do any of the TrackVIa API experts know how it might be possible to push TrackVia data to Tableau using this option?

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. How do I use an If formula containing 2 isblank arguments?

    I'm trying to set an if condition based on 2 fields being blank. (i.e. If Contract Date and Decline Reason are blank) I've tried nesting the And() and Isblank functions with no success. Can someone please post a sample of the If statement on how to do this?

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  20. print a dashboard

    I am new to TrakVia and have enjoyed using it for our application, but I have a superb dashboard, which I would like to send to all executives every 15 days, but seems there is currenly no way to print dashboard. I have to print each view individually, which is time consuming. Wish we can print from Dashboard and further if I can automate it to send it out to people with email address (non track via users) every 15 days, that would be fantastic!!

    6 votes
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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