On a production site, we are using Trackvia forms as work instructions that can record the operations have been correctly done.
Some time a text like "Check the tightness of the screws" is not enougth to guide the operator.
That why we would appreciate to have the ability to add pictures in the forms (as template)

Add the ability to filter by fixed quarters for year over year analysis also the ability to set dates without the year for generic dates.

I think it should be possible to have a 3rd Variable in the Weekday function that lists a bunch of Public Holidays and removes them from the calculation.

Thanks,

Feature to have a system that will scheduele staff for their tasks automatically. Based on the input criteria etc.
I’m sure this could be integrated with flows

You have notifications at the record level, but I want to notify someone when a table is updated - in other words, multiple records added to a table, then 1 email notification to say the table has been updated.

Could you please add "Swing Bed" and "Discharged with Planned Readmission" as Discharge Disposition options. These are options for coding and we are unable to select.

Editing information on an iPad directly from the view you're working on like you can on a desktop. Currently if you try to make an edit from the view on an iPad it makes you open the form to edit. This seems like an easy fix, and would save a lot of time considering most of our editing comes from our field guys using iPad's. Please let me know if this could be achieved.

When sharing a record via email, we would like for the form's show/hide rules to still be intact. Right now every field on the form will show on the email.

It would improve the customer experience to centralize all email notification settings into a setting under "My Profile". It would be fine to duplicate individual preferences for each page or category, but employees are always looking for ways to efficiently interact with the plethora of web pages and logins that the modern world requires of each of us.

Print / email record as a .pdf.

When moving the titles around in the Dashboard Editor screen, is extremely frustrating. It doesn't always go where you need it to, or switches out or bounces around. It would be nice if this feature was more more easy to use.

As the administrator, all created dashboards show up in the top menu bar. I am certainly able to permit views and order the dashboards for users in this top menu, but my view defaults to when they were created. I would like to be able to organize the order of my admin dashboard menu as well, so the ones "I" use most show up first in the line up.

At the moment the 'units' in the date formulas include days, weeks, months, years etc...but not working days. This would be hugely beneficial to business' !

Right now, you can only have one Create a Record form defined per role, and once record is completed for that, system defaults to the form associated with the default view on the table where record is added. This limits us to only one process flow per user role. If we could specify multiple Create a Record forms, and then specify specific form to open once record is created, we could create multiple process flows within a single role.

I'd like to be able to search and sort the users table, add custom fields, link to it- basically, the User table should have all the same functionality as any other table in trackvia. Custom views and permissions too.

Right now a person in any role who creates a new record always sees the same form when they do that- I'd like to be able to designate different forms as the 'new record' form based on context, so, for example, different default values can be set in the form, or only fields relevant to the context are shown.

Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

When sharing a view, the columns expand so much that not all fields show and the data wraps (regardless of how the view looks in TrackVia. The only way to accurately display the info is if the person is a user in the system.