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How can we improve TrackVia? What features should come next?

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  1. Alllow more than one Create a Record form and allow a specific form to be defined to edit record once created.

    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.

    7 votes
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      0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
    • Timeline improvements

      Firstly, I should say that the new timeline feature is really, really well done. Seriously it's really great.

      There are a couple tiny improvements, though, that would make it much more usable for us. The first is either the ability to set the row height (or at least the 'No Parent' first row) or to be able to drag out of the 'show more' pop-up. When you have more than 3 records in a row, the drag-and-drop feature (which is the best part) becomes much less useful. We often have 10+ records with no parent and would be great to…

      3 votes
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        2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
      • In a bar/line graph, it would be great to be able to "click off" or hide all of the items at once

        I have a line graph with dozens of customers (3 pages) worth on the little table. If I want to compare one customer to another I either need to quick filter, or click off 32 other vendors. It would be great if I could just click them all off, and then just click a few of them back on to quickly see how customers stack up..

        1 vote
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          0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
        • "Location" field- on desktop, drop a pin like on mobile vs. having to use an address and/or XY coordinate

          On mobile, it is nice how you can either "Use current location" OR click the map, and drop a pin to get your XY coordinate. on desktop, i must use an address which may yield an inaccurate/ imprecise location, or i must go to google maps to grab an XY coordinate. it would be nice if i could map a location on desktop by dropping a pin, as i can do on mobile.

          1 vote
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            1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Expand the join limit on tables

            How much trouble would it be to expand the join limits on tables? 61 seems like a big number until you've built out a robust application with a centralized notes area. With so many things coming together in one place those 61 are quickly used up. especially when image, document, and drop downs are included.

            5 votes
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              1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
            • share records

              When sharing records it would helpful if there was tracking to see if/when a record is shared and who it was shared with. It is especially helpful to communicate information in TrackVia with a non-user who is a customer or vendor, but there is no record that the activity took place.

              3 votes
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                0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to Sort Charts (Bar) by Both X-Axis and Legend

                I'd like to see the ability to sort a Bar Chart ascending by the X-Axis (currently possible) without the Legend being resorted to match the order in which the items appear in the chart.

                The Legend should remain numerical/alphabetical regardless of the sort order of the X-Axis.

                The same is true in reverse. If I sort the Legend, the X-Axis should not resort itself but remain ascending/descending.

                1 vote
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                  0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                • Apply show/hide rules to a field on a form, based on THAT field's value.

                  if you are using a form to only view data, or if a form includes data that is read-only anyways, it would be nice to have the option to show/hide that field based on whether or not it has a value in it. This ensures that data will only be displayed when data is actually present.

                  4 votes
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                    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • Shared Views - Improving the Look of the Email

                    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.

                    1 vote
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                      2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow no-change steps inside of Flows

                      In order to make a flow more versatile, it would be good if a 'edit' step within a flow could be navigated without editing. So, for example, if I have a flow that involves reviewing the data in a record; with the option to stop and change things at each step, the user might hit a step in the flow where they don't need to change anything, but still need to get to the next step in the flow. The 'Save' button should be accessible in these cases even without an edit.

                      6 votes
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                        1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • Include image thumbnails in map labels. Also include more edit-ability in map labels. Add heat maps

                        Mapped points do not display labels unless hovered over. often times you would want to see all labels simultaneously. Also, the hover box is very limited in the fields that it displays, and reflects the top 2 items in the view. this should be expanded upon to easily add/remove more fields, and also to include image fields. Heat map functionality would also be very beneficial for planning/analysis.

                        6 votes
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                          0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • ERD position lock.

                          Currently when I view my table-relationships in ERD view, I rearrange the positions in a way that makes sense to me. Unfortunately, every time that I leave & revisit my ERD view I have to rearrange the tables all over again.
                          I would like to see a way to lock my ERD arrangement.

                          3 votes
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                            planned  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • See all recors in a map

                            In a map view, I have a limited amount of records to show (up to 100). I would like to see ALL GPS location records in 1 map view (without having to change pages and without having a maximum of records to be displayed).

                            4 votes
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                              0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Offline record/field updates

                              I want to improve the basic field data of 2 tables. I need them to be available to edit in an offline mode.
                              This will increase my data accuracy, allowing to analyze better quality data and make more informed decisions.

                              1 vote
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                                started  ·  1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change position of a picture

                                When adding a picture in trackvia from the mobile device, this HAS TO BE in a horizontal position in order for the picture to upload correctly.
                                I would like to have the ability to rotate the picture if this was taken verticaly.

                                1 vote
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                                  1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Let limited users switch between forms on any view

                                  It would be very helpful if a limited user could switch between all their assigned forms in a given table. For example,suppose they have View 1, View 2 and View 3 and are assigned Form 1, Form 2 and Form 3 respectively, for some table. Then if they are in View 1 and click into a record, Form 1 opens, but they should be able to switch to Form 2 or Form 3.

                                  1 vote
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                                    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • The new

                                    The new version of TrackVia and Surgitrak are extremely disappointing. The older version was much more powerful with customizing capabilities. One has to re-sort and re-customize the tables in every login! it is extremely frustrating. In the app, there is no way to make the list smaller, which makes it much harder to navigate through all the patients. The surgitrak options for anesthesia, EBL, co-morbidities, use of medications are gone!! To login, you have to use the entire email, which is just ridiculous. Again, unbelievably disappointing.

                                    6 votes
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                                      0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Flows or App Scripts to control quick filters

                                      I don think this will be a priority, but allowing a flow to trigger an app script to open a view with certain quick filters applied would be a really cool and helpful feature. i have an idea for a reporting system, but it requires building numerous views with filters. If certain choices could be funneled into a quick filter it would be like a custom view creator and keep people from getting lost in creating their own quick filters.

                                      2 votes
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                                        0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Form text box widget

                                        For the text box widget:
                                        - please increase character limit from 255
                                        - formatting such as bold, underline, italic, color etc.

                                        0 votes
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                                          3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Export dates in 'yyyy-mm-dd' format

                                          Dates are currently exported in 'MMM dd, yyyy' format (e.g. 'May 21, 2017'), which adds an extra few unneeded steps to re-format date fields when re-importing, as date fields must be imported in 'yyyy-mm-dd' format (e.g. '2017-05-21).

                                          5 votes
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                                            2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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