I would like to see...

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  1. Admin View of all Notifications and Share Views

    Ability to display all Notifications and Share Views created by any user to the Admin (or Super Admins) users. Include an option to mute individual or all notifications and modify/delete notifications and views.

    8 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Give users access to record history.

    Allow users without admin access to view the history of a record.

    11 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Default a date field on a form to another date field

    Like when you're buying a round-trip airplane ticket- the 'return flight' defaults to after the date of your outgoing flight. I'd like to able to set a date field in a form to default to the value entered in another date field already.

    0 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  4. URL for uploaded images which can be used in webmerge via zapier

    Currently when an image is submitted or a signature, etc, the field returns to Zapier the file name.

    This unfortunately is not very useful. Ideally it should return a link to the file.

    The reason for this is that with the link, zapier can pass this to webmerge and insert it into a document. Specifically, this is required to create a merged document with signatures. Without this feature capturing signatures is not all that helpful.

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

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  5. Adding more info through Multi-select

    Multi-select is quite nice, and is improving workflows for a lot of my clients. Thanks for adding this!

    Would love to see the ability to choose a few fields from the join table to include in the multi select. That way the record created in the join table has all info required.

    Situation: We're creating an Invoice record, using multi select to choose items from the Products table, which are added to our "Line Items" join table. A "Line Item" record contains the number field "Quantity"

    Current process is to choose items with multi-select, save record. View for line item…

    13 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Swim lanes improvements

    Swim lanes is one of the most useful features, but could be made better with:

    1. A 'blank' lane for records with nothing yet selected
    2. Some simple formatting options for cards (e.g. bold, underline, etc)
    3. Some simple display options for the lanes (e.g. custom lane width to fit extra lanes on the screen)
    2 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Group records in charts by weeks beginning Mondays

    We track our production, etc, by the week, with the first day of the week as Monday. As it's currently set up, TrackVia's charts group by the week, with the first day as Sunday, and this offset means we are unable to view data summaries by the week

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Filtering by Dropdown: Include blanks with "Does not have this option selected"

    Filtering based on drop-downs works well for the most part, but I keep coming into issues with this.

    Currently, when filtering "{Dropdown} does have this option selected [dropdown option]", it only pulls through records where the dropdown isn't blank and has a different option than the one mentioned in the filter.

    This forces the user to create a conditional group, where the option isn't selected OR the field is blank.

    This isn't a big deal, until you start working with more complex filters with different conditional groups.

    Really loved how this was done in Classic; with the ability to check…

    6 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Conditional required fields on the form level.

    I really need an option to make a field required in the form IF a certain checkbox or dropdown is selected / checked when creating/editing the form.

    E.G. if a form gets a checkbox in "Cancellation" then the text field "cancellation reason" would become a required field as long as that checkbox has a check at "cancellation".

    This seems fairly easy to build with JavaScript, so I hope for this option as it would open up new possibilities!

    60 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Upload multiple documents to one document field

    Upload multiple documents to one document field. I hate having to add multiple fields for images, etc.

    9 votes
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    6 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Role Specific Required Fields on a Form

    I think it would be a good enhancement to have Role Specific Required fields on a form. This would assist in work flow across multiple functions and to ensure each role completes their section correctly.

    There may be a work around lie creating a new form for each role in the process and editing them accordingly but this idea would make it dramtically easier.

    4 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Tighter Form Builder Layout

    I would like to see a "tighter" layout of Forms. Currently, I feel the fields are too large with the font size, in-field padding, and the field-to-field padding.
    If we had the ability to reduce the size of the fields and padding, the presentation wouldn't look so large with alot of wasted screen real estate, plus we could potentially squeeze in 5 or 6 columns wide.
    Thanks!

    67 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Ability to rename dropdown options without having to delete them once.

    Rename dropdown options!

    Another easy to integrate → LOTS of benefit improvements! ^^

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

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  14. Basic formatting in Paragraph text fields

    The ability to apply basic formatting to paragraph fields would be a huge bonus. Bold/Italic/underline/font size/color would allow these fields to be much more functional for us.

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

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  15. Views should auto-refresh

    Views should auto-refresh when changes are made or at a set interval

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

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  16. Radio buttons vs Dropdown menu!!

    No matter how you think about it, RADIO BUTTONS are 100 times faster to click on than choosing something in a dropdown menu!

    Another REALLY EASY to implement improvement, and LOTS OF PRODUCTIVITY for everyone!

    I would make it as on option to "show a dropdown menu as radio buttons".

    14 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Re-enable previously hidden dropdown options.

    I deleted some dropdown menu options because I wanted to temporarely hide them. But now I cannot find them back in the dropdown-menu editor. Do I have to go check the DB, because I cannot find a list of all dropdown options I've ever used...

    1 vote
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    under review  ·  4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Increase the size of handles on scroll bars

    Both Horizontal and Vertical scroll bars are hard to use. Navigation would be easier if these were widened.

    6 votes
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  19. Add Conditional Group(s) to Filters

    Currently you are only able to have two levels of Conditional Groups in Filters. This needs to be increased to AT LEAST three levels. There are many cases that are not possible with just two levels. When creating a workflow that moves records from step to step, some fields in the workflow might need to be conditional. For instance, let's say the end-user is usually required to upload a Purchase Order unless that customer is under contract. So, in the form you'd have a "Under Contract" check box and field to upload the purchase order. The idea is that if…

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

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  20. Sort Order for Fields in Drop-down Lists

    I would like to see drop-downs that list table Field Names be in alphabetical order.

    It appears the Field Names are currently in the order of how the fields appear in the table builder.

    It would make things alot easier if drop-down lists were sorted alphabetically regardless of the order in the table.

    Some areas this would apply:
    - Selecting Record ID's
    - Filters
    - Formula Builder Pop-Up Window
    - View Builder
    - Form Builder

    7 votes
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