I would like to see...

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  1. The boxes

    It is hard to see the boxes with the drop down arrows. Its very light, it would be better if the boxes popped out at me.

    1 vote
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Support accented characters when exporting in CSV

    When I export one of my view in CSV, I get :
    Record ID,Numéro de série,Employé,Status,Date,Description
    instead of :
    Record ID,Numéro de série,Employé,Status,Date,Description

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

    12 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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

    1 vote
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. App Admin toolbar to stay visible until hidden

    Depending on what I click, the app admin toolbar hides itself. This is frustrating when developing an app. Please make it "pinnable" so it stays put until I choose to hide it.

    0 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. edit location for record

    For the location (map) feature to be actually very useful it needs to allow for the placement of a location and editing of the location, as well as capturing the location from the device. When I capture a location on site with my phone it works great, but if I create a record offsite later I can't edit the location at all, so that record shows my office location - or actually none, since I turned off location services on my desktop to prevent that.

    1 vote
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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…

    12 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Print & share detail behind Grouped Views

    When using the Group format feature on a View, users like that they are able to drill down into the records that make up the group but they are unable to print or share the detail. I am also not able to collapse the details after I have expanded them on the view. It would be hugely beneficial to us to be able to first expand the detail (as it does today) but then have the ability to print, share, and export these records within the expanded view. We share data monthly with the applicable project owners and the only…

    6 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Multi access level

    Having an overlapping access level such as "Manager" in between the "Limited" and the "Administrator" user would be helpful.

    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Option to not display the lock icon in read-only fields

    It would be nice to be able to remove the lock option in read-only fields on forms. It's pretty large and unsightly, and I imagine there's a better way to indicate to the user that they cannot edit that field.

    0 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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…

    3 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. It takes to long to load data

    it took 40min to load information should only be 5min max

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Form printing

    Printing forms is great feature. Unfortunately, the spacing between rows of fields AND sections of the form is so generous that my forms that should print on one page are being spread out over two pages.

    When a section is hidden from the form because of the result of a show/hide rule, there is additional spacing where that section would have been if it weren't hidden.

    Also, when a form has a "view section" the view section box is enormous whether there is one child record or several.

    The form printing feature may be improved if the row spacing was…

    8 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Select a default form

    I don't like the default form and I don't use the default...ever. When I'm in the form builder screen, I would like to have the ability to set a form as the default form.

    Choosing my own default form would save me a few steps in having to go into the Roles and assign a form to a view every time I create a new view.

    16 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. use special characters with ischecked() formula

    You cannot use any special characters in ischecked() like "/" or "("...

    When trying:
    ischecked("A / B (C)",{Field})
    It says: "A \/ B \(C\)" does not exist.

    When trying:
    ischecked("無い",{Field})
    It says: "\?\?" does not exist...

    Please at least let me use the english characters like slashes and brackets........

    0 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    5 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Adding additional reporting periods

    It will better if we have reporting periods such as Current Quarter, Prior Quarter.

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Auto Showing of Child Views in a Form + Radio Button

    I would like it if Child Views to appear when a new form is opened, not after selecting Save.

    In my example we have creating safety forms in which a user needs to add photos, hazards and Sign on, but rather than creating all the fields we have created other tables and linked them in. However when the user starts a new form they don't see any of this until they save the form. It creates them confusion.
    Secondly they should be able to just click ADD JSEA Radio Button. UI wise Trackvia really needs radio buttons.

    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Upload multiple documents to one document field

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

    6 votes
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