I would like to see...

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  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. Filters

    I would like the filter options to include, "does not begin with" and/or "begins with."

    1 vote
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  11. 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 →
  12. Allow for image entry on views

    Views allow for some data to be added directly, but images cannot be added unless through a form.

    1 vote
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  13. Ability to drag and drop in the sort feature

    It would be nice to have the ability to drag your sort criteria up and down to change the order without x-ing out and redoing the whole sort window. For example, if you want to sort by date and then by company name and then switch and have company name first, it would be helpful to be able to quickly move those criteria

    6 votes
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  14. Use field values in website widget. Ie: show google maps location in frame

    I think the widget thing is great but you really need the ability for that to be a calculated field and have it reference data in the record. For example, we can use lat/long fom our record to show the google maps location.

    1 vote
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    6 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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!

    59 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Lanes available in the 'Pro' / classic version of Trackvia

    The lanes option would be really helpful but I don't want to have to upgrade to the enterprise version - will it be available in the pro / classic version of trackvia?

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Checkbox vs. Dropdown - Formatting

    I would like to so improved/consistent formatting on Views, Scheduled Reports, and Sharing when using a Drop-down field vs. a Checkbox.

    Currently, a Drop-down will display the selected value, or the field is blank if no values were selected.

    However, the use of Checkboxes will always display opening and closing brackets enclosing the value, or only the brackets if unchecked.

    I'd like to have the brackets removed so we only see the value, or blank, on Checkbox fields.

    See attached as samples.

    0 votes
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  19. Emailing Filtered Reports

    Really like the ability to email reports - however, when a filter is applied to a view or report you can go through the process of emailing a report but it never comes through. I'm assuming this is a bug tied to the filtering.

    If you could pull up a view, filter it by a field, and then email that filtered report that would be great.

    Thank you!

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to use TrackVia apps without logging in

    Use Kerberos type authentication so users are already identified and can access TrackVia apps by clicking relevant link without stopping to log in every time (and keep track of yet another password).

    1 vote
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