I would like to see...

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  1. Editing directly from view on an Ipad

    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.

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Admin Dashboard Tab View

    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.

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    19 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Grouping views by more than one field

    If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.

    Instead of everything on one level like it is now:

    Group 1 Item 1; Group 2 Item 1
    Group 1 Item 1; Group 2 Item 2
    Group 1 Item 2; Group 2 Item 1
    Group 1 Item 2; Group 2 Item 2

    It should work like this:

    +Group 1 Item 1;
    - Group 2 Item 1
    - Group 2 Item 2
    + Group 1 Item 2;
    - Group 2 Item…

    8 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

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

    7 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

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

    10 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    2 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. I would like to see a time only field. the Date and Time field is a duplication and leads to errors when dates are entered incorrectly.

    I would like to see a time only field. the Date and Time field leads to errors when dates are entered incorrectly.

    13 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Apps Script access to auto-counter, triggered and calculated fields

    Fairly simple: Apps Script isn't as useful as it could be without being able to access every field in each table. If you use an auto-counter or triggered field for a record ID, you are currently unable to load that record in an apps script (e.g. using loadrecord(), etc).

    7 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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)
    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 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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