I would like to see...

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  1. Filtered Lookups to User Table User Group Field

    I would like the ability to have filtered lookups on the User Group field (on a Form) as we can do for other parent/child join fields.

    There many types of User Groups that we can create, and the current lookup will display them all.

    There are times when we may only want to display a certain type.
    Example: Geographic Region groups

    In this example, we would not want to see other group types, such as Support Teams or Departments, such as, Development, QA, Operations, etc.

    2 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Print Child View from within Parent Form

    I would like the ability to print a Child View from within the Parent record form.
    The Child View is already "filtered" to display only the records associated with the Parent record being looked at. We can already do limited updates (edit/delete), but we not able to print.
    The workaround, and time consuming, is to go the full version of this Child View, which displays all records, and apply the same filtering that was in place from the Parent, then print.
    Its much easier to print right from the filtered View/record we are aleady looking at.

    5 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Password Policy Requirements on Reset Screen

    The password reset screen does not display any of the requirements from the new Password Policy Configurations (see two screenshots).

    I'd like to see the password reset screen list the requirements placed on the account by the Sysadmin. Examples: X number of characters, lowercase, uppercase, etc.

    3 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Calculated User Group field

    Expanding on the new User Group fields, it would be nice to have calculated User Group fields so we can dynamically set this field to one/many User Groups automatically based on other values/conditions in the record to be used for Views, Dashboards, etc.

    (From: John McGarvey - I'm out of votes)

    0 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Select All Roles in Notification Rule

    As I begin using the "Is Current User" and the "One Of The Current User's Groups" filters for the purpose of sending notifications to only those involved with the record, it would be nice to have an option in the Notification Rule configuration to "Add All Roles" (Select All) so we don't have to manually add all Roles one at a time.

    0 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Send Notifications to User Group

    We need the ability to send notifications to the new User Groups. Currently, we can only send notifications to individual users or Roles.

    By allowing notifications to be sent to User Groups, we (admins)(w)should only have to create 1 report/view, and let the system send to only those users where the specific User Group on the record is one of the user's User Group (based on filtering).

    This is a huge time savings for us instead of creating multiple Views all based on different sets of filtering. Example: I have a use case to send a notification to differing groups…

    0 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. manage user - should be similar to a table

    i need to be able to export the list of users and status

    8 votes
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    planned  ·  3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. how do i Automatically link new records entered into a child table (many) to a record in the parent table all within the same app?

    I have a parent table with each record containing a barcode and descriptions / pictures of the item.

    I have a child table where i will scan barcodes that are in the parent everyday. it would be great if every time i created a record in the child table and scanned the barcode, that the record would automatically link to the appropriate barcode in the parent table.

    Is this possible? Thanks very much!

    1 vote
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Admins Need To Have Ability To Use A Separate Record ID For Imports

    Admins need to have the ability to import via a separate record ID than what is displayed for end-users.

    For better usability, most Record ID's are setup with multiple fields; such as, Auto Number, Category Field, Another Field.

    However, for an admin, we often export large amounts of data, update in a spreadsheet, then need to import back in.
    In the current setup, we must include all the fields that used in the Record ID, even if they are not the fields being updated. If we don't remember to include them, then all the work done in the spreadsheets is…

    14 votes
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    under review  ·  2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Customize Field/Section Borders

    I would like the ability to customize the borders of fields and sections on the Form.

    Currently, they all have a thin grey border. Against a white background, the screen appears to be full of boxes. If we can customize the border to be the same color, or no border at all, this will give a cleaner appearance of our app.

    This should be an easy add-on to the Form Editor for Section/Field Settings (see screenshot) where we can customize Text Color and Background Color.

    1 vote
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  11. Different currencies

    It would be very useful to use different currencies in Trackvia so it would automatically calculate the value in USD based on daily updates.
    We deal with international suppliers and many of our deals are in local currency.

    1 vote
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  12. Library/Listing of All Scheduled Reports & Notification Rules

    I would like to see a listing (library?) of all Scheduled Reports and Notification Rules in an app, just as we can do in Classic.

    Currently, we have to look within each View separately, then look in the Option Menu to see if the View has Notifications turned "On", or if the View is being Shared (Scheduled Reports).

    1 vote
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  13. Bulk Edit with Document Attachment/Upload

    I'd like to have the ability to bulk edit/upload a document to many records at the same time.
    This feature is available in the Classic platform.

    1 vote
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  14. Calculated Paragraph Fields

    I would like to have a Calculated Paragraph field - same as Calculated Text, but larger size.

    1 vote
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  15. Row Width Settings and cell margins

    The Row Height Setting feature is great, and I would like to see something similar for row width. Currently, you must manually double-click or click and drag the row border to re-size a row's width. These adjustments are lost upon logout and need to be made every time I log in again. I would like to set the widths so they are all uniform.

    Also, the column margins could be tighter. The header's (Field name/Title) cell margins don't need to be so big. When you make the row width too small you get "..." which takes up alot of space.…

    2 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Internal TrackVia Action Triggers - ala Zapier

    I would love to see an internal mechanism to create records, or perform some other action, within the TrackVia application when certain criteria is met.

    We currently have the Zapier integration which is great for external applications, but this request is for actions being performed within TrackVia.

    We should not need a 3rd party application to trigger an internal action within TrackVia for something performed within TrackVia.

    1 vote
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  17. Copy graph views into word docs, emails etc.

    I have several ways that I want to display and manipulate my data. To compile all my graph (views) and applicable narratives into one document I need to copy and paste them into Word. I am currently exporting to Excel, creating a graph (that looks the same as it does in TV!) and then copying it into the one cohesive Word document. If I could just copy the graph directly from TV, I would not need to utilize Excel.

    1 vote
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Multi-criteria Quick Search

    I have some users that would like to use the Quick Search for multiple search-terms with an OR condition/operator.

    Currently, the Quick Search returns and AND operator.

    To differentiate the current search function with the new feature, perhaps the search string for OR conditions can be entered with some type of delimeter, such as:

    apple OR orange OR banana (specifying OR)
    apple;orange;banana (separating with semi-colon)

    5 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to include grandparent fields in grandchild tables and forms

    Lets say I have a table (T1) with a parent table (P1), which in turn has a parent table P2. I'd like for the ability to pull fields from P2 into T1's table, forms and views easily. Right now I have to pull them into P1 first before I can use them in T1.

    30 votes
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    5 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. A View that Looks like a Form

    The headline sounds crazy but hear me out. I want a user to be able to look up a record without seeing all of the records. The view could be set up with only a search option and the only search matches are shown.

    6 votes
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