I would like to see...

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  1. 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 →
  2. 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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  3. 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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  4. Add piece of HTML / Text / image to dashboard as widget.

    We're able to add webpages in a widget, but I would love to add HTML or pictures, or even just some text as a widget to dashboards.

    This way I could write explanation / rules for all my users about the views and forms I put on the dashboards.

    We work in 6 different locations throughout Japan and the rest of the world, so it's very hard to make sure everyone uses everything correctly.

    14 votes
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  5. 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 →
  6. 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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  7. Automatic logout/time out

    It would be incredibly helpful to have an automatic logout feature so that if a user closes the window without logging off, he/she has to login again. Similarly, a login left unattended for more than a preset time would automatically log out. Thanks for considering!

    6 votes
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    under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. modify a record in zapier

    It would be very helpful to modify existing records. But really this is a work around for not having a calculated user field in my case. For example.. if I am using TrackVia to dispatch people... I need a way to unassign it at the end of the day if the record is not signed off (ie a condition is not met)

    7 votes
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  9. 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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  10. 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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  11. Duplicate App

    When will we be able to duplicate apps?

    42 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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  13. 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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  14. 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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  15. 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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  16. Create a "trash" folder/area where deleted records can be recovered when they are deleted accidentally.

    Provide ability for a user to recover a record that has been previously deleted.

    53 votes
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    under review  ·  7 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. iOS - Delete Cache Button Functionality (instead of sign in/out process)

    A lot of issues experienced on the iOS devices (foreign key violations, form issues, parent lookup caching, etc.) can be resolved by logging out and back into the TrackVia (actual sign out of TrackVia via Settings, not closing the application). I would like to have the Sync Resources button (or another one, not to be picky) that will perform the same refresh/clearing of cache settings as the sign in/out process.

    1 vote
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Creating Notifications from Chart views

    We are able to setup Notification Rules from a View, but only if that View is a grid type.
    I'd like to setup Notifications from Charts/Graphs also.

    This will prevent us from having to create two identical Views: One for display (Chart), and one unseen View (Grid) used strictly for triggering a notification.

    1 vote
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    under review  ·  1 comment  ·  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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