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  1. Add images to forms

    On a production site, we are using Trackvia forms as work instructions that can record the operations have been correctly done.
    Some time a text like "Check the tightness of the screws" is not enougth to guide the operator.
    That why we would appreciate to have the ability to add pictures in the forms (as template)

    6 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Flow for automatic assignment for staff

    Feature to have a system that will scheduele staff for their tasks automatically. Based on the input criteria etc.
    I’m sure this could be integrated with flows

    1 vote
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Variables in Flows to have user defined values

    When building flows you only have the option to pass a variable from a prior flow element. A new element would be great for a fixed value.

    As an example I have a flow for a build and that build has 3 sub steps. It would be great to have a value to populate a field automatically as I progress through the flow.

    start -> create record -> enter step 1 record ( populate step as step 1 from forced variable ) -> enter step 2 record ( populate step as step 2 from forced variable ) -> enter step…

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Notifications at the Table Level

    You have notifications at the record level, but I want to notify someone when a table is updated - in other words, multiple records added to a table, then 1 email notification to say the table has been updated.

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Adding additional Discharge Dispositions

    Could you please add "Swing Bed" and "Discharged with Planned Readmission" as Discharge Disposition options. These are options for coding and we are unable to select.

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. Formatting on Email Sharing

    When sharing a record via email, we would like for the form's show/hide rules to still be intact. Right now every field on the form will show on the email.

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Centralize Notification Preferences in My Profile

    It would improve the customer experience to centralize all email notification settings into a setting under "My Profile". It would be fine to duplicate individual preferences for each page or category, but employees are always looking for ways to efficiently interact with the plethora of web pages and logins that the modern world requires of each of us.

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Print to .pdf

    Print / email record as a .pdf.

    2 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Dashboard Editor: Ease of Use

    When moving the titles around in the Dashboard Editor screen, is extremely frustrating. It doesn't always go where you need it to, or switches out or bounces around. It would be nice if this feature was more more easy to use.

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Show History for Tables over their Join Limit

    Currently when a table exceeds the join limit of 61 the history feature stops working. This makes all tracking pointless as you are unable to see who made changes in case there is an issue that comes up. We are over our join limit in several instances as we have forms that require relationships and drop downs. We need some kind of resolution for this. I can see where a few calculated fields could be removed using app scrips to populate text fields, but our TrackVia partner build the app originally there were no app scripts used. Since then they…

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Have Working Days as a unit for formulas

    At the moment the 'units' in the date formulas include days, weeks, months, years etc...but not working days. This would be hugely beneficial to business' !

    14 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    13 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Manage users like any other table

    I'd like to be able to search and sort the users table, add custom fields, link to it- basically, the User table should have all the same functionality as any other table in trackvia. Custom views and permissions too.

    12 votes
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    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow use of multiple 'new record' forms based on context

    Right now a person in any role who creates a new record always sees the same form when they do that- I'd like to be able to designate different forms as the 'new record' form based on context, so, for example, different default values can be set in the form, or only fields relevant to the context are shown.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Batch Printing / Document Merge

    Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

    10 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. document merge

    Please add back in the document merge function that was present in Track Via Classic. Using Zapier with WEbMerge is not a valid option given the extreme expense of WebMerge. Be able to produce documents from within a product should be a no brainer. Please bring this back, as the lack of this feature will cause us to look elsewhere

    41 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Give users access to record history.

    Allow users without admin access to view the history of a record.

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