I would like to see...

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  1. 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 →
  2. 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 →
  3. 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' !

    15 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. Column Headers - Please allow "Wrap Text"

    It would be very helpful in viewing a table if the column header text would wrap like the record fields. Currently, the column headers are truncated until the user manually drags the column width wider. This creates too much unnecessary work and causes the table to display too much empty space. The user has to continually scroll left and right to view a table. This issue is especially troublesome when a column is grouped or summed, etc. Thank you for your attention to this matter!

    8 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Dynamic notification recipients

    It would be great to be able to delivery notifications dynamically to an email address contained in a field in the record that triggers the notification, instead of only to a predetermined person/role.

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Error Handling for Image Fields

    I would like to see some type of error handling on the Image field.

    Currently, this field will accept any type of file with no error being returned to the user. The result being that no one can see or access the attached file when it is not an image.

    The Image field should only accept images and nothing else.

    3 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Validation rule needed to prevent two dates from conflicting with each other. Example: "Next Review" should be later than "Last Update"

    Validation rule needed to prevent two dates from conflicting with each other. Example: "Next Review" should be later than "Last Update"

    4 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    15 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Importing for limited users

    I would like some users assigned to a specific role to be able to import to specific tables without being a full App admin. The only option in a limited user views seems to be to add a single new record.

    29 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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!

    51 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Pivot Table option

    Pivot Tables just like in excel.

    19 votes
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    started  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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