I would like to see...

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  1. 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 →
  2. 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' !

    16 votes
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    1 comment  ·  add new 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.

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

    13 votes
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    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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!

    19 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. Be able to select "current logged in user" as "default value" in a user field on a form.

    As "default value" for a user field, we can currently only choose from an actual user.
    But I'd like the default value to be the "logged in user".

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Fields, Groups and Totals - Export to Excel feature not available?

    Hi, As i plug along transitioning from Classic to the new platform, I have discovered an alarming capability that is apparently unavailable in 2.0.
    I have many Classic users that use the "Fields, Groups, and Totals" tab under "Modify View" to group and total sales and expense figures by location, entity, etc. They then export these views, grouped and totaled, to excel, where it can be emailed to third parties (such as lenders).

    I am now discovering that the "Format" tab has replaced the "Fields, Groups and Totals" feature in the new platform. I need to group specific fields and…

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    11 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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