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  1. Filters for Quarter Views

    Add the ability to filter by fixed quarters for year over year analysis also the ability to set dates without the year for generic dates.

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Public Holiday

    I think it should be possible to have a 3rd Variable in the Weekday function that lists a bunch of Public Holidays and removes them from the calculation.

    Thanks,

    3 votes
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    1 comment  ·  improve existing 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. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  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. Formatting of Views Transfer to Mobile Devices

    It would be extremely helpful for the formatting applied to views to transfer to mobile devices. You can have a view with only two columns and you phone in landscape, but the tow columns are minimized and don,t show all information even though the view when in browser shows the columns to be wide and showing all information. There is no way to change this on mobile or to drag an open a column up to show more of the cut off information.

    1 vote
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. 5 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Grouping views by more than one field

    If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.

    Instead of everything on one level like it is now:

    Group 1 Item 1; Group 2 Item 1
    Group 1 Item 1; Group 2 Item 2
    Group 1 Item 2; Group 2 Item 1
    Group 1 Item 2; Group 2 Item 2

    It should work like this:

    +Group 1 Item 1;
    - Group 2 Item 1
    - Group 2 Item 2
    + Group 1 Item 2;
    - Group 2 Item…

    7 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day...

    Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day.

    Even better please add a color option, because I prefer a dark text with clear contrast. Maybe others like lime green..

    13 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Change formatting on History Window

    for changes to paragraph fields the history only shows the top 2 lines of text. The browser has to zoom way out to read all of the text and then the text becomes almost unreadable.

    Change formatting to allow admins to see all of the lines in paragraph fields

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. Timeline improvements

    Firstly, I should say that the new timeline feature is really, really well done. Seriously it's really great.

    There are a couple tiny improvements, though, that would make it much more usable for us. The first is either the ability to set the row height (or at least the 'No Parent' first row) or to be able to drag out of the 'show more' pop-up. When you have more than 3 records in a row, the drag-and-drop feature (which is the best part) becomes much less useful. We often have 10+ records with no parent and would be great to…

    3 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. In a bar/line graph, it would be great to be able to "click off" or hide all of the items at once

    I have a line graph with dozens of customers (3 pages) worth on the little table. If I want to compare one customer to another I either need to quick filter, or click off 32 other vendors. It would be great if I could just click them all off, and then just click a few of them back on to quickly see how customers stack up..

    2 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. "Location" field- on desktop, drop a pin like on mobile vs. having to use an address and/or XY coordinate

    On mobile, it is nice how you can either "Use current location" OR click the map, and drop a pin to get your XY coordinate. on desktop, i must use an address which may yield an inaccurate/ imprecise location, or i must go to google maps to grab an XY coordinate. it would be nice if i could map a location on desktop by dropping a pin, as i can do on mobile.

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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