I would like to see...

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  1. Ability to Duplicate Forms

    I would like to see the ability to duplicate a form so you wouldn't have to build it over and over.

    11 votes
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  2. Export Directly From a View

    I would like to see the ability to export directly while working on a View, and not have to back out and go to the App Overview page.

    11 votes
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  3. Roll-up Options for Forms section

    Add an option that minimizes or rolls up a section in the form so that it can be expanded only if needed.

    10 votes
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  4. Batch delete

    Option to delete multiple records at once.

    Right now, you have to do each record manually.

    9 votes
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  5. 9 votes
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  6. Ability to use checkboxes in formulas

    A formula like ischecked would be nice. Also, the ability to use checkboxes values in text formulas like concatenate.

    8 votes
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  7. Scheduled Reports

    I'd like to see Scheduled Reports implemented in the Pro platform as is currently in the Classic platform.

    7 votes
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  8. Browser-based Horizontal Scroll Bar

    I would like to see the horizontal scroll bar (on tables and views) be dependent on the size of the browser and not the number of rows returned.

    Currently, if the number of rows returned (25, 50, 100) exceed the size of the browser, we must use the vertical scroll bar to reach the bottom. If the records of interest are near the top of the results, they scroll up (off the page) before we see the horizontal scroll bar to move to the right to the fields we need to edit.

    7 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Cloning Records

    I would like to see the ability to be able to clone a existing record and have the new record have it's own record ID. The first record almost acting like a template.

    7 votes
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  10. Total Visible Dashboards

    I would like to see the number of Dashboards visible in an App (before the More dropdown appears) increased from the set number of 4 to a dynamic value based on the size of the browser window - smaller browsers display fewer tabs, but larger monitors/browsers can display several (if space allows).

    7 votes
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  11. Cross App Links between Tables

    The inability to link across apps limits the usefulness of the Apps concept.

    For example, if I want to put Tables like Accounts, Contacts and Sales Opportunities together in an app (e.g. "CRM") and other Tables like "Tickets", "Known Issues", "Deployed Equipment" in another app called "Support" it is not at all clear to me how I create a direct (or indirect) link between a Support Ticket and the Account.

    This is part of Classic - why the change?

    7 votes
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  12. Forms - Allow users to select (and copy) calculated field text

    Currently calculated fields are disabled textarea controls, which prevents users from being able to select the text and copy the contents.

    Selecting calculated text can be useful in a variety of scenarios. I like to use them when copy/pasting calculated descriptions to override description fields.

    7 votes
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    completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Be able to make Linking fields "required"

    Really like the way table relationships are set up in the new version! Makes creating relationships really easy.

    There's been requests to have the "link to parent rule" that was in classic added to the new version, which I understand is very difficult for you guys to do with the new structure.

    While that's in development, would it be possible to make linking fields "required"?

    Lets say I have an activity table. I need an activity to link to a Company and Contact (both individual tables). Since the link to parent rule isn't in place yet, it would be immensely…

    6 votes
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  14. Drop Down List of Views

    Drop Down List of Views should be sorted alphabetically; currently listed in order of creation.. high degree of visual confusion. This sounds like an easy quick improvement. See screen shot.

    6 votes
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  15. Ability to "view as" a certain user / sign in as user.

    I think this was a feature in the previous version of TrackVia, however I never used it.

    It would be really useful for admin to be able to see a certain view / form / entire role in the way that a limited user would.

    When I create new functionality I find it is easy to forget some details (eg giving access to the preferred parent view in a drop down field on a form, or assigning the correct form to a new view), so I usually end up borrowing a computer from a limited user and then going back…

    6 votes
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  16. Add Logo or Corporate Branding to Roles

    Be able to add a logo to the top bar for corporate branding to customers in a role.

    6 votes
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  17. Create Parent Record from Child Lookup

    I would like to see the ability to create a record in a parent table from the child link-to-parent lookup (if the needed record doesn't exist).

    5 votes
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  18. Expanded Logical Operators

    I would like to see expanded Logical Operators that we can use in calculated fields, particularly those of a "negative" value:
    - not
    - isnot
    - isnotblank
    - isnotchecked
    - isnotselected

    etc.

    5 votes
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  19. I need aggregate functions for my charts

    I need to roll up my sales data by month... when will that be in the product?

    4 votes
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  20. Required Input for Lookup Fields & All Upper/Lower Case Formulas

    I'd really like to see an option in form creation where you can make a look-up field for a parent-child record required. Also, it would be great if we had toupper and tolower formulas that we could use in calculated text fields. These formulas would ensure all characters are either all upper or all lower case respectively. Both of these suggestions would greatly improve our data consistency and accuracy.

    4 votes
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