I would like to see...

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  1. Notifications in App Center

    Be able to see all of your notifications in the app center to edit them.

    4 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multi access level

    Having an overlapping access level such as "Manager" in between the "Limited" and the "Administrator" user would be helpful.

    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Role Specific Required Fields on a Form

    I think it would be a good enhancement to have Role Specific Required fields on a form. This would assist in work flow across multiple functions and to ensure each role completes their section correctly.

    There may be a work around lie creating a new form for each role in the process and editing them accordingly but this idea would make it dramtically easier.

    4 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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  5. Improved Filter Capabilities

    I'd like to see improved Filters, either as a "library" or at the View/Chart level.

    I was understanding the concept of a Filter Library so we can pick and choose from previously created filters, and re-use them across the application for our reporting needs.

    However, we can only select 1 filter when creating a view.
    This means we have to create filters (in their entirety) specific to the View, and not have the ability to re-use filters as needed.

    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add auto sign out after so long?

    This is very easy to implement. I am a developer and could do this for you its that easy.

    4 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Library/Listing of All Scheduled Reports & Notification Rules

    I would like to see a listing (library?) of all Scheduled Reports and Notification Rules in an app, just as we can do in Classic.

    Currently, we have to look within each View separately, then look in the Option Menu to see if the View has Notifications turned "On", or if the View is being Shared (Scheduled Reports).

    4 votes
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  8. Electronic Signature

    For Regulated environments an Electronic Signature option for every user to sign off on any Form would be very beneficial. Currently we use a workaround with a separate App, but having this feature built in would really improve the functionality and ability to show an Auditor that our users really did prove who they were.

    4 votes
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    2 comments  ·  add new 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.

    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Auto Showing of Child Views in a Form + Radio Button

    I would like it if Child Views to appear when a new form is opened, not after selecting Save.

    In my example we have creating safety forms in which a user needs to add photos, hazards and Sign on, but rather than creating all the fields we have created other tables and linked them in. However when the user starts a new form they don't see any of this until they save the form. It creates them confusion.
    Secondly they should be able to just click ADD JSEA Radio Button. UI wise Trackvia really needs radio buttons.

    4 votes
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  11. Apply show/hide rules to a field on a form, based on THAT field's value.

    if you are using a form to only view data, or if a form includes data that is read-only anyways, it would be nice to have the option to show/hide that field based on whether or not it has a value in it. This ensures that data will only be displayed when data is actually present.

    4 votes
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  12. Enable Charts to read and display a "Rounded Number" from Calculated Number Field

    Enable Charts to read and display a "Rounded Number" from Calculated Number Field

    When creating a chart off of a view that has rounded calculated numbers, the charts should display the sum of the rounded calculated numbers as rounded numbers. Right now you still get a long string of digits, even if your calculated field is rounded to, in my case, 2 decimal points in the calculated number.

    Spoke to a service rep on the phone today and was told that charts don't care if the number is rounded or not, the charts do not use the rounded numbers.

    Seems…

    4 votes
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  13. Allow Variables In Filters

    Currently, in filters, you are able to add filters and set criteria such as "A file is not present," "Is Identical To," "Less Than," etc. Many times we need to generate the same view or report based on particular values provided on a call by a customer or prospect. Therefore, I propose that TrackVia enables filters be created in which field values are set as a variables. So, instead of using a pre-populated value, the end user would be prompted to provide those values at the time that the filter, or the overlying view or report, is run. This would…

    4 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Link tables from the table editor

    Add the table linking tool to the table editor.

    When I am creating a table (in the table editor, naturally) I am thinking of the necessary fields as well as the links to other tables. Instead of navigating to the App Editor, I would like to add the link from the window I am in (ie the table editor).

    4 votes
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  15. Sort Order for Fields in Drop-down Lists

    I would like to see drop-downs that list table Field Names be in alphabetical order.

    It appears the Field Names are currently in the order of how the fields appear in the table builder.

    It would make things alot easier if drop-down lists were sorted alphabetically regardless of the order in the table.

    Some areas this would apply:
    - Selecting Record ID's
    - Filters
    - Formula Builder Pop-Up Window
    - View Builder
    - Form Builder

    4 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Highlight fields to show focus

    Highlight all field types to show focus.

    Currently some fields highlight well (ex. Single Line) while others do not (ex. drop-down).

    For ease of use, many users will tab through their entry fields, this process is difficult if you do not know which field you are focused on.

    4 votes
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  17. Entering Data Quicker

    Entering data is not easy nor quick to do anymore. I used to be able to enter the data, hit tab/space, and move quickly. But now I have to hit enter after the date, and hit tab several times to get to the next box. It's not terrible, but it's becoming frustrating when I'm trying to enter information quickly. I used to not have to look at the screen, but now I have to! It's slowing me down because I'll be typing, look at the screen, and wasn't even on a box to type! It was a lot easier to…

    4 votes
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  18. Ability to nested groups in the reports

    I would like the reports to be able to have nested groups as when we create PIVOT tables in Excel.

    4 votes
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  19. Super Admin Default Form

    Can you add the feature for Super Admin's to select a default form instead of using the generic form. It is very time consuming to constantly have to change it to the preferred form when viewing records. We should be able to select the record and view it the same way a limited user sees it.

    4 votes
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  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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