How can we improve TrackVia? What features should come next?

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.

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Kevin Jones shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Matt Cox commented  ·   ·  Flag as inappropriate

    Multiple creation forms is something i am waiting for as well, but you can set different forms for each view. So if a particular task needs to be completed on a record in a view then a customized form can be created for the view. That is probably not helpful information at this point since it's been so long, but these forums are dead so i'm just going around trying to stir something up trying to get some TrackVia involvement somewhere.

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