I would like to see...

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  1. Filtered Lookups to User Table User Group Field

    I would like the ability to have filtered lookups on the User Group field (on a Form) as we can do for other parent/child join fields.

    There many types of User Groups that we can create, and the current lookup will display them all.

    There are times when we may only want to display a certain type.
    Example: Geographic Region groups

    In this example, we would not want to see other group types, such as Support Teams or Departments, such as, Development, QA, Operations, etc.

    2 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Print Child View from within Parent Form

    I would like the ability to print a Child View from within the Parent record form.
    The Child View is already "filtered" to display only the records associated with the Parent record being looked at. We can already do limited updates (edit/delete), but we not able to print.
    The workaround, and time consuming, is to go the full version of this Child View, which displays all records, and apply the same filtering that was in place from the Parent, then print.
    Its much easier to print right from the filtered View/record we are aleady looking at.

    5 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Password Policy Requirements on Reset Screen

    The password reset screen does not display any of the requirements from the new Password Policy Configurations (see two screenshots).

    I'd like to see the password reset screen list the requirements placed on the account by the Sysadmin. Examples: X number of characters, lowercase, uppercase, etc.

    3 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Calculated User Group field

    Expanding on the new User Group fields, it would be nice to have calculated User Group fields so we can dynamically set this field to one/many User Groups automatically based on other values/conditions in the record to be used for Views, Dashboards, etc.

    (From: John McGarvey - I'm out of votes)

    0 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Select All Roles in Notification Rule

    As I begin using the "Is Current User" and the "One Of The Current User's Groups" filters for the purpose of sending notifications to only those involved with the record, it would be nice to have an option in the Notification Rule configuration to "Add All Roles" (Select All) so we don't have to manually add all Roles one at a time.

    0 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Send Notifications to User Group

    We need the ability to send notifications to the new User Groups. Currently, we can only send notifications to individual users or Roles.

    By allowing notifications to be sent to User Groups, we (admins)(w)should only have to create 1 report/view, and let the system send to only those users where the specific User Group on the record is one of the user's User Group (based on filtering).

    This is a huge time savings for us instead of creating multiple Views all based on different sets of filtering. Example: I have a use case to send a notification to differing groups…

    0 votes
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  7. how do i Automatically link new records entered into a child table (many) to a record in the parent table all within the same app?

    I have a parent table with each record containing a barcode and descriptions / pictures of the item.

    I have a child table where i will scan barcodes that are in the parent everyday. it would be great if every time i created a record in the child table and scanned the barcode, that the record would automatically link to the appropriate barcode in the parent table.

    Is this possible? Thanks very much!

    1 vote
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Admins Need To Have Ability To Use A Separate Record ID For Imports

    Admins need to have the ability to import via a separate record ID than what is displayed for end-users.

    For better usability, most Record ID's are setup with multiple fields; such as, Auto Number, Category Field, Another Field.

    However, for an admin, we often export large amounts of data, update in a spreadsheet, then need to import back in.

    In the current setup, we must include all the fields that used in the Record ID, even if they are not the fields being updated. If we don't remember to include them, then all the work done in the spreadsheets is…

    14 votes
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    under review  ·  2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Customize Field/Section Borders

    I would like the ability to customize the borders of fields and sections on the Form.

    Currently, they all have a thin grey border. Against a white background, the screen appears to be full of boxes. If we can customize the border to be the same color, or no border at all, this will give a cleaner appearance of our app.

    This should be an easy add-on to the Form Editor for Section/Field Settings (see screenshot) where we can customize Text Color and Background Color.

    1 vote
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  10. Different currencies

    It would be very useful to use different currencies in Trackvia so it would automatically calculate the value in USD based on daily updates.
    We deal with international suppliers and many of our deals are in local currency.

    1 vote
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  11. Bulk Edit with Document Attachment/Upload

    I'd like to have the ability to bulk edit/upload a document to many records at the same time.
    This feature is available in the Classic platform.

    1 vote
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  12. Calculated Paragraph Fields

    I would like to have a Calculated Paragraph field - same as Calculated Text, but larger size.

    1 vote
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  13. Row Width Settings and cell margins

    The Row Height Setting feature is great, and I would like to see something similar for row width. Currently, you must manually double-click or click and drag the row border to re-size a row's width. These adjustments are lost upon logout and need to be made every time I log in again. I would like to set the widths so they are all uniform.

    Also, the column margins could be tighter. The header's (Field name/Title) cell margins don't need to be so big. When you make the row width too small you get "..." which takes up alot of space.…

    2 votes
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  14. Internal TrackVia Action Triggers - ala Zapier

    I would love to see an internal mechanism to create records, or perform some other action, within the TrackVia application when certain criteria is met.

    We currently have the Zapier integration which is great for external applications, but this request is for actions being performed within TrackVia.

    We should not need a 3rd party application to trigger an internal action within TrackVia for something performed within TrackVia.

    1 vote
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  15. Multi-criteria Quick Search

    I have some users that would like to use the Quick Search for multiple search-terms with an OR condition/operator.

    Currently, the Quick Search returns and AND operator.

    To differentiate the current search function with the new feature, perhaps the search string for OR conditions can be entered with some type of delimeter, such as:

    apple OR orange OR banana (specifying OR)
    apple;orange;banana (separating with semi-colon)

    5 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. A View that Looks like a Form

    The headline sounds crazy but hear me out. I want a user to be able to look up a record without seeing all of the records. The view could be set up with only a search option and the only search matches are shown.

    6 votes
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  17. iOS - Delete Cache Button Functionality (instead of sign in/out process)

    A lot of issues experienced on the iOS devices (foreign key violations, form issues, parent lookup caching, etc.) can be resolved by logging out and back into the TrackVia (actual sign out of TrackVia via Settings, not closing the application). I would like to have the Sync Resources button (or another one, not to be picky) that will perform the same refresh/clearing of cache settings as the sign in/out process.

    1 vote
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Creating Notifications from Chart views

    We are able to setup Notification Rules from a View, but only if that View is a grid type.
    I'd like to setup Notifications from Charts/Graphs also.

    This will prevent us from having to create two identical Views: One for display (Chart), and one unseen View (Grid) used strictly for triggering a notification.

    1 vote
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    under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Modified Options Menu for 100% Read-Only Accounts

    I have a use case for setting up accounts that are 100% read-only for some of our business partners external to our Company.

    To allow this, we need to remove some of the current features from the Options Menu: Notifications and Lanes.

    Can these features (and any future features) be a level of permissions granted within the Role the user is a member of, and any new features should be turned off (inactive) by default within the Role?

    This will allow us to present data and features that they cannot modify, print, export, copy, share or to change how the…

    0 votes
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  20. Create vCard attachment for person records

    I would like to be able to download a vCard for a person record in a person table. It would likely require either a custom table type, or the ability to map fields from a table to vcard fields--perhaps in a separate wizard in the admin area.

    It could be implemented on forms or views using a custom field type.

    8 votes
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