I would like to see...

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  1. 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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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Upload multiple documents to one document field

    Upload multiple documents to one document field. I hate having to add multiple fields for images, etc.

    6 votes
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    6 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Permissions: Edit only own records (View other user's but no edit)

    Now the permissions to choose from are “View only” “View & Edit” “View, Edit & Delete”.
    WE NEED a 4th and 5th option:
    ・View all & Edit only records of current user
    ・View all & Edit only records of users of the same role

    I think this feature is required by almost every company.
    I really need this function to be able to stop my users from editing records of other users. Or with a small team, to be able to stop teams from editing the records the other teams make.

    Apparently, after some back and forth with support it's…

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to drag and drop in the sort feature

    It would be nice to have the ability to drag your sort criteria up and down to change the order without x-ing out and redoing the whole sort window. For example, if you want to sort by date and then by company name and then switch and have company name first, it would be helpful to be able to quickly move those criteria

    6 votes
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  5. More info about current fields, where they are used, etc.

    A Database is really hard to keep clean once you have more than 100 fields per table, and you need to work on the DB with more than 1 person.
    To keep it organized I'd like to remove fields that have become obsolete, and see which fields are critical to keep!
    That's why I'd like an overview of:
    1) Which fields are used in which views
    2) Which fields are used in which calculated fields
    3) Which fields are used for which filters
    Now I am currently manually doing this and it's become more and more difficult to keep track.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Filters

    I would like the filter options to include, "does not begin with" and/or "begins with."

    1 vote
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  7. Allow for image entry on views

    Views allow for some data to be added directly, but images cannot be added unless through a form.

    1 vote
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  8. a way to output a quotation mark, " inside the string. used for json output.

    This is needed as a way to output data about child records to zapier.

    1 vote
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  9. Use field values in website widget. Ie: show google maps location in frame

    I think the widget thing is great but you really need the ability for that to be a calculated field and have it reference data in the record. For example, we can use lat/long fom our record to show the google maps location.

    1 vote
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  10. Lanes available in the 'Pro' / classic version of Trackvia

    The lanes option would be really helpful but I don't want to have to upgrade to the enterprise version - will it be available in the pro / classic version of trackvia?

    3 votes
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  11. 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).

    1 vote
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  12. SQL integration for views

    For the more advanced users, it would be really great if we could make views with raw SQL code.

    1 vote
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  13. 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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  14. 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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  15. Ad subform to form (add multiple products from the same table in one form)

    If I could add multiple products from the same table in one order form, it would take less time.

    The situation now is like this:

    When I have a customer that buys one product I need one form to do that (Connect product table and costumer table via Sales Order Form). But when I have one customer that buys multiple products I have te repeat the proces multiple times (One product per form).

    Kind regards,

    M. Cooiman

    6 votes
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  16. 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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  17. 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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  18. Emailing Filtered Reports

    Really like the ability to email reports - however, when a filter is applied to a view or report you can go through the process of emailing a report but it never comes through. I'm assuming this is a bug tied to the filtering.

    If you could pull up a view, filter it by a field, and then email that filtered report that would be great.

    Thank you!

    3 votes
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  19. Ability to use TrackVia apps without logging in

    Use Kerberos type authentication so users are already identified and can access TrackVia apps by clicking relevant link without stopping to log in every time (and keep track of yet another password).

    1 vote
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  20. If the new note date "Today" button is supposed to save users time; why not put it at the top of the drop down menu? Efficiency is key :)

    If the new note date "Today" button is supposed to save users time; why not put it at the top of the drop down menu? Efficiency is key :)

    1 vote
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