I would like to see...
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Table Relationship Count
Add a section in the Table Builder to show how many existing Relationships are being used for the particular table. This would be able to alert the Admin when they are approaching the "Join Limit" for your tables.
1 vote -
Add map overlay
Add a map layer. When mapping areas where streets do not exist in the mapping tool it would make the map feature usable to have the ability to add a map layer. Pin the layer corners to GPS coordinates so that new streets can be shown before the maps/satellite images are updated.
3 votes -
Delete Users
Is there a way to delete users to clean up the list of users?
1 vote -
Equipment inventory
One stop to track all our equipment along with the location and purchasing information.
1 vote -
5 star program
Put 5 star Program in TrackVia
1 vote -
Filters for Quarter Views
Add the ability to filter by fixed quarters for year over year analysis also the ability to set dates without the year for generic dates.
1 vote -
Flow for automatic assignment for staff
Feature to have a system that will scheduele staff for their tasks automatically. Based on the input criteria etc.
I’m sure this could be integrated with flows1 vote -
Print to .pdf
Print / email record as a .pdf.
3 votes -
Variables in Flows to have user defined values
When building flows you only have the option to pass a variable from a prior flow element. A new element would be great for a fixed value.
As an example I have a flow for a build and that build has 3 sub steps. It would be great to have a value to populate a field automatically as I progress through the flow.
start -> create record -> enter step 1 record ( populate step as step 1 from forced variable ) -> enter step 2 record ( populate step as step 2 from forced variable ) -> enter step…
3 votes -
Formatting on Email Sharing
When sharing a record via email, we would like for the form's show/hide rules to still be intact. Right now every field on the form will show on the email.
4 votes -
Notifications at the Table Level
You have notifications at the record level, but I want to notify someone when a table is updated - in other words, multiple records added to a table, then 1 email notification to say the table has been updated.
3 votes -
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 -
Dashboard Editor: Ease of Use
When moving the titles around in the Dashboard Editor screen, is extremely frustrating. It doesn't always go where you need it to, or switches out or bounces around. It would be nice if this feature was more more easy to use.
1 vote -
Adding additional Discharge Dispositions
Could you please add "Swing Bed" and "Discharged with Planned Readmission" as Discharge Disposition options. These are options for coding and we are unable to select.
1 vote -
Editing directly from view on an Ipad
Editing information on an iPad directly from the view you're working on like you can on a desktop. Currently if you try to make an edit from the view on an iPad it makes you open the form to edit. This seems like an easy fix, and would save a lot of time considering most of our editing comes from our field guys using iPad's. Please let me know if this could be achieved.
3 votes -
Admin Dashboard Tab View
As the administrator, all created dashboards show up in the top menu bar. I am certainly able to permit views and order the dashboards for users in this top menu, but my view defaults to when they were created. I would like to be able to organize the order of my admin dashboard menu as well, so the ones "I" use most show up first in the line up.
1 vote -
Show History for Tables over their Join Limit
Currently when a table exceeds the join limit of 61 the history feature stops working. This makes all tracking pointless as you are unable to see who made changes in case there is an issue that comes up. We are over our join limit in several instances as we have forms that require relationships and drop downs. We need some kind of resolution for this. I can see where a few calculated fields could be removed using app scrips to populate text fields, but our TrackVia partner build the app originally there were no app scripts used. Since then they…
2 votes -
Grouping views by more than one field
If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.
Instead of everything on one level like it is now:
Group 1 Item 1; Group 2 Item 1
Group 1 Item 1; Group 2 Item 2
Group 1 Item 2; Group 2 Item 1
Group 1 Item 2; Group 2 Item 2It should work like this:
+Group 1 Item 1;
- Group 2 Item 1
- Group 2 Item 2- Group 1 Item 2;
…- Group 2 Item 1
8 votes - Group 1 Item 2;
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Have Working Days as a unit for formulas
At the moment the 'units' in the date formulas include days, weeks, months, years etc...but not working days. This would be hugely beneficial to business' !
16 votes -
Alllow more than one Create a Record form and allow a specific form to be defined to edit record once created.
Right now, you can only have one Create a Record form defined per role, and once record is completed for that, system defaults to the form associated with the default view on the table where record is added. This limits us to only one process flow per user role. If we could specify multiple Create a Record forms, and then specify specific form to open once record is created, we could create multiple process flows within a single role.
17 votes
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