Tips & Tricks

  1. Set form colors for all sections at once

    Adding color to each form section gives it a unique and colorful expression! Instead of editing each form section to select a color, you can apply a color to all of the form sections at once. This is a big time saver when building an app.

    To apply the same color to all form sections, edit the form and click on "Edit Form Colors". Select the desired colors and then click on "Apply to All Sections".

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  2. Super fast way to zoom in on data on a chart

    Have you ever had so much data showing on a chart that you can't really see the details for the subset of data you're after? One way to reduce the amount of data is to use quick filters, but there's even a faster way to drill into this smaller subset of data.

    Simply place your cursor on the chart where your subset of data begins, left click your mouse or trackpad, hold down, and drag your cursor to the end of the range of data you're after and let go. This process will create a gray box around the data…

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  3. Use the 'Tab' Button While Working in a Grid View

    When working in a grid view, if you are in a field, you can use the Tab button to navigate to the next field. This streamlines data entry in a grid view so you don't have to click on every field.

    Tab takes you forward and Shift + Tab takes you to the previous field!

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  4. Long tap on a text field in mobile

    In the mobile app, if field values are too long to be easily read, users can long tap on the field name to see the full value. This can save a lot of taps in an approval-style workflow.

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  5. Color Code Your ERD

    Color coding your ERD is a huge help for larger applications. I've found that it's especially helpful to differentiate between tables that are interacted with in different ways.

    For instance, if you use a lot of multi-selects, you can color just the tables where multi-select records are being created.

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  6. Double clicking on a field in the filter builder

    Adding fields to a filter is a fairly straight forward process. But if the filter is complex with many conditions, dragging and dropping fields can get a little tedious. Try double clicking on the fields to quickly add them to the builder, then configuring all the conditions at once. Check out the attached .gif for an example!

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  7. Add comments to your formulas!

    Did you know that the formula builder allows comments? Comments can be super helpful to describe what a particular formula is doing, or to communicate the purpose of a calculated/triggered field to another admin. To write a comment, simply type “//“. Anything after the slashes on that line will be be ignored by the formula. Check out the screen shot for an example, or head over to this short video that demonstrates the functionality!

    https://university.trackvia.com/commenting-in-formulas

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  8. Save time with the Save hotkey!

    Did you know that you can use your keyboard to quickly save records within TrackVia? Rather than finding the “Save Changes” button in the upper right corner of the page with your mouse, try using one of the hotkeys listed below. Bonus - This also works in the app script builder!

    Mac: Command + S
    Windows: Ctrl + S

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  9. Saving a Quick Filter

    Quick filters are a great way to quickly slice and dice the data contained in a view. They allow us to apply simple to complex logic that filters down the records displayed. Sometimes, a quick filter that you’ve applied to a view is so valuable that you wish you could save it, so you don’t have to recreate it in the future.

    Did you know that quick filtering a view creates a unique URL? You can save the URL as a bookmark, so you can come back to it in the future without having to build the conditions again. Give…

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  10. Using the Included Fields search box to save time while looking through fields

    The search box at the top of the Included Fields column of the table builder is super powerful and highly underutilized! it can be used to search for field names, field types, choice field selections, and even formulas.

    Check out the attached screen shot - you can see that searching for the word "text" found several fields. It found Customer Name, Customer Phone Number, and Bio because they're text fields. It found Full Name because it's formula contains the word "text." It found the field Preferred Method of Contact because one of the options is "Text Message." And it found…

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  11. Adding Fields to tables

    When you are in the edit table screen, instead of dragging a new field to the field list and struggle with getting it to go to the bottom of the list, you can just double click a field type on the left and it will add it to the bottom of the field list for the table.

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