This article is specific to the updated TrackVia UI released in Fall 2026
In the new TrackVia UI, you open a form to look at one record. You can open forms from a view, a dashboard, App Resources, or search, and move between records without leaving the view. Forms are view only in this release.
Forms: before you begin
- Forms are view only in this release. Field values can't be changed, and the Save button is turned off. Hover over Save to see the message "Save functionality is coming in a follow-on release."
- A record opens in the form your role is assigned for that view.
- You can share a record and see its history from a form while forms are view only Sharing a Record and Record History cover those steps.
Forms: opening a record from a view or a dashboard
Click a record in a view to open the record's form in a side panel. The view stays in place behind the side panel.
You can open a form in the side panel from:
- A grid view: click the record's ID
- A lanes view: click the card title
- A calendar view: click the event
- A timeline view: click the record's bar
- A map view: click the record name in a pin's pop-up
- A dashboard: click a record in a grid, lanes, or calendar widget
To open the form on its own page in a new browser tab instead, hold Ctrl (Windows) or Cmd (Mac) and click the record. You can also right-click the record and select Open link in new tab.
On a screen narrower than a tablet, the form opens on its own page instead of in the side panel.
Forms: the side panel
The top of the side panel shows the record's name and the view and form it opened through. Click the view name to go to the view's page.
The side panel has these buttons at the top:
- Open full screen opens the form on its own page.
- More (the three-dot menu) has Share record and History.
- Close closes the side panel.
Only one side panel is open at a time. Click another record in the view to show that record's form instead. Clicking the page behind the side panel doesn't close the side panel, so you can keep working in the view.
Press Esc to close the side panel. Drag the side panel's left edge to make it wider or narrower.
If a record was deleted or you don't have access to it, the side panel shows "This record isn't available" and only the Close button.
Forms: move to the previous or next record
When you open a form from a grid, lanes, calendar, or timeline view, the side panel shows a counter under its top buttons, for example Record 3 of 25, with previous and next arrows. Click an arrow to show the previous or next record's form without closing the side panel.
The arrows follow the order the view shows:
- Grid views: the view's sort and filters. At the last record on a page, the next arrow moves the grid to its next page.
- Lanes views: down the first lane, then down the next lane
- Calendar views: the records in the date range on screen, in start date order. The counter names the range, for example Record 2 of 13 in March 2026.
- Timeline views: every record on the timeline that has a start date, in start date order
Calendar and timeline views skip records with no start date. The arrows stop at the first and last record and don't wrap around.
The record open in the side panel is marked in the view behind it. The view doesn't scroll to bring the marked record into sight.
The counter also shows for a form opened from a dashboard widget. Map views don't show the counter, and neither does a related record opened from inside the side panel.
Forms: the side panel's address and the Back button
While a form is open in the side panel, the browser's address names that record. Copy the address to share or bookmark it. Opening the address shows the same record's form in the side panel over the same view or dashboard.
A side panel opened from a copied address or after a page reload doesn't show the previous and next counter, and the record isn't marked in the view.
Press the browser's Back button to close the side panel. Press Back again to leave the page. Moving between records in the side panel doesn't add extra steps to Back.
When a related record is open on top of another form in the side panel, the address names the related record.
On a screen narrower than a tablet, opening a side panel address shows the form on its own page instead.
Forms: open a related record
A relationship field on a form links to a parent record. You can open the parent record's form without leaving the page you're on.
- On a form, a relationship field with a value shows an Open link under the field, followed by the parent record's ID. Click the Open link to open the parent record's form in the side panel.
- In a view, click a relationship value to open the parent record's form in the side panel. Relationship values open in grid views, lanes cards, map pin pop-ups, and dashboard grid widgets. Relationship values in pivot views and aggregate grids are plain text.
- If you don't have access to the parent records, the Open link doesn't show.
When you open a parent record from a form that's already in the side panel, the parent record's form takes the side panel's place. A back link at the top of the side panel returns you to the form you came from. Esc and Close also go back one form at a time.
To open the parent record's form on its own page in a new tab, hold Ctrl (Windows) or Cmd (Mac) and click the relationship value or the Open link.
Forms: open a form on its own page
A form opens on its own page in two ways:
- Click Open full screen in the side panel. The form shows the record you had open.
- Click a form in the Forms list in the App Resources panel, a form shortcut on a dashboard, or a form in the go-to search bar. The form opens blank, for adding a record, with the form's name as the page title.
The breadcrumbs above the form show where you came from. For a record, the breadcrumbs end with the record ID, for example Your apps > app name > view name > record ID.
Click Close to go back to the page you opened the form from. If you opened the form from a dashboard, Close takes you back to the dashboard. If you opened a blank form from a bookmark or a new browser tab, Close takes you to the table's default view.
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