November 2017 Release Notes: Timeline | Calendar and Conditional Formatting – TrackVia

Timeline | Calendar View

Image: https://trackvia.uservoice.com/assets/192072274/tc%20squares.png

TrackVia's new Timeline | Calendar view will allow you to see your records on a timeline or calendar - and do a little scheduling as well!

To set up a timeline view, create a custom grid view to your liking that includes start date and end date columns. Once saved, go to the Options (hamburger) menu in the top right of your view and select “Timeline | Calendar”:

Image: https://trackvia.uservoice.com/assets/192072367/Screen%20Shot%202017-11-06%20at%201.59.56%20PM.png

In the setup modal, you’ll be able to select:

The Start and End date/time of a task or event
When to start showing records from: the current date or the earliest available record
Whether a filter needs to be applied to the details
Which view types you’d like to display
Which fields will summarize the event or task
Additional settings for the timeline view if selected

Once you made your choices, the view will re-render with the selected timeline or calendar view.

Image: https://trackvia.uservoice.com/assets/192072550/Screen%20Shot%202017-09-29%20at%202.15.19%20PM.png

You can toggle between all the view options:

Image: https://trackvia.uservoice.com/assets/192072733/switch.gif

To reschedule an event or re-assign to a different resource, simply drag and drop the appropriate record:

Image: https://trackvia.uservoice.com/assets/192073060/dragndrop.gif

Please note: All Timeline | Calendar views will display the first 1000 records. If you need other records to display, we suggest applying a filter to the view. Initial release of this feature is for Web and Android platforms.

Here it is in action:

Conditional Formatting

Easily highlight what’s important! Now you can conditionally format your views to quickly identify trouble areas.

Image: https://trackvia.uservoice.com/assets/193666433/Screen%20Shot%202017-10-18%20at%2010.49.49%20AM.png

To set up conditional formatting, go to any custom view’s Options menu and select Conditional Formatting. You’ll see the following:

Image: https://trackvia.uservoice.com/assets/193676789/Screen%20Shot%202017-12-13%20at%201.59.03%20PM.png

You can choose to highlight an entire row or just a specific field. You can highlight by changing the color of the text or using a background color or both.

Using the condition builder, give TrackVia the criteria for coloring the cell or row. In the example above, if the Status of the task is “requested” and the Total is greater than 500, then the cell should be highlighted red.

If you have multiple rules for conditional formatting, you can set priority by re-arranging them with drag and drop. The rules will be executed in order from the top, i.e. #1 first, then #2, etc.:

Image: https://trackvia.uservoice.com/assets/193677314/conditional%20formatting%20rules%20animated.gif

Conditional Formatting works in Maps as well:

Image: https://trackvia.uservoice.com/assets/193677317/Screen%20Shot%202017-10-18%20at%2010.50.46%20AM.png

Please note: Conditional Formatting does not carry through to Forms. Initial release of this feature is for Web and Android platforms. iOS will follow soon!