Scott Carpenter

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Activity overview

Latest activity by Scott Carpenter
  • Scott Carpenter created an article,

    How to Undo or Fix a Bad Import

    Imported the wrong file, mapped a column to the wrong field, or accidentally overwrote good data with an "Add and Update" import? This article covers how to prevent that situation, how to assess th...

  • Scott Carpenter created an article,

    How to Import Data into Related (Parent–Child) Tables

    Most real applications aren't a single table — they're related tables, like Companies and their Contacts, or Locations and their Regions. This article walks through importing data into a parent–chi...

  • Scott Carpenter created an article,

    Accepted and Blocked File Types for Uploads

    This article lists the file types that can and cannot be uploaded to Image, Document, and Attachments fields in TrackVia.Accepted File TypesImage fields accept: .jpeg, .jpg, .gif, and .png.Document...

  • Scott Carpenter created an article,

    Table Design Best Practices

    Good table design is the foundation of every successful TrackVia application. Decisions made when structuring tables ripple into every view, form, formula, and Flow you build later. This guide coll...

  • Scott Carpenter created an article,

    How to Delete a Table (and What Happens When You Do)

    Deleting a table is one of the most consequential actions an admin can take in TrackVia. This article explains what deletion actually removes, what to check first, and safer alternatives.Note: You ...

  • Scott Carpenter created an article,

    How to Create Many-to-Many Relationships with Join Tables

    When do you need a many-to-many relationship?The most common relationship in TrackVia is one-to-many: one Company has many Contacts; one Project has many Tasks. But sometimes records on both sides ...

  • Scott Carpenter created an article,

    Understanding the Join Limit

    What is the join limit?The "join limit" refers to a limitation on the number of tables and fields that can be efficiently queried when TrackVia assembles a table's records. Behind the scenes, certa...

  • Scott Carpenter created an article,

    Introduction to TrackVia Integrations

    OverviewTrackVia offers four ways to connect with external systems and automate processes: the TrackVia API, Workato, Microservices, and App Scripts. Each serves a different purpose — understanding...

  • Scott Carpenter created an article,

    Workato: Best Practices for TrackVia Connections

    OverviewWhen connecting TrackVia to external systems via Workato, following a consistent set of practices ensures your integrations stay reliable, secure, and easy to maintain over time. This artic...

  • Scott Carpenter created an article,

    Introduction to Workato Integrations

    JUMP TO SECTION Accessing the Integrations Platform Core Integration Concepts What is a Connector? What is a Connection? Creating Connections What is a Recipe? Triggers Actions Building Recipes Wha...