Scott Carpenter
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Activity overview
Latest activity by Scott Carpenter-
Scott Carpenter created an article,
Using Formstack Document Templates with TrackVia Data via Workato
Referencing the triggering record's own fieldsFor fields from the record that fired the Workato recipe, use Formstack's standard merge syntax — the field name preceded by a dollar sign, wrapped in ...
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Scott Carpenter created an article,
Why Large Bulk Deletes May Not Complete
When you select a large number of records in a view and delete them, TrackVia does considerably more work behind the scenes than just removing rows. Depending on your table's setup, a bulk delete c...
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Scott Carpenter created an article,
Keyboard Shortcuts in TrackVia
TrackVia has one custom keyboard shortcut of its own. Beyond that, standard browser and operating system shortcuts work as expected while using TrackVia — they aren't TrackVia features, but they're...
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Scott Carpenter created an article,
Understanding the App Overview Page
What does the Forms number on a View's App Overview card mean?On the App Overview page, each View displays a number of associated Forms. This number reflects the total number of distinct Edit Forms...
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Scott Carpenter created an article,
Setting Up Custom SMTP
Custom SMTP is a whitelabel feature that lets administrators configure their own SMTP settings for TrackVia to send mail through, instead of TrackVia's default mail delivery.Who can use thisOnly ac...
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Scott Carpenter created an article,
Connecting Your API to Workato: Connector Options and Authentication
Understanding Workato connector typesWorkato connectors contain the building blocks for recipes — each one includes a method of authentication, along with triggers and actions for a specific app. T...
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Scott Carpenter created an article,
Table Error: Table Locks
Why does the Table Editor show "Temporarily Unable... modified recently"?When you make a structural change to a table, TrackVia places a temporary lock on that table to prevent conflicting changes ...
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Scott Carpenter created an article,
Connecting to TrackVia from Microsoft Power Query
If further data analysis is required outside of TrackVia, Microsoft's Power Query offers a way to load and transform data using TrackVia's open API. This article walks through setting up a connecti...
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Scott Carpenter created an article,
Tutorial: Building a Purchase Order Approval Flow, Step by Step
This tutorial walks through building one complete, working Flow from scratch: a purchase order process where line items over a cost threshold require manager approval before the order can be finali...
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Scott Carpenter created an article,
Is a Sandbox a Reliable Place to Test Performance?
Sandboxes are a safe place to test API calls, workflows, and destructive actions like deletes before they touch production data — but whether they're a reliable stand-in for performance testing dep...