Scott Carpenter
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Articles
Recent activity by Scott Carpenter-
Using Decisions
Using DecisionsDecisions DefinedAdmins use Decisions in Flows to create branching logic within a Flow and route users to the next step based on conditional logic. Decisions look at the data in an i...
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How to use NFC Tags with the TrackVia Android App
This document will show how to quickly program NFC tags for use with the TrackVia app. Pre-requisites: NFC Tags Android Device that is NFC Capable (Use this app to check if your device has NFC ...
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Pivot Views
This article is specific to the updated TrackVia UI released in Fall 2026A Pivot view summarizes many records into a compact cross-tab table. You choose a field to group the rows, a field to group ...
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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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How to Connect Formstack Documents to Workato
OverviewThis article walks you through connecting your Formstack Documents account to Workato so you can use Formstack document templates in your Workato recipes.Connecting Your Formstack Documents...
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Script Writing - Using Functions
OverviewThis article details the various TrackVia-specific Functions that can be used in App Scripts. It also details how you can create your own function. Click on the a Function listed below to j...
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Additional Examples of Function Use Cases
This article is an extension of the Complete List of Functions that provides additional examples of various use cases for functions. Jump to a section: Text FunctionsNumber FunctionsDate Function...
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How to Interact with Views
This article applies to TrackVia’s current UI. For information about this article in the new UI, go HEREWhether using a system-created view or a custom view, there are several tools to help you org...
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How to Create and Assign User Groups
User GroupsCreate your user groups - you can access the user group manager from the menu within the Manage Users table. Here, we've created an East Coast group and a West Coast group. Add a...
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Microservices and Sandbox Accounts
Microservices can be an important part of any TrackVia system that needs to perform complex automation or communicate with third-party systems. In order to fully test and deploy changes to microser...