Scott Carpenter
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Articles
Recent activity by Scott Carpenter-
The Open API and Sandbox Accounts
For integrations that are not hosted in TrackVia environment, but utilize TrackVia’s Open API to access the system, you can test integrations against a Sandbox account by making sure that you are p...
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How to Create a Form to Include Child Records
Adding Child Views to a FormNot only can you place fields on your form, but you can also place widgets - such as spacers or horizontal lines - as well as child views. The ability to place a child ...
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How to Use Quick Filters
This article applies to TrackVia’s current UI. For information about this article in the new UI, go HERE Quick Filters allow users to further refine a collection of records in a specific view. Whet...
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Potential Errors when Saving a Flow
Potential Errors when Saving a FlowThere are several requirements that if not met will prompt errors when saving a Flow. A dialogue box like the one below will display. You will also see caution ic...
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FasTrack Feature Review (iOS & Android)
FasTrack is a mobile-first feature that utilizes advanced optical character recognition (OCR) in connection with an artificial intelligence (AI) and machine learning (ML) engine to allow Super Admi...
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Pie Charts
This article is specific to the updated TrackVia UI released in Fall 2026A Pie Chart is a circular graph that shows how categories make up a whole. Each category is a slice, and the size of that sl...
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Troubleshooting Integration Timeouts
OverviewIntegration timeouts occur when a connection between TrackVia and an external system takes longer than the allowed limit to respond. Workato enforces a 60-second timeout on all HTTP request...
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Script Writing - Working With Lists
Overview This article details the various ways that you can interact with Lists in App Scripts, including how to combine multiple Lists, how to access items in a List, how to manipulate (e.g. add o...
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Using the {{OLD}} function to log history of multiple fields
Another useful application of the {{OLD}} function is to use it as a history log. You can use the {{OLD}} function to output the history of changes made to multiple fields in a single triggered fie...
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How to Assign a Parent View to a Relationship Field
Are you using Table Relationships to link child records to parent records? When building a Form in a child table, check out the field settings for the Relationship field.With the use of a custom...