Scott Carpenter
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Articles
Recent activity by Scott Carpenter-
How to use the Lanes view
TrackVia's Lanes views (commonly referred to as Swimlanes) help you create an agile workflow that is simple to manage for everyone. Lanes are useful for visualizing a business process that involves...
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App Script Limitations
OverviewThis article is a collection of all the various App Script limitations mentioned throughout the App Script articles. Refer to the points listed below for more information regarding of the l...
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How to use a Timeline | Calendar view
Overview The Timeline | Calendar feature offers a quick, convenient way to view and update date-related information in your TrackVia application. From activities to tasks, projects, and beyond, T...
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Whitelisted Groovy Classes for Application Scripts
This article covers the Groovy classes that are whitelisted for use in TrackVia Application Scripts. Using classes or methods not on this list will result in an error. Java Core ClassesClassMethods...
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How To Configure Okta for SSO Authentication with TrackVia
OverviewThis article provides a step-by-step guide for configuring Okta as a Single Sign-On (SSO) identity provider for TrackVia using SAML 2.0. It also covers troubleshooting steps for the most co...
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How to Create a Chart
Charts are a great way to graphically represent your data in TrackVia. To create a chart, first open your table and click the 'View Options' icon, then 'Create New View'. In the window that opens ...
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App Script Example Library
Overview This article contains links to other App Script articles containing examples covering specific topics, as well as additional examples of App Script use cases and examples. Click on the lin...
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Charts & View Types Overview
Charts Overview Charts are a great way to visualize the data contained in your Views in different, meaningful ways. Check out this article to learn more about creating Charts in TrackVia. To change...
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How to Choose the Right Chart
If you’re not sure which chart you should use to best represent your data, consider the questions below: 1. Do you want your chart to show a composition, a relationship, or a comparison? Composit...
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Connecting TrackVia to WebMerge
What is WebMerge?WebMerge is a third-party platform that allows TrackVia users to populate and deliver documents with data from their TrackVia applications. It supports multiple document types (.pd...