Scott Carpenter

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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...

  • 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...

  • 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...

  • Glossary of TrackVia Terms

    Glossary of TrackVia Terms Permissions Super Admin Account-level administrator with full access to the entire system. Permissions available only to a Super Admin: Create new Apps Add and remove...

  • 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...

  • 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 a...

  • Audit History

    Audit HistoryAudit History allows TrackVia Admin Users to see any and all changes made to any record and/or any field in any table. Audit History includes every change made to every record in your ...

  • Charts & View Types Overview

    This article applies to TrackVia’s current UI. For information about this article in the new UI, go HERECharts OverviewCharts are a great way to visualize the data contained in your Views in differ...

  • 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...

  • 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...