Scott Carpenter

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Articles

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  • What's New in Fall 2026

    This article is specific to the updated TrackVia UI released in Fall 2026TrackVia has two new releases this fall: the new TrackVia experience, a modern view-only interface for dashboards and lists,...

  • How to Enable the New TrackVia UI In Your Account

    This article is specific to the updated TrackVia UI released in Fall 2026The New TrackVia UIStarting September 30, the new experience is available to all Super Admins by default. Super Admins can o...

  • Introduction to Views

    This article is specific to the updated TrackVia UI released in Fall 2026Views OverviewA view displays the records from one table in your app, showing only the fields and records relevant to a spec...

  • Introduction to Dashboards

    This article is specific to the updated TrackVia UI released in Fall 2026What are Dashboards?A dashboard is the visual "home screen" of an app: a configurable page, built by the app's builder or ad...

  • Introduction to the TrackVia MCP Server

    TrackVia has a Model Context Protocol (MCP) server that lets AI assistants — like Claude — talk to your TrackVia account directly, using plain-language requests instead of custom code or a separate...

  • Table Design Best Practices

    Good table design is the foundation of every successful TrackVia application. Decisions made when structuring tables ripple into every view, form, formula, and Flow you build later. This guide coll...

  • Introduction to TrackVia Integrations

    OverviewTrackVia offers four ways to connect with external systems and automate processes: the TrackVia API, Workato, Microservices, and App Scripts. Each serves a different purpose — understanding...

  • Visit TrackVia Developer Documents Site

    Check out the TrackVia Developer Documents site for more information on using the TrackVia API. Click on the links below to find more information on each topic. About TrackVia Core Concepts - Anato...

  • Take Advantage of New Form Features!

    This article highlights a couple of unique field display options for Forms:  How to change Drop down fields to be displayed as Radio buttons, and How to change Image fields into Signature capture f...

  • The Free On-Demand End User Training Course is Now Here!

    As we all know, apps live and die by how well they’re adopted by end users. Whether you’re launching your first TrackVia app, expanding an existing process to new users, or onboarding new employees...