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  1. TrackVia
  2. How-to Questions
  3. How do I...?

How do I...?

  • API and Calculated text field
  • Select the notifications I will receive
  • When i make a mistake on a formula, can you please have a large notification pop up that says, "Idiot! Order of Operations Matters!"
  • Share all pages in a view
  • Add working days to a date
  • Is there a toggle for case-sensitive?
  • How do I filter views based on business days?
  • We use TrackVia as a check register, and need a warning message that says "Are you sure you want to allow Sum of Balance value to change?"
  • 'unlock' a calculated field?
  • Using application script, add days to a date that was set in a form
  • Use TrackVia for contract management
  • Is it possible to add comments when writing a long formula?
  • know which users have viewed my record
  • Add tool tips to views/fields
  • How do I set up alerts, if possible, to my email account?
  • create a template for exporting a record as a PDF / word document?
  • Changing the Font Color for Field Values
  • Retrieve Value from Grand-Parent Table?
  • Font sizes in Forms
  • Calculating Task Completion Time
  • print a dashboard
  • export document field
  • How do I export a view to a PDF?
  • How can I share a dashboard?
  • Saving a new record - default form fails to load
  • Sending/sharing/emailing a record or scheduled report as an attachment
  • return the previous month's record
  • How do I set up an email alert in the future?
  • Create links within Manufacturing Work Instructions that automatically populate the correct TrackVia picture entry
  • Copy the linked field to text
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