Knowledge Base

← Online Help, Knowledge Base, & Idea Sharing for TrackVia

  1. Business Continuity →

    1. TrackVia Business Continuity and COVID-19 Update

  2. Getting Started →

    1. TrackVia University On-Demand: Orientation Course Series
    2. Getting Started? Start here!
    3. Complete Overview Video
    4. System Requirements
    5. Login Assistance

  3. Importing Data →

    1. TrackVia University: Importing Data Course
    2. How to import a spreadsheet
    3. How to import data
    4. How to import and link records to a related table

  4. Tables →

    1. TrackVia University On-Demand: Tables Course
    2. How to add fields to your table
    3. How to customize tables
    4. Field Types
    5. How to create a unique ID

  5. Formulas →

    1. TrackVia University On-Demand: Functions and Formulas Course
    2. How to use calculated fields and formulas
    3. Complete List of Formulas
    4. Triggered Fields vs. Calculated Fields
    5. Text Functions

  6. Views & Charts →

    1. TrackVia University On-Demand: Views Course
    2. How to create views
    3. The differences between tables and views
    4. How to create a chart
    5. How to interact with views

  7. Filters →

    1. How to create a filter
    2. How to use Quick Filters

  8. Forms →

    1. TrackVia University On-Demand: Forms Course
    2. How to create a form
    3. How to assign a parent view to a relationship field
    4. How to create a form to include child records
    5. How to make specific fields required on a Form

  9. Dashboards →

    1. TrackVia University On-Demand: Dashboards Course
    2. Dashboard Best Practices
    3. How to create a dashboard
    4. How to assign a dashboard to a role
    5. How to assign a dashboard as a homepage

  10. Flows →

    1. TrackVia University On-Demand: Flows Course
    2. Flows Overview
    3. Building a New Flow
    4. Using Tasks
    5. Using Decisions

  11. Creation Location & Map View →

    1. How to plot a record on a map

  12. Users, Roles, & Permissions →

    1. TrackVia University On-Demand: Permissions Course
    2. How to add a user to your account
    3. How to create a role to assign permissions
    4. How to add a user to a role
    5. How to create and assign user groups

  13. Mobile →

    1. How to download the TrackVia Mobile App
    2. Mobile FAQs and Tips
    3. How to use your mobile device offline
    4. How to add a record offline
    5. How to create a Barcode

  14. Sandbox & Account Backup →

    1. TrackVia University On-Demand: Sandbox Course
    2. How to create a sandbox
    3. How to backup and restore your account
    4. Creating a Promotable Sandbox
    5. Tracked Changes in your Sandbox

  15. Integration →

    1. TrackVia University On-Demand: Integration Courses
    2. TrackVia API
    3. API Authentication and Access
    4. Setting up Single Sign On
    5. Writing Application Scripts

  16. Product Release Notes →

    1. November 28, 2021: Multi-Account Access
    2. November 5, 2021: App Overview Overhaul
    3. September 23, 2021: A few extra fixes
    4. September 2021: Web Maintenance & Enhancements
    5. August 2021: iOS v5.5.1 Patch Release

  17. All articles →

    1. How to create a filter
    2. How to download the TrackVia Mobile App
    3. How to plot a record on a map
    4. July 2018: API Authentication & Access
    5. August 22, 2018 Release Notes: Maintenance

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