Knowledge Base

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

  1. Getting Started →

    1. Getting Started? Start here!
    2. Getting Started Guide - Download
    3. Complete Overview Video
    4. Browser Compatibility
    5. Login Assistance

  2. Importing Data →

    1. How to import a spreadsheet
    2. How to import data
    3. How to import and link records to a related table

  3. Tables →

    1. How to add fields to your table
    2. How to customize tables
    3. Field Types
    4. How to create a unique ID
    5. How to link tables (and rename an app)

  4. Formulas →

    1. How to use calculated fields and formulas
    2. Complete List of Formulas
    3. Triggered Fields vs. Calculated Fields
    4. Text Functions
    5. Logic Functions

  5. Views & Charts →

    1. How to create views
    2. The differences between tables and views
    3. How to create a chart
    4. How to interact with views
    5. How to use notification rules

  6. Filters →

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

  7. Forms →

    1. How to create a form
    2. How to assign a parent view to a relationship field
    3. How to create a form to include child records
    4. How to make specific fields required on a Form
    5. How to use form show / hide rules

  8. Dashboards →

    1. Dashboard Best Practices
    2. How to create a dashboard
    3. How to assign a dashboard to a role
    4. How to assign a dashboard as a homepage

  9. Flows →

    1. Flows Overview and Navigation
    2. How to Use Tasks
    3. How to Use Decisions
    4. How to Use Variables
    5. Flows End User Experience

  10. Creation Location & Map View →

    1. How to plot a record on a map

  11. Users, Roles, & Permissions →

    1. How to add a user to your account
    2. How to create a role to assign permissions
    3. How to add a user to a role
    4. How to create and assign user groups

  12. 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

  13. Sandbox →

    1. How to create a sandbox

  14. Integration →

    1. TrackVia API
    2. API Authentication and Access
    3. Setting up Single Sign On
    4. Writing Application Scripts
    5. WebMerge: Connecting TrackVia to WebMerge

  15. Product Release Notes →

    1. Custom Mail Settings!
    2. October 2018 Release Notes: Maintenance
    3. Improved User Management
    4. Views & Quick Filter Updates
    5. July 2018 Release Notes: Maintenance

  16. All articles →

    1. How to create a filter
    2. Getting Started? Start here!
    3. Dashboard Best Practices
    4. How to add a user to your account
    5. How to create a form

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