Knowledge Base ← Online Help, Knowledge Base, & Idea Sharing for TrackVia Business Continuity → TrackVia Business Continuity and COVID-19 Update Getting Started → TrackVia University On-Demand: Orientation Course Series Getting Started? Start here! Getting Started Guide - Download Complete Overview Video System Requirements 15 articles → Importing Data → TrackVia University: Importing Data Course How to import a spreadsheet How to import data How to import and link records to a related table Tables → TrackVia University On-Demand: Tables Course How to add fields to your table How to customize tables Field Types How to create a unique ID 9 articles → Formulas → TrackVia University On-Demand: Functions and Formulas Course How to use calculated fields and formulas Complete List of Formulas Triggered Fields vs. Calculated Fields Text Functions 10 articles → Views & Charts → TrackVia University On-Demand: Views Course How to create views The differences between tables and views How to create a chart How to interact with views 13 articles → Filters → How to create a filter How to use Quick Filters Forms → TrackVia University On-Demand: Forms Course How to create a form How to assign a parent view to a relationship field How to create a form to include child records How to make specific fields required on a Form 9 articles → Dashboards → TrackVia University On-Demand: Dashboards Course Dashboard Best Practices How to create a dashboard How to assign a dashboard to a role How to assign a dashboard as a homepage Flows → TrackVia University On-Demand: Flows Course Flows Overview Building a New Flow Using Tasks Using Decisions 10 articles → Creation Location & Map View → How to plot a record on a map Users, Roles, & Permissions → TrackVia University On-Demand: Permissions Course How to add a user to your account How to create a role to assign permissions How to add a user to a role How to create and assign user groups Mobile → TrackVia University On-Demand: Mobile Course iOS 4.0 Preview FAQ & Success Checklist How to download the TrackVia mobile app Mobile FAQs and Tips How to use your mobile device offline 9 articles → Sandbox & Account Backup → TrackVia University On-Demand: Sandbox Course How to create a sandbox How to backup and restore your account Creating a Promotable Sandbox Tracked Changes in your Sandbox 10 articles → Integration → TrackVia API API Authentication and Access Setting up Single Sign On Writing Application Scripts WebMerge: Connecting TrackVia to WebMerge 11 articles → Product Release Notes → April 2021 Chart and View Enhancements iOS Mobile App v5.4 Android Mobile App v3.5.2 February 2021 Security Update Android Mobile App v3.5.1 98 articles → All articles → How to create a filter TrackVia API How to plot a record on a map July 2018: API Authentication & Access August 22, 2018 Release Notes: Maintenance 217 articles →