Knowledge Base ← Online Help, Knowledge Base, & Idea Sharing for TrackVia Business Continuity → TrackVia Business Continuity and COVID-19 Update Getting Started → Getting Started? Start here! Getting Started Guide - Download Complete Overview Video System Requirements Login Assistance 14 articles → Importing Data → How to import a spreadsheet How to import data How to import and link records to a related table Tables → How to add fields to your table How to customize tables Field Types How to create a unique ID How to link tables (and rename an app) 8 articles → Formulas → How to use calculated fields and formulas Complete List of Formulas Triggered Fields vs. Calculated Fields Text Functions Logic Functions 9 articles → Views & Charts → How to create views The differences between tables and views How to create a chart How to interact with views How to enable notification rules 12 articles → Filters → How to create a filter How to use Quick Filters Forms → 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 How to use form show / hide rules 8 articles → Dashboards → 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 → Flows Overview Building a New Flow Using Tasks Using Decisions Using Variables 9 articles → Creation Location & Map View → How to plot a record on a map Users, Roles, & Permissions → 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 → 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 How to add a record offline 8 articles → Sandbox & Account Backup → How to create a sandbox How to backup and restore your account 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 → Android Mobile App v3.5 iOS Mobile App v5.3 - Sandboxes, Flows, Charts & Forms November Security Updates Android Mobile App v3.4.1 - Lanes, Maps, and Barcode Scanner Android Mobile App v3.4 - Expandable Text Display on Grid Views and Introducing Help Hub 93 articles → All articles → How to create a filter Getting Started? Start here! Dashboard Best Practices How to add a user to your account How to create a form 194 articles →