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. Getting Started? Start here!
    2. Getting Started Guide - Download
    3. Complete Overview Video
    4. System Requirements
    5. Login Assistance

  3. Importing Data →

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

  4. 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)

  5. 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

  6. 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 enable notification rules

  7. Filters →

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

  8. 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

  9. 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

  10. Flows →

    1. Flows Overview
    2. Building a New Flow
    3. Using Tasks
    4. Using Decisions
    5. Using Variables

  11. Creation Location & Map View →

    1. How to plot a record on a map

  12. 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

  13. Mobile →

    1. iOS 4.0 Preview FAQ & Success Checklist
    2. How to download the TrackVia mobile app
    3. Mobile FAQs and Tips
    4. How to use your mobile device offline
    5. How to add a record offline

  14. Sandbox & Account Backup →

    1. How to create a sandbox
    2. How to backup and restore your account

  15. 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

  16. Product Release Notes →

    1. TrackVia Mobile - Dashboards Reimagined!
    2. TrackVia's New Look
    3. Update to Flows - New Exit Button And More!
    4. Advanced Link to Parent
    5. New and Improved Lanes View!

  17. 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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