November 2017 Release Notes: Timeline | Calendar and Conditional Formatting

Timeline | Calendar View



TrackVia's new Timeline | Calendar view will allow you to see your records on a timeline or calendar - and do a little scheduling as well!

To set up a timeline view, create a custom grid view to your liking that includes start date and end date columns. Once saved, go to the Options (hamburger) menu in the top right of your view and select “Timeline | Calendar”:




In the setup modal, you’ll be able to select:

  • The Start and End date/time of a task or event

  • When to start showing records from: the current date or the earliest available record

  • Whether a filter needs to be applied to the details

  • Which view types you’d like to display

  • Which fields will summarize the event or task

  • Additional settings for the timeline view if selected


Once you made your choices, the view will re-render with the selected timeline or calendar view.


You can toggle between all the view options:



To reschedule an event or re-assign to a different resource, simply drag and drop the appropriate record:


Please note: All Timeline | Calendar views will display the first 1000 records. If you need other records to display, we suggest applying a filter to the view. Initial release of this feature is for Web and Android platforms.

Here it is in action:



Conditional Formatting


Easily highlight what’s important! Now you can conditionally format your views to quickly identify trouble areas.



To set up conditional formatting, go to any custom view’s Options menu and select Conditional Formatting. You’ll see the following:



You can choose to highlight an entire row or just a specific field.  You can highlight by changing the color of the text or using a background color or both.

Using the condition builder, give TrackVia the criteria for coloring the cell or row.  In the example above, if the Status of the task is “requested” and the Total is greater than 500, then the cell should be highlighted red.

If you have multiple rules for conditional formatting, you can set priority by re-arranging them with drag and drop.  The rules will be executed in order from the top, i.e. #1 first, then #2, etc.:



Conditional Formatting works in Maps as well:



Please note:  Conditional Formatting does not carry through to Forms. Initial release of this feature is for Web and Android platforms. iOS will follow soon!

Product Release Notes

  1. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  2. October 2019 Web Maintenance
  3. iOS Mobile App v4.3.1: Logout Issue Resolved
  4. October 2019 Platform Maintenance
  5. Introducing Pivot Views!
  6. Android Mobile App v2.21.7: Maintenance Release
  7. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  8. September 2019 Platform Maintenance
  9. September 2019 Web Maintenance
  10. iOS Mobile App v4.2 Maintenance Release
  11. August 2019 Platform Maintenance
  12. Android Mobile App v2.21.6: Maintenance Release
  13. Introducing TrackVia Integrations!
  14. Android Mobile App v2.21.5: Maintenance Release
  15. August 2019 Release Notes: Web Maintenance
  16. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  17. June 2019 Maintenance
  18. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  19. iOS Mobile App v4.0: Release Notes
  20. May 2019 Release Notes: Web Maintenance 2
  21. May 2019 Release Note: Web Maintenance
  22. App Script Constants!
  23. April 2019 Release Notes: API Maintenance
  24. Entity Relationship Diagram Improvements
  25. Improved Lanes View!
  26. December 2018 Release Notes: Web Maintenance
  27. Custom Mail Settings!
  28. November 2018 Release Notes: Platform Maintenance
  29. October 2018 Release Notes: Maintenance
  30. Improved User Management
  31. Views & Quick Filter Updates
  32. July 2018 Release Notes: Maintenance
  33. June 13, 2018 Release Notes: Maintenance
  34. May 25, 2018 Release Notes: Sandbox Environments
  35. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  36. April 23rd Release Notes: Maintenance
  37. April 18th Release Notes: Maintenance
  38. April 10th Release Notes: Maintenance
  39. March 2018 Release Notes: Maintenance
  40. February 2018 Release Notes: More Intelligent Saving & Other Notes
  41. January 2018 Release Notes: Maintenance
  42. December 2017 Release Notes: Offline Editing on Android
  43. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  44. September 2017 Release Notes: Maintenance
  45. August 2017 Release Notes: Maintenance
  46. July 2017 Release Notes: Maintenance
  47. June 27, 2017: TrackVia Introduces Flows!
  48. May 22, 2017: TrackVia Apple Watch App
  49. May 2017 Release Notes
  50. May 5, 2017: Better Connectivity Handling
  51. April 2017 Release Notes
  52. March 2017 Release Notes
  53. March 27, 2017: Single Sign On
  54. February 23, 2017: Winter Polish
  55. February 2017 Release Notes: Session Timeouts
  56. January 2017 Release Notes: Number Display Options & Min / Max

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