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. June 2020 Platform Maintenance
  2. TrackVia Mobile - Dashboards Reimagined!
  3. TrackVia's New Look
  4. Update to Flows - New Exit Button And More!
  5. Advanced Link to Parent
  6. New and Improved Lanes View!
  7. Introducing Backup and Restore!
  8. View Filters + Web Maintenance
  9. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  10. February 2020 Web Maintenance
  11. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  12. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  13. Web Maintenance January 2020
  14. Web v20.10: New Permission & Enhancements to Bulk Select
  15. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  16. December 2019 Web Maintenance
  17. Microservices Update
  18. iOS Mobile App v4.4.1: Login to Sandbox Environment
  19. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  20. October 2019 Web Maintenance
  21. iOS Mobile App v4.3.1: Logout Issue Resolved
  22. October 2019 Platform Maintenance
  23. Introducing Pivot Views!
  24. Android Mobile App v2.21.7: Maintenance Release
  25. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  26. September 2019 Platform Maintenance
  27. September 2019 Web Maintenance
  28. iOS Mobile App v4.2 Maintenance Release
  29. August 2019 Platform Maintenance
  30. Android Mobile App v2.21.6: Maintenance Release
  31. Introducing TrackVia Integrations!
  32. Android Mobile App v2.21.5: Maintenance Release
  33. August 2019 Release Notes: Web Maintenance
  34. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  35. June 2019 Maintenance
  36. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  37. iOS Mobile App v4.0: Release Notes
  38. May 2019 Release Notes: Web Maintenance 2
  39. May 2019 Release Note: Web Maintenance
  40. App Script Constants!
  41. April 2019 Release Notes: API Maintenance
  42. Entity Relationship Diagram Improvements
  43. Improved Lanes View!
  44. December 2018 Release Notes: Web Maintenance
  45. Custom Mail Settings!
  46. November 2018 Release Notes: Platform Maintenance
  47. October 2018 Release Notes: Maintenance
  48. Improved User Management
  49. Views & Quick Filter Updates
  50. July 2018 Release Notes: Maintenance
  51. June 13, 2018 Release Notes: Maintenance
  52. May 25, 2018 Release Notes: Sandbox Environments
  53. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  54. April 23rd Release Notes: Maintenance
  55. April 18th Release Notes: Maintenance
  56. April 10th Release Notes: Maintenance
  57. March 2018 Release Notes: Maintenance
  58. February 2018 Release Notes: More Intelligent Saving & Other Notes
  59. January 2018 Release Notes: Maintenance
  60. December 2017 Release Notes: Offline Editing on Android
  61. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  62. September 2017 Release Notes: Maintenance
  63. August 2017 Release Notes: Maintenance
  64. July 2017 Release Notes: Maintenance
  65. June 27, 2017: TrackVia Introduces Flows!
  66. May 22, 2017: TrackVia Apple Watch App
  67. May 2017 Release Notes
  68. May 5, 2017: Better Connectivity Handling
  69. April 2017 Release Notes
  70. March 2017 Release Notes
  71. March 27, 2017: Single Sign On
  72. February 23, 2017: Winter Polish
  73. February 2017 Release Notes: Session Timeouts
  74. January 2017 Release Notes: Number Display Options & Min / Max

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