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: Initial release of this feature will only be available on 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 only be available on Web and Android platforms. IOS will follow soon!

Product Release Notes

  1. June 2018 Release Notes: Maintenance
  2. May 25, 2018 Release Notes: Sandbox Environments
  3. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  4. April 23rd Release Notes: Maintenance
  5. April 18th Release Notes: Maintenance
  6. April 10th Release Notes: Maintenance
  7. March 2018 Release Notes: Maintenance
  8. February 2018 Release Notes: More Intelligent Saving & Other Notes
  9. January 2018 Release Notes: Maintenance
  10. December 2017 Release Notes: Offline Editing on Android
  11. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  12. September 2017 Release Notes: Maintenance
  13. August 2017 Release Notes: Maintenance
  14. July 2017 Release Notes: Maintenance
  15. June 27, 2017: TrackVia Introduces Flows!
  16. May 22, 2017: TrackVia Apple Watch App
  17. May 2017 Release Notes
  18. May 5, 2017: Better Connectivity Handling
  19. April 2017 Release Notes
  20. March 2017 Release Notes
  21. March 27, 2017: Single Sign On
  22. February 23, 2017: Winter Polish
  23. February 2017 Release Notes: Session Timeouts
  24. January 2017 Release Notes: Number Display Options & Min / Max
  25. December 2016 Release Notes
  26. November 2016 Release Notes
  27. October 2016 Release Notes
  28. September 2016 Release Notes
  29. August 2016 Release Notes
  30. July 2016 Release Notes
  31. June 2016 Release Notes
  32. May 2016 Release Notes
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  35. February 2016 Release Notes
  36. January 2016 Release Notes
  37. December 2015 Release Notes
  38. November 2015 Release Notes
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  40. September 2015 Release Notes
  41. August 2015 Release Notes
  42. July 2015 Release Notes
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  44. May 2015 Release Notes
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  47. February 2015 Release Notes
  48. January 2015 Release Notes
  49. December 2014 Release Notes
  50. November 2014 Release Notes
  51. October 2014 Release Notes
  52. September 2014 Release Notes
  53. August 2014 Release Notes

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