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 v5.2.2 - EXIF, GPS, and Photos
  2. August 2020 Web Maintenance
  3. Android Mobile App v3.2 - Sandboxes: App Admin Access and Flows! Proceed through Empty Grids
  4. iOS Mobile App v5.2.1 - Stability Improvement
  5. iOS Mobile App v5.2 - Performance Improvements and Maintenance
  6. Introducing App Admin Access to Sandbox!
  7. Dashboard Tabs
  8. July 2020 Web Maintenance
  9. iOS Mobile App v5.1: Dashboards and Dates
  10. Android Mobile App v3.1: General Maintenance
  11. June 2020 Platform Maintenance
  12. TrackVia Mobile - Dashboards Reimagined!
  13. TrackVia's New Look
  14. Update to Flows - New Exit Button And More!
  15. Advanced Link to Parent
  16. New and Improved Lanes View!
  17. Introducing Backup and Restore!
  18. View Filters + Web Maintenance
  19. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  20. February 2020 Web Maintenance
  21. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  22. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  23. Web Maintenance January 2020
  24. Web v20.10: New Permission & Enhancements to Bulk Select
  25. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  26. December 2019 Web Maintenance
  27. Microservices Update
  28. iOS Mobile App v4.4.1: Login to Sandbox Environment
  29. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  30. October 2019 Web Maintenance
  31. iOS Mobile App v4.3.1: Logout Issue Resolved
  32. October 2019 Platform Maintenance
  33. Introducing Pivot Views!
  34. Android Mobile App v2.21.7: Maintenance Release
  35. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  36. September 2019 Platform Maintenance
  37. September 2019 Web Maintenance
  38. iOS Mobile App v4.2 Maintenance Release
  39. August 2019 Platform Maintenance
  40. Android Mobile App v2.21.6: Maintenance Release
  41. Introducing TrackVia Integrations!
  42. Android Mobile App v2.21.5: Maintenance Release
  43. August 2019 Release Notes: Web Maintenance
  44. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  45. June 2019 Maintenance
  46. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  47. iOS Mobile App v4.0: Release Notes
  48. May 2019 Release Notes: Web Maintenance 2
  49. May 2019 Release Note: Web Maintenance
  50. App Script Constants!
  51. April 2019 Release Notes: API Maintenance
  52. Entity Relationship Diagram Improvements
  53. Improved Lanes View!
  54. December 2018 Release Notes: Web Maintenance
  55. Custom Mail Settings!
  56. November 2018 Release Notes: Platform Maintenance
  57. October 2018 Release Notes: Maintenance
  58. Improved User Management
  59. Views & Quick Filter Updates
  60. July 2018 Release Notes: Maintenance
  61. June 13, 2018 Release Notes: Maintenance
  62. May 25, 2018 Release Notes: Sandbox Environments
  63. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  64. April 23rd Release Notes: Maintenance
  65. April 18th Release Notes: Maintenance
  66. April 10th Release Notes: Maintenance
  67. March 2018 Release Notes: Maintenance
  68. February 2018 Release Notes: More Intelligent Saving & Other Notes
  69. January 2018 Release Notes: Maintenance
  70. December 2017 Release Notes: Offline Editing on Android
  71. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  72. September 2017 Release Notes: Maintenance
  73. August 2017 Release Notes: Maintenance
  74. July 2017 Release Notes: Maintenance
  75. June 27, 2017: TrackVia Introduces Flows!
  76. May 22, 2017: TrackVia Apple Watch App
  77. May 2017 Release Notes
  78. May 5, 2017: Better Connectivity Handling
  79. April 2017 Release Notes
  80. March 2017 Release Notes
  81. March 27, 2017: Single Sign On
  82. February 23, 2017: Winter Polish
  83. February 2017 Release Notes: Session Timeouts
  84. January 2017 Release Notes: Number Display Options & Min / Max

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