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

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