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

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