Views & Quick Filter Updates

Views & Quick Filters Updates

TrackVia enables you to collect all sorts of important data about your business.  Views are how you are able to extract meaning from that data. We’re excited to announce a number of enhancements to this important component of TrackVia so that you can more easily get value from all of the data you collect.

Quick Filters are more powerful than ever!

Quick Filters have been enhanced by adding OR conditions and conditional groups.  There is also a new look and feel to Quick Filters.
  • The AND | OR setting determines whether all of the filter conditions in the group need to be met (AND), or any of the filter conditions in the group need to be met (OR) for a record to appear in the view. You can now toggle between AND | OR using the drop-down menu at the left side of each filter or filter group in Quick Filters.
  • To accomplish more sophisticated filtering you’ll need to utilize 2 levels of filter groups. For example, you might want to find all records that have "Company Name [is identical to] [Verizon]" OR "Company Name [is identical to] [Apple]", and of those records, only include those that have "Invoice Date [is after] [Last Year]". In this example, a single filter group won't work. We need to create one filter group that matches Apple OR Verizon, and then join that filter group with "AND Invoice Date".  Conditional groups allow you to do this.

Views Have a New Look & Feel

We made a number of improvements under the hood so views are more performant and easier to use.
  • Related Views Menu

    • Views in the Related Views dropdown are now listed in alphabetical order

      • The “Default” view is still at the top of the list

    • There is a new search box to search the list of related view

  • View Options Menu

    • There is a new checkmark to indicate when a view has conditional formatting applied, and/or is a Lanes, Timeline|Calendar or Maps view

  • Other Forms Menu

    • Forms in the Other Forms dropdown are now listed in alphabetical order

      • The “Default” form is still at the top of the list

  • Form Options Menu

    • The new look and feel also applies to the Form Options menu


Lanes & Map Views Now Show More Records

  • Lanes views now show up to 250 records, up from the previous limit of 100

  • Map views now show up to 1000 records, up from the previous limit of 100

    • The number of records on a maps view can be toggled between 100, 500, 1000

    • This view now has pagination to see additional records if there are more than the selected limit

Product Release Notes

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

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