Update to Flows - New Exit Button And More!

What’s New

We’ve added some great new functionality to TrackVia Flows!  

Proceeding through an empty view

We’ve heard from our customers that sometimes their users will encounter a flow where there are no records to view and/or edit. We’ve added some new functionality that allows you to configure views steps to allow your user to proceed to any other Add step in your flow, or exit back to their dashboard, so they won’t get stuck again!

To set this up,

  1. go to the flow builder.  

  2. On View steps, there is new configuration option to “Select a workflow step a user can proceed to if no records are present in the view:”

  3. Click the dropdown and you’ll be shown a list of available Add steps you can proceed too.

  4. We’ll automatically draw a dashed line on the flow to indicate the path of the alternative step. You can drag the line around as you need, to help fit best in your flow drawing.

When your users encounter that view step in the flow and there are no record, they now have a couple of options:

  1. Exit workflow. Clicking this will return them to their dashboard where they started.

  2. Go to <alternative add step>. Clicking this button will direct them to the Add form you configured.

Exit Button & Navigation

We’ve added a brand new exit button on flows! We heard from you that many of your users would get confused or not know how to appropriately exit out of a flow. We’ve also heard that some users would inadvertently click on navigation elements like record navigation on forms, Link to Parent navigation or breadcrumbs. So, we’ve done a few things:

  1. Eliminated many navigation elements while in a flow. We removed breadcrumbs, Link to Parent navigation and record navigation whilst users are in a Flow. This will help keep your users within the flow so they can get their work done and not get lost.

  2. Added an Exit button while in a flow - this gives your users a way to explicitly get out of the flow and be returned to their dashboard.

There isn’t anything to do, this works automatically!

What’s Fixed

We also fixed a number of bugs and made some smaller enhancements in our Flows builder:

  • Added a Cancel button to the condition builder for decisions

  • Fixed an issue when a user is in a flow, an error that a variable is no longer included on the workflow is displayed when in fact the variable has been either switched to another existing field or removed completely.

  • Fixed an issue where a variable does not work on a flow if the field the variable should be populating is the dependent field on a dependent dropdown.

  • Enhanced our error handling to address an issue where a flow that has an Edit step with no view step can still be saved, however then strange behavior occurs when you go through the flow.

  • Enhanced our flow validation to ensure that an End step is included when saving a flow.

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

Feedback and Knowledge Base