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← Knowledge Base

  1. Advanced Flow Building and Best Practices

  2. API Authentication and Access

  3. App Script Constants!

  4. April 10th Release Notes: Maintenance

  5. April 18th Release Notes: Maintenance

  6. April 2016 Release Notes

  7. April 2017 Release Notes

  8. April 23rd Release Notes: Maintenance

  9. Audit History

  10. August 2015 Release Notes

  11. August 2016 Release Notes

  12. August 2017 Release Notes: Maintenance

  13. August 22, 2018 Release Notes: Maintenance

  14. Available Time Zones

  15. Browser Compatibility

  16. Child Functions

  17. Complete List of Formulas

  18. Complete Overview Video

  19. Connecting Gmail to TrackVia

  20. Connecting TrackVia to Quickbooks Online

  21. Connecting TrackVia to TrackVia

  22. Connecting Wufoo to TrackVia

  23. Custom Branding: Creating a favicon.ico file

  24. Custom Mail Settings!

  25. Dashboard Best Practices

  26. Date Functions

  27. December 2015 Release Notes

  28. December 2016 Release Notes

  29. December 2017 Release Notes: Offline Editing on Android

  30. December 2018 Release Notes: Web Maintenance

  31. Entity Relationship Diagram Improvements

  32. February 2016 Release Notes

  33. February 2017 Release Notes: Session Timeouts

  34. February 2018 Release Notes: More Intelligent Saving & Other Notes

  35. February 23, 2017: Winter Polish

  36. Field Types

  37. Flows End User Experience

  38. Flows Overview and Navigation

  39. Getting Started Guide - Download

  40. Getting Started? Start here!

  41. Glossary of TrackVia Terms

  42. How to add a record offline

  43. How to add a user to a role

  44. How to add a user to your account

  45. How to add fields to your table

  46. How to assign a dashboard as a homepage

  47. How to assign a dashboard to a role

  48. How to assign a parent view to a relationship field

  49. How to assign default values

  50. How to build an app

  51. How to bulk edit / delete records

  52. How to Change Date Formatting

  53. How to Configure the Security Policy

  54. How to create a Barcode

  55. How to create a chart

  56. How to create a dashboard

  57. How to create a filter

  58. How to create a form

  59. How to create a form to include child records

  60. How to create a role to assign permissions

  61. How to create a sandbox

  62. How to create a unique ID

  63. How to create and assign user groups

  64. How to create relationships

  65. How to create tables

  66. How to create views

  67. How to customize tables

  68. How to delete an app

  69. How to download the TrackVia mobile app

  70. How to Format and Validate Numeric Fields

  71. How to import a spreadsheet

  72. How to import and link records to a related table

  73. How to import data

  74. How to interact with views

  75. How to link tables (and rename an app)

  76. How to make specific fields required on a Form

  77. How to plot a record on a map

  78. How to Set Up Dependent Dropdowns

  79. How to setup a Multi-Select Widget

  80. How to setup a scheduled report

  81. How to setup Table Level Indexing

  82. How to share data

  83. How to share data between Applications with Cross App Connect

  84. How to use calculated fields and formulas

  85. How to use Conditional Formatting

  86. How to Use Decisions

  87. How to use form show / hide rules

  88. How to use NFC Tags with the TrackVia Android App

  89. How to use notification rules

  90. How to use Quick Filters

  91. How to Use Tasks

  92. How to use the Lanes view

  93. How to use the Timeline | Calendar view

  94. How to Use Variables

  95. How to use your mobile device offline

  96. Improved Lanes View!

  97. Improved User Management

  98. January 2016 Release Notes

  99. January 2017 Release Notes: Number Display Options & Min / Max

  100. January 2018 Release Notes: Maintenance

  101. July 2015 Release Notes

  102. July 2016 Release Notes

  103. July 2017 Release Notes: Maintenance

  104. July 2018 Release Notes: Maintenance

  105. July 2018: API Authentication & Access

  106. June 13, 2018 Release Notes: Maintenance

  107. June 2015 Release Notes

  108. June 2016 Release Notes

  109. June 27, 2017: TrackVia Introduces Flows!

  110. Logic Functions

  111. Login Assistance

  112. March 2016 Release Notes

  113. March 2017 Release Notes

  114. March 2018 Release Notes: Maintenance

  115. March 27, 2017: Single Sign On

  116. May 2016 Release Notes

  117. May 2017 Release Notes

  118. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1

  119. May 22, 2017: TrackVia Apple Watch App

  120. May 25, 2018 Release Notes: Sandbox Environments

  121. May 5, 2017: Better Connectivity Handling

  122. Mobile FAQs and Tips

  123. November 2015 Release Notes

  124. November 2016 Release Notes

  125. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting

  126. November 2018 Release Notes: Platform Maintenance

  127. Number Functions

  128. October 2015 Release Notes

  129. October 2016 Release Notes

  130. October 2018 Release Notes: Maintenance

  131. September 2015 Release Notes

  132. September 2016 Release Notes

  133. September 2017 Release Notes: Maintenance

  134. Setting up Single Sign On

  135. Text Functions

  136. The differences between tables and views

  137. TrackVia API

  138. Triggered Fields vs. Calculated Fields

  139. Views & Quick Filter Updates

  140. WebMerge: Account Changes

  141. WebMerge: Connecting TrackVia to WebMerge

  142. WebMerge: FAQs

  143. Working with Zapier

  144. Writing Application Scripts

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