Justin Mauldin

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  1. 1 vote
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hello,

    Thank you for reaching out with your question.

    There are two different ways you could go about setting up an alert, and it will depend on what your workflow is for your user in your account.

    The first option is for if your users are creating new records, and you could utilize "Show/Hide" rules on a custom form to have a section on your form that has the written warning message be revealed if a certain condition is met. (Here is a link from our Knowledge Base on how this features works: https://help.trackvia.com/knowledgebase/articles/878493-how-to-use-form-show-hide-rules)

    The second option would be for if your users just look at a custom view on a dashboard to see which records meet these conditions, and it would, for example, highlight those records with the color red. This would utilize a newer feature in the system called "Conditional Formatting. (Here is a link from our Knowledge Base on how this features works: https://help.trackvia.com/knowledgebase/articles/1827106-how-to-use-conditional-formatting)

    I hope this helps. Please feel free to email us at support@trackvia.com, or give us a call at 1-800-673-3302 if you have any more specific questions on how to set this up for your specific use case.

    Thanks again,

    Justin

  2. 15 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Debbie,

    Thank you for submitting your feedback/feature you would like to see added to the system.

    We have logged this request with our Product Team for review and will be sure to follow back up with you via email when/if this function is added to the system.

    Thanks again,

    Justin

  3. 3 votes
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Debbie,

    Thank you for reaching out to us with your question.

    You would need a formula that looks something like this:

    If(weekday({Date Field})=1,dateadd({Date Field},124,"d"), If(weekday({Date Field})=7,dateadd({Date Field},125,"d"),dateadd({Date Field},126,"d")))

    The above formula assumes, for example, that you are looking to add 90 working days to your {Date Field} date that is output, and the logic behind this formula is as follows:

    126 calendar days is equal to 90 business days, as long as the {Date Field} date does not fall on a weekend. If the {Date Field} date falls on a Saturday, the number to add would have to be 125 and if the date falls on a Sunday, the number to add would have to be 124.

    Alternatively, if all of your {Date Field} dates are Monday-Friday, you would only need this formula:

    dateadd({Date Field},126,"d") Instead of the logic formula that accounts for {Date Field} dates being a Saturday or a Sunday.

    Please keep in mind that this formula is excluding weekends only. Public Holidays are not factored in this formula, as there is not an easy way to include the exclusion holidays in any formula.

    Thanks again,

    Justin

  4. 1 vote
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hello,

    Thank you for reaching out to us with your feedback.

    We actually do have an overview video of the TrackVia system in our Knowledge Base. On the homepage of the Knowledge Base, you will see a section called "Getting Started", and the third option listed under that section is called "Complete Overview Video". If you click on this option, you can watch our 30-minute long overview video of the system.

    If you are having trouble finding the video on the homepage, you can access it directly from this link:

    https://help.trackvia.com/knowledgebase/articles/323850-complete-overview-video

    Thanks again,

    -Justin

  5. 5 votes
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi John,

    Thank you for reaching out with your request.

    In the TrackVia system, the max number of records you can include and display on a single page in a view is 100 records. When you share or print a view, the system will only share or print the current page you are on, thus only print 100 records at a time.

    You would need to navigate to each of your additional pages on your view and share & print each page individually, in order to get the remaining records over 100.

    Thanks,

    Justin

  6. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Jamie,

    Thank you for contacting us with your question.

    Unfortunately, that is currently a limitation of the new Timeline | Calendar view option. We have, however, logged this with our Product Team as a future enhancement to be added to this feature for the future. We will be sure to reach back out to your organization via email when/if this feature request is released in the system.

    Thanks again,

    Justin

  7. 1 vote
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    1 comment  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi John,

    Thank you for reaching out with your question.

    Can you email at support@trackvia.com to show us exactly where this is set up in your account? There are a few factors that can come into play here and we will need to know your set up to confirm and advise on this for you.

    Thanks again,

    Justin

  8. 1 vote
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    1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Todd,

    Thank you for reaching out to us with your question.

    Currently, in the new 2.0 system, we have the ability to copy tables. You just go into the "Edit Table" under the "Toggle View Options" button and click "Save As". This will copy your table for you.

    However, we do not copy over any "Calculated", "Triggered" or any relationship fields that were created in the original table. You would then need to open the two tables side-by-side and copy and paste (most) formulas into a new field in the new copied table.

    The ability to copy over formulas in Calculated and Triggered field types is not currently in the mix for an enhanced feature request, as we found that this can very easily corrupt your table.

    Hope this helps!

    Thanks again,

    Justin

  9. 4 votes
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    4 comments  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Lucas,

    Thank you for reaching out to us with your question.

    What you are looking to do, unfortunately, is not possible in the TrackVia system. You are able to reference a Location Field in the formula of a Calculated Field, however, if the formula is just a direct reference to the Location Field, it will not output a coherent value or the address information you are looking for.

    Additionally, you can create an Application Script on a table with a Location Field on it that pastes the value of your Location Field into another Paragraph FIeld or Single Line Field, but it will only paste in the Latitude and Longitude values of the Location Field. It does not paste in the actual address values. (This is because the database only saves the Latitude and Longitude values in the backend.)

    You will need to manually paste the address into a Paragraph FIeld or Single Line Field and then set that field as your Record ID. Just let us know if you have any further questions on this.

    Thanks again,

    Justin

  10. 4 votes
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Kimberley,

    Thank you for contacting us with your question.

    We, unfortunately, do not currently have the ability to just attach your records in a file to your shared records and not have them display in the email message body. That is a great enhancement request to be added to the system for HIPAA compliance that I have logged with our engineers.

    As an alternative, we actually do have the Document Merge feature in the new 2.0 system now that would be a good workaround. It is a feature that has to be added to your account and something you would have to speak with your account manager Nina Berger about.

    We will be sure to alert you if/when your feature request is implemented into the system.

    Thanks again,

    Justin

  11. 3 votes
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    2 comments  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Michael,

    Thank you for reaching out to us with your question.

    We suggest creating an SDK that will perform this function needed for you. Here is a link to our documentation on SDK's from our Developer page.

    https://developer.trackvia.com/downloads

    Thanks again,

    Justin

  12. 3 votes
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    planned  ·  2 comments  ·  I would like to see... » improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Michael,

    Thank you for the feedback. I think this is a great idea to better the functionality of the ERD View of your relationships.

    This request has now been logged with our Product Team for consideration for added functionality to be added to the system for future releases.

    We greatly appreciate your feedback to improve the product and will be sure to follow back up with you if/when this feature is added to the system.

    Thanks again,

    Justin

  13. 3 votes
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    2 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Michael,

    Thank you for reaching out with this issue you are running into in the system.

    There are actually two ways that you can currently trace the dependency on fields in formulas in the system.

    The first is in the table edit screen, as you can utilize the search bar in the "Included Fields" column to search for the name of a field on the table. The search results will then show you a list of that actual field and any other calculated or triggered fields that field is referenced in their formula.

    That is the best way to find the formulas a field is used in on the same table that it is created on.

    Secondly, if you ever reference a field from one table, in a formula on a separate table, you can navigate to your "Table Relationships" tab, click "Switch to ERD View" in the top-right corner, and in your URL in your web browser change the ending of the URL from "/erd" to "/crd".

    This CRD view will then give you a full mapping of all your fields that are connected to each other via a formula in every app and table in your account. This will then help show you where a field is used in a formula so you can then edit the formula and delete the field.

    Thanks again,

    Justin

  14. 1 vote
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hello,

    Thank you for reaching out with this request.

    We actually have a "Weekdays" function that you can build into the formula of a calculated date field. As long as you know the start and end date for your calculation, the formula will output just the number of weekdays between those two dates.

    Below, is a link to where you can find this function and its syntax in our knowledge base:
    (It will be listed in the 7th section in the list of date functions.)

    http://help.trackvia.com/knowledgebase/articles/277734-date-functions

    Thanks again,

    Justin

  15. 3 votes
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    4 comments  ·  How-to questions » filters  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Josh,

    Thank you for reaching out with your question.

    Matt & John's suggestions are definitely great options for when setting up a filter, however, more simply (if you didn't realize the function is there in the filter builder) is the ability to add as many "Conditional Groups" as you want or need to the filter you are building.

    If you scroll down to the very end of your list of fields on your table (that display on the left-hand side of the screen when you are in the filter builder) you will see a green button that says "+ ADD CONDITIONAL GROUP".

    This feature can be used to separate out different layers and conditions of your filter you are building with either the "And" or "Or" option for the condition group.

    If it turns out that you have more questions on this, please do not hesitate to email us at support@trackvia.com.

    Thanks again,

    Justin

  16. 3 votes
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Michael,

    Thank you for reaching out to us with your question.

    When importing data into a Location Field on your table, you have to have one field on your file that has the longitude and latitude coordinates separated by a comma in it to get a successful import and mapping of the point into the field.

    If you are trying to import the actual address in your file, you will need to convert your address to longitude and latitude coordinates (outside of the TrackVia system) and then attempt your import again.

    Below, is a link to an article we have in our knowledge base that helps walk you through the needed setup for a successful import, as well as, some other details about Location fields.

    http://help.trackvia.com/knowledgebase/articles/494231-how-to-plot-a-record-on-a-map

    Thanks again,

    Justin

  17. 1 vote
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Pennie,

    Thank you for reaching out to us with your question.

    There is not a limitation on the number of show/hide rules you can setup on a form. Can you email us at support@trackvia.com with the name of the form you are trying to set these show/hide rules up on and we can take a look at what issue you might be running into?

    If you can provide the exact click path and fields you are adding the rules on, I can do some investigating for you.

    Thanks again,

    Justin

  18. 0 votes
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    Justin Mauldin commented  · 

    Hi Kevin,

    Thank you for reaching out to us with your suggestion.

    What you are asking for is a date field to do logic, and we specifically have date fields that just capture values, and then we have calculated date fields that allow you to write/do logic in them.

    With that said, you can accomplish what you are looking for by utilizing a combination of a date field and a calculated date field.

    Your date field would be something like your "Departure Date", then you would have a number field that would be something like "Number of Days Gone", and then finally you would have a calculated date field that would be something like "Return Date".

    You would then write the logic that you are looking for in a formula in the calculated date field of "Return Date". You would do a "dateadd" function and reference the "Departure Date," then you would set "Number of Days Gone" as the number of units to add to the "Departure Date," and finally, just set your unit to "days."

    If you are not familiar with the "dateadd" function or structure of the formula, you can access it here in our Knowledge Base article: http://help.trackvia.com/knowledgebase/articles/277734-date-functions

    Thanks again,

    Justin

  19. 2 votes
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Michael,

    Thank you for reaching out to us with your question.

    Per our phone conversation a little bit ago, we were able to identify that you are trying to reference a Calculated Field in your App Script and Calculated Fields cannot be referenced in App Scripts. Also, you need to do a "Before Insert" instead of "After Insert" event.

    Also, since you can't reference Calculated Fields, you will need to reference the field in your grandparent table directly in the App Script.

    Finally, a great resource for learning how to write the correct syntax of App Scripts in the Groovy language for your functions you are wanting is the website: http://groovy-lang.org/syntax.html.

    Thanks again,

    Justin

  20. 1 vote
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Justin Mauldin commented  · 

    Hi Andrew,

    Thank you for reaching out to us with your suggestion.

    We have logged this with our Product Team for consideration for future enhancements to the system.

    Thanks again,

    Justin

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