Witte

My feedback

  1. 0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello,

    To add 30 days to your date with application scripts, you first need to create a variable with the original date, like this:

    Date newDate = currentValues["First Day"] as Date

    Next, you can update the variable by adding 30. If you add an integer to a date, application scripts will always treat that integer as a number of days (as opposed to hours, months, etc).:

    newDate = newDate + 30

    Finally, save the updated variable into the new date field.:

    currentValues["New Date"] = newDate as Date

    I hope this is helpful. If you have any additional questions on this, feel free to contact our support team directly at support@trackvia.com.

    Regards,

    Witte

  2. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Steven,

    I can confirm that we do not have field specific searches, however I do believe that you could achieve this by utilizing our table index settings. Table indexing allows you to control the way that the search bar on your table behaves, including the ability to put 'Identical to' constraints on the fields on your choosing. This setting forces your search to only return values that identically match the value in the field you are searching, so if you are searching "John Doe - 123-456-7890", you would not return "Jane Smith - 123-456-7890" or "John Doe - 000-867-5309". Only an exact match to "John Doe - 123-456-7890" would return in the search. My understanding is that any searches you perform via the API honor these table index settings.

    Here is our Knowledge Base article on Indexing to assist you with setting that up:
    https://help.trackvia.com/knowledgebase/articles/933384-how-to-setup-table-level-indexing

    Indexing is not a perfect option for everyone, as it changes the way that searching behaves across the entirety of the table. If you would like to try to achieve this alternatively utilizing strictly the API, we may be able to lend some further direction there, however we would need a bit more information from you, starting with the language you are utilizing. If you would like to discuss this in further detail I would recommend reaching out directly to us in support with that information alongside a snippet of your code.

    Thank you,

    Witte

  3. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Lucas,

    This is currently possible within the TrackVia platform, however there is a setting that needs to be turned on before this functionality becomes available. To turn this on, edit the form you are working on, then click the pencil icon in the top right corner of your phone number field. From here you can edit this field's Mobile Field Options, which gives you the ability to grant your users additional functionality when working on mobile. One of these features is Phone Number Detection, which would make those phone number values clickable to mobile users.

    You can learn more about Mobile Field Options and other form features using the the Knowledge Base below:

    http://help.trackvia.com/knowledgebase/articles/243463-how-to-create-a-form

    Regards,

    Witte

  4. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Elizabeth,

    This is referred to as a "parent lookup" and can be achieved fairly easily by adding a new calculated field to your child table. You will want to use the following syntax in your formula to reference the desired field on the parent table:

    {Parent Table Name}.{Relationship Name}.{Field Name}

    Your calculated field will then return the value from that desired field. Do note, if you type the opening bracket into the formula builder, you will get a list of every field on your table, then a list of every field on your parent table. This can be used to create parent lookups with less effort.

    I hope this is helpful. If you need further assistance getting this set up, do feel free to give us a call at 800-673-3302 at your convenience.

    Regards,

    Witte

  5. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Austin,

    An admin can set up a field on your table to require a unique value, meaning you cannot save a value in that field if the value you are entering already exists in this field on a different record on the table. You are receiving this error message because you are entering data into a field that requires a unique value, but the value you are entering is not unique.

    In order to avoid this error message, you would need to enter a value in this field that is unique. Otherwise, you would need to have an admin remove the uniqueness requirement from this field.

    Regards,

    Witte

  6. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Just to clarify John, you would actually want use the sum() function to count these values, not the count() function I mentioned in my original response. This is because the count() function will count all of the values, both the "1"s and the "0"s. Instead, we want to sum those numbers, which will give us the accurate of records with "1" marked.

    My apologies on the confusion. Please let me know if I can provide any additional clarity.

    Witte commented  · 

    Hello John,

    To achieve this, you would want to create a new calculated text field on the child table use to mark records as being "Available" or not. You could use the following syntax:

    if({Field} = "Available", "1", "0")

    This formula will look to your preexisting field and returned a "1" if the value in that field is "Available". If not, it will returned a "0". Then, from the parent table, you can reference that newly created child field using the count() function to count the number of records that have been marked with a "1".

    I hope this is helpful. If you have any questions or need further assistance implementing this, please don't hesitate to reach out to our Support Team at 800-673-3302 or support@trackvia.com.

    Witte

  7. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Nathan,

    It can be difficult to fully answer app script questions over Community Forum posts, as we need more information related to your specific use case to fully understand the circumstances surrounding your script. However, do keep in mind that currentValues[‘fieldOrRelationship’] only returns a map if the ‘ fieldOrRelationship’ is a relationship. Otherwise, it returns a type appropriate to the field type: Single Line -> String, Number -> Double, Checkbox -> List, etc.

    Depending on the type of fields you are attempting to reference, it is also worth noting that calculated fields cannot be referenced in app scripts.

    Please feel free to give our Support Team a call at 800-673-3302 at your convenience. If you can walk us through what you are attempting to accomplish we can probably provide more details on where you should go next.

    Regards,

    Witte

  8. 7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Markwood,

    That is a great suggestion! It appears that this feature has been requested from multiple Users in the past, however I have added your name to that feature request ticket, which will ensure that we contact you should this feature be implemented in the future.

    Thank you for your suggestion, we truly appreciate your feedback.

    Witte

  9. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello,

    While you can open an individual record and print it directly from the form, there is not currently an option to do so in bulk from the grid view. Instead, your options are to print that view, which will keep your record in a listed grid format, or to export the data, allowing you to manipulate the format on your own prior to printing.

    While not currently a feature in TrackVia, I can certainly see the value of being able to print records from the form in bulk, so I have logged this as an enhancement request with our engineering team in the hopes that it can be implemented in the future.

    Regards,

    Witte

  10. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello,

    It would be possible to create a separate table that could be used for historical data. You could then use custom app scripts to record those changes as new timestamped records on your new table. If you would like advice specific to your account, please feel free to call our Support Team at 800-673-3302 at your convenience to discuss this further!

    Regards,

    Witte

  11. 0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Witte commented  · 

    Hello Andrew,

    Thank you for your suggestion! I will forward this along to our engineering team as an enhancement request to see if we can implement this feature in the future. We appreciate your feedback!

    Regards,

    Witte

  12. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Witte commented  · 

    Hello,

    I just wanted to reach out with an update that you now have the ability to edit your location when using TrackVia on a mobile device! To do so, you will first need to go to the table setup and ensure that Location at Creation is toggled off on your location field. Next, open an existing record that already has a location saved. You can now click into the map itself, then drag and drop the location pin to a new location before saving your record!

    I hope this is beneficial to your workflow! If you have any additional feedback, please let us know!

    Witte

    Witte commented  · 

    Hello,

    Thank you for your suggestion. I think you've raised some great points outlining how the addition of these features would benefit our Users. That being said, I am going to submit an enhancement request to our engineering team on your behalf, which will ensure that these features are considered for inclusion in our product. This will also make certain that you are notified should this feature be implemented at some point in the future.

    Thank you,

    Witte

  13. 0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello John,

    I can see how this would make that process easier, so I am going to log this as an enhancement request for our developers. I have associated your name with that request, so we will make sure to reach out and let you know should this be implemented in the future. We do appreciate your suggestion.

    Witte

  14. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello John,

    Thank you for your suggestion! I can definitely see how this could be helpful for our Users, so I am going to log this as an enhancement request. Your name is associated with that request, so we will make sure to reach out and let you know should this be implemented in the future.

    Witte

  15. 2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello John,

    Thank you for contacting TrackVia Support. Unfortunately, it is not possible to perform this action before the record is created, as the Created By field is not stamped with a User's name until you hit the Save button. Alternatively however, you could create a custom form where the User field's default value is set as "Current Logged-in User" to achieve the same result.

    I am not entirely sure what you are asking in your second question. Could you clarify please?

    Regards,

    Witte

  16. 5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello John,

    Thank you for your suggestion. We have received this request in the past, and we agree that this would be a helpful enhancement for our Users. I have added your name to the existing enhancement request, and should it be implemented in the future, we will be sure to reach out to let you know.

    Witte

  17. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  How-to questions » user management  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Youssef,

    In order to add a new User you will need to have access to the Manage Users table, which requires being a Super Admin within your account. I recommend reaching out to a current admin within your account for assistance with adding the new User or to request Super Admin permissions.

    Witte

  18. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Connie,

    Thank you for submitting this request. I can certainly see how this could be helpful for our Users, so I have logged this as a feature request. I have also associated your email address with this request, so should the feature be implemented in the future, you will receive a notification alerting you to it's addition.

    Thank you!

    Witte

  19. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello,

    It sounds like this suggestion may be related to the design of a specific table in your account. , and though we not entirely sure what the issue is here, it sounds like you may need some table/workflow modifications. As you have described your suggestion, I do believe that this is possible within the system currently, so you might consider reaching out to an account admin within your organization to make this request. Please don't hesitate to reach out to Support at 800-673-3302 if we can assist with any of these changes.

    Regards,

    Witte

  20. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    started  ·  1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    Witte commented  · 

    Hello Mohsen,

    You are encountering a bug that is preventing some forms from presenting the Save button when a document or image is attached. This issue has been identified by our engineers, and they are actively working to address that issue at this time. For the time being however, you will want to find another way to "dirty" the form when adding a document or image. You can trigger the Save button to appear by editing any other field on the form, but one of the easiest ways that we have found is to throw a space at the end of a Single Line field. I do apologize for any inconvenience this may be causing. You will be notified as soon as the issue has a known resolution, but please let me know if you have any additional questions or concerns.

    Regards,

    Witte

← Previous 1

Feedback and Knowledge Base