AdminTrackVia (Community Manager, TrackVia)

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  1. 2 votes
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    started  ·  3 comments  ·  I would like to see... » improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Michael,

    Thank you for reaching out! At this time, you would be able to share the first 100 records that the View contains, however, as it sounds like being able to share more than 100 records would be helpful for your Organization's processes, I went ahead and logged a feature request with our Product team for them to review and consider implementing this functionality in a future Project. Once this feature is released to the system, you will be notified via email!

    In the meantime, one option for achieving this would be Workato, our TrackVia Integrations platform which lets you easily connect with platforms, such as Google Sheets, and share a complete exported View with recipients, without the need to write code. You can find more information on this functionality in the link below.

    https://help.trackvia.com/knowledgebase/articles/1920394-introducing-trackvia-integrations

    Additionally, if the recipient of a Scheduled Share is a user in the account and has permission to the View, they would be able to access the complete list of records by clicking "Open" in the Scheduled Share email.

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  2. 5 votes
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    4 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hello,

    In the original version of this type of view, the export included only the summary data. We had an overwhelming number of requests to include the entire data structure, so the change was made based on the demand, and the current behavior will likely remain intact. I apologize for this not fitting your specific use case. We have added the ability to create a pivot view, which does give you the option to export the summary data or the underlying data, so that might be a better fit!

    Thank you,

    Kim

  3. 23 votes
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    4 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi there,

    Thank you for reaching out! Being able to bulk import Users, their assigned Roles and Groups to the account, and to see not only Groups, but Roles as well for each user based on their email under 'Manage Users' would be extremely helpful, and this sounds like an excellent suggestion for an enhancement! I went ahead and logged a feature request for our Engineering team to review and consider implementing into the system. If and when this functionality is released, it will be mentioned in our Release Notes:

    https://help.trackvia.com/knowledgebase/topics/55947-product-release-notes

    In the meantime, there is a functionality in your account that allows you to bulk import users from a spreadsheet, accessible through the 'Manage Users' page. However, you would need to assign Groups and Roles to these users manually.

    If you have any additional questions, please don't hesitate to reach out to us at TrackVia Support by emailing support@trackvia.com, or by calling in our Direct Line: 1 (800) 673 3302. Our Hours of Operation are Monday through Friday, 7:00 am - 6:00 pm.

    Thank you,
    Mariya

  4. 1 vote
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hello Nathan,

    Thank you for reaching out! We would be happy to assist here, however this is a bit more of an account specific question that would require us to look into your individual account to get a better understanding of why this could be occurring. With that in mind, we would recommend submitting a support request so that we can log into your account and investigate this further. You can connect with our support team directly by sending an email to support@trackvia.com or by giving us a call at 800-673-3302. Please feel free to reach out at your convenience.

    Regards,

    Witte

  5. 11 votes
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Kevin,

    This is a great enhancement that we have passed along to our product development team. Although we do not have a timeline for this feature to be released, we will circle back with any updates.

    Regards,

    Cristina

  6. 4 votes
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Aaron,

    Thank you for providing that feedback! This is a great enhancement that we will pass along to our product development team. Although we do not have a timeline for this feature to be released, we will circle back with any updates.

    Regards,

    Cristina

  7. 4 votes
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hello,

    Thank you for providing that feedback! This is a great enhancement that we will pass along to our product development team. Although we do not have a timeline for this feature to be released, we will circle back with any updates.

    Regards,

    Cristina

  8. 4 votes
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    3 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Katherine,

    We would recommend contacting the Support Team for assistance with this. It sounds like your use case is a bit different than the initial post is requesting. Once we're able to take a look the application and understand the type of report you need, we can provide more tailored assistance.

    Regards,

    Kim

  9. 1 vote
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Amanda,

    Thank you for your feedback and your suggestion. We have added a ticket with our engineers, for them to evaluate and improve the handling of the drag and drop functionality when editing large dashboards. Once we have an update with regards to the status of this ticket, we will notify you via email.

    As always, feel free to reach out to our Support Team with any questions.

    Sincerely,

    Cristina

  10. 3 votes
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    3 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Paul,

    Thak you for reaching out! While TrackVia's share feature does not convert data to a PDF format, there are other options available. If you are specifically in need of a PDF file, we partner with WebMerge for generating documents. With this integration, there are many delivery options, including the ability to email a PDF file as an attachment. Another option would be to use your browser's print feature, where you could select Adobe PDF as the printer in the print dialog box, and save the record to your computer.

    As always, feel free to reach out to our Support Team with any questions.

    Sincerely,

    Kim

  11. 1 vote
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    2 comments  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    TrackVia has a HIPAA environment available for companies working with PHI. We have a BAA in place with multiple organizations utilizing our HIPAA environment.

  12. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    To confirm here, you are correct in your findings. Import to Updates require an exact case-sensitive match to the Record ID of the record you are mapping your update to. This cannot be changed at this time, however there is a quick workaround that may be helpful in this scenario. The goal is convert your email addresses to be completely uppercase in both TrackVia and your import file to ensure that they always match. First, you would need to added a triggered or calculated text field to your table with the following formula:

    upper({Your Email Field})

    This formula will convert all of your email addresses to uppercase. You can then set this new field as your Record ID so that it is used for your import mappings.

    From here you just need to get the email addresses in your import file to be uppercase as well. I believe this can be achieved a few ways in Excel, but the quicker way I have found is to use the UPPER text function, which looks like this:

    =UPPER(your fields)

    Now that your TrackVia table and your import file both contain strictly uppercase values you should avoid any case sensitivity issues.

    I hope this is helpful. If you have any further questions regarding this solution or if we can field any further questions, please let us know.

    Witte

  13. 1 vote
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    1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Kevin -

    Good question.

    Unlike calculated fields, AppScripts don't run on page load. They must be triggered by an event in TrackVia.

    The six types of events that can trigger AppScripts are:

    -BEFORE INSERT
    -AFTER INSERT
    -BEFORE UPDATE
    -AFTER UPDATE
    -BEFORE DELETE
    -AFTER DELETE

    The Insert, Update, and Delete portions of these events correspond to an action in TrackVia. To choose the appropriate event, you'll need to determine whether you want your script to trigger on Record Creation, Record Edit, or Record Deletion, respectively.

    The Before and After portions refer to the order of operations and when the AppScript triggers. Meaning, should the AppScript trigger before the data is saved/deleted in TrackVia or after? In most cases, you'll want to use Before. A notable exception is with creating a new record and using AppScripts to add children. In that case, you'd use AFTER INSERT because the children need the parent to exist before they can link to it.

  14. 2 votes
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    2 comments  ·  How-to questions » permissions  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hello Elizabeth,

    Due to higher security standards in the new platform, there is no longer the ability to make a view public. In the new platform you can share the first 50 records in a view with anyone via email, but TrackVia credentials would be needed to see the view in it's entirety.

    Regards,

    Witte
    TrackVia Support

  15. 12 votes
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hello,

    Thank you for your suggestion. I agree that this would be a very helpful enhancement and have logged your request.

    In regards to your second question, while it is not possible to get additional votes on the forum, it is possible to get your votes back from any issue/enhancement you've voted on previously and to vote on your higher priorities.

    Regards,

    Witte

  16. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hello Tom,

    Currently, the Lanes feature is available for all accounts at the Enterprise level and above. The option to convert a view into lanes will only appear on the menu for views that qualify to be converted, so they must contain a drop down field type. More information regarding lanes can be found in our knowledge base:

    http://help.trackvia.com/knowledgebase/articles/503255-how-to-use-lanes

    Please let us know if you have further questions.

    Thank you,

    Kim

  17. 2 votes
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    3 comments  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    6 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Here is a link to the TrackVia YouTube Channel - http://www.youtube.com/trackvia

  19. 7 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    AdminTrackVia (Community Manager, TrackVia) commented  · 

    Hi Aliyah,

    With our last release we added the ability to perform cross-table functions, so pulling a list of email addresses is now possible. When there is a relationship among tables you can use the childconcatenate() function. This link gives more information regarding the new functions:

    http://help.trackvia.com/knowledgebase/articles/356703-child-functions

    For example, this might be useful if you have a table containing different Companies and another table containing all of the Contacts associated with each company. In this situation, you can use the childconcatenate() formula to show a list of your Contacts' email addresses in each Company record. You can then copy and paste the results into an email client to send a bulk email.

    If you have further questions, please let us know. Hope this helps!

    Thank you,

    Kim

  20. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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