John McGarvey

My feedback

  1. 15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 

    You may want to consider assigning a Form to the Views on a table - one form per View per Role.
    As long as the user accesses the record from a View that has that specified Form form assigned, the record will open with the form you want..

  2. 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 » app building  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 

    Hi Brian,
    This should work for you - just tested on my own app and works fine.

    if(and(isblank({Contract Date}), isblank({Decline Reason})),"What You Want If True","What To Do If False")

  3. 5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    John McGarvey shared this idea  · 
  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 » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 

    I have a similar chart that works nicely for tracking headcount, but its a bar chart instead of a line chart. I'm sure it would work the same if you chose a different chart style.

    In your view, you will need at least two fields: Date field and Type field (whatever you are measuring).

    On the Chart Format tab, place the Date field and Type field in the horizontal (x-axis) with the date field being first. Click the checkbox on both to Group By.
    On the Vertical (y-axis), place the Type field and measure with COUNT.

  5. 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 →
    An error occurred while saving the comment
    John McGarvey commented  · 

    If you have Administrator rights to your application, you can create the link-to-parent lookup (if the two tables are already created) by going to the Table Relationships within Admin Menu.

    1. Find the parent table (Company) in the list and and click "Add A New Relationship".
    2. The parent table will be pre-populated. Select the child-table (Contacts) in the 2nd field.
    3. Change the Relationship Name to "Organization".
    4. Save.

    This will create a parent-child (1-to-Many) relationship.

  6. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John McGarvey commented  · 

    Hi,
    Just adding my thoughts.

    1) Yes - if a field is blank in TrackVia, and you import a file with that field populated, TrackVia should update the field with the value in your spreadsheet. I've submitted this request myself for blank fields not being updated.

    However, if the field is not blank, the import SHOULD update TrackVia if they value in your spreadsheet is different. If you don't want the field in TrackVia to be updated, then don't import to that field.
    2) Is similar to the above. TrackVia will be updated based on whatever is in the spreadsheet. If TrackVia has A and C populated, and the spreadsheet has B only, then TrackVia will update the record with B only and remove A and C. If you want all 3 populated, then all 3 need to be populated in your spreadsheet.

    In the end, an import should update TrackVia to be the same as whatever you have in your spreadsheet.

  7. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    John McGarvey shared this idea  · 
  8. 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  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 

    Hi Ken,
    On a custom form, you can add a Child View by adding a new section to the form.

    In the settings, select Widgets, then View Section. Then identify what Child Views you want to display in this section (from the Child View tab).

  9. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    John McGarvey shared this idea  · 
  10. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John McGarvey commented  · 

    Support -
    This is the same that I submitted directly (outside of this Forum board) via Ticket #40353.

  11. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  How-to questions » user management  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
  12. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    John McGarvey shared this idea  · 
  13. 31 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 
  14. 0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    An error occurred while saving the comment
    John McGarvey commented  · 

    Thanks Kim, would you also add to the request to to have the ability to enter a time in UTC/GMT ? I have users who would like to have the system display the local time, but records are created in GMT.

    John McGarvey shared this idea  · 
  15. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    John McGarvey shared this idea  · 
  16. 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 » permissions  ·  Flag idea as inappropriate…  ·  Admin →
    John McGarvey shared this idea  · 
  17. 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 » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 

    Thanks Kim - works perfectly.

    John McGarvey shared this idea  · 
  18. 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... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    John McGarvey shared this idea  · 
  19. 14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
  20. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    John McGarvey commented  · 

    Nice (clever) tip. Never thought of doing it that way.
    :-)

    An error occurred while saving the comment
    John McGarvey commented  · 

    A suggestion is to export your table to Excel, then use Conditional Formatting to find duplicates of a specified filed.

Feedback and Knowledge Base