Kimberly

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  1. 6 votes
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    Kimberly commented  · 

    Hello Kurt,

    Thank you for reaching out. This might be a better discussion to have via phone or with your account manager, as I'm uncertain of the use case. That said, you do have the ability to include fields from parent tables on your form, including images. From the form designer, under Available Fields and Widgets, there is a drop down menu letting you toggle to a parent table, and from here, you can select fields from the related table to include on your form.

    As always, feel free to call into our support team with questions or for assistance walking through a specific use case.

    Regards,

    Kim

    Kimberly commented  · 

    Hello Samuel,

    Thank you for the suggestion! This would be a great addition to forms. We will pass this along to our Product Team and keep you updated if this is something that gets added to TrackVia.

    Regards,

    Kim

  2. 3 votes
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    Kimberly commented  · 

    Hello Kurt,

    Thank you for the suggestion. We do have plans to make some enhancements to Flows on the roadmap this year. I've added this as another enhancement request to the project. At this time, it is uncertain what will be part of the project, but once we know more, we can circle back and give you an update!

    Thank you,

    Kim

  3. 13 votes
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! Being able to use more than one form to create records would be a great addition to the system. While we have had discussions of adding this capability to the system, there have not been any decisions to move forward with implementing it at this time. We do log all features that our customers bring forward, as it helps prioritize our product roadmap for the each year. As more customers request similar features, it increases the demand and prioritization of the feature for the upcoming year. Currently, other enhancements have a larger priority for 2019, but we will update our community posts if this changes.

    Please feel free to reach out to our support team with further questions or concerns.

    Regards,

    Kim

  4. 1 vote
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    1 comment  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello Usman,

    Thank you for contacting TrackVia!

    To obtain the true file name, you would need to take record id, and a URL encoded field name, then pass it into the following endpoint:

    GET /openapi/views/{viewId}/records/{recordId}/files/{fieldName:.+}

    The response from this endpoint should return the file contents in the body, and you can retrieve the filename from the "content disposition" response header.

    We will reach out to our engineering team to have the PHP sdk updated - thank you for bringing this to our attention.

    Hopefully this helps!

    Regards,

    Kim

  5. 1 vote
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    Kimberly commented  · 

    Hello Sherrie,

    Thank you for reaching out! TrackVia software is very customizable, therefore we rarely see the same application across multiple companies. This type of request is something you would want to direct to your internal TrackVia Administrators, as they would be able to add the additional coding options.

    Please let us know if you have further questions.

    Regards,

    Kim

  6. 1 vote
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    1 comment  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello Kurt,

    Thank you for reaching out!

    When it comes to referencing data from a child table, aside from the max and min functions, there are a couple options depending on the use case. If you want to have all four child values, you could use the concatenate function. If you are wanting specific values from child records, then you would need to use logic functions. In the child table, you would use a calculated field to determine if the record meets specific conditions, and if so, have it output the number you're wanting to use.

    For example, if you wanted to know the total sales from orders that have been processed this month, you would use logic functions. The logic in the child table might look as so:

    if( and({Order Status}="Complete", month({Order Date}) = month(today() ), year({Order Date}) = year(today() ) ), {Order Total}, null() )

    This formula would output the order total for everything that was processed in the same month and year as the current date. If an order does not meet these rules, then the calculated field would remain blank. In the parent table, you could then use aggregate functions to either count the number of orders, sum the order totals, identify the max and min order totals, and so forth. The first step would be to establish the logical conditions in the child table.

    Hopefully this helps! Please feel free to call and speak to someone on our support team for additional assistance.

    Regards,

    Kim

  7. 2 votes
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello,

    TrackVia allows you to set up notification rules when a new record is added to a view. The steps to create a notification rule can be found on our knowledge base here:

    https://help.trackvia.com/knowledgebase/articles/358598-how-to-use-notification-rules

    Notification rules can be created by any admin level user. If you are not an admin in the account, then an admin user would need to give you permission to create the notification.

    Regards,

    Kim

  8. 2 votes
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    Kimberly commented  · 

    Hi Samuel,

    It sounds like you are trying to open the file using Microsoft Excel, which does not properly support the encoding of special characters. To continue using Excel, Microsoft's support website suggests importing the file to Excel and selecting the proper file origin. While the exact steps may differ depending on your version of Excel, we have posted the import instructions below:

    1 - Open Microsoft Excel
    2 - Click on the Data menu bar option.
    3 - Click on the From Text icon.
    4 - Navigate to the location of the file that you want to import. Click on the filename and then click on the Import button. The Text Import Wizard - Step 1 or 3 window will now appear on the screen.
    5 - Choose the file type that best describes your data - Delimited or Fixed Width.
    6 - Choose 65001: Unicode (UTF-8) from the drop-down list that appears next to File origin.
    7 - Click on the Next button to display the Text Import Wizard - Step 2 or 3 window.
    8 - Place a checkmark next to the delimiter that was used in the file you wish to import into Microsoft Excel. The Data preview window will show you how your data will appear based on the delimiter that you chose.
    9 - Click on the Next button to display the Text Import Wizard - Step 3 of 3.
    10 - Choose the appropriate data format for each column of data that you want to import. You also have the option to not import one or more columns of data if you want.
    11 - Click on the Finish button to finish importing your data into Microsoft Excel.

    Another option is to open the file in Notepad (Windows) first, then use the Save As feature outlined below:

    1 - Open the CSV in notepad
    2 - Save As > All Files (be sure to type '.csv' in the file name)
    3 - Encoding > UTF-8
    4 - Open the new CSV file using Excel and the non-English characters should display properly.

    Lastly, to mitigate the additional steps needed to open the file in Excel, you could open the file using Open Office (Windows) or Numbers (Mac), as they can both properly encode the character formatting.

    Let us know if you have further questions.

    Regards,

    Kim

  9. 3 votes
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    Kimberly commented  · 

    Hello Karsten,

    We are sorry to hear you are having issues with sending views via email. You can send filtered views, and we did just send a filtered view from one of your tables successfully. If someone is not receiving the email, then there might be something unique to the view you are trying to send, or the user's email address could be on a bounce list. Because this is specific to your account, we recommend submitting a support ticket with the view that is not sending, as well as the email recipient so that we can further troubleshoot.

    Thank you,

    Kim

  10. 1 vote
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    Kimberly commented  · 

    Hello Mike,

    Thank you for the feedback! While this is not something on the immediate road map, we have had some requests for this type of authentication, more specifically single sign on. We will pass along your request to our engineering team and keep you updated with any changes.

    Thank you,

    Kim

  11. 1 vote
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    Kimberly commented  · 

    Hello Austin,

    Thank you for the feedback! We can see how that would speed things up. We will let our product team know and keep you updated with any changes.

    Thank you,

    Kim

  12. 4 votes
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    Kimberly commented  · 

    Hello Mark,

    Thank you for the feedback! We will pass this along to our engineering team for future enhancements. We have had some other requests for similar functionalities, so we will keep you updated with any changes.

    Thank you,

    Kim

  13. 1 vote
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello Ken,

    Thank you for the feedback! We have had similar requests and this type of scheduled delivery is something our engineering team will be developing. As new features are released, we will showcase them in our blog and include it in our monthly newsletter. Additionally, you can view our product release notes at the following URL:

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

    In the meantime, if anything else comes up, please let us know!

    Regards,

    Kimberly

  14. 4 votes
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello John,

    When adding/editing records via a form, the Created Date and Updated Date are calculated when you hit the Save button. Unfortunately there is not a way to capture the time stamp of when a form is opened, as this is not actually triggering a change in a record. We can pass on an enhancement request to our product team to see if this something we can add to the product in the long run. In the meantime, please let us know if anything else comes up!

    Thank you,

    Kim

  15. 1 vote
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    Kimberly commented  · 

    Hello,

    Once an option is deleted from a drop-down field, it will no longer be displayed, so there is not a comprehensive list of previously used values. If they have been removed, then you would need to access the table designer and add the choices back into the field settings, as there is not a way to temporarily hide options. Please let us know if you have further questions.

    Thank you,

    Kim

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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello Ken,

    Our knowledge base also has an article with a screenshot which outlines this process at the link below:

    http://help.trackvia.com/knowledgebase/articles/378740-how-to-create-a-form-to-include-child-records

    Please let us know if you need additional assistance!

    Thank you,

    Kim

  17. 1 vote
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    3 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello,

    We are sorry to hear you are having issues grouping by month. The default sort order of any view includes the most recent record being shown first. That being said, when grouping by a date field, if you also want to sort by this field, then you would need to specify in the view designer. Under the format tab, you can sort the data by clicking on the arrows to the left of the field name.

    More information regarding creating charts can be found on our knowledge base at the following URL: http://help.trackvia.com/knowledgebase/articles/243469-how-to-create-a-chart.

    If you have already followed the steps to sort by the date and are still running into issues, then we recommend creating a support ticket from your account with more detailed information on how to replicate the issue so we can further troubleshoot.

    Regards,

    Kimberly

  18. 1 vote
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    under review  ·  1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello John,

    Thank you for the feedback! We definitely see the value in being able to send notifications from both a chart and a grid view. We logged this as an an enhancement request with our product team, so will keep you in the loop with any updates we receive.

    Thank you,

    Kim

  19. 14 votes
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello Trent,

    The infrastructure on which this system was built is completely different than older versions. When creating relationships or calculations, the values are not actually stored in a table. These types of fields run the underlying queries each time a view or a table is loaded, which outputs a value to the user interface with real-time results.

    That being said, our engineering team has been exploring ways in which to automate the process of linking child records to parent records, so we can keep you updated as more progress is made in that direction. In the meantime, please let us know if you have further questions.

    Thank you,

    Kim

  20. 0 votes
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    1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly commented  · 

    Hello Katie,

    When adding fields to a form from a parent table, the fields are read only. They simply display the data from the parent record on the form. Should you wish to edit these fields, you would do so by opening the parent record and make the changes there. If you need assistance with this, please feel free to call into our support team and we can walk you through this process.

    Regards,

    Kim

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