Kimberly

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  1. 3 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Stephen,

    Thank you for reaching out. This would be a great addition for added insight into applications. There have been discussions for some sort of admin control center, and something along these lines would be a great addition . We'll pass this along to our product team!

    Thank you,

    Kim

  2. 7 votes
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    under review  ·  4 comments  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Callum,

    While we still have this on our radar, there are currently some features with higher demand taking precedence on our product roadmap. We will certainly circle back and give you an update if this changes!

    Thank you,

    Kim

  3. 1 vote
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! While your organization uses our software, we are not affiliated with the day to day operations. For assistance with your workflow, you would want to reach out to an admin in your organization for further assistance.

    Thank you,

    Kim

  4. 1 vote
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Jon,

    At this time, the star is the only way to choose the default app. It is not something that admin users can control. Please let us know if you have further questions.

    Thank you,

    Kim

  5. 1 vote
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    4 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out. You do have the ability to customize the form that loads after a new record is saved. In the role editor, you have the ability to grant permission to specific views, and with each view, you decide which form loads when accessing a record. Each table has one form assigned for adding new records, and you can have a different form assigned to views for viewing and editing data in the system.

    To help troubleshoot which form is loading, please reach out to support@trackvia.com for assistance.

    Thank you,

    Kim

  6. 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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    Kimberly commented  · 

    Hi Jason,

    Thank you for reaching out. We've been wanting this behavior changed for some time as well, and I can confirm it is in the works as we speak! The UI will be getting a little face lift soon, so stay tuned for announcements and upcoming previews. The pagination and scrolling will be greatly improved with the updates. If everything stays on target, we hope to get this released before the end of summer!

    Thank you,

    Kim

  7. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for the feedback! At this time, a Calendar | Timeline view defaults to the Calendar setting, it will always display the full month. When the view is set to default to the Timeline setting (see screenshot), you can choose which time frame it should display (hourly, daily, weekly, etc).

    We made our Product Team of this enhancement request to the views, and will update this post if this changes in the future.

    Thank you,

    Kim

  8. 0 votes
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    Kimberly commented  · 

    Hi Jason,

    I know there are some improvements coming soon for relationship fields, but I do not believe this will impact the search behavior. At this time, the search capabilities do not include fields from related (parent) tables. We'll let you know if this changes with the changes to relationship fields.

    Thank you,

    Kim

  9. 1 vote
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    3 comments  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! You can certainly accomplish this with the addition of adding some logic to the child table. You would need to add a calculated field on the child table that evaluates any conditions you want the record to meet, and output a 1 if the condition is met, or 0 if it is not met. Then, on the parent table, you would be able to sum this child field. Hopefully that make sense to you, but please reach out to our support team if you need more specific assistance with a formula.

    Thank you,

    Kim

  10. 30 votes
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    planned  ·  3 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    HI Zack,

    While there isn't the ability to do so in the product, we have built a microservice for limited user import. Users would upload a file to a document field that would trigger the microservice and import the data from the file to the specified table. Your account manager would be able to assist with adding this service to your account!

    Regards,

    Kim

  11. 3 votes
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    Kimberly commented  · 

    Hello!

    Thank you for reaching out! This would be a great enhancement to views. We've passed the request along to our Product Team and will update you if this change becomes available. Thank you for the feedback!

    Sincerely,

    Kim

  12. 1 vote
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! Something like this could be a great addition to the product. We will certainly pass this along to our Product team to review adding as a new feature!

    Thank you,

    Kim

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

    Hi Jason,

    Good news! This is coming with our next release, which will hopefully be later this week. In the dashboard designer, you will be able to click a pencil to edit the shortcut panel. Then a list of the shortcut buttons will pop up, letting you click and drag the buttons into your preferred order. I've attached a little preview screenshot for you! The painful days of deleting the buttons and adding them back will be gone soon. Hope you like it!

    Sincerely,

    Kim

  14. 3 votes
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    2 comments  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Matt,

    Thank you for reaching out. When it comes to documents and images, the underlying infrastructure creates directories specific to a given table to store files. At this time, there is not a way to copy files between the directory structures of different tables. We can certainly keep you updated if this changes in the future!

    Thank you,

    Kim

  15. 4 votes
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello!

    Thank you for reaching out. TrackVia does have the ability to capture signatures via both iOS and Android mobile applications. When customizing your TrackVia application, you can include image fields. Once the image field is placed on a form, you can edit the field settings to view the Mobile Field Options. In this section, enable the setting to accept signatures on the mobile app (please see attached screenshot).

    Hopefully this helps!

    Please let us know if you need additional assistance.

    Regards,

    Kim

  16. 1 vote
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    3 comments  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello John,

    You would need to ensure your access token is URL encoded. If you're not certain how to do so, a quick internet search will bring up some sites that will encode the token for you. You would use the properly encoded access token in the URL. Hope this helps!

    Regards,

    Kim

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    Kimberly commented  · 

    Hello John,

    Thank you for reaching out. You can download images via the API by accessing the following endpoint: GET /openapi/views/{viewId}/records/{recordId}/files/{imagefieldName}

    Furthermore, you can test the functionality in your preferred browser by entering a request URL as follows:

    https://go.trackvia.com/openapi/views/{viewid}/records/{recordid}/files/{field_name}?access_token={access_token}&user_key={user_key}

    When using the request URL, the primary display will not look like anything happened (see screenshot), but you should notice the file has saved to the designated location on your computer (usually in the 'downloads' folder). You may also see the file in the bottom left corner of your browser (see screenshot).

    Hopefully this helps! Please let us know if you have further questions.

    Regards,

    Kim

  17. 9 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Huy,

    Thank you for reaching out! We've been hearing this from a few people lately and agree that it would be a great feature to add to the system. We do take note of these requests, and will certainly come back to update this post if a search feature is added to record history.

    Regards,

    Kim

  18. 1 vote
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    1 comment  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello John,

    Thank you for reaching out. At this time, the API does not filter based on specific field values. The best practice for this type of request would be to create a view in TrackVia that that filters for just the records where Q is greater than 100, then make the API call on the filtered view to obtain the records. From here, you would loop through each record and GET the Image1 field information:

    GET /openapi/views/{viewId}/records/{recordId}/files/{fieldName}

    There really isn't a best recommendation as far as SDKs, you would simply select your preferred language.

    Hopefully this helps!

    Regards,

    Kim

  19. 3 votes
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    1 comment  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Jarret,

    We appreciate the work you put into the SDK. Thank you for sharing your changes with the TrackVia Community. I'm sure others will find this helpful!

    Thank you,

    Kim

  20. 8 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

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    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

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