Kimberly

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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

    • 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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                                    Kimberly commented  · 

                                    Hello,

                                    We have sent this example over to our engineering team for further review. We have had this affect a few people, and will definitely keep you up in the loop with any feedback or updates we receive regarding the matter. In the meantime, if you notice any further issues, please let us know!

                                    Thank you,

                                    Kim

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

                                      Hello Tyler,

                                      TrackVia's mobile app has the ability to read bar codes, however our software does not generate/create bar codes. In our mobile FAQs, there is a section titled "Does TrackVia work with bar codes?", which you can find at the following URL:

                                      http://help.trackvia.com/knowledgebase/articles/480297-mobile-faqs-and-tips

                                      This section contains a list of the types of bar codes the mobile app is capable of scanning. When using a bar code scanner on a computer, you simply scan the item, and it outputs the value in a field.

                                      So for example, if you receive a computer and need to keep track of the serial number, you would be able to type the serial number into a field via your keyboard. However, most serial numbers also have a corresponding bar code, which you could scan, and it would then fill in the corresponding letters or numbers. You can choose to scan the bar code with either your phone, or a scanner at a terminal, and it simply replaces the function of the keyboard when populating a field.

                                      Hopefully that helps clarify, but please let us know if you have further questions.

                                      Thank you,

                                      Kim

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                                        Kimberly commented  · 

                                        Hello John,

                                        Thank you for the feedback. We will relay this feature request to our Product Team for review and keep you informed with any updates regrading the matter!

                                        Regards,

                                        Kim

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

                                          Hello,

                                          When creating new views, you should always have the ability to create a chart. If this is not the case, then it is best to submit a support ticket from your account outlining the step by step instructions on how to replicate the issue.

                                          However, if you are in an existing grid view, then click to edit the view, you will not have the ability to toggle to a chart format. The ability to create charts will be present when adding a new view.

                                          Please let us know if you have further questions!

                                          Regards,

                                          Kim

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

                                            Hello John,

                                            You could accomplish this using a modified datedif() formula. You can determine the first of every year with the following formula:

                                            year({Date})&"/"&"01"&"/"&"01"

                                            This will extract the year of your date field, then concatenate the first month and first day of the year so the output would look as follows: YYYY/MM/DD.

                                            You would then insert this as the Start Date in a datedif() function. Because this function returns a number between two dates, you would need to add one to the final result. The end result might look similar to:

                                            datedif({Date}, year({Date})&"/"&"01"&"/"&"01", "d")+1

                                            Hopefully this helps! Please let us know if you run into further issues.

                                            Thank you,

                                            Kim

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