Jake Marwil

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  1. 1 vote
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    5 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi Dennis,

    A best practice for importing dates into TrackVia is to make sure they are in the
    (yyyy-mm-dd) format. An easy solution is to create an additional field in your Excel file and have it contain a formula (=TEXT(A1,"YYYY" & "-" & "MM" & "-" &"DD")) that reformats the source date field into the yyyy-mm-dd format as needed (Where A1 is your date column). Then make sure to copy/paste special this formula as values. When importing, ignore the original source data field and import the new correctly formatted field instead. Please let us know if you have any further questions.

    Regards,

    Jake

  2. 1 vote
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    1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi RKL,

    Once you have created a form, you can use that form to both add new records and edit existing records. Anytime you open up a table to view records you've added, if you click the Record ID of a record to open it up, you will see on top it says "Form: Default Form". You can click on this to see a drop down menu of available forms. Selecting your form will show the data in your desired format, whereupon you can edit any of the fields by clicking into them.

    If you would like to see the form you created every time you open up a record rather than the Default Form, you can accomplish this through roles. You can refer to the "Views & Record Editing" section of the article in the link below about how to assign a form to specific users.

    http://help.trackvia.com/knowledgebase/articles/245683-how-to-create-a-role-to-assign-permissions

    Please let us know if you have any further questions.

    Regards,

    Jake

  3. 2 votes
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    4 comments  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi Chris,

    We're glad to hear you were able to figure out how to import into an existing table. For your reference, all you have to do is navigate to your app overview page by clicking the admin button and selecting your app. Then finding the table you would like to import into in the list of tables and clicking the 'Import' button in the bottom right of the box. Please let us know if you have any further questions.

    Regards,

    Jake

  4. 1 vote
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    1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hello,

    To limit access to a specific field on a form, you will need to create a new form that omits the fields you do not want the user to see. You will then need to create a new role and assign the user and the newly created form to the role.

    We understand this method is not the most efficient, and we are looking for better ways to accomplish this. Please look for improvements to come and let us know if you have any further questions.

    Regards,

    Jake

  5. 4 votes
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    1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi Rachel,

    If the fields were marked as text prior to the import, then the numbers imported into TrackVia are already being stored as text. Unfortunately for conversion, we do not yet have the capability to convert fields from one type to another. If you would like to convert the text into a number, then you will need to delete the text field and add in a number field, then re-import. We do plan on adding the conversion feature in a future release, though. Please let us know if you have any further questions.

    Regards,

    Jake

  6. 51 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi Michael,

    Thanks for the suggestion! We appreciate the feedback and think this is a great idea. As of right now, we only integrate with Dropbox and Box on our iPad app. We recommend downloading Google Drive to your computer and uploading any Google Drive documents to a document field in TrackVia. Keep the suggestions coming!

    Regards,

    Jake

  7. 1 vote
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    3 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi Michael,

    Your suggestion can be accomplished through linking the two tables together and setting the Record ID in the parent table to be the field you would like to use for your drop down options. Then, when adding a record from your child table, you will be able to enter in a value to the lookup field and it will populate a list of search results from the field in your other table. This essentially functions as a drop down, but uses a search feature. Please let us know if you have any further questions.

    Best,

    Jake

  8. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hello,

    There are a couple ways to create a table. One method is to create one from the App Builder page, the other from the Table Builder page.

    To create a table from the App Builder page, click the Admin button on the top right of your screen. On the drop down, find the name of your app, then click the 'EDIT' button to the right of the app name. You'll be directed to the App Builder page. In the left hand column with the list of your tables, you can click the green "+ Add Table" button, whereupon a box will pop up with an empty field for you to fill out your table name. You can then click add and will be directed to the Table Builder page. This may be the route you described where you can immediately name your table.

    To create a table from the Table Builder page, click the Admin button on the top right of your screen. On the drop down, find the name of your app and click on it. This brings you to your app overview page. In the top right of the first section on this page (the Tables section), you can click the green "+ Add A New Table" button. This will take you to the Table Builder page, where you can add fields to your table. In the top left of the screen, it says the name of your table. In the case of a new table, it is called "New Table" by default. If you click on this, you will be able to edit the table name. Then just click the Save button in the top right to save the new table name.

    We have included a helpful link to our knowledge base article which describes the process of adding tables. Please let us know if you have any further questions.

    How to Create a Table: http://help.trackvia.com/knowledgebase/articles/245707

    Regards,

    Jake

  9. 2 votes
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    8 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi!

    Changing a default form is done through Roles. Once you have created a form and role, you can assign that form to a role by navigating to your app overview page, then clicking the "Edit" button for the specific role. There will be a section called "Forms for creating records". Just click the "Add/Remove" button and select the checkbox for the form you would like to assign to that role. Once selected, click "Done" and the click the "Save" button.

    Regards,

    Jake

  10. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Jake Marwil commented  · 

    Hi!

    When logged into your TrackVia Express account, you can click the stack icon (three stacked circles) in the top right corner of the screen, which drops down a menu with a button for "All Apps". Clicking on this will take you to a page with a list of all your existing apps. Find the app you want to work in and click the "Edit" button in the bottom right of the app box. This brings you to the app edit page where you can see the name of your app in the top left corner of the screen. If you click on the app name, it will allow you to edit it. Then just click save.

    Regards,

    Jake

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