Alex

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  1. 1 vote
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    2 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Markwood,

    Unfortunately this process is not possible due to the order of operations within the system. In this case, when the record is marked for deletion by the system, the first thing it does is remove the relationship link to the children. This means that the script does not find any child records in your List.

    There are two possible alternatives for this instead:

    1) Add a checkbox field to the parent that the user must check before deleting the parent. Checking this box can fire the app script to delete the child records first. This is a multistep process for the user, but will help ensure children are deleted before the parent (or assigned to a different parent depending on the use case. This would run BEFORE UDPATE.

    2) Still using a BEFORE DELETE trigger, you could use a triggered field that counts the number of children linked to the record. The script can then reference this count and if the count is greater than zero, throw the RuntimeException error to prevent the user from deleting the parent. Our example script is below:

    Integer childcCount = currentValues["Child Count"] as Integer
    if((childcCount) && (childcCount > 0)) {
    throw new RuntimeException ("Blocked!")
    }

    The caveat to this is there is no orange error displayed on the screen. The deletion is simply not carried out and the user remains on the form. This is a known issue with this type of script that we are looking to resolve.

    Regards,

    Alex

  2. 6 votes
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi J,

    It is not possible to unlock calculated fields for manual manipulation. If you need a custom date field, add a new date field to your table that can then act as an override to the calculation.

    For example, you can use the coalesce function to reference your override before running the logic that is currently being output by your calculation:

    coalesce({Override Date Field}, [current calculation here])
    Additional information in this function can be found in the Knowledge Base here: https://help.trackvia.com/knowledgebase/articles/243464-how-to-use-calculated-fields-and-formulas

    Regards,

    Alex

  3. 3 votes
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    Alex commented  · 

    Hi Andrew,

    Thanks for the feedback! We've shared it with our product team for the roadmap improvements for the Calendar/Timeline views.

    Timeline rows are based on the parent value of the mapped records which is why we see the No Parent option at the top of the view. This allows you to still see the records in the view that do not have a parent value. Also, keep in mind that Timeline/Calendar views can only display up to 1,000 records.

    Regards,

    Alex

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

    Hi there,

    You will need to contact your admin to change these settings. We recommend sharing with them the name of the view that the notification is coming from so they know where to look to edit the rules.

    Regards,

    Alex

  5. 1 vote
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    5 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Ken,

    Offline is only available for mobile devices. Laptop and desktops still require internet connection in order to access and use TrackVia.

    Mobile offline can be found here: http://help.trackvia.com/knowledgebase/topics/40969-mobile
    Due to the differences in the platform, Android and iOS do not currently have the same functionality when offline. Android will allow you to add and edit records when in offline while iOS can only add records. iOS's offline editing is still in the works and should be available in the coming weeks.

    Regards,

    Alex

  6. 4 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Paul,

    Thank you for the feedback! This information is very sensitive and an extra layer of security in TrackVia to protect this information is a great enhancement that is on our radar for future development.

    We'll be sure to update this post with any changes to our roadmap!

    Regards,

    Alex

  7. 3 votes
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    planned  ·  1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Kim,

    Improved error handling for our formulas as well as other aspects of the account are on the roadmap for the future!

    We'll be sure to update this post with any developments in the project.

    Regards,

    Alex

  8. 1 vote
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Kristy,

    You will want to use a dateadd() function to add units of time to a date field. You'll need to use this in a calculated date or date/time field since the output will also be a date.

    The syntax is: dateadd({Date}, n, "unit") where:

    - {Date} is a Date or Date and Time field
    - n is the number of units to add or subtract
    - unit is one of the following (include the quotation marks in your formula)

    This function can be found in our Knowledge Base here:
    http://help.trackvia.com/knowledgebase/articles/277734-date-functions

    Regards,

    Alex

  9. 1 vote
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    3 comments  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hello,

    The account requires your username and password on the login page at go.trackvia.com. If you do not know your password, please use the Forgot Password link on the main login page. You will need to type in your email in order for the system to send this email to you.

    If you do not know your email that is associated with your account, you will want to contact your account authority as well to provide this information or manually send a password reset to you. We can send this for you as well, please send us an email at support@trackvia.com.

    Regards,

    Alex

  10. 3 votes
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    2 comments  ·  How-to questions » mobile  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Matt,

    Thank you for the feedback. Quick filtering on a mobile device is an enhancement that is on our radar for future development. This is a common request when a searching a view with large amounts of records. In most cases, we recommend searching the view on for the desired record when using the mobile application.

    We'll update this post when there's any developments on the project and our Product Release Notes will be updated regularly with the latest enhancement and system fixes.

    Regards,

    Alex

  11. 1 vote
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Lee,

    We're not certain what you mean here? Location fields can be used in a formula using the distance() function which would return the miles between those two points for a single record.

    distance({location1},{location2},”mi”)

    Send us your use case at support@trackvia.com and we can investigate further.

    Regards,

    Alex

  12. 1 vote
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    2 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi John,

    You can pad the numbers using the script below:

    String numberAsString = String.format ("%05d", number)

    Having said that, numbers can only be padded with a leading zero if they are being stamped into a single line field and are treated as text. This also applies to the sort since text is sorted alphanumerically. This causes 1 and 10 to come before 2. If it is just stamping the children with the number, placing them into a number field will honor the intended sort of 1 to 20 without 10 coming before 2.

    Hope this helps!

    Alex

  13. 3 votes
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    4 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi John,

    Application User and User Group fields are links to other tables in the system so they do behave differently than your standard single line field. This may be why the fields are not working as desired when trying to use them to link to a parent record.

    The script code to reference those fields is below:

    GROUPS:
    Map group = loadRecord("XVIA_USER_GROUP", "group_name", "group name goes here") as Map

    USERS:
    Map user = loadRecord("XVIA_USER", "email", "user's email address goes here") as Map

    Additionally, the script template below can be used to auto link to parent when the parent record ID is comprised of more than one field:

    Map parent = loadRecord('parent table name', [parent field to match: currentValues['child field to match'], parent match 2: currentValues['child match 2']])
    if (parent) {
    currentValues['Link to parent'] = parent
    }

    Hope this helps!

    Alex

  14. 7 votes
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    4 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Michael,

    Summary views are collapsed by default and can be expanded by clicking into the Group By column or the small green box icon in the Group By Column.

    At this time, it is not possible to keep the view expanded by default. This is something that is on our roadmap for future development! We'll be sure to update this post with any product developments.

    Regards,

    Alex

  15. 0 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Stephanie,

    Fields can be added to your table to capture this information or a calculated field can be used to concatenate these values together if needed.

    We recommend contacting your app admin with this feedback on enhancing your custom application.

    Regards,

    Alex

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

    Hi Stephanie,

    This can be done by adding a child table to your customer table. Each new note would be a record in that table and will show a history of notes for each client.

    We recommend contacting your app admin with this feedback on enhancing your custom application.

    Regards,

    Alex

  17. 1 vote
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi there,

    Depending on your user permissions, you may not be able to delete records from the table. Typically the option to delete the record is found in the menu on the top right side of the form (three horizontal bars). If "Delete" is not listed, you will need to contact your account admin for assistance.

    Regards,

    Alex

  18. 1 vote
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Amanda,

    While there is not a specific tool that will identify duplicate records, you can create a summary view that will highlight any duplicates you have.

    The summary view would Group and Count the Record ID of the table. You can then sort the Count column descending to show any counts over 1 at the top of the view. Any count over 2 shows the duplicates.

    Regards,

    Alex

  19. 1 vote
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    1 comment  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Alexandru,

    This is hard to assess without knowing your code and the use case that you are trying to apply this script to. App scripts are also outside the scope of normal support due to their complexity and customizability. In this simple case, the getChildren script gets all of the children for the given parent record that you are working on, therefore you do not need to specify which parent in the script itself.

    Having said that, better documentation of our app scripts is being worked on and will be posted when completed.

    Regards,

    Alex

  20. 1 vote
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    1 comment  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
    Alex commented  · 

    Hi Alexandru,

    Depending on the use case, you can find records in a given interval using a filter or even a calculation. App scripting may not be the best use case as they only run when records are edited and not based on the passage of time as where a filter or calculated field will.

    For example, the filter would look at the date as After or Equal to AND Before or Equal to...the date field. A Calculation would look something like this:

    if( and( {Date} > "YYYY-DD-MM" , {Date} < "YYYY-DD-MM",1,0) You can then filter the records where "1" is present to see the records within the given time frame. You can hard code in a date, "YYYY-DD-MM", or insert a different date field from your table.

    Hope this helps.

    Regards,

    Alex

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