Alex

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

    Hi Mike,

    You can see all of our recently released feature in our product release notes in the Knowledge Base, the article is here: http://help.trackvia.com/knowledgebase/topics/55947-product-release-notes

    We will also label each posting here in the forum with one of several, color coded statues: Under Review, Planned, Started, and Completed. After each release, we will email those who have requested that feature and will update the community posts as well.

    Unfortunately there is not a place to go to see the queue of features that we are working as their release dates are not necessarily set in stone. If there is a specific feature you are looking for, you can review the other requests on the forum for one of our labels, check the product release notes, or reach out to us directly at support@trackvia.com or in our support center at trackvia.desk.com.

    Regards,

    Alex

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    Alex commented  · 

    Hi there,

    We are sorry to hear you are having performance issue within your application. We're not sure what you mean when you say "loading" data. Is this in reference to a data import or opening a view?

    We can take a closer look at this particular slowness to identify what issues may be occurring. Please send the details to us at support@trackvia.com or in the support center at trackvia.desk.com.

    Regards,

    Alex

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

    Hi there,

    Thank you for your interest in the TrackVia API. We've forwarded your contact information to a sales executive who will reach out to you as soon as possible.

    Regards,

    Alex

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

    Hi Lydia,

    Views can be exported under the toggle view options on the right side of the view. Exports will be generated as a CSV file.

    It's not clear as to the method in which this information can be migrated to WordPress as it is a content management software.

    Information on exporting can be found here in our Knowledge Base: http://help.trackvia.com/knowledgebase/articles/286160-how-to-interact-with-views

    Regards,

    Alex

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

    Hi Malik,

    The created date is the system timestamp for when the record is created. This will be translated to whatever timezone your user profile is set to.

    We're not sure on what you mean on how to get this field as it is an option to include in your views, forms, and formulas. It is one of the last listed fields when creating a view. It can also be referenced in a calculated field by typing in the field name manually {Created}.

    This latter step is required in order to use the Created date on a form as the system fields are not available to be placed on a form at this time. We recommend copying the created date into a calculated date field.

    Regards,

    Alex

  6. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Greg,

    Views can be created from any table using the toggle view options on the right side of the view. They are not grouped by default as groupings are applied under the format tab of the view designer.

    Not selecting a grouping with save the view as a grid.

    Information on creating views can be found here: http://help.trackvia.com/knowledgebase/topics/40972-views-charts

    Regards,

    Alex

  7. 3 votes
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    Alex commented  · 

    Hi Long,

    Thank you for the feedback! We've logged this request with our operations team for implementation.

    In the meantime, it is possible to use a calculated number or calculated text field to group the records into quarters based on a date field (text could show "Q1" where a number would only show "1"). The formula would be a 4-part nested if() for each quarter:

    if(and(Date>=2016-01-01, Date=<2016-03-031),"Q1",
    if(and(Date>=2016-04-01, Date=<2016-06-01),"Q2",...

    Regards,

    Alex

  8. 6 votes
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    under review  ·  2 comments  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Lindsay,

    This enhancement is on our radar for the future, but does not have a timeline for production at this time. We've logged the request and will update this post with any changes!

    While there is not a way to share the dashboard as a whole, it is possible to share each of these views individually on a schedule or as needed. This can be done by opening the view, selecting the toggle view options to the top right (three horizontal bars), then clicking Share. You can then enter in the emails of the recipients you wish to share the view with. Settings to send on a schedule can be seen at the bottom after checking the box to send on a schedule.

    Information on sharing and reporting schedules can be found in our Knowledge Base:
    http://help.trackvia.com/knowledgebase/articles/591804-how-to-share-data
    http://help.trackvia.com/knowledgebase/articles/723090-how-to-setup-a-scheduled-report

    Regards,

    Alex

  9. 4 votes
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    planned  ·  1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Christie,

    This is a great enhancement that is on our radar. The App Overview page's original purpose was to be your one-stop spot in the app that would allow you to see every table, view, form, etc that made up your app.

    With the large increase in app size, this page has become cluttered and unsustainable. Our product team is looking to streamline this page so that these elements are easier to locate, edit, and view. We'll be sure to update you and this post with any developments!

    Regards,

    Alex

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

    Hello,

    The addition of foreign currencies to format both currency and calculated currencies is on our roadmap for future implementation, however we do not have a timeline as to when this will be available. We'll update this post with any updates!

    Having said that, the integration to other sites to automatically update exchange rates is potentially possible using the TrackVia API and any exchange rate software that also has an API. This would be a rather complex level of integration that we are not familiar with.

    Regards,

    Alex

  11. 5 votes
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Ben,

    Sorry to hear you are experiencing issues when bulk editing records. Please submit a ticket with the details of the issue so that we can investigate your issue in greater detail.

    Over the last several months we have released several fixes for batch editing and deleting records. While there are some remaining issues to be addressed, our team is always working to find and resolve these types of issues.

    Regards,

    Alex

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    1 comment  ·  How-to questions » filters  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Long,

    This is a difficult concept because a parent has many children that have many different values which can be filtered many different ways for the one parent record.

    In this case, the best way to accomplish this is to determine what children you wish to mark and separate from the others for the parent to look at. For example, an if statement in the child table can be used to pull those records out: if(status= complete, 1,0) so that only my completed children are identified. Then the parent can sum this if statement to get a number of completed children. You can then filter the parent based on this new sum being greater than 0. You can now see your parent records where they have completed children.

    Please let us know if you have any questions!

    Regards,

    Alex

  13. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Derrick,

    It is not possible to pull child fields into one parent view. Due to the nature of relational databases, a single parent record often times has many children and many values for that one chid field that would be in the view.

    In this case, you would need to create three separate views, one for each child, that includes the relevant parent fields. Depending on the use case, you could use a child lookup function that could aggregate the desired child information into a calculated parent field. For example, a concatenation will pull up the list of values from a desired child field.

    Information on creating views can be found here: http://help.trackvia.com/knowledgebase/topics/40972-views-charts

    Functions can be found here: http://help.trackvia.com/knowledgebase/topics/40975-formulas

    Regards,

    Alex

  14. 4 votes
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    Alex commented  · 

    Hi Michael,

    This is definitely possible using the form required fields which requires the user to complete certain fields depending on the form they are using. This would need a different form for each role, but this is standard for different workflows.

    The form can be copied using the Save As button to save time in the even a form needs to be utilized across several roles.

    Details on form required fields can be found in our Knowledge Base article here: http://help.trackvia.com/knowledgebase/articles/764154-how-to-make-specific-fields-required-on-a-form

    Regards,

    Alex

  15. 4 votes
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    Alex commented  · 

    Hi Michael,

    This is a great enhancement that I'll send to our product team. Currently, child sections on forms are not shown until after the parent is saved as the parent needs to exist before the children can be linked to it.

    The radio button is an interesting feature to create children quickly as well. It is on our radar to be able to auto create numerous children records for every parent record that is created. This will help facilitate work flows where every parent has the same children records associated with it repeatedly.

    Regards,

    Alex

  16. 6 votes
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    under review  ·  1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello,

    This is a great security enhancement that is under review for future implementation! This security feature would be an account level setting that inactive sessions will be logged off automatically after a predetermined length of time.

    We've added your request to the project and will update this post with any developments!
    Regards,

    Alex

  17. 1 vote
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    2 comments  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Hitendra,

    While we are not familiar with how Tableau would run these calculations as it is a separate program from TrackVia, it would be possible to connect TrackVia to Tableau using the API.

    Reports like the one attached can also be generated within TrackVia as well, depending on how your application is structured. We recommend using a Summary chart type to mirror the format of the report in the screenshot. More information on charts can be found in our Knowledge Base article: http://help.trackvia.com/knowledgebase/topics/40972-views-charts

    Regards,

    Alex

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

    Hi Long.

    This is an enhancement that is on our radar for future development. Many workflows require automated record creation based on a particular record being created, i.e. auto creating children records for each new parent record.

    Currently we do not have this functionality within TrackVia, but we have seen this process automated using a TrackVia to TrackVia connection using Zapier and the TrackVia API. More on Zapier can be found here: http://help.trackvia.com/knowledgebase/articles/430313-connecting-trackvia-to-trackvia and info on the TrackVia API can be found here: https://developer.trackvia.com/

    Regards,

    Alex

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

    Hi Lauren,

    Columns can be summed using a Summary View type on any numeric field type (number, currency, calculated number, calculated currency). Depending on the app structure, you could also sum these values to the respective parent record using the sum() function in a calculated number field in the parent table.

    More information on creating a summary view can be found in the Knowledge Base: http://help.trackvia.com/knowledgebase/articles/245708-how-to-create-views

    More information on number functions can be found here as well: http://help.trackvia.com/knowledgebase/articles/356732-number-functions
    Hope this helps!

    Regards,

    Alex

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    1 comment  ·  TrackVia API & App Scripts  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Alex,

    Thank you for contacting TrackVia support. All of our API documentation can be found at http://developer.trackvia.com/ including the URL endpoint. This endpoint can be found in any one of the SDK files that can be downloaded from the site as well.

    Hope this helps!

    Alex

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