Alex

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

    Hi Mauricio,

    While we do not have any current plans to include a sub form within another form, it is possible to restructure the app so that the products are the linked to the order via a new join table. This join table could be called "Line Items" and would become the child table to the Orders and the Products table. This would allow you to create one order with multiple line items that can link to several products.

    The new child view of line items could then be placed on the order form so that child records can be quickly added. More information can be found in our Knowledge Base article: http://help.trackvia.com/knowledgebase/articles/378740-how-to-create-a-form-to-include-child-records

    Hope this helps! For more specific information on this new structure, you can log a ticket with our support team through the Help link in the account!

    Regards,

    Alex

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

    Hi Ken,

    This is also possible. In this case, you would a want to set the first two conditions for the notification:

    Send a Notification when a Record..
    1 is added to this View
    2 is removed from this View

    The first condition will notify the new coach that they have a new teacher assigned to them while the second condition would send a notification to the old coach that one of their teachers has been reassigned. Essentially the record is removed from the old coach's view (2) while being added to the new coach's view (1) simultaneously.

    Regards,

    Alex

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    Alex commented  · 

    Hi Ken,

    The notifications send based on the changes to the record regardless of where the change is made. If you change the record from the default view, for example, and it affects the record as it relates to the view's filters and notification settings then the email will be sent.

    This is because different users utilize different views in the same workflow throughout the application when accessing the same records.

    Hope this helps!

    Alex

  3. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Ken,

    This is possible! When clicking to edit the view, you will see a section in the Format tab called Reorder Your Fields. In this section you can click into the field names and relabel them for that particular view. However there is not a way to relabel or change the text "Sum of" label for that field.

    Hope this helps!

    Alex

  4. 1 vote
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Christie,

    This is a great enhancement that we'll pass along to our product team. We are always looking for ways to improve our reporting functionality.

    In the meantime, it is possible to share these reports via email directly within TrackVia which converts the chart to an image. This image could then be copied from your inbox and pasted onto a Word doc or Powerpoint slide without having to recreate the chart in excel.

    Hope this helps!

    Regards,

    Alex

  5. 4 votes
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Ken,

    Our engineers don't see any reason why this would not be possible; we're not familiar with the specifics of Tableau's Connector however.

    The TrackVia API would be able to pull the data out of the application which can then be reformatted as necessary for the Web Data Connector to send the information to Tableau.

    Regards,

    Alex

  6. 53 votes
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    under review  ·  7 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello,

    This is a great enhancement! The ability to quickly recover records that have been deleted by a user could have significant impacts on workflow.

    We've logged this request with our product team for assessment and will update this post with any developments.

    Regards,

    Alex

  7. 1 vote
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    Alex commented  · 

    Hello,

    Files can be easily dragged and dropped onto any form that has either the document or image field type. When dragged, the file needs to be directly above the link on the form that says "Click here or drag file to upload." A small box will display to verify that the file is ready to be dropped, if the file is outside of this box or the box is not displayed, the file will not upload.

    When dragging and dropping files, we recommend using Chrome, Firefox, or Safari for the best results.

    Regards,

    Alex

  8. 6 votes
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    1 comment  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Bhumika,

    This is a great enhancement that is on our radar. A public dashboard would be an easy way to share multiple views with non TrackVia users and would save time from having to print anything. Another feature that would could help would be a scheduled report. This would allow you select the views you want to share and be able to automatically send these views to a list of recipients (users and non users). In both instances, we've shared your feedback with our product team.

    In the mean time, it may be easier to take advantage of our Sharing feature. This would allow you to quickly and easily email the views from TrackVia to any desired recipient. More information on sharing can be found in our Knowledge Base article: http://help.trackvia.com/knowledgebase/articles/591804-how-to-share-data

    Regards,

    Alex

  9. 1 vote
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Justin,

    While there is not a definite limit to the number of if() statements that can be nested, there is a limit to the size of the query that is generated by the formula. Briefly scanning over the attached formula, there is one function that is not supported by TrackVia: IFERROR. This function would need to be removed or modified in order for the table to save. A complete list of our supported functions can be found in our Knowledge Base: http://bit.ly/1KWM8wn

    Additionally, the formula as a whole looks to be too large and would hit the query limit. We recommend submitting a ticket through your account to support so that we may better understand what the purpose of the formula would be. This would also allow us to better understand the use case and provide specific recommendations for a scalable solution.

    Regards,

    Alex

  10. 6 votes
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi James,

    Currently, there is not a way to download all of the documents from a single table, this would have to be done manually.

    Please submit a ticket through your account to further discuss options in retrieving these documents.

    Regards,

    Alex

  11. 1 vote
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    Alex commented  · 

    Hi Katie,

    Thanks for the feedback! We've shared this enhancement with our product team for future consideration. The ability to briefly describe the list of options to any user would be valuable in disseminating information through the app.

    However depending on the use case, it may be more scalable to put these drop down values in their own parent table. This would allow for more room for large descriptions and make it easier to locate a particular option rather than scrolling through a drop down large list.

    Hope this helps! Let us know the use case in greater detail by contacting support at 800-673-3302 or submitting a ticket through your account!

    Regards,

    Alex

  12. 4 votes
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    Alex commented  · 

    Hi Jon,

    Thanks for the feedback! Currently, swim lane views are only available with a table that has a drop down value as each lane is designated for each drop down value.

    Adding date to swim lanes is a great enhancement that we'll be sure to pass along to our product team. Another view option that is on our radar is a calendar view that may serve a similar function. You would be able to "map" the records to a calendar based on a date field. The ability to then drag and drop that record from day to day would make for quick record updates.

    We'll keep this post updated with any developments!

    Regards,

    Alex

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

    Hello,

    This is a great enhancement that we have passed along to our product team for future implementation. Unfortunately there is not a way to assign a dashboard to all roles at once; this would have to be completed manually.

    We understand the importance of streamlining any workflow for efficiency. In this case, would it more beneficial to mark a dashboard as "default" so that it is automatically assigned to all roles or a check box option when saving the new dashboard to assign it to particular roles? Let us know!

    Regards,

    Alex

  14. 8 votes
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    2 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Antonio,

    The ability to quickly convert a chart back to a grid and vice versa is a great enhancement that is on our radar for the future. This flexibility would allow you to get a visual representation of the data and a broad overview of the records in the chart.

    With regards to the ability to create multiple charts from different data arrays while keeping them linked to the same view, we're not exactly sure by what you mean. Different data arrays typically means a different set of records which would be another view. Would you mind sharing some additional information about your use case so that we may better understand this request?

    Regards,

    Alex

  15. 3 votes
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    2 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Jason,

    This is a great enhancement that is on our radar for the future! The increased ability to manage and edit your users is a critical aspect of any business workflow. As always, we shared your feedback with our product team and will keep this post updated with any developments.

    Currently, all new users are defaulted to not be a Super Admin in the account and would require a Super Admin's permission to become one or to be placed in a role in a particular app.

    Regards,

    Alex

  16. 31 votes
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    5 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Karthik,

    This is a great enhancement that is definitely on our radar! We'll update this post with any new developments.

    This functionality would greatly help in reducing redundancy in our "P1" table by not having to calculate everything from "P2" in order to get the information on our "T1" views and forms.

    Regards,

    Alex

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

    Hi Randi,

    This is a great question! At this time, there is not a way to make the single line field dependent on the drop down selection of "Other". The ability to hide and show fields based on previous field conditions is definitely on our radar for future development.

    In the meantime, the best way to implement this would be to place the drop down and the single line field next to each other on a custom form. The name of the single line field could be used to prompt the user to enter the "other" options and a text widget could also be included on the form to provide instructions when "Other" is selected. Text widgets are a great way to add free text to your forms without having to add new fields to your table!

    Hope this help!

    Alex

  18. 3 votes
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    2 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Luca,

    While it is not possible to make a calculated field unique, it is possible to make the fields that go into the calculation unique. In this case, the outcome would be the same.

    Uniqueness can be selected in the table setup, selecting the desired field from the Included fields section, then checking the Unique box in the field settings. With the calculation standardizing the formatting regardless if the user's inputs, we can create a summary view that groups by the calculated phone number and counts the calculated phone number. This summary view would essentially detect any duplicate values. Ideally, this view would display a 1 for each record.

    Additionally, the custom form that is being used to enter this information can be modified to indicate the desired format for these numbers to streamline your data entry workflow. Each field's settings will allow you to change the title of the field but the place holder that appears within the field (where the user clicks to begin inputting the data). More information on this formatting can be found in our Knowledge Base article - http://bit.ly/1EqHIeK.

    Regards,

    Alex

  19. 66 votes
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    Alex commented  · 

    Hi John,

    Thanks for the feedback! This is something that is definitely on our radar. We are currently working to make cell widths and heights more dynamic based on the formatting of the values within them. These improvements would help reduce the extra space on forms, views, and even dashboards.

    As always, we've shared this feedback with our product team and will keep you in the loop as the enhancement develops!

    Regards,

    Alex

  20. 12 votes
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    Alex commented  · 

    Hi Karthik,

    Thank you for the feedback! Notifications are typically sent as a quick reference for when one or two records are being changed at a time. Would you be able to provide more details for the use case to receive an excel file when being notified of the changes?

    Regards,

    Alex

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