Caroline Stuhr

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  1. 3 votes
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    Caroline Stuhr commented  · 

    Hi Mike!

    Good call - Currently, we do not have that functionality to customize Gantt charts to that ability; However, I am happy to log your idea with our Product Team to potentially be added to the system in future updates.

    We will be sure to reach out if/when they are implemented.

    Caroline

  2. 6 votes
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    Caroline Stuhr commented  · 

    Hi Mike,

    Thanks so much for the feedback.I have logged your idea as a Feature Request with our Product Team to potentially be added to the system in future updates.

    We will be sure to reach out if/when they are implemented.

    - Caroline

  3. 3 votes
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi Mike,

    Thanks so much for the feedback.

    I have logged your idea as a Feature Request with our Product Team to potentially be added to the system in future updates.

    We will be sure to reach out if/when they are implemented.

    - Caroline

  4. 1 vote
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    Caroline Stuhr commented  · 

    Hi Stephen,

    Thanks so much for the feedback.

    I have logged your idea as a Feature Request with our Product Team to potentially be added to the system in future updates.

    We will be sure to reach out if/when they are implemented.

    -Caroline

  5. 3 votes
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    Caroline Stuhr commented  · 

    Hi Stephen,

    Thank you for the suggestion! Currently, there are a couple Feature Requests on our Product team's radar that involve creating a Sandbox that encompasses only one app. Additionally, I will make a note of your request so we can hopefully see this sometime in the future.

    Best,

    Caroline

  6. 1 vote
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    5 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Bhawana,

    Thank you for the additional context. Unfortunately, this cannot be done with scripts as there is no trigger event. We recommend using a Calculated Field for this instead if you want the system to automate the change. The logic would look something like: If the Inception Date is today, set Status to Active.

    Apologizes for the inconvenience here! Please let us know if we can help with anything else.

    Caroline

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    Caroline Stuhr commented  · 

    Hi Bhawana,

    Thanks for reaching out and I hope all is well.

    App scripts cannot fire based on the passage of time, so a trigger would need to occur (an update to that record) in order for the app script to fire. However, if you are actively updating the Inception date to today then we can look at the Inception date and evaluate the trigger (i.e. If I plug in today's date into the Inception date field, then automatically change the Status to 'Active').

    However if you are not currently updating the Inception date, what is your current process for updating that record?

    Caroline

  7. 34 votes
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    3 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi Thomas!

    Thanks for reaching out and providing a suggestion.

    I've just put in a Feature Request to our Product team so this is now on their radar.

    Please let us know if we can help with anything else!

    Caroline

  8. 0 votes
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    3 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Matt,

    Thanks for the additional clarification. I will add this as a Feature Request, and put this is on our Product Teams' radar.

    Caroline

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    Caroline Stuhr commented  · 

    Hi there!

    Thanks for reaching out and hope all is well with you.

    Currently, there is no way to hide Dashboard tabs; However, you are able to disable them in Navigation Options within the Advanced Customization tab. See this link for more details: https://help.trackvia.com/knowledgebase/articles/1952482-dashboard-tabs

    I hope this helps!

    Caroline

  9. 5 votes
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi Stephen,

    Thanks for following up on this and I apologize for the delay in response here.

    It appears this ask was logged as a 'Feature Request' on our end back in June of this year. It has not been implemented yet, however it is on our Product teams' radar. We will keep you posted if/when this will be released in an update.

    Best,

    Caroline

  10. 1 vote
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    2 comments  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi there!

    Thanks for reaching out and I hope you had a nice weekend!

    You are able to do this with an app script, however it sounds like you'd be better off changing the status field to a 'Calculated Text' field with a formula instead (ie if xxx dates are equal, then set to "Active"). Feel free to send an email to Support with additional details (table names, field names, etc.) if you need any further assistance with this.

    Best,

    Caroline

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

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    Caroline Stuhr commented  · 

    Hi there!

    To do this, you can create a new table with tasks/comments/etc fields, and put a view of that table on everyone’s home dashboard or even every dashboard. You can also apply a filter to that view so once a task is checked off, it is removed from the view.

    Best,

    Caroline

  12. 1 vote
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    1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi there,

    Thanks for reaching out! At this time, extending the max height of the '+View Section' is not a functionality of TrackVia. However, I will log this as a feature request.

    As an alternate solution, I would go to the child table, filter for the parent record, and print/export that view instead of using the print from the form. You can also use 10 records per page and paginate rather than 25, or use doc merge instead of the native print feature (this option requires some integration work).

    Caroline

  13. 1 vote
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    2 comments  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi there,

    Thanks for reaching out and I hope all is well with you.

    We are starting the process of scoping out an Admin center and hope to see this functionality as part of it.

    For now feel free to reach out to our Support team if you need this report and we'll be happy to help!

    Caroline

  14. 62 votes
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    Caroline Stuhr commented  · 

    Hi there!

    Thanks for reaching back out and checking in.

    I've just reached out to our Ops team for an update regarding this feature request. I will keep you posted!

    Best,

    Caroline

  15. 1 vote
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →

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    Caroline Stuhr commented  · 

    Hi there!

    Thanks for reaching out and I hope all is well with you.

    We will log your request for a future enhancement as at this time adding the amount of records to the collapsed title is not possible. However, I do recommend a Show/Hide rule as a workaround. You can do this by using a calculated number field and counting the number of child records there are. Then at the form level if the count is greater than 0, show the section, or hide it.

    Let us know if any other questions come up and we'll be happy to help!

    Best,

    Caroline

  16. 2 votes
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    Caroline Stuhr commented  · 

    Hi there! Thanks for reaching out and hope you had a nice weekend!

    In the past we did have .xlsx as an option for exporting; However, we decided to make the change to only allow for .csv because it allows you to export more records at the same time. .csv files are more performant for the server to compile. We made the change to increase performance.

    Please let us know if any other questions come up!

    Thanks,

    Caroline

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