Leeana Ramos

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  1. 3 votes
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    Leeana Ramos commented  · 

    Hello Tom,

    Thank you for sharing!

    At this time conditions can be implemented through Filters that are applied to Views, and then Notifications can be set for those Views. This is the workaround we have in place.

    I have submitted a feature request, for this exact functionality, so our engineers can review as future releases are discussed!

    Thank you,
    Leeana

  2. 1 vote
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →

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    Leeana Ramos commented  · 

    Hello Albert,

    I highly recommend bringing this request to your admin, to see if they can make the change immediate for you. Otherwise, I have submitted a feature request to our engineers to maximize the customization settings for workflow users and the views they interact with.

    Feature requests will be on the radar for future releases and enhancements of the platform.

    Thank you for bringing this to our attention!

    Thank you,
    Leeana
    TrackVia Support Team

  3. 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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    Leeana Ramos commented  · 

    Hello Heather,

    Thank you for reaching out!

    Are you able to provide more clarification regarding this idea? There is a bit of confusion with understanding what exactly is happening.

    If this often occurs, it may also be worth having our Support team take a deeper look into the issue. Feel free to email support@trackvia.com with an overview of what is happening, they will be able to determine whether it is native functionality or a potential bug.

    Thank you,
    Leeana

  4. 1 vote
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    Leeana Ramos commented  · 

    Hello Rob,

    Thank you for reaching out!

    This is actaully a capability already implemented in the Platform. When you have a Map View created, you are able to change the colors of the pins with conditional formatting.

    You can find the Conditional Formatting option in the Menu of the Map View. See the image attached of how you can set the conditions!

    If you run into any issues or have any question, please contact support@trackvia.com.

    Thank you,
    Leeana

  5. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →

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    Leeana Ramos commented  · 

    Hello Rob,

    Yes, it is possible. Since the MAX() function is a Child Aggregate function, you will want to conduct the computing in the Child Table, and then sort that data in the Parent table.

    For this specific case, you will want to have a formula in the Child table that will calculate which Invoice Date is the newest for the record. This most likely can be determined with an IF() statement. Once the calculation is complete in the Child table to show the Newest Date for the Child Record, then you can have the Calculated field in the Parent table to determine the maximum Invoice Date out of ALL the Children.

    If you would like for our support team to help you dive into this formula more in detail within your specific account, please email support@trackvia.com.

    Thank you,
    Leeana

  6. 3 votes
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    Leeana Ramos commented  · 

    Hello Devin,

    Thank you for sharing this idea!

    I've submitted a Feature Request to our Product team, so this is now on their radar.

    If you have any other questions or ideas, please feel free to reach out.

    Thank you,
    Leeana

  7. 1 vote
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    Leeana Ramos commented  · 

    Hello Michael,

    Thank you for submitting this idea! I found an article that covers Promotable Sandboxes in greater detail, the purpose for them.

    https://help.trackvia.com/knowledgebase/articles/1959892-creating-a-promotable-sandbox

    If you see that you may be running into an issue with your Promotable Sanbox, please do not hesitate to reach out to our support team!

    Thanks,
    Leeana

  8. 4 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →

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    Leeana Ramos commented  · 

    Hi Stephen!

    Thank you for reaching out and bringing the idea to the table!

    I've submitted a Feature Request to our Product team, so this is now on their radar.

    Please let us know if you have any other questions or concerns!

    Thank you,
    Leeana

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    Leeana Ramos shared this idea  · 

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