Cristina

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  1. 3 votes
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    1 comment  ·  How-to questions » mobile  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Taras,

    Thank you for reaching out! A multi-select widget would be an option for you if you have a many-to-many relationship and want to create records on a join table to connect the two parent tables. You do have the ability to use barcode scanners on multi-select widgets. Whether this is an option for you will depend on your workflow and on your end goal. More information about multi-select widgets can be found on the link below.

    https://help.trackvia.com/knowledgebase/articles/933360-how-to-setup-a-multi-select-widget

    If you are looking to scan 5 codes and then have that create 5 records instead of clicking save each individual time, that would unfortunately not be possible and you would need to click save each time. I added two feature requests in your name to get the barcode enhancement released as well as the ability to bulk edit records on a mobile device. You will be notified once there's an update to the status of that request.

    Let us know if you have further questions.

    Regards,

    Cristina

  2. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Amy,

    Thank you for reaching out!

    Although there is no native TrackVia feature to export files in bulk, in the past we have recommended a few different browser extensions to help with downloading images in bulk. They allow you to download all of the images you can see on your page at a time, meaning you can download the images up to 100 records at once (as this is the max number of records you can display on a single page of a view at one time).

    Please find the link below, to a website that contains 6 different options you could evaluate.

    https://techwiser.com/download-managers-for-chrome-and-firefox/

    Additionally, if you have anyone on your team that is familiar with the API, we do provide the ability to extract files from that angle. The link below shows the different calls you can use to extract files.

    https://developer.trackvia.com/livedocs

    I will reach out to our product team to advocate for the release of this functionality, but I hope these options are helpful in the meantime. You will be notified if and when this enhancement is released!

    Let us know if you have further questions.

    Thank you,

    Cristina

  3. 3 votes
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    Cristina commented  · 

    Hi Lucas,

    Thank you for your suggestion! I have passed this information along to our Product Team and Engineering Team. We'll be sure to keep you updated on the status of this request.

    Let us know if we can be of further assistance in the meantime.

    Regards,

    Cristina

  4. 1 vote
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    1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi,

    Thank you for reaching out! TrackVia is very customizable and this could be built in various different ways, depending on how complex you want to build this Inventory Application. This would need to be a larger conversation since building an application would be difficult to explain in a written manner.

    Feel free to call our Support Team to have a general conversation about what this build would entail or to ask any specific questions you might have about the TrackVia platform. Alternatively, I'd be happy to put you in contact with your Account Executive to scope out a project and have this built out for you by our Implementation Engineers.

    Regards,

    Cristina

  5. 1 vote
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Desmond,

    Thank you for reaching out! TrackVia is very customizable and depending on the desired workflow, you could accomplish something similar to what you are looking for. I would recommend contacting a TrackVia Admin at your organization and giving them your feedback, for them to consider building this type of program!

    Let us know if we can be of further assistance.

    Regards,

    Cristina

  6. 18 votes
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    Cristina commented  · 

    Hi Mike,

    I updated that line in the original feature request I submitted!

    Best,

    Cristina

    Cristina commented  · 

    Hello Mike,

    Thank you for your suggestion! I added a feature request, including the attachments, for our Product Team to consider implementing. If and when this enhancement is released, you will be notified!

    Let us know if we can be of further assistance.

    Regards,

    Cristina

  7. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Aaron,

    Thank you for reaching out with your question. At the moment, summary views will export as individual records instead of showing the same way it does in TrackVia. Depending on how you have your tables and relationships set up and what you are grouping by, you might be able to perform the calculations (sum/count/etc.) at the parent table level and then export a view at the parent level with the desired summed/counted information. If you would like further assistance with this, feel free to send us an email to support@trackvia.com. I have added a feature request to implement the grouped export functionality in TrackVia. If and when this is released, you will be notified.

    Let us know if you have further questions.

    Regards,

    Cristina

  8. 1 vote
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    Cristina commented  · 

    Hi Kurt,

    That would be a great addition to our filter builder! I added a feature request for our Product Team to consider releasing this to the system. If and when it is released, you will be notified!

    Let us know if you have further questions or suggestions.

    Regards,

    Cristina

  9. 3 votes
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Kurt,

    Thank you for reaching out with your question! You have the ability to customize the color of the chart by going to the toggle view options and clicking on the "Change Colors" option (screenshot for reference). With regards to adding an option to display the data point instead of it being a hover text option, I think that would be a great enhancement to our platform. I have added a feature request for the Product Team to consider implementing this to the system. If and when this feature is released, you will be notified!

    Let us know if you have further questions.

    Regards,

    Cristina

  10. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi there,

    Thank you for reaching out! A TrackVia Super Admin has the ability to log out every user by changing the session timeout on the "Security Policy" section of the account. If only a single user needs to be logged out, the admin can mark the user as "Inactive" for him/her to be logged out. Unfortunately, forcing a logout of a specific user without deactivating it is not possible.

    Let us know if you have further questions.

    Regards,

    Cristina

  11. 3 votes
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    3 comments  ·  General Discussion  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Noelle!

    The formula below is showing you the most recently created child record on the parent table. To sum a number that falls within a date range, a different approach would be taken. On the child table, you could add a field with a logic statement that shows you the metric only if it falls within a certain date range. Then on the parent table, you would perform a sum on the field that you just created, which means you would only be summing the numbers that fall within the desired date range.

    For example, on the child table, you could add a syntax similar to the one below. That logic is saying, if the month of the day the record was created is equal to the month of today, show me the desired metric, otherwise, do nothing. Let's call this field "Example A".

    Example A = if(month({Created})=month(today()),{Metric},null())

    Then, on the parent table, do a sum on the field you just created, which would look like the syntax below.

    sum({Child Table Name}.{Relationship Name}.{Example A})

    This syntax can vary depending on the date ranges you wish to include. If you have any issues or would like further assistance, feel free to send us an email to support@trackvia.com.

    Regards,

    Cristina

    Cristina commented  · 

    Hi there!

    Thank you for reaching out with your question.

    If you are looking to have a calculated field on your parent table to show a specific field of the most recent child record, you can try the formula below. This formula would need to be placed on the parent table and it will show the field of your choice of the most recently created child record.

    if(contains("|",childconcatenate({Table Name}.{Relationship Name}.{Field Name} ,"|")), reverse(snip(reverse(childconcatenate({Table Name}.{Relationship Name}.{Field Name} ,"|")),"","|")), childconcatenate({Table Name}.{Relationship Name}.{Field Name} ,"|"))

    If you encounter any issues when setting up your formula, feel free to send us an email to support@trackvia.com.

    Regards,

    Cristina

  12. 3 votes
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    Cristina commented  · 

    Hi Jared,

    That would be a great addition to our current Formula selection! We have been able to account for Public Holidays using Application Scripts, however, a function that does it would be a great enhancement. I have added a feature request in your name, and you will be notified once there is an update on the status of that request.

    Let us know if you have further questions!

    Regards,

    Cristina

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

    Hi Nelson,

    Thank you for reaching out! The way to accomplish this will depend on the way your data is set up. If you are changing the value of a relationship field and are looking to do that in bulk, you can use the quick filter feature as well as the bulk update feature to quickly reassign records to a different parent record. For your reference, I have provided a couple of links to our Knowledge Base with information about quick filtering and updating records in bulk.

    https://help.trackvia.com/knowledgebase/articles/514724-how-to-use-quick-filters
    https://help.trackvia.com/knowledgebase/articles/357684-how-to-bulk-edit-delete-records

    If you would like for a member of our Support Team to take a look at your account and provide a more detailed response, please send the details of your request to support@trackvia.com

    We look forward to hearing from you!

    Regards,

    Cristina

  14. 3 votes
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi,

    Thank you for reaching out! You are correct, there is no one function that would take care of the scenario you are describing. TrackVia has a lot of room for customization, therefore, depending on the way your application is set up, you could use a combination of functions to get the desired result. If you would like for us to assist further, please send us an email to support@trackvia.com with the details of your account as well as table/field names.

    We look forward to hearing back from you.

    Regards,

    Cristina

  15. 3 votes
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    1 comment  ·  How-to questions » app building  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Aaron,

    Thank you for reaching out! If you would only like to see the time of a certain record, you can use the right() function on a calculated text field to only show a specific number of characters from the end of the string.

    Example:
    {Start Time} --> 05/16/2019 05:45pm
    right({Start Time},8) --> 17:45:00

    You can also use the left() function, mid() function or snip() function to get a different type of outcome. More information on these types of functions can be found on the link below.

    https://help.trackvia.com/knowledgebase/articles/281151-text-functions

    I have also submitted a feature request for our Product Team to consider adding a "Time" field to the platform. If and when this feature is released, you will be notified.

    Regards,

    Cristina

  16. 1 vote
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi David,

    Thank you for reaching out! TrackVia is very customizable and depending on your process, you could use some of the features like flows or application scripts to accomplish this functionality. Feel free to send the details of your workflow to support@trackvia.com or to your dedicated Premium Support representative to receive further assistance. You can also contact your internal TrackVia Admin as he/she may know how to go about this process.

    Regards,

    Cristina

  17. 3 votes
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    3 comments  ·  How-to questions » mobile  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Samuel,

    Although there is not a timeline we can provide as to when this will get released, we will make sure to keep you updated!

    Let us know if we can be of further assistance.

    Best,

    Cristina

    Cristina commented  · 

    Hi Samuel,

    Thank you for reaching out! You are able to click on a link and have it open on the TrackVia Mobile App if you use the deep link provided below. This link would take you to App 10, Table 54 and View 3138 on the TrackVia Mobile App. You can alter your links to have this same syntax in order to get the desired behavior. At the moment, this syntax will only work for iOS devices, however, we are working on having this same functionality on Android devices as well. We will let you know once we release deep links for Android!

    com.trackvia://apps/10/tables/54/views/3138

    Best,

    Cristina

  18. 3 votes
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    Cristina commented  · 

    Hi Marta,

    Thank you for reaching out! Notifications are created at the view level and will trigger once a record is added/removed from the view, or when a record in the view changes. If 5 records are added at once (via import), you would get one notification that says "5 records were added". If 5 records are individually created, then you would get 5 different notifications with regards to each record. It would be a great enhancement to have a general notification set up at the table level that gives you general updates not specific to a record. I have added a feature request for our Product Team to consider releasing this functionality to the system. We will let you know once there is an update to the status of this request!

    Regards,

    Cristina

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

    Hi George,

    At the moment, you cannot get the database ID using Application Scripts. We are working on getting this functionality released and we will circle back with any updates. You are able to get the database ID with the Open API and you can use the link below to test it out.

    https://developer.trackvia.com/livedocs#!/records

    Regards,

    Cristina

  20. 3 votes
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    1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
    Cristina commented  · 

    Hi Samuel,

    Thank you for reaching out! This is a great enhancement that we will pass along to our product development team. Although we do not have a timeline for this feature to be released, we will circle back with any updates.

    Regards,

    Cristina

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