Cristina

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

    Hello,

    Thank you for reaching out! There is a function called childconcatenateorderby() that does the same as the childconcatenate() function, except it will sort all records in a specified order. For more information on the details of this function, please reference the link below.

    https://help.trackvia.com/knowledgebase/articles/356703-child-functions

    Regards,

    Cristina

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    Cristina commented  · 

    Hi Angie,

    Thank you for reaching out! You can organize the way your dashboards are shown by assigning your user to a role. The same way you set up the order of the dashboards for your users on their roles, you can do so for yourself on your role. The way your dashboards show up top to bottom on your role will be the same way they show up on your screen left to right. On the Role Designer, you can drag the assigned dashboards any way you would like to get them to show in the desired order. The link below contains additional information with regards to assigning a dashboard as your homepage.

    https://help.trackvia.com/knowledgebase/articles/245713-how-to-assign-a-dashboard-as-a-homepage

    If you have further questions feel free to send a request to support@trackvia.com.

    Regards,

    Cristina

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    3 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Cristina commented  · 

    Hi Noelle,

    That error usually happens when you are looking at child tables in your calculations without a child function (also known as an aggregate function). If you would like to troubleshoot further, could you send the name of the app and table where this is happening and the information you are trying to show in your calculated field to support@trackvia.com?

    Thank you!

    Cristina

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    Cristina commented  · 

    Hi Noelle,

    Thank you for reaching out! It is possible to add another column to your table that outputs the text version of what a particular record is linking to on its parent table. This can be done by adding a calculated field to your table and performing what is called a "Parent Lookup". You can reference the field of the parent table that you want to show on the child table.

    A parent table's field is referenced in a calculated field using the format: {Table Name}.{Relationship Name}.{Field Name}.

    If you are looking to show the text version of a certain field of the numerous child records linked to the parent table, you would need to use the child functions in the link below on a calculated or triggered field.

    https://help.trackvia.com/knowledgebase/articles/356703-child-functions

    Whether you do a "Parent Lookup" or use child functions, will depend on the relationship between your clients, contracts and companies tables.

    Feel free to reach out at support@trackvia.com for further assistance.

    Regards,

    Cristina

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

    Hi Noelle,

    Thank you for reaching out!

    In calculations, you are able to look at the previous month by using a combination of the date functions found in the link below.

    https://help.trackvia.com/knowledgebase/articles/277734-date-functions

    The logic of the syntax shown below is saying, if the month of the "Date field" is equal to the previous month, output the "Quantity", otherwise, leave blank.

    if(month({Date Field})=month(today())-1,{Quantity},null())

    If you would like further assistance, feel free to send your request to support@trackvia.com with the name of the table/view/fields and any additional details that might be helpful.

    Regards,

    Cristina

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

    Hi Matthew,

    Thank you for reaching out!

    You could create a view that has a filter applied to only show records whose Date field is 1 week from today, and then schedule a report to send out at your desired time and frequency. All records that meet the filter criteria will get sent out at the time you specified. Only Application Admins have the ability to set up scheduled reports.

    The steps to create a scheduled report can be found on our knowledge base here:

    https://help.trackvia.com/knowledgebase/articles/723090-how-to-setup-a-scheduled-report

    Regards,

    Cristina

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

    Hello,

    Thank you for your comment. In TrackVia you can accomplish a similar functionality by adding a "Text" widget on a form, which will then allow you to write a note and place it on the location of your choice within the form.

    The tooltip idea, however, would be a great feature to implement to the system. I have logged this feature request with our engineering team for a future enhancement.

    Best,

    Cristina

  7. 13 votes
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    Cristina commented  · 

    Hi RMoore,

    Thank you for reaching out.

    Selecting a theme/color pattern is a feature that is currently available in TrackVia. Super Admins have the ability to change it by navigating the "My Account" page and then choosing "Logos & Colors" and selecting the desired theme. Please feel free to contact us at support@trackvia.com for further help/details on selecting color patterns.

    Regards,

    Cristina

  8. 1 vote
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    2 comments  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    Cristina commented  · 

    Hi J.Lupin

    Thank you for reaching out!

    When writing formulas in calculated/triggered fields in TrackVia, unfortunately, it is not possible to add comments. However, I have submitted a feature request to our Product Team for this to be considered.

    Regards,

    Cristina

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    2 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Cristina commented  · 

    Hi Paul.

    Thank you for reaching out!

    What John proposed is accurate. Depending on the specific scenario you are looking for, more logic might be needed in the calculation. If you would like a more customized response, send us the details of your question including the name of the App/Table/View to support@trackvia.com.

    Regards,

    Cristina

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

    Hello,

    Thank you for your feedback.

    This is a feature that is currently available in TrackVia 2.0. You have the option to plot pinpoints on a map using Latitude and Longitude coordinates, or you can also add or update the address of a location field via a TrackVia form. In order to be able to enter an address by using these options, you need to make sure "Location at Creation" is unchecked in the location field of the edit table screen.

    You can learn more about plotting records on maps and other features by using the Knowledge Base below:

    http://help.trackvia.com/knowledgebase/articles/494231-how-to-plot-a-record-on-a-map

    Regards,

    Cristina

  11. 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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    Cristina commented  · 

    Hello Riccardo,

    Thank you for reaching out!

    You do have the ability to set your preferred forms by creating a role for yourself or adding your user to an existing role. When setting up the role, for each table you assign access to views. Then for each view, you select the form to open when viewing data, therefore telling the system which form to use as the default for your user. Roles can be used to restrict access for limited users and they are also used to establish your preferences as an administrator of the application.

    For more information regarding setting up a role, please reference the following knowledge base article: http://help.trackvia.com/knowledgebase/articles/245683-how-to-create-a-role-to-assign-permissions

    Regards,

    Cristina

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