Mariya

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  1. 1 vote
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    Mariya commented  · 

    Hi there,

    Thank you for reaching out! A Super Admin or an App Admin in the account should have the ability to add options to a drop down, by editing this field on the table level if it is a Drop Down List field, or by adding this option to the parent table if it is a relationship field. That said, as we are not authorized to make these changes and are not affiliated with the daily operations of your Organization, we would recommend reaching out to a TrackVia Administrator at your Organization, or the person who initially invited you to TrackVia, they should be able to make this change.

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  2. 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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    Mariya commented  · 

    Hi Sabrina,

    Thank you for reaching out! As it sounds like this feature would be useful for your Organization's processes, this would be a great suggestion for an enhancement to our system. I went ahead and logged a request in your Organization's name with our Product team for them to review and consider implementing this functionality in a future project. I have added your email to that request as well, once this feature is released to the system, you will be notified.

    That said, per your request, our Operations team would be able to pull a list of all the users, the Roles and Applications each user is in, and assigned User Groups, if any. If you would like to request this report, a Super Admin in the account would need to email us at support@trackvia.com with the report request, and we will log it with our Operations team.

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

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

    Hi Jose,

    Thank you for reaching out! This error would appear if you have been invited to TrackVia, but have not yet been assigned to any Roles. As we are not authorized to make these changes, we would recommend reaching out to MLB directly for further assistance.

    ¡Gracias por contactarnos! Este error aparecerá si ha sido invitado a TrackVia, pero no ha sido asignado a ningún Role. Si bien MLB usa el software TrackVia, no estamos afiliados a sus operaciones diarias. Como no estamos autorizados a realizar estos cambios, deberá comunicarse con alguien de MLB directamente para obtener ayuda.

    Gracias,
    Mariya

  4. 1 vote
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    1 comment  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Bhawana,

    Thank you for reaching out! If by "send an attachment form" you are referring to sharing individual Records, rather than Views, you would be able to do so by navigating to the record you wish to share, and from the menu in the top right that looks like three stacked lines selecting "Share". This functionality, similarly to sharing Views, allows you to not only users in your TrackVia account, but to any external email addresses as well.

    I am linking a couple of articles from our TrackVia Knowledge Base below as well on sharing data:

    https://help.trackvia.com/knowledgebase/articles/591804-how-to-share-data
    https://help.trackvia.com/knowledgebase/articles/723090-how-to-set-up-a-scheduled-share

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  5. 5 votes
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    2 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi there,

    Thank you for reaching out and commenting on this idea! As it sounds like being able to apply Conditional Formatting on Forms, similarly to the Conditional Formatting functionality on Views, would be useful for your Organization's processes, this would be a great suggestion for an enhancement to our system. I went ahead and logged a request with our Product team for them to review and consider implementing this functionality in a future Project. Once this feature is released to the system, you would be able to find it in our Product Release Notes below:

    https://help.trackvia.com/knowledgebase/topics/55947-product-release-notes

    Kind Regards,
    Mariya

  6. 2 votes
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    6 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Eric,

    Thank you for reaching out! If you would like to integrate TrackVia with Google Calendar, a great option would be utilizing our Integrations platform Workato. Workato offers a wide variety of functionalities, as well as sophisticated error handling tools allowing for more seamless processes. If this is something your Organization might be interested in, I would recommend looking into the resources below and reaching out to your Account Manager here at TrackVia for further details:

    https://help.trackvia.com/knowledgebase/articles/1920394-introducing-trackvia-integrations
    https://www.workato.com/integrations/trackvia

    Another option, if you have a developer on your team familiar with writing custom integrations and the API, would be testing out building a custom integration code to accomplish this functionality. Below are some resources from our TrackVia Developer page on API calls and schemas:

    https://developer.trackvia.com/wp-content/openapi-docs/index.html

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  7. 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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    Mariya commented  · 

    Hi there,

    Thank you for reaching out! While PAE uses our software, we are not affiliated with their day-to-day operations. It sounds like there would need to be a permission adjustment made, to allow users to edit the status field. As we are not authorized to make these changes and are not familiar with individual account setups, we would recommend reaching out to PAE directly, a TrackVia Administrator at PAE should be able to make the necessary adjustments.

    If we can be of further assistance, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  8. 1 vote
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi there,

    Thank you for reaching out! As Application scripts are outside of the scope of general Support, we would not be able to assist with writing specific script logic, that said, generally, you could create an After Insert or an After Update Application Script, and then compare the Date field mentioned to the "Updated" date field of the record through an "if" statement. If the condition is met, you could then stamp a value using currentValues["Single Line field"]="Specified text" general syntax. I am also linking our TrackVia Developer page on Application Scripts below, specifically the "Working with Dates" function library, and stamping values into specific fields:

    https://developer.trackvia.com/application-scripts/appscript-library/
    https://developer.trackvia.com/application-scripts/appscript-reference/

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

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

    Hi Emma,

    Thank you for reaching out! When it comes to "if" statements, there would always need to be 3 arguments, and the general format would look as follows: if(Condition, What happens if the Condition is met, What happens otherwise). In this case, you would first need to start with a broader condition of both fields "Handover Commit Month" and "Projected Handover KPI" being blank. If this is true, we can tell the system to display "BD - TECH HO + 182 days", as you have in the beginning of your formula:

    if(and(isBlank({Handover Commit Month}),isBlank({Projected Handover KPI})),dateadd({BD - TECH HO},182,"d"),"What happens otherwise")

    We now need to specify what happens if the fields "Handover Commit" and "Handover KPI" are not both blank. Since you have mentioned you would like the "Projected Handover KPI" date to display if the "Handover Commit Month" field is blank, we would need a second "if" statement within the original one, to specify "what happens otherwise", similar to the following:

    if(and(isBlank({Handover Commit Month}),isBlank({Projected Handover KPI})),dateadd({BD - TECH HO},182,"d"),
    if(isblank({Handover Commit Month}), {Projected Handover KPI}, "What happens otherwise"))

    Lastly, you would need to specify what happens if the "Handover Commit Month" field is not blank. For example, if it is not blank, meaning both fields "Handover Commit Month" and "Projected Handover KPI" are filled out, you could leave this calculated field blank, utilizing the null() function, or you could specify a different custom "what happens otherwise" condition here.

    I am also linking a helpful document from our TrackVia Knowledge Base on some general formulas and their syntax below:

    https://trackvia-uservoice-images.s3.amazonaws.com/exp_functions.pdf

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

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

    Hi Kevin,

    Thank you for reaching out! From our call earlier, it sounds like you are looking to add a widget that would allow your Organization's logo to be added onto a Form, to then be saved as a PDF and printed with the company logo embedded onto the page. At this time, you would be able to add an image to a Record, but not embed it in a Form, therefore, this would be an excellent suggestion for an enhancement. I went ahead and logged a feature request in your Organization's name with our Product team for them to review and consider implementing this functionality in a future Project. I have added the email address you have provided during our call to that request as well, once this feature is released to the system, you will be notified.

    In the meantime, another option for generating custom PDF documents and being able to include a logo on them as well would be utilizing Formstack Documents (WebMegre) Microservice with TrackVia. Through Formstack Documents, you would be able to create a custom-formatted template that would allow generating custom PDF or MS Word documents and including select fields in these documents in a desired format and layout. To get started, I am linking a couple of helpful articles from our TrackVia Knowledge Base on WebMerge (Formstack Documents) below:

    https://help.trackvia.com/knowledgebase/articles/1868581-webmerge-connecting-trackvia-to-webmerge
    https://help.trackvia.com/knowledgebase/articles/1873273-webmerge-faqs
    https://help.trackvia.com/knowledgebase/articles/1873270-webmerge-account-changes

    If this route is something your Organization would be interested in, I would recommend reaching out to your Account Executive here at TrackVia for further details. If you would like to send us at support@trackvia.com an email stating your Organization's interest in Formstack Documents (WebMerge) instead, we would be able to put you in contact as well.

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call into our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  11. 1 vote
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    1 comment  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi there,

    Thank you for reaching out! In TrackVia, an App Admin or a Super Admin in the account would be able to edit elements of Dashboards, change its layout, or add new resources onto Dashboards. To do so, they would need to navigate to the Admin panel at the top of their TrackVia page, select "Dashboards", and next to the Dashboard they wish to edit click on a small pencil icon, which would open that Dashboard's editor. For more information on creating and editing Dashboards, I am linking a couple of helpful articles from our TrackVia Knowledge Base below:

    https://help.trackvia.com/knowledgebase/articles/245717-how-to-create-a-dashboard
    https://help.trackvia.com/knowledgebase/articles/235353-dashboard-best-practices

    If you have any further questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Regards,
    Mariya

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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Mike,

    Thank you for reaching out. By default, all Location fields and Paragraph or Single Line fields containing addresses in TrackVia would open through Google Maps when opening a location on Android, and through Apple Maps when opening a location on iOS. That said, this setting can be changed and generally would depend on the device settings when it comes to Location and opening addresses. The App that the user gets redirected to would depend on the set default of the device. I have searched the Web, and was able to find a Google Help center post with a similar issue:

    https://support.google.com/calendar/thread/3012926?hl=en
    https://www.quora.com/How-do-you-open-directions-in-Yelp-in-Google-Maps-rather-than-in-Uber

    For Android, it sounds like this behavior sometimes may happen if the default is set to Uber in the Android settings of the device. Some of the recommended solutions advise navigating to the App Manager, selecting "Uber", clicking on "Defaults", and clearing those default settings, or switching the "Open supported links" value to "Ask every time". Additionally, if you would like all apps to open addresses in Google Maps, I have found some suggestions advising to navigate to the Maps app in settings and selecting "Always".

    Kind Regards,
    Mariya

  13. 7 votes
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    Mariya commented  · 

    Hi Taras,

    Thank you for reaching out! I have just checked our system, and it looks like the feature request to allow removing public holidays from calculations through a formula enhancement is currently logged with our Product team. To make sure you are notified once it is released, and to add another request to the functionality as well, I went ahead and logged a feature request in your Organization's name and added your email address to the request on the functionality of being able to remove public holidays from calculations through a formula enhancement with our Product team, for them to consider implementing in a future Project.

    Let me know if I can help with anything else,

    Kind Regards,
    Mariya

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

    Hi there,

    Thank you for reaching out! Although MLB uses TrackVia software, we are not affiliated with their daily operations. We would recommend reaching out to MLB directly with any questions on application responses and processing time.

    Si bien MLB usa el software TrackVia, no estamos afiliados a sus operaciones diarias. Deberá comunicarse con alguien de MLB directamente para obtener ayuda.

    Gracias,
    Mariya

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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Isidro,

    Thank you for reaching out! Although MLB utilizes our TrackVia software, we are not affiliated with their daily operations. For any questions regarding specific steps your user needs to take in the account, or specific processes of MLB, we would recommend reaching out to MLB directly.

    Kind Regards,
    Mariya

  16. 9 votes
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    3 comments  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Stephen,

    Thank you for reaching out. As there are some complexities when using Python with TrackVia, this request would be better suited to have a conversation about. We have contacted your Customer Success Manager here at TrackVia, and he should be getting in touch with you shortly to further discuss.

    Kind Regards,
    Mariya

  17. 3 votes
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    Mariya commented  · 

    Hi Stephen,

    Thank you for reaching out! In a Lanes View, you would be able to control the order in which records in lanes appear based on a specific field value, by applying a custom Sort to the View before it gets converted into a Lanes View. To apply a custom Sort to a regular View that you plan on converting into a Lanes View, you would need to navigate to this View and from the top right corner, click on the "Sort" button. This would allow you to sort the records based on a specific field or fields, and once the View is converted into a Lanes View, this sort would be applied within each lane as well.

    Regarding being able to apply a custom Sort to a View through a Script, at this time, the order of records in Views can only be determined by applying a Sort at the top right corner of the View and saving, however, it might be possible to save a list of custom Sort settings, similar to the way you are able to save Filters. As it sounds like this functionality would be helpful for your Organization's processes, I went ahead and logged a feature request to be able to save custom Sort settings similar to Filter settings, and to be able to specify a Notification rule based on a View Sort change, with our Product team for them to review and consider implementing in a future Project. I went ahead and added your Organization's name and your email address to that request as well, if and when this functionality is released to the system, you will be notified via email!

    If you have any additional questions, please do not hesitate to reach out to us at support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  18. 1 vote
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    2 comments  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi there,

    Thank you for reaching out! Although MLB uses TrackVia software, we are not affiliated with its daily operations. We would recommend reaching out to MLB directly with any questions on application responses and processing time.

    Si bien MLB usa el software TrackVia, no estamos afiliados a sus operaciones diarias. Deberá comunicarse con alguien de MLB directamente para obtener ayuda.

    Kind Regards,
    Mariya

  19. 5 votes
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    4 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Brian,

    Thank you for your comment! At this time, users are able to export Summary Views in a format that shows the overarching "grouping" information, as well as the records themselves in each individual group. If you would like to export the Summary View in a format that includes groupings only, you could try creating a Pivot configuration similar to your current Summary View configuration, or printing the View. The latter would give you the Web page in a format it appears. Additionally, I have searched the web, and it looks like there are a couple of extensions available for Google Chrome that allow table capture on Web pages, which could be another option.

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call in to our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  20. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Luis,

    Thank you for reaching out! If you are in need of assistance with a resource in your TrackVia account, or are experiencing any issues with your TrackVia account, we would need some additional information to troubleshoot. If you could send the email address you normally use to log into TrackVia, and the name of the company you are with to support@trackvia.com, we would be able to locate your account in our database. Additionally, if you could send any details of what you are experiencing in the account or need assistance with, as well as the names of resources (application, table, view, etc.) and screenshots of the issue to support@trackvia.com would be extremely helpful.

    That being said, an important note, as we are not familiar with individual account setups, we would not be able to assist with specific steps your user needs to take in the account, specific processes of your account, or how the data is entered and validated in your TrackVia account.

    For any questions that are specific to the account's processes, we would recommend contacting the TrackVia Administrator at your Organization.

    Una nota importante, nosotros no estamos familiarizados con las cuentas individuales de nuestros clientes, entonces no vamos a poder dar instrucción sobre cómo completar un proceso. Nosotros podemos asistir si es que tiene algún error técnico en la plataforma.

    Le sugerimos contactar al administrador de TrackVia en su organización para preguntas específicas sobre algún proceso.

    Thank you,
    Mariya

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