Mariya

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  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 1 vote
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    Mariya commented  · 

    Hi Jason,

    Thank you for reaching out! I have just tested changing dates on Mac through different browsers: Chrome, Safari, and Mozilla Firefox, it looks like although the page does cut off the calendar initially, the user should be able to scroll down to see the full calendar and choose the desired date.

    Is this not the behavior you are experiencing? If not, from the screenshot, it seems that you are operating on Windows, could you confirm the browser is Chrome as well?

    Thank you,
    Mariya

  7. 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! I have checked with my team regarding a custom integration between TrackVia and Power BI, and it sounds like you should be able to integrate these two platforms either through writing a custom code integration utilizing the Open API, or through Workato. The second option employs our TrackVia Integrations platform which lets you easily connect with Enterprise systems, without the need to write code. You can find more information on this functionality in the link below.

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

    If you wish to take the route of writing custom code and utilizing the Open API, below are some helpful links to get you started:

    https://developer.trackvia.com/
    https://docs.microsoft.com/en-us/rest/api/power-bi/

    Let me know if I can help with anything else,

    Kind Regards,
    Mariya

  8. 2 votes
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    Mariya commented  · 

    Hi there,

    Thank you for reaching out! In TrackVia, you do have the ability to achieve the logic "Everything Checked" in Filters through adding individual Filter conditions with "Has this option checked" for each condition, and connecting them with an 'AND' connector, to make sure all of the specified options are checked. If you add each Checkbox Option as a condition, the system should produce records where all of the options are checked.

    That being said, with Checkbox fields where there are a lot of conditions, it sounds like having the option to see records in which "Everything is checked" would be helpful, therefore, I went ahead and logged a feature 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

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

    Hi Chris,

    If by 'sum up items' you were referring to summing up field values, not getting the total number of unapproved invoices, for example, the general logic below would still work, however, in the formula on the child table, instead of '1' you would need to output the amount itself. In other words, the general outline of the formula on the child table using the Invoice Status as the condition would look as follows:

    if({invoice Status}="Unapproved", {Invoice Amount},0)

    This field would only show the Invoice amount if the Invoice is Unapproved. Note that the specific field names and values would be different for your table. You should then be able to sum this field on the parent table, showing you the total of unapproved invoices only, for each parent record.

    Hopefully, this helps! 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. 2 votes
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    4 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Sarah,

    Thank you for contributing to this idea and volunteering to test :) I have added your email address, as well as your organization's name to that Feature Request as well, we will keep you posted and notify you via email when this functionality is released to the system!

    In the meantime, be sure to check out our Product Release Notes for other cool new features and functionalities released to TrackVia:
    https://help.trackvia.com/knowledgebase/topics/55947-product-release-notes

    Kind Regards,
    Mariya

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

    Hi Mike,

    The same Mariya :) Thank you for your call earlier. I have escalated this suggestion with my team as well, and have logged both the feature request to include blank Single Line or Paragraph fields in the 'Does Not contain' filter condition, and to include Drop Down fields with no options checked in the 'Does not have this option selected' filter condition. As soon as either of these functionalities have been released to the system, you will be notified via email.

    Let me know if I can help with anything else in the meantime,

    Kind Regards,
    Mariya

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    Mariya commented  · 

    Hi Mike,

    Thank you for contacting TrackVia. We're sorry to hear the current functionality of the 'Does Not Contain' filter is causing issues for your processes. Since blank fields are empty cells, meaning they do not contain any data, to include them in the 'Does Not Contain' filter, an additional OR 'Is Blank' criterion would need to be specified. That being said, I have submitted a feature request in your Organization's name with our Product team for them to review and consider altering the behavior of this functionality in a future project. Once this feature is released to the system, you will be notified via email!

    If you have any additional questions or would like assistance building a specific filter in the account, please do not hesitate to reach out to us at support@trackvia.com, or by calling into our direct line + 1 (800) 673-3302, our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Thank you,
    Mariya

  12. 6 votes
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    Mariya commented  · 

    Hi Mike,

    Thank you for commenting on this suggestion! At this time, to include records with blank Drop Down fields, you would need to specify 2 filter criteria: 'Does not have this option selected' and 'Has no options selected'. I went ahead and logged a feature request in your organization's name as well with our Product team for them to review and consider altering the behavior of this functionality in a future project, to include Drop Down fields with blank values in the 'Does Not Contain' filter criterion.

    Once this feature is released to the system, you will be notified via email!

    Kind Regards,
    Mariya

  13. 3 votes
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    Mariya commented  · 

    Hi Mike,

    Thank you for reaching out! At this time, the 'Does Not Contain' filter option is designed in a way to only check fields with data in them, and as blank fields technically do not contain any data at all, they would neither 'contain', nor 'not contain' the value the user specifies in their filter. However, I went ahead and logged a feature request with our Product team for them to review and consider altering the behavior of this functionality in a future project, to include blank fields in the 'Does Not Contain' filter criteion.

    Once this feature is released to the system, you will be notified via email!

    Kind Regards,
    Mariya

  14. 1 vote
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    Mariya commented  · 

    Hi Callum,

    Thank you for reaching out! It sounds like being able to set a custom year to roll up dates by would be extremely helpful, and this is an excellent suggestion for an enhancement. I have logged a ticket 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 will be notified via email!

    In the meantime, there is a 'workaround' you could implement to achieve this functionality. You would need to create a Calcualted or a Triggered Text field on the table where your Dates 'live' and set a custom year through a formula. A general example of the syntax would look as follows, I specified the Financial Year as April 1 through March 31:

    if(and({Date}>"2021-03-31", {Date}<"2022-04-01"), "FY 2021-22",
    if(and({Date}>"2020-03-31", {Date}<"2021-04-01"), "FY 2020-21",
    if(and({Date}>"2019-03-31", {Date}<"2020-04-01"), "FY 2019-21",
    if(and({Date}>"2018-03-31", {Date}<"2019-04-01"), "FY 2018-19",
    "FY before 2018-19"))))

    In this example, I set FY 2018 through 2021, you should be able to add/remove years from the formula as needed (each line sets a year). If you then select this field under 'Columns' in your Pivot configuration, you should be able to see totals for the specified Financial Year.

    If you have any additional questions, please do not hesitate to reach out to us at support@trackvia.com, or by calling into our direct line + 1 (800) 673-3302, our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  15. 4 votes
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Melissa,

    Thank you for reaching out! To change the height of your rows, you would need to take the following steps in the account:

    1. Navigate to the View you wish to change row height in
    2. From the 'View Options' menu in the top right corner, select 'Edit This View'
    3. Under 'Format', on the right-hand side, there is a section 'Row Height Settings'
    4. Select 'I'll Set It' and specify your desired row height

    For more information on interacting with views, below is a helpful article from our TrackVia Knowledge Base:
    https://help.trackvia.com/knowledgebase/articles/286160-how-to-interact-with-views

    If you have any additional questions, please do not hesitate to reach out to us at support@trackvia.com, or by calling into our direct line + 1 (800) 673-3302, our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

  16. 4 votes
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Lani,

    Thank you for reaching out! To delete a field from a table, you would need to follow the steps below:

    1. Navigate to the table you wish to delete a field from
    2. Click on the 'View Options' menu in the top right corner that looks like 3 horizontal lines stacked together, and select 'Edit Table'.
    3. Hover over the field you wish to delete
    4. Click on the 'X' mark on the right from that field name
    5. Save your table by clicking 'Save' in the top right corner of the page

    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

  17. 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 Michael,

    Thank you for reaching out! It sounds like it would be really helpful having a page dedicated to tables that are cross-app connected and to be able to create/edit those connections all in one place. At this time, users are able to see all of the applications a specific table exists in through the 'Go-To' search, and there are different paths for editing vs. adding those connections, therefore, this is a great suggestion for an enhancement! I have logged a ticket 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 will be notified via email!

    Kind Regards,
    Mariya

  18. 4 votes
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Glen,

    Thank you for reaching out! If you are referring to the 'Location at Creation' feature that allows Admins to require location and capture it automatically, the location would only be captured at record creation, and the value would stay the same with record updates. If your goal is solely to capture location when a record is updated for the first time, you could remove the Location field from the form used for record creation, and only have the Location field on the form for record editing purposes. Once a user updates the record using this form, the system would automatically capture their current location. However, unlike the 'Location at Creation' feature, there is not a way to require this field to be filled out if location services are disabled on a user's device, and the user has the ability to alter this location manually.

    That being said, being able to capture location at record update and remove the option for users to enter a custom value would be extremely helpful, and this is an excellent suggestion for an enhancement! I have logged a ticket 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 will be notified via email.

    Let me know if I can be of further assistance in the meantime,

    Thank you,
    Mariya

  19. 2 votes
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Mariya commented  · 

    Hi Jon,

    Thank you for reaching out! Being able to dynamically perform calculations on Pivot View values sounds like an extremely helpful feature, and this would be a great suggestion for an enhancement to our system. I have logged a ticket 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 will be notified via email!

    Kind Regards,

    Mariya

  20. 1 vote
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    Mariya commented  · 

    Hi Jon,

    Thank you for reaching out! It sounds like it would be really helpful having a function that would show a Median value as part of our list of aggregate functions, this is an excellent suggestion for an enhancement. I have logged a ticket 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 will be notified via email!

    Kind Regards,
    Mariya

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