Mariya

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

    Hi Courtney,

    Thank you for reaching out with your question. The reason why you are seeing the "Created by" field on this form is because this is a default form, where all of the fields are displayed. You have the ability to create custom forms in TrackVia, where you can specify which fields you want to display, the order of the fields, assign different names to your fields, as well as format your custom forms with colors.

    More information on creating and customizing forms can be found here:

    https://help.trackvia.com/knowledgebase/articles/243463-how-to-create-a-form

    Once the custom form is created, it is important to edit your dashboard that you want to add this form to, and "swap out" your default form currently being displayed on the dashboard for the newly-created custom form.

    More information on dashboards can be found here (to edit, simply click on the pencil icon next to your dashboard name):

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

    If you have any additional questions specific to your account or need help with anything else, please feel free to contact us at TrackVia Support by emailing support@trackvia.com, or dialing 1 (800) 673 33 02. Our hours of operation are 7 am - 6 pm MT, Monday through Friday.

    Regards,
    Mariya

  2. 4 votes
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    Mariya commented  · 

    Hi Samuel,

    Yes, you are correct! There can only be one form for record creation "Create new records using" per table per role. However, there can be multiple forms associated with that table for editing, depending on how many views you have set up.

    These forms can be accessed through specific views, by clicking on a Record ID and editing a record, or after you create a record from a view and click "Save". In case of the latter, the system will redirect you to the form assigned to that view in your role, since technically you would now be "editing" that record.

    Sincerely,

    Mariya

  3. 1 vote
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    Mariya commented  · 

    Hi there,

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

    Let us know if you have further questions or suggestions,

    Regards,
    Mariya

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