How to Download a Microservice
Microservices uploaded to an account can be downloaded in a few simple steps. Watch this video to learn more.
1 min
Microservices
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How to change flow button color
Flow buttons default to the color associated with the account theme. Want to change the color? This is how!
1 min
Flows
Dashboards
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How to connect a table from another app
There are three ways to create a table: from a spreadsheet import, from scratch, or by using a table from another app. Watch this video to learn how to use pull the table from another app!
1 min
Tables
Table Relationships
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Disconnecting a cross app connected table
Tables that are cross app connected are removed from an app differently than other tables. This video shows how to disconnect a table properly.
1 min
Tables
Table Relationships
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The app script getChildren() function
The app script getChildren() function pulls multiple records from a child table into an app script. Watch this short video to learn how it works!
5 min
App Scripts
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The app script find() function
The app script find() function pulls multiple records into an app script. Watch this short video to learn how it works!
6 min
App Scripts
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The app script loadRecord() function
The app script loadRecord() function pulls a single record into an app script. Watch this short video to learn how it works!
6 min
App Scripts
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The app script addChild() function
The app script addChild() function creates new records in child tables. Watch this short video to learn how it works!
6 min
App Scripts
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The app script save() function
The app script save() function creates new records. Watch this short video to learn how it works!
6 min
App Scripts
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How to limit options in a relationship field
Relationship fields can be configured to show a subset of options to select from. This setting is called the preferred parent view and this video will give you a quick rundown of how to set that up!
2 min
Views
Forms
Filters
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How to conditionally require a field with an app script
We can use a simple app script to make a field required when a certain condition is met. Learn how to use this script in your own accounts!
1 min
App Scripts
Forms
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How to apply conditional formatting
Conditional formatting is a great way to draw attention to important information. And it's easy to set up!
2 min
Views
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Introducing FasTrack
Learn how you can digitize your outdated physical forms in a matter of seconds using the new FasTrack feature!
2 min
Mobile
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Adding URL Links to Dashboards
You can now add buttons to your dashboards that direct users to any specified URL! Watch this short video to learn how!
1 min
Dashboards
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How to add a user
Learn how to add users to your TrackVia account
1 min
Users
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Set your "favorite" application
A user's "favorite" application determines where they're sent when they log into TrackVia. Watch this video to learn how a user can set their favorite app.
1 min
Roles
Dashboards
Users
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Troubleshooting "No Options Available" Message on Forms
"No Options Available" is a common issue that limited users run into when interacting with forms. Check out this short video to see how to fix it!
2 min
Roles
Table Relationships
Views
Forms
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Use Child Functions with Conditional Logic
This short video will show you how to use conditional logic with child functions!
4 min
Tables
Table Relationships
Triggered Fields
Calculated Fields
Forms
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3 Ways to Create an App
Getting apps started in TrackVia is quick and easy! Start with a spreadsheet, a physical form, or from scratch. Check out this short video to learn more.
4 min
Tables
Importing
App Design
App Development
Mobile
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Accessing View and Record History
All data changes are logged within the system. Learn how admin users can access those logs!
1 min
Views
Forms
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Assigning Users to User Groups
Users can be associated with "Groups" to control the data that they see within TrackVia. This video shows you how to add a user to a group.
1 min
Users
User Groups
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Associating Data with User Groups
Data can be associated with "Groups" to create views that dynamically filter based on who is looking at the view. This video shows you how to add a record to a group.
1 min
Users
User Groups
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Creating Dynamic Views Based on User Groups
Views can display different data based on who's looking at them. This short video shows you have to create a dynamic view and filter based on user groups.
2 min
Views
Filters
Users
User Groups
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Creating a Promotable Sandbox
Promotable sandboxes allow us to make application updates without jeopardizing the production account. Once we're confident with the changes we've made in the sandbox environment, we can push the changes to production.
1 min
Sandbox
App Development
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Promoting a Sandbox to Production
Promotable sandboxes allow us to make application updates without jeopardizing the production account. Once we're confident with the changes we've made in the sandbox environment, we can push the changes to production.
1 min
Sandbox
App Development
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Finding a Missing Record
Are you expecting to see a record in a view but can't find it? This is almost always due to the record not meeting the filter criteria. This video shows us the easiest way to troubleshoot this issue.
2 min
Views
Filters
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Converting a field to a different field type
This video walks through the step by step process to update a field from one field type to another. In this example, a single line field is converted to a number field.
4 min
Tables
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Commenting in Formulas
Formulas in calculated and triggered fields can get complex. Providing comments in the formulas can help provide context as to what the formula is doing.
1 min
Triggered Fields
Calculated Fields
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Creating, Editing, and Deleting User Groups
User groups allow us to display data dynamically based on who's logged into the system. This short video will show us how to create, edit, and delete user groups.
1 min
User Groups
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Creating a Timeline / Calendar View
Timeline and Calendar views allow us to plot records on a friendly and familiar interface according to dates associated with those records. This video show us how to set up a calendar and a timeline view.
3 min
Views
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Setting Up Session Timeout
The session timeout feature of TrackVia allows us to ensure that users are logged out after they've been inactive for a period of time. Here's a short tutorial.
1 min
Security
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Editing a View
Watch this video to learn how to edit the views that already exist within your applications.
2 min
Views
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Editing a Filter
Filters control which records appear in a view. This short video shows the easiest way to edit an existing filter.
1 min
Views
Filters
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Updating a Record ID
Record IDs allow us to identify the records in our tables. They should usually be unique and understandable by humans. This video shows us how to change the record ID on a given table.
50 sec
Tables
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Understanding "The Join Limit"
"The join limit" is a backend database limitation that administrators need to be aware of while creating tables. This videos explains what "the join limit" is and how to avoid it.
3 min
Tables
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Backing Up an Account
The account backup feature allows a super admin to save a version of the account before making major changes. This backup then becomes available as a restoration point. Watch this video to learn how to take an account backup.
1 min
App Deployment
App Development
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Restoring an Account from a Backup
Super admin users can restore an account to a previously backed up state. Check out this short video to learn more!
1 min
App Deployment
App Development
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Sending Notifications to an Assigned User
Notification emails can be automatically sent to specified users, roles, or dynamically based on an assigned user. This video will break down the process of setting up the rule to send dynamically.
3 min
Roles
Views
Filters
Notification Rules
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Copying a View
Rather than building a view from scratch, trying copying a view and using that as a starting point!
1 min
Views
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