Book a Tutor
Tutoring combines the benefits of on-demand training with the benefits of instructor-led training. You'll move through the on-demand content on your own and meet with your tutor periodically to review the material.
$99
TrackVia Orientation
New to TrackVia? Start here! This course is designed to give you a quick rundown of the platform and it's components.
30 min
Roles
Tables
Table Relationships
Dashboards
Views
Forms
Filters
Level 1
App Design
App Development
Mobile
Core Functionality Learning Path
12 courses designed to provide new and experienced administrators with an in-depth look at the core elements of the TrackVia platform and how they interact with each other.
12 Courses
Passwords
Roles
Tables
Table Relationships
SMTP
Triggered Fields
Importing
Branding/Theme
Dashboards
Calculated Fields
Views
Forms
Filters
Level 1
Users
User Groups
Mobile
Security
Notification Rules
Advanced Functionality Learning Path
6 courses that explore the more advanced features of TrackVia. Recommended for intermediate and advanced administrators.
6 Courses
Sandbox
Tables
Table Relationships
Multi-select Widgets
Dependent Drop Downs
Flows
App Scripts
Level 2
TrackVia Integrations
3 courses detailing different ways to integrate TrackVia with your other business-critical applications.
3 Courses
Application Building
4 courses for advanced administrators looking to learn about building entire TrackVia applications from start to finish.
4 Courses
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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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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Application Design
Learn how to design powerful, user-friendly applications.
Coming Soon
Coming Soon
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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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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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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Course 18 - App Scripts
Learn how to automate repetitive manual tasks with app scripts.
111 min
App Scripts
Course 14 - Multi-select Widgets
Learn how you can leverage multi-select widgets to improve the way your users interact with many-to-many relationships.
46 min
Table Relationships
Multi-select Widgets
Forms
The "New Developer Experience"
Join Kyle Turner, VP of Software at TrackVia, to learn about TrackVia's vision for a new and improved developer experience.
43 min
TrackVia Features
Building an App in 30 minutes
Brandon Gill, Manager of Solutions Consulting at TrackVia, walks through the process of building an application from scratch in just 30 minutes.
45 min
App Design
Creating a "History" Table with App Scripts
Matt Kruzicki, Senior Implementation Engineer, shows us how to create and populate history tables in TrackVia. Check out this webinar to learn how "History" tables can give you more visibility into your data!
42 min
App Scripts
May 2024 Level 3 Training Course
Practice scoping, designing, and developing various types of applications within TrackVia.
$1,500
15 hours
Level 3
App Deployment
Scoping
App Design
App Development
Citizen Development
Course 3 - Account Settings
Learn how to configure your TrackVia account settings like branding or the password policy.
28 min
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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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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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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Application Scoping
Learn how to properly plan and scope your application like our expert TrackVia Implementation Engineers.
Coming Soon
Coming Soon
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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Automating Gantt Charts with Task Dependencies
Gantt charts are one of the core components of any project management application. If you'd like to learn more about creating gantt charts, and creating dependencies between the tasks on the chart, then check out this webinar with TrackVia Implementation Engineer Tim Colletti.
55 min
Tables
Table Relationships
Multi-select Widgets
Triggered Fields
App Scripts
Calculated Fields
Views
TrackVia Features
Formulas
2022 H1 New Features
Watch and learn from Taylor Termentozzi and Isaac Linder as they talk about the latest and greatest feature additions.
54 min
TrackVia Features
Design for the Data You Want
TrackVia Solution Consultant Jenny Beer discussed Forms and how to design them to get the data you need.
30 min
App Design
Introducing the TrackVia Development Suite
Join Derrick Kotlus and Nate Allen as they walk you through the TrackVia Development Suite and how it helps you track your operational apps, feedback and enhancement requests, admin skills, current development projects, and more!
60 min
App Development
Citizen Development
Data Modeling Workshop
Watch this webinar to learn about tables, table relationships, and common table structure archetypes.
49 min
App Design
Troubleshooting App Script Errors
Join Senior Implementation Engineer, Matt Kruzicki, as he teaches us how to decipher app script errors.
54 min
App Scripts
Give the Users What They Want! Dynamic Filtering.
Join Jasmine Lancry, Implementation Engineer, as she explores how to set up views that filter themselves based on who's logged into the application.
43 min
Views
TrackVia Features
TrackVia Tip Off: 2021 Latest Features
Isaac Linder and Derrick Kotlus walk us through all the latest and greatest features that have been released into the TrackVia platform over the last 6 months.
63 min
TrackVia Features
Introducing - Promotable Sandboxes
TrackVia Product Manager Isaac Linder and Director of Training Operations Derrick Kotlus showcase the new promotable sandbox feature
47 min
TrackVia Features
Using App Scripts to Display Error Messages Intentionally
TrackVia Implementation Engineer, Cristina Gutierrez, and Director of Training Operations, Derrick Kotlus, discuss ways that you can leverage app scripts to display intentional error messages to your end users.
53 min
App Scripts
5 Ways to Use the {{OLD}} Function
TrackVia Implementation Engineer, Caroline Stuhr, leads a deep dive into 5 ways that you can use the {{OLD}} function in formulas.
20 min
TrackVia Features
Formulas
Microservices
Learn how to package your integrations as Microservices so you can host them within your TrackVia applicaitons.
43 min
Integrations
Microservices
API
A Deep Dive into Using Barcodes with TrackVia
Join TrackVia Implementation Engineer, Alex Spangler, to see how easy it is to scan barcodes, generate them, and use them to increase efficiency in your business processes.
41 min
TrackVia Features
Troubleshooting Formulas
TrackVia's calculation capabilities are the hidden treasures that drive many applications. Join TrackVia support team lead, Leeana Ramos, on this webinar to learn about troubleshooting formula issues like a master!
55 min
Tables
Table Relationships
Triggered Fields
Calculated Fields
TrackVia Features
Formulas
Limited User Imports and Public Forms
Join TrackVia's Taylor Termentozzi and Bibbeo's Matt Cox to learn about creating a limited user import feature and how to use the Public forms feature in conjunction with WordPress.
60 min
Importing
App Scripts
Forms
App Design
Advanced Assessment
This assessment will test your knowledge on all the advanced features of the TrackVia platform.
$250
60 min
Creating Clean and Valuable Dashboards
TrackVia Director of Training Operations, Derrick Kotlus, discusses best practices for dashboard design and showcases examples of creative dashboards.
49 min
Views
TrackVia Features
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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How to add a user
Learn how to add users to your TrackVia account
1 min
Users
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Integration Platform
Learn how to use our integration platform to build custom integrations through drag and drop, not code.
42 min
Integrations
Course 6 - Importing Data
Learn how to import large amounts of data into your TrackVia applications quickly and easily.
35 min
Course 12 - Mobile
Learn about the functionality of the TrackVia Android and iOS mobile applications and how they differ from the website.
32 min
Application Development
Learn how to build your applications quickly and effectively.
Coming Soon
Coming Soon
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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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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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 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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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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Building Performant Applications
Learn the tactics and best practices you can use to make sure your applications maintain a high level of performance.
55 min
Tables
Table Relationships
Triggered Fields
App Scripts
Dashboards
Calculated Fields
Views
Filters
App Design
App Development
Premium
Building a Feedback Tracking Application in 30 Minutes
Kate Zornow, Manager of the TrackVia Implementation Team, takes us through the process of building a feedback application in 30 minutes!
55 min
App Design
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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Take your TrackVia Analytics and Reporting to the Next Level!
Max Walden, Implementation Engineer at TrackVia, shows us how to use advanced settings to get more value out of charts and graphs.
60 min
Views
TrackVia Features
Formulas
Looping Through Child Records with Flows
Taylor Termentozzi, Manager of the Customer Success team at TrackVia, shows us how to use the Flows feature to iterate over a set of child records.
56 min
TrackVia Features
Formulas
Fuel Data Insights with Flows
TrackVia Solution Consultant Jenny Beer discussed Flows and how they can help your processes and applications.
32 min
TrackVia Features
Tips & Tricks on Account Customization
TrackVia Solutions Consultant, Jenny Beer will teach you some easy ways to customize your account, update help resources, and clean up dashboard clutter.
29 min
TrackVia Features
Merging Data from TrackVia to .docx or .pdf
Tim Colletti, Implementation Engineer at TrackVia, shows us how to use the integration platform and Formstack to merge TrackVia data into word docs and PDFs.
54 min
TrackVia Features
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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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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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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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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Course 9 - Forms
Learn how to create concise, valuable, and interactive forms for adding, editing, and viewing data.
64 min
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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Course 2 - Managing Users
Learn how to add, update, and remove users from your account.
18 min
Users
User Groups
Expert Assessment
This assessment will test your skills as a TrackVia application designer and builder.
$250
10 hours
Intermediate Assessment
This assessment will test your knowledge on the core features of the TrackVia platform.
$250
60 min
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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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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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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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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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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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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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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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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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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Course 10 - Dashboards
Learn how to create beautiful and effective dashboards for your users.
27 min
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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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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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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Citizen Developer Movement: Rethinking “How” into “Who” with Low-Code
TrackVia hosts Stearns Lending, the PMI, and Forrester to discuss how companies are gaining a significant competitive advantage by embracing citizen developer programming.
1 hr 1 min
Citizen Development
Application Discovery Roundtable
There are countless uses for TrackVia, but sometimes it can be hard to think past your core application(s). If you’ve ever wanted to hear how other customers use TrackVia, then this is the webinar for you!
65 min
App Design
App Development
API
Learn about using the API to integrate TrackVia with other business-critical applications.
54 min
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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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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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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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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Course 1 - Navigation
Learn how to use the TrackVia navigation bars to move around your account and how to get help if you get stuck.
18 min
Course 5 - Tables
Learn how to build tables, add fields to those tables, and connect them via table relationships.
49 min
Course 11 - Permissions
Learn how to give users access to the amazing applications you've built for them.
37 min
Course 8 - Views
Learn how to take regular old data and turn it into meaningful charts and graphs that will provide the insights your business needs.
125 min
Course 7 - Functions and Formulas
Learn how your can leverage calculated and triggered fields to automatically calculate values on the fly.
50 min
Course 17 - Flows
Learn how to build custom workflows that walk end-users through a specific order of operations according to your business processes.
91 min
Flows
Course 16 - Sandbox
Learn how to utilize the sandbox feature and take your application development to the next level.
30 min
Sandbox
App Development
Course 15 - Dependent Drop-Downs
Learn about the benefits of adding dependent drop-down rules to your forms and how to configure them.
41 min
Dependent Drop Downs
Forms
Level 2
Course 4 - Elements and Hierarchy
Learn about all the core features of the TrackVia platform and how they work together to build applications.
28 min
Roles
Tables
Table Relationships
Dashboards
Views
Forms
Course 13 - Many-to-Many Relationships
Learn what many-to-many relationships are and various ways to achieve them within your account.
49 min
Table Relationships
Course 16 - Sandbox
Learn how to utilize the sandbox feature and take your application development to the next level.
30 min
Sandbox
App Development
Course 13 - Many-to-Many Relationships
Learn what many-to-many relationships are and various ways to achieve them within your account.
49 min
Table Relationships
Course 15 - Dependent Drop-Downs
Learn about the benefits of adding dependent drop-down rules to your forms and how to configure them.
41 min
Dependent Drop Downs
Forms
Level 2
Course 14 - Multi-select Widgets
Learn how you can leverage multi-select widgets to improve the way your users interact with many-to-many relationships.
46 min
Table Relationships
Multi-select Widgets
Forms
Course 17 - Flows
Learn how to build custom workflows that walk end-users through a specific order of operations according to your business processes.
91 min
Flows
Course 18 - App Scripts
Learn how to automate repetitive manual tasks with app scripts.
111 min
App Scripts
Course 10 - Dashboards
Learn how to create beautiful and effective dashboards for your users.
27 min
Course 11 - Permissions
Learn how to give users access to the amazing applications you've built for them.
37 min
Course 1 - Navigation
Learn how to use the TrackVia navigation bars to move around your account and how to get help if you get stuck.
18 min
Course 12 - Mobile
Learn about the functionality of the TrackVia Android and iOS mobile applications and how they differ from the website.
32 min
Course 6 - Importing Data
Learn how to import large amounts of data into your TrackVia applications quickly and easily.
35 min
Course 2 - Managing Users
Learn how to add, update, and remove users from your account.
18 min
Users
User Groups
Course 7 - Functions and Formulas
Learn how your can leverage calculated and triggered fields to automatically calculate values on the fly.
50 min
Course 8 - Views
Learn how to take regular old data and turn it into meaningful charts and graphs that will provide the insights your business needs.
125 min
Course 4 - Elements and Hierarchy
Learn about all the core features of the TrackVia platform and how they work together to build applications.
28 min
Roles
Tables
Table Relationships
Dashboards
Views
Forms
Course 9 - Forms
Learn how to create concise, valuable, and interactive forms for adding, editing, and viewing data.
64 min
Course 5 - Tables
Learn how to build tables, add fields to those tables, and connect them via table relationships.
49 min
Course 3 - Account Settings
Learn how to configure your TrackVia account settings like branding or the password policy.
28 min