🆕Tracker Menus

Within the menus offered at Tracker level you will find Workflow and Automation setup, Tracker customization, and permission settings. This section is located at the top of the tracker.

Team Name: Click on the team name to bring up information on the team.

Pin It: This functions identically to the Pin It function in the Trackers Module. Click this option to pin the tracker for quick access. Pinned trackers appear on the left hand side of Trackers Module.

Workflows dropdown: This menu offers tools for creating workflows, managing both active and inactive workflows, and includes Automation Logs to track workflow executions. For details on creating and managing Workflows, click here.

Tracker Tools dropdown menu

This menu provides tools that affect the creation of tables and forms, tracker properties, tracker permissions, tracker location, and features the tracker log.

Create New Table

Create a new table view of your tracker to quickly view and filter relevant information. To delete a table, click Delete Table from within the Table Menus. For details on creating new table views for a tracker, click here.

Create New Form

This option allows you to create an accompanying form for your tracker. Forms are a great way to gather data quickly. They also offer an alternative method for entering data into the tracker, eliminating the need for users to have direct access to the tracker to add entries. For details on creating Forms, click here.

Get Tracker Link

Clicking this option will save a copy of the tracker link to your clipboard. Note: Users must still have permission to access the tracker or else the link will return an error screen.

Edit Tracker Properties

This option allows you to update the description of your tracker.

Data Uploader

This option allows you to upload entries from a third party csv, HTTPS, or SFTP service to a tracker that has already been created. For more details on the Data Uploader, click here.

Manage Tracker Permissions

This option allows users with full access permission to manage entry and share permissions for team members within the network and guest users.

In a project, group, or department, the following permissions by role are supported:

Creator - The user who creates the tracker has full access to all tracker actions

• There can be only one user with the creator's permission

• Creator can grant permissions to team members on the tracker

• Creator permission and status can be transferred to another member of the team in which the tracker is posted.

Team Admin - All team admins have full access to all tracker actions

• There can be multiple team admins in a team

• Team admins can grant permissions to team members on the tracker

• Team admin permission can be given/removed from a team member

Team Member who is a Network User - By default, can add or import entries in the tracker

• By default, can edit, lock and archive any entry in the tracker

• By default, can delete any entry in the tracker

• By default, can share tables & share forms with nonteam members

• Tracker creator/ team admins can give or revoke the above four permissions from all team members who are network users

Team Member who is a Guest User- By default can add or import entries in the tracker

• By default can edit, lock and archive any entry in the tracker

• By default cannot delete any entry in the tracker

• By default, cannot share tables & share forms with nonteam members

• Tracker creator/team admins can give or revoke the above four permissions from all team members who are guest users

Nonteam Members - By default, in a private or unlisted project, group, or department, nonteam members have no access to the tracker

• By default, in a public project, group, or department, nonmembers have view-only access to the master table only

• Refer to the “Sharing” section below for how to give nonmembers permissions to specific tables & forms

Manage Newsfeed Preferences

Full access users have the capability to define conditions for entry events. Administrators can specify the actions to be taken when an entry is added, edited, or deleted. Choices include displaying a new feed in the Team Workspace, logging a new activity in the entry, or adding a new comment to the entry activity.

It's important to note that these news feed preferences will be universal for all team members. However, individual users retain the flexibility to personalize their specific out-of-channel notification preferences.

Transfer Tracker Owner Rights

Team admins and the tracker creator can transfer ownership of a tracker to another user within the team.

Clone Tracker

This option allows you to duplicate a tracker you have access to. You are required to name the new tracker and select the team where the tracker will be cloned.

You can choose whether to copy:

• Tracker structure only

• Both tracker structure and entries

Tracker structure includes:

• Columns

• Tables

• Forms

• Workflows (enabled or disabled in the original tracker)

Entries refer to the records in the tracker. When cloning with entries:

• Submitted By is updated to the user performing the clone.

• Submitted On reflects the time of the clone.

• Approval Status is retained: Approved entries remain approved, and pending entries remain pending.

  • Pending entries do not retain approval history. Original approval requests cannot be actioned in the clone, but new approval workflows can be triggered if conditions are met.

• Approved entries retain their status but do not carry over approval history.

Files and attachments (if any) continue to be shared between the original and cloned trackers. They remain accessible to all team members where the cloned tracker is created.

After cloning, you will receive a confirmation notification with a link to open the new tracker.

Move Tracker

This option allows you to move the tracker to another selected team. All entries and activity log associated with this tracker will remain intact.

Archive Tracker

Use this option to move a tracker to the archived space. Archiving trackers is a good alternative to deletion, especially if there is still information contained that may need to be accessed at a later date.

When a tracker is archived:

• It is removed from the active list of trackers for all users.

• No user can add new entries or edit existing entries in the tracker.

• The archived table provides enhanced usability, making it easier to review and analyze historical data without restoring it:

  • Column visibility controls let you choose which columns to display.

  • Default sort order settings allow you to organize archived entries consistently.

  • Filter options help refine the view to only the data you need.

These enhancements ensure that archived trackers remain fully accessible for reporting and reference purposes while preserving their read-only state.

Delete Tracker: This option deletes a tracker, removing it from a team and the Trackers Module. Network admins can retore deleted trackers from the Admin Portal via the Trash Can feature.

View Tracker Log

This allows you to view the most recent 500 events that have occurred which affect the tracker at large. This includes such changes as changing the tracker properties, adding or removing a row, editing a column name, etc.