Create a UD Field for Daily Reports and Field Tickets
Create a user-defined field in Vista for use in Daily Reports and Field Tickets in your portal.
-
To create a user-defined field:
- In Vista, select Viewpoint Administration > Programs > VA Custom Fields Wizard.
- Select Add Custom Field, and then select Next.
-
In the field that asks What form the custom field will
go on?, press F4 and select PMDailyLog from the
list.
- User-defined fields that you add to the PMDailyLog form in Vista are added to the Info tab in Daily Reports and the General Information tab in Field Tickets.
- If you want to add the custom field to a different tab (for example, Employees or Subcontractors), select the relevant PMDailyLog subform (for example, PMDailyLogEmpl or PMDailyLogSubs).
- In Name the custom field, give the custom field a name beginning with the letters ud. For example: udRentalRate. Then enter a description for the field.
- Choose the general input type for the field. For example, text or numeric.
- Decide if this field will Use a pre-defined data type. Press F4 with your cursor in this field for a list of predefined data types.
- Select Next.
- Depending on the predefined data type that you selected, different wizard windows may follow. For example, if this is a text field or a field without a predefined data type, the wizard prompts you to enter the number of characters to store in the custom field (the default is 30 characters).
- Select Next.
-
In the window that prompts you to
Configure the control
that captures the [input type] data:
- In Form Label, enter the display name for the custom field. For example, Rental Rate.
- An example of how the field will display shows at the bottom of the wizard window.
- Select Next.
- Optionally, create validations for the custom field, and select Next.
- When you have completed the custom field setup, select Finish in the final window of the wizard.
- To add the UD field to your portal:
- In the portal, select Admin > Portal Settings.
- Select the Refresh Synonyms
button.Tip: Refresh synonyms during off-peak hours at your company. The portal may be unavailable for a few minutes during the refresh. After this process is finished, you may need to log out of the portal and then sign in again to see the changes.