Update Vista Custom Tables and Forms

Use the Field Apps module to save data collected in the field to user-defined (UD) tables and forms in Vista.

In order to use the Field Apps module:
  • You must enable Vista single sign-on for your VP user name (one-time setup). For help configuring single sign-on accounts in Vista, see Configure Your SSO Account.

  • You must log in to the portal with using single sign-on anytime you intend to use Field Apps. For details, see Log In With Viewpoint ID.

  • You must have been given access to the Vista UD tables and forms (and attachments where applicable) that you intend to update in Field Apps. This access is based on Vista security setup. If you have any issues accessing tables or forms, please contact your System Admin.

  1. Log in to the portal with your Viewpoint ID.
  2. From the Field Tools menu, select Field Apps.
    Note: The Field Apps option displays only if you have logged in to the portal using single sign-on.
  3. Use the Company drop-down at the top of the page to filter custom tables and forms by company.
  4. Use the Application drop-down to select or type to search for a custom table or form. This drop-down shows only the tables and forms that you have been given permission to in Vista.

    The grid refreshes based on your selections.

  5. To update a table or form:
    1. Select the pencil icon in the row that you want to update.

      The table or form opens in a new page where you can edit the information that is shown.

    2. When you are finished making changes, select Save Record. Information is saved to that same table or form in Vista.
    3. Select Back to Grid in the upper left to return to the main Field Apps page.
  6. To add attachments to a row or to delete a row from a table or form:
    1. In the applicable row, select the drop-down arrow to the right of the pencil icon.

    2. Follow the prompts in the pop-up window either to add an attachment or delete a row.
      Note: You must have the appropriate Vista security setup in order to view or add attachments to a custom table or form. Contact your System Admin if you need assistance.
  7. To add a record to the table or form that you are viewing, select the Add button in the upper right of the main Field Apps page.
    1. Enter information for the new table or form.
    2. When you are finished, select Save Record. Information is saved to that same table or form in Vista.
    3. Select Back to Grid in the upper left to return to the main Field Apps page.