Set Permissions for a Vista Imported Form

In Field View Classic, set the form template permissions to make the Vista imported form template available to the appropriate team members to create new forms.

Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  1. Select Business Setup > Standards And Templates > Business Form Templates > Configure Form Templates.
  2. From the Search tab, in the Form Template Type Contains field, type Vista Imported Forms, and then click Search.
    All the Vista imported forms appear.

  3. Locate the form you wish to work with and then click the Edit link for that form.
  4. From the Edit Form Details & Permissions window, click the Permissions tab.
  5. Under Form Template Rights, select the check boxes for the rights you want to assign to a system role, or select Name to select all rights.
  6. Under System Roles, select the system role to which you want to assign the selected rights, and then click the Assign Form Template Right to System Role button. Repeat for additional roles.
  7. Click Close.