Add an Imported Predefined Answer Group to a Form Question
In Field View Classic, add an imported predefined answer group to a question on a form using the form designer.
- Make sure you have already created a form template in the appropriate business unit, and that the template has not been assigned to a project.
- Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
Once you've updated a Vista imported form in Field View, in order to send the updates back to Vista so that the corresponding user defined form is updated in Vista, you must change the form status (or, in Classic View, the workflow status) to Closed.
For details on changing the status of a form in Field View, see Change the Status of a Form. For the Classic Field View, see Change the Workflow Status of a Form.