Convert UD Forms to Field View Form Templates
From Team, you can convert a user defined form imported from Vista into a form template that can be used in Field View.
- Make sure you have reviewed the requirements described in System Requirements.
- In Vista, make sure any UD forms you want to convert are selected as Enable for Field Capture.
- If you haven't done so already, log in to Team.
Click on your name in the upper right corner and
Note: If you don't see Admin Center, you have not been set up as an administrator. Contact your System Administrator for assistance.The Enterprise tab appears.
Click the Enterprise Settings tab and
select User Defined
The User Defined Forms page appears. This page displays all available user defined forms imported from Vista.
Click the Refresh button to update the
Note the refresh process can take several minutes or longer.
Click the check box(es) for one or more forms to
select them, and then click the Convert button.
A confirmation message appears when the conversion is complete.
Note that, in Field View, the converted forms will be available in the highest level Business Unit in your Organization and will be categorized as Form Type: Vista Imported Forms.