Convert UD Lookups to Predefined Answers
From Team, convert a user defined lookup imported from Vista into a predefined answer group that can be used in Field View forms.
- Make sure you have reviewed the requirements described in System Requirements.
- In Vista, make sure any UD lookups 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 Lookups page appears. This page displays all available user defined lookups imported from Vista.
Click the Refresh button to update the
Note the refresh process can take several minutes.
Click the check box(es) for one or more UD lookups
to select them, and then click the Convert button.
A confirmation message appears when the conversion is complete.
To begin using an imported predefined answer group, follow the same steps for inserting any predefined answer group into a question in a form in the Field View Classic application.