Enable UD Forms Integration in Vista

In Vista, indicate which UD forms you want to make available as form templates in Field View. Only selected UD forms will be converted.

  1. Log in to Vista.
  2. Expand the User Database folder, and then click the Programs folder.
  3. Open the UD User Table and Form Setup form.
  4. Click the Grid tab. The default third-from-last column is titled Enable for Field Capture.
  5. For each UD form that you want to make available in Field View, select the Enable for Field Capture check box.
  6. (Optional) If you want to have the Field View Form reference number write back to Vista, set up a field in the UD Form titled FieldViewFormReferenceNumber (must be exact) with a column control type of Textbox and input type of Text.
  7. Click Update Table to save your changes.
In Team, once the application has refreshed, the selected UD forms will be available to convert to Field View form templates and predefined answers.
Continue to the Admin Center in Team to convert the selected UD forms and UD lookups.