Form Menu Options

There are several options in the menu at the top of each system form. Many of these options are another way to launch the toolbar features.


These menu options are generally used to launch related forms or processes - for example process a batch.


Use these options to create, delete, and move through the records that display in the form.

  • Form Search – Use this option to filter the records returned to the form’s recordset. When selected, the Form Search form displays, allowing you to enter specific data by which to search for or restrict the records returned to the form.
  • Standard Field Labels – Use this option to display the standard labels on all fields in the form - for example if you have overridden the standard field labels using the Field Properties form.
  • Show Hidden Fields – Use this option to show fields that have been hidden using the Field Properties form ( Show on Form box on the User Overrides or System Overrides tabs).
  • Filter Bar (Displays only when you are on a Grid tab) – Turns the filter bar on and off. The filter bar displays in the grid above the first record and allows you to filter records by one or more columns in the grid.
  • Clear All Filters – Clears the filter bar of all filters in form grids that display the Grid icon in the toolbar.
  • Grouping Bar (Displays only when you are on a Grid tab) – Turns the grouping bar on and off. When checked, the grouping bar appears in the grid above the first record, allowing you to group records by one or more columns.
  • Descriptions Above Grid (Displays only when you are on a Grid tab) – Displays descriptions of fields above the grid. At least 1 field in the grid must have the Show above grid only option selected in the Description in Grid field on the Field Properties form to use this option.
  • Columns (Displays only when you are on a Grid tab) – Use these options to reset columns to their standard width and tab order.

    Reset Column Widths – Use this option to reset all columns on the form’s grids to their standard width.

    Unlock Column Order – Use this option to lock/unlock the column order for all grids on the form. Unlocking the column order allows you to move the columns to any position in the grid.

    Reset Column Order – Use this option to reset the column order for all grids on the form. Columns will be reset to their standard positions.

  • Print Preview – Use this option to a preview a report that displays all of the records in the grid.
  • Print – Use this option to print all records in the grid.
  • Reports – Use this option to generate reports that are associated with the form.
  • Full Validation/Defaults – Use this option to toggle field validation and defaults on/off. When selected, inputs will default as designed and validation will occur during entry. When cleared, inputs will default as null and validation will only occur when you save the record.
  • Show All Type Columns – Available only for forms where an item ‘line type’ is specified (for example, AP Transaction Entry, AR Invoice Entry, Purchase Order Entry, and so on). Use this option to show all line type related columns in the grid. Standardly, only columns related to the line type are displayed in the grid (to save space). For example, if posting in AP Transaction Entry and the line type is Job, the grid will include JC Co, Job, Job Desc, Phase, JC CT, and JCCT UM columns in the grid. However, if you elect to show all line type columns, you will also see PO, PO Item, SL, SL Item, and so on.
  • Field Properties (F3) – Launches the Field Properties form.
  • Field Lookup (F4) – Launches the Lookup associated with the active field where applicable.
  • Field Setup (F5) – Launches the setup form associated with the active field. For example, if you select this option from a Tax Code field, the system launches the HQ Tax Codes form.
  • Form Properties – Launches the Form Properties form.
  • Attachments – Use these options to add/view/edit/delete attachments.
  • Scan – Use these options to scan documents.
  • Move Custom Fields – Displays only when custom fields exist for the current form. Use this option to reposition custom fields (that is, fields created via the VA Custom Fields Wizard or through the UD module). When selected, form changes to ‘move’ mode, allowing you to move your custom fields anywhere on the current tab. When you are finished repositioning the fields, click Accept to save.
    Note: If you want to move a custom field to a different tab, you can do so via Field Properties, System Overrides tab.
    (Note: ) From here you can also horizontally expand custom fields; you can expand custom Notes fields both horizontally and vertically.
  • Custom Group Boxes – Use this option to create a group box on the current form. Group boxes allow you to group related fields together. This feature was designed primarily for grouping user-created fields together.
  • Input Order
    • Set Order – Use this option to change the tab order of fields on the form; that is, the order in which the cursor moves when the Tab or Enter key (if Use Enter as Tab option is in use) is pressed from the fields in a form. When selected, the screen refreshes to display the numeric order of each field on the form, including custom fields. To change a field’s tab order, enter the desired ‘tab index number’, making sure that if the number was previously assigned to another field, that you reassign that field’s tab index number as well. When changing the tab order for fields in a group box, make sure the tab index numbers are grouped together consecutively (for example, 20, 21, 22). Be aware that if you assign non-consecutive numbers to grouped fields, once you tab to one field in the group, the cursor will ‘ignore’ the assigned tab order and move to the remaining fields in the group before moving on to the next sequential number outside the group. Once you have finished tab index number assignments, click the Accept button in the top right corner to save the changes. To clear changes and exit form, click Cancel.

    • Restore Defaults – Use this option to reset fields to their standard tab order.
  • Email Link to Record – Use this option in maintenance forms to create an email with a link to the selected record in the email body.
  • Status Text Hover – Select this option to use the mouse hover to display status text for fields on a form. When you have over a field on a form, status text displays in a text bubble. This feature is limited to specific non-grid fields and applies to standard system forms only. You must also turn this feature on each time you open a form.

This menu displays a list of all forms that are currently open, including forms in another company. The list will always include the main menu.

  • Field Help – Use to access the help for the current field. You can also press F1.
  • Form Help – Use to access the help for the current form.
  • Module Help – Use to access the help for the current module.
  • Viewpoint Help – Use to access the Vista Help home page on the Viewpoint Help site, where you can find release notes for the latest release, use search to find specific information, and access featured videos and articles. You can also access Help for other Viewpoint products, as well as related resources, such as the Customer Portal, Knowledge Base, and Viewpoint Academy.
  • Customer Portal & Support
    • Customer Portal – Use to access the Viewpoint Customer Portal, where you can download the latest releases, request support/assistance from Viewpoint Support, and access learning tools, such as the Viewpoint Academy and Knowledge Base.
    • Support Knowledge Base – Use to for direct access to the Knowledge Base, where you can find answers to frequently asked questions and instructional articles.
    • Remote Support – Use this option to join a video conference with Viewpoint Support. Support uses video conferencing as a means of accessing and trouble-shooting a customer's desktop, and will provide instructions for use of this option when applicable.
      Note: Viewpoint is transitioning to a new remote support platform. As a result, this link will be removed in an upcoming release.
  • User Community
    • The Network – Use to access The Network, where you can participate in discussion forums with other users, learn how to get the most out of your Viewpoint solutions, share feedback with Viewpoint product experts, and stay up-to-date on the industry's most recent developments.
    • Suggestion Box – Use to access the Viewpoint Suggestion Box, where you can enter suggestions about features or functionality you'd like to see in Vista, as well as review the status of existing suggestions.
  • Training – Use for direct access to the Viewpoint Academy, where you can find tutorials, job aids, videos, classroom and virtual training, and certification programs.
  • System
    • Show Overrides - Use to show which fields on a form have overrides set up in Field Properties (F3). If overrides exist for a field, the field label is bolded.
    • View Logs - Use to access the Viewpoint Log Viewer, which provides a list of error messages, audit records, and application access information.
    • Logged On Users – Use to view a list of users that are currently logged on to the system and how many licenses are in use. Also includes email options. For more information, see About the Logged On Users form.
    • Configuration – Use to review the software configuration information (i.e. which database you are on, the repository and local directory being used, and the assemblies that are currently loaded. For more information, see View System Configuration Details.
    • Check Remote Service Status – Use to check the status of the remote service (i.e. the application server).
    • System Information – Use to access information about your system. For more information, see About the System Information Form.
  • What's New - Use for direct access to the Trimble Viewpoint Blog, which provides information about the latest product releases and enhancements.
  • About Vista – Use to access information about Vista, including the software version, contact information, product information, and website links, as well as current user information (user name and available licenses).