Update Custom Vista Tables and Forms on the Web

Save data collected in the field to the user-defined (UD) tables and forms that you have access to in Vista.

In order to update UD tables and forms using Vista Web:

  • You must be a licensed user of Vista Web Office Tools, or you must be assigned access to the Field Apps module.

  • You must log in to the web portal using your Viewpoint ID single sign-on (SSO) account. For help configuring single sign-on (SSO), see Configure Your SSO Account.

  • You must have been given access to the applicable user-defined tables and forms (and attachments where applicable) in Vista.

If you have any issues accessing Vista tables or forms in the web portal, please contact your System Admin for assistance.

  1. Log in to the portal with your Viewpoint ID single sign-on (SSO) account. For help, see Log In With Viewpoint ID (SSO). After logging in to the portal via SSO:

    • Licensed users of Vista Web Office Tools will see an Office Tools link in the navigation bar. These users will not see a Field Apps option in their portal.

    • Users who are not licensed for Vista Web Office Tools but who have been assigned access to Field Apps will see a Field Apps option available from the Field Tools menu. These users will not see an Office Tools link.

  2. If you are a Vista Web Office Tools user:
    1. Select the Office Tools link in the navigation bar.

      The Vista Web Office Tools page opens.

    2. From the hamburger menu in the upper left of the page, select User Database.

      A list of the user-defined forms that you have permission to displays.

  3. If you are a Field Apps user, from the Field Tools menu, select Field Apps.

    The Vista Web Office Tools page opens directly to the User Database section. A list of the user-defined forms that you have permission to displays.

  4. Use the Company dropdown at the top of the page to filter custom tables and forms by company.

    If you select a different company, the page refreshes to show the UD tables and forms that you have access to in that company. If you launch Vista after selecting a company, Vista will default to the company selected in Vista Web Office Tools.

  5. Select the UD form that you want to modify.
  6. To update a UD table or form:
    1. Select the pencil icon in the row that you want to update.

      The table or form opens in a new page where you can edit the information that is shown.

    2. Lookup fields display with a magnifying glass icon next to them. Select this icon to choose a lookup and lookup value. The same lookups that are available for a UD form in Vista are available in Office Tools.
    3. When you are finished making changes, select Save Record in the bottom right of the page. Information is saved to that same table or form in Vista.
    4. Select Back to Grid in the upper left to return to the main form.
  7. To add attachments to a row or to delete a row from a table or form:
    1. In the applicable row, select the dropdown arrow to the right of the pencil icon.

    2. Follow the prompts in the pop-up window either to add an attachment or delete a row.
      Note: You must have the appropriate Vista security setup in order to view or add attachments to a custom table or form. Contact your System Admin if you need assistance.
  8. To add a record to the table or form that you are viewing, select Add in the upper right of the web form.
    1. Enter information for the new table or form.
    2. When you are finished, select Save Record. Information is saved to that same table or form in Vista.
    3. Select Back to Grid in the upper left to return to the main form.