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.
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.