Convert UD Forms to 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.
  1. If you haven't done so already, log in to Team.
  2. Click on your name in the upper right corner and select Admin Center.
    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.
  3. Click the Enterprise Settings tab and select User Defined Forms.
    The User Defined Forms page appears. This page displays all available user defined forms imported from Vista.
  4. Click the Refresh button to update the list.

    Note the refresh process can take several minutes or longer.

  5. Click the check box(es) for one or more forms to select them, and then click the Convert button.
    A confirmation message appears when the conversion is complete.
In Field View, the converted UD forms and all of their associated UD lookups will be available for use as form templates.

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.

To begin using a converted form template, follow the same steps for using any form template in the Field View Classic application. First, set workflow permissions for the new "Vista Workflow," then set form permissions, and then assign the form template to a project. After that, you can switch to the New Field View application view and add a new form using the imported template.