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65 Vote

Add built in Vista Lookups to Forms - Phase, Equipment, etc.

We see tremendous potential in the new forms functionality, but really need to be able to look up things like phase codes, project contacts, equipment, etc., using the existing lookups from Vista. The data will be more accurate that way, and the form would be easier to complete if a phase could be selected instead of typed in.

• Gay Lynn Anderson
• Oct 1 2020
• Future consideration

Forms

Company	McAlvain Companies, Inc.
Job Title / Role	IT Director
I need it...	3 months

• Comments (4)
• Votes (65)
• Merged ideas (1)

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  Guest commented

  June 08, 2022 19:06

  It would be nice if this were truly a forms designer with DB lookups, validations, conditional logic to show/hide sections, etc., e.g., Adobe Sign, InfoPath. Even better would be Power Apps-like functionality.

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  James Fencil commented

  April 22, 2022 12:17

  It would be great if we could look up our subcontractors, contacts, owners, etc via a form so we can standardize the information entered and it would be easier for the guys in the field to search for a sub rather than remember what they are called and don't have to guess on spelling.

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  Mark Ward commented

  October 22, 2020 13:49

  Very necessary part of using forms and would see great value with it also.

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  Dennis Heinle commented

  October 22, 2020 13:27

  Please add the ability to do lookups from Vista in the new Forms. We are comparing this built-in functionality to a third-party product. This feature alone could save us from spending an additional ~$30k a year on a safety app.

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• 3 Vote

  Allow Vista DB Lookups in Forms Merged

  When building Forms it would be great to have a few options to search/select active lists in Vista such as Projects or Employees or Clients or Vendors etc... Otherwise you have to create these and maintain them in two places

  

  Created 05 May 17:49 by Brandon Berumen

  Forms

  0 Future consideration

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