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.
Company | McAlvain Companies, Inc. |
Job Title / Role | IT Director |
I need it... | 3 months |
Dear Viewpoint Suggestion Box contributor;
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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.
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.
Very necessary part of using forms and would see great value with it also.
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.