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Allow udForms linked to Standard Form Tabs open in Info view

Most of our ud forms are designed on the Info tab to make data entry easier by creating Custom Groups etc.  When you add a udForm to a Custom Tab on a Standard VP Form, the default view is Grid Only.  You have to click, click, double-click just to get the Info version of the form to open.  It's either that or you have to create a secondary key field on the form, but if you already have the form created with data or don't want to allow multiple records, it doesn't work. 

It would be great when setting up UD Forms that we tell VP this is a Grid Form or an Info form.  When you reference that form anywhere in VP, that's how it gets opened. 

  • Mercedes Green
  • Mar 15 2017
Company Skygrid
I need it... 3 months
  • Attach files
  • Nathan Sutherland commented
    May 02, 2017 23:11

    I agree with Andre. What you are really asking for is a way to tell Viewpoint "This is a one-to-many" form, or "This is a one-to-one" form. For the one-to-one relationships, why not add custom fields to the parent form?

    And obviously for the one-to-many relationships, you will need to see a grid.

  • Andre Ferreira commented
    March 21, 2017 23:19

    If it's only a single record type of item, the best way to go IMO is to create a custom tab (leave it blank, just choose a name), then use VA Custom Fields Wizard and add fields to that tab. For objects with multiple relationships, unless they had a sub screen or something, I don't see how it would work..

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