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Setting Up UD User Tables and Forms

UD User Table and Form Setup creates custom tables and forms. You name the table and columns, save, and the form appears in the UD Programs folder after VA Form Security is set; you can then move it to module folders. Form help: About the UD User Table and Form Setup Form (field defs sometimes say “UD User Table Form Setup”). Procedure: Create a Custom Table/Form. There is no help slug setting-up-ud-user-tables-and-forms.

Before you start​

  • Design the form first for one clear purpose.
  • Plan at least one key field (Key Seq).
  • For a Combobox column, create the combo type first in VA Custom Field Combo Boxes.
  • Group-related datatypes need a companion bGroup column (see HQ Company Setup / HQ Groups). Examples: Vendor/bVendor + VendGrp/bGroup; PhaseCode/bPhase + PhaseGrp/bGroup. Group datatypes include bCustomer, bVendor, bFirm, bMatl, bTaxCode, bPhase, bJCCType, bCostCode, bRevCode, bEMCType.
  • If no datatype is set, plan Input Type and (as needed) mask, length, and precision.

Steps​

  1. Open UD User Table and Form Setup.
  2. Header:
    • Table Name: up to 18 characters, no spaces (example CompanyVehicles). On tab-off, prefix ud is added (udCompanyVehicles).
    • Description: up to 30 characters (spaces OK); becomes the form title in UD Programs.
    • Form Name: defaults from Table Name; override up to 28 characters, no spaces; ud prefix added.
    • Company Based: checked = each company has its own records (system adds an invisible Company/Co column with the active company). Unchecked = one record set for all companies. Disabled after create.
    • Use Notes Options: No Notes / Standard Notes / Formatted Notes. Formatted adds a toolbar. Formatted → Standard is not allowed. Later choosing No Notes deletes the Notes column, tab, and existing notes.
    • Auditing: log adds/changes/deletes; view in VA Audit Log Viewer.
    • Enable for Field Capture: makes the form available in Field View.
  3. Detail — add columns (at least one Key Seq):
    • Column Name: up to 30 characters, no spaces. Do not add a Company column. Avoid names starting with a number or a SQL reserved word. Only underscore _ is allowed as a special character in table/column names.
    • Description: up to 30 characters; input label.
    • Key Seq: 0–255 load order for key fields only. After Update Table, key sequences cannot change and new keys cannot be added.
    • Auto Seq. Type (only on a key, and only the last key): 0-Not used; 1-Auto value only; 2-Auto value, but allow entry. Sequencing waits until other keys are filled.
    • Control Type: Textbox, Checkbox, Combobox, Date, Month, Web, Notes.
    • Combo Type: only if Combobox (from VA Custom Field Combo Boxes).
    • Datatype: F4. If set, format/input type/length/mask/precision/F4/F5 copy in and remaining input fields are skipped until you remove the datatype. Checkboxes must use bY/N. Avoid bTime for time-only (includes date). Securable fields (example bEmployee) also require Company Based.
    • Without datatype: Input Type (0-Text, 1-Numeric, 2-Date, 3-Month, 5-Multi-Part), Input Mask, Input Length, Precision as applicable.
  4. Click Update Table.
  5. Set VA Form Security or the form will not show in UD Programs.
  6. Optional data-level security (Company Based required): configure before or as part of create per Set Data Level Security when Creating a New Custom Form, then in VA Data Security Setup check In Use and Regenerate Views via VA View Generator.

Hard rules​

  • Special characters other than _ in table/column names break dependencies.
  • No spaces in Table Name, Form Name, or Column Name.
  • Company Based and key sequences are locked after create / Update Table.
  • Notes: Formatted cannot become Standard; No Notes deletes notes.
  • Auto-seq only on the last key; checkboxes require bY/N.
  • Cannot shrink Input Length below the longest existing value. Characters left of the decimal in a numeric mask can only be increased (decreasing errors).
  • Form security is required for the form to appear.

Notes​

  • Related: Create / Edit / Move / Delete a Custom Table/Form or Column; Set Data Level Security when Creating a New Custom Form; Data Level Security for Custom Tables and Forms; VA Form Security; VA Data Security Setup; VA View Generator; VA Custom Field Combo Boxes; VA Audit Log Viewer; HQ Company Setup; HQ Groups.