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Setting Up UD User Tables and Forms

UD User Table and Form Setup creates custom tables and forms for records that standard Vista forms do not track.

Before you start​

  • Know the columns, keys, and whether records are company-specific.
  • Plan who will get form security access.

Steps​

  1. Open UD User Table and Form Setup and create a new form.
  2. Name the table starting with ud (for example udMyTable).
  3. Enter a description (appears on the menu).
  4. Check Company-based if records are per company.
  5. Enable Auditing to track changes; typically enable standard notes as well.
  6. On the Grid tab, add columns—no spaces in column names.
  7. Mark unique key columns with key sequence values.
  8. Prefer existing data types so related lookups come along.
  9. Save, then click Update Table to generate the table and form.
  10. Grant access in VA Form Security (user group or individual).

Notes​

  • Save before Update Table so you do not lose definition work.
  • Careless key definitions allow duplicates—define keys deliberately.