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Using the VA Custom Fields Wizard

The VA Custom Fields Wizard adds, changes, or deletes custom fields on most Vista forms. Custom fields are global (all companies).

Before you start​

  • Your user has Menu Administrator and Form Administrator in VA User Profile.
  • Back up data before deleting a field.

Steps​

  1. Open VA Custom Fields Wizard.
  2. To add a field: choose Add Custom Field, select the form, field type, and name.
  3. Optionally add the same field to related forms (for example JC Jobs and PM Projects).
  4. To change a field: choose Change Custom Field and follow the prompts.
  5. To delete a field: choose Delete Custom Field only after backing up stored values.

Notes​

  • Deleting a custom field permanently removes its data.
  • Placement options depend on the form—plan where the field will appear.
  • Create combo boxes before attaching list-style custom fields.