Update Vista Forms on the Web

Add new entries and update or delete data in Vista forms from the Vista Web portal.

1. Log in to the portal with your Trimble ID SSO account. For help, see Sign in to Vista Web with Trimble ID.
2. Select Office Tools in the navigation bar.

   The Vista Web Office Tools page opens.

3. Use the Company dropdown at the top of the page to filter custom tables and forms by company.

   If you select a different company, the page refreshes to show the forms that you have access to in that company. If you launch Vista after selecting a company, Vista will default to the company selected in Vista Web Office Tools.

4. From the hamburger menu in the upper left of the page, select the module containing the form you want to edit.

   A list of the forms that you have permission to displays.

5. Select the form that you want to modify.
   Note: Not all forms are editable. To determine which forms have editing capabilities, see Vista Forms Available in Office Tools.
6. To add a new entry to the form:
   1. At the top of the form, select Add.
   2. In the new record that opens, select a tab on the left and enter values in the fields. You must enter values in all required fields (outlined in red) to be able to save the entry.
   3. Lookup fields display with a magnifying glass icon next to them. Select this icon to choose a lookup and lookup value. The same lookups that are available for a form in Vista are available in Office Tools.
   4. When you are finished making changes, select Save Record at the bottom right of the page. The data you entered is saved to that same form in Vista.
   5. Select Back to Grid in the upper left to return to the main form.
7. To edit data on a form:
   1. Select the pencil icon in the row that you want to update.

      The table or form opens in a new page where you can edit the information that is shown.

   2. Go to the tab(s) you want to update and enter data the same way you would when creating a new entry, filling required fields and using lookups.
   3. When you are finished making changes, select Save Record at the bottom right of the page.
   4. Select Back to Grid in the upper left to return to the main form.
8. To add attachments:
   1. In the applicable row, select the paperclip icon.
      • If the icon is yellow, no attachment has been added:
      • If the icon is white, at least one attachment has already been added:
   2. Follow the prompts in the pop-up window to add an attachment.
      Note: You must have the appropriate Vista security setup in order to view or add attachments to a form. Contact your System Admin if you need assistance.
   3. When you are finished, select Close in the attachments pop-up window.
9. To delete an entry from a form:
   1. In the row of the entry you want to delete, select the trash can icon:
   2. Follow the prompt in the pop-up window and select Delete.
10. To reset a form, select the back arrow icon.