If your Reference Data file contains sensitive data, use this solution to make sure it's only shown to users with permission to view it.

Reference Data and System Defaults

First, build the Reference Data file and then follow the steps to map these fields in your form. Please note, this article is written for the Advanced Form Builder but that steps can be applied to the Basic Form Builder as well.

1. Format the Reference Data file. Add a column in your spreadsheet for user email addresses. This will associate the data to the correct user.
2. Upload your reference data file.

3. Add a Single Line Text (or Short Text) field and label it "Employee Email." In the Field Settings panel, expand the dropdown for System Default, and select Username.

   

4. Map the field to your reference data file. In this example, the "Employee Email" field is mapped like a Parent Field in addition to using a System Default. 

   

5. The second is a dropdown field labelled "Customer Name" mapped to fill based on the Email field.

   

6. And the third field, labelled "Customer Data," is mapped to fill based on the Customer Name field.

   

7. Save and Test in the browser or Publish to test on mobile.

When your users open the form, they will only be shown the information pertinent to them.