Can I use Reference Data for specific users in the Legacy Builder?

Using Reference Data and System Defaults, reference data can be shown to only the specified user.

Reference Data and System Defaults

Sometimes Reference Data contains sensitive information that can only be viewed by specific users. First, build the Reference Data file and then follow the steps to map these fields in the Legacy Builder.

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 Short Text field and label it "Employee Email." In the Field Settings, expand the More menu, expand the drop down for System Default, and select Username.

   

4. Map this 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 drop down 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 Publish to device to test on mobile.

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