How can I tell if my form uses Reference Data?

If you need to quickly determine whether your form uses reference data, there are two methods besides simply going in to check within the form builder.

From the Form Settings Page

If you only need to know the files referenced by a single form, the Form Settings page is the fastest method.

1. Navigate to the Forms page and select the Settings icon.
2. Scroll all the way to the bottom of the page and all files that are referenced in the form will be listed.

The Reference Data Report

Alternatively, you may need to ascertain the reference data attached to more than one form. You can do this quickly by utilizing the Reference Data Report.

1. Navigate to the Reports page from the Account drop down in the left navigation. If you have departments enabled, this drop down will be labeled Department.
2. Select the hyperlink for Reference Data Report, the fourth option in the list.
3. The report will be defaulted to run by Reference Data but you can also choose to view the report by Form.

Run Report by Reference Data Run Report by Form