How to Add Reference Data in Builder BETA

This product is in Beta. Please reach out to your Account Manager for more information. Please note that this Help Center article is in progress and will be updated.

Learn more about adding reference data in the Advanced Form Builder

Learn more about the Google Sheets Integration

Reference Data

Reference Data is available in Builder BETA! Now located in the settings gear of relevant fields, you can add reference data by importing comma separated value (also called CSV) files or using the Google Sheets integration. Fields will have a lightning bolt icon to indicate that it has reference data attached.

Additionally, all field types that support reference data are available to test in the interactive preview. 

The GIF below shows how to map a Parent Field to the reference data file and a how to map one field to automatically populate based on the parent field. Although the location to access reference data is now in the Settings modal, mapping fields follows the same process as in the Advanced Form Builder.