How to Add Reference Data in the Builder

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Reference Data pre-populates fields quickly and accurately, saving time and reducing manual tasks for users in the field.

Reference Data

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 Legacy Builder.

Reference_Data.gif

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