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Data connection in form using reporter as variable

Michael Nassette
Michael Nassette Dec 13, 2022

We would like to use the data connection feature to populate a form field with data that is specific to the user that is filling out the form.

Our use case is as follows. We have a CRM with several end points that we can call to provide us with data specific to certain variables. An email address is one of those variables.

With this in mind, we want to populate a multi select dropdown field with values that we pull from our CRM using the report email address as a variable getting send to the endpoint. Is it possible to set this up using the data connections feature and if so?

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