Exporting User Information (Fields Using "User" Prompt)

Prev Next

Fields using the "user" prompt—such as the default "Staff Assigned" field—are different than other prompt-driven fields in that they:

  • Aren't created or managed in the prompts tool

  • Connect the field to a user in your database. This allows you to access attributes about users, such as their names, titles, and email addresses

  • Have the value setting of "Store Value (bit/language/state/country/user prompts and text fields only)"

A configurable joins query is required in order to access user-driven field exports. 

From Records to Users

  1. In a query using configurable joins, look for and add a join that shares the name of the user-driven field you want to export information for.
    For instance, joining to "Staff Assigned" for the default "Staff Assigned" field.

  2. Add the desired exports.

Still looking for what you need?