Pull Data from employee data table based on current user

Question

Hello!I want to pull employee data (name, email, work location, etc) from a connected table that gets fed from our HR system. My connected table uses the Employee ID as the key, but I could change it.An employee goes into the app to submit a new report, they have to put in their ID number to find their info. I want the connected table to automatically populate the employee's data based on the current user, without them having to do anything. We have 1700 employees who will be using this submission process so we're a little concerned about mistakes being made and not putting in the correct ID number, therefore submitting a report for someone else.I've tried to do this in a couple of ways, and I just can't get it to work. Ideas are very much appreciated!

Denin · Answer

This is not an exact implementation plan, but an idea:

Imagine you have an [email] field.

Each employee logged into Quickbase has the same email as their employee info in the table with the [email] field matching.

Then you can use something like this formula in a formula - checkbox:

[Email] = UserToEmail(User())

To check if the match is there. If true, then set your field XYZ to equal the other record's XYZ.

Possibly you can use lookup fields or formulas to prepopulate the fields automatically or using form rules.

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