Creating a Data Set to Retrieve the Logged in User

You can create a data set that retrieves information about the currently logged-in user using a SQL query. Once created, the data set can be applied to a form to automatically populate user-specific information.

1. From the Reusable Components menu, select Data Sets. Click + New Data Set. The Data Set Designer opens.
   
2. In the Data Set Name field, enter a descriptive name for the data set. In this example, we'll name the data set @User.
3. From the Data Connection field, select the data connection from which the data is to be retrieved. In this example, we are using a SQL Server connection type.
4. From the Data Origination field, select SQL Query because that is where the data comes from.
5. Enter the SQL query to retrieve the data fields. Using this example, we'll use SELECT @User. 
6. Click Generate Data Fields to run the query and display a subset of the data.
   
7. Click Save to save the data set.
8. The data set can now be applied to a form. See Adding a Data Set to an Input and Adding a Data Set to a Dynamic Table for more information.
9. Once the data set has been applied, preview the form to confirm that the logged-in user's information is automatically populated as expected. This allows forms to display personalized data without requiring users to enter information manually: