User mapping links the fields in a form section to the fields in a Smarter Drafter user's account profile. When someone fills in the form and selects a user, the mapped fields populate automatically with that user's profile data — no retyping names, emails, or position details.
You set up user mapping per section in the Form Builder. To see what the person filling in the form experiences, read How User Mapping Works in Forms.
How to
1. In the Form Builder, open the form and find the section containing the fields you want to map.
2. Click the options menu (⋮) on the section banner and select Map fields to users.
Selecting options on a section to see 'Map fields to users'
3. The User field map modal opens on the User Profile fields tab, listing every user profile field available to map.
4. Click the dropdown under a user profile field and select the form field it should populate. Only fields of a matching type appear — for example, Full name maps to a Name field, and Direct email or Service email maps to an Email field.
View to map user profile fields to section fields
5. Alternatively, click Guess map to match fields automatically, then review the results and adjust any mapping that isn't right.
6. Optionally, open the Restrict Users tab to limit which users appear in the section's search when the form is filled in. Select any combination of individual users and groups — the section's search then shows only those users and the current members of those groups. With nothing selected, all active users appear, as usual.
View to restrict users displayed in search results
6. Click Save. Mappings don't take effect until saved — clicking Cancel or closing the modal with the X discards your changes.
TIP: Group-based restrictions stay current on their own. If someone joins or leaves a selected group, or a user is deactivated, the section's search reflects it automatically.
COMMON QUESTIONS
Q: What are user profile fields?
A: They're the details stored in each Smarter Drafter user's account profile, such as full name, initials, position, and email addresses. If a user's profile is missing data, the mapped field stays empty and can be filled in manually.
Q: Why can't I see my form field in the dropdown?
A: Each user profile field only accepts form fields of a matching type. If a field doesn't appear, check its field type in the section — for example, an email profile field will only list Email-type fields.
Q: Do I need to check Guess map's results?
A: Yes. Guess map takes a best attempt at matching fields, but you should review each mapping and correct any that are wrong before saving.
Q: Can I map more than one user in the same section?
A: No. Each section supports one user mapping. If your form needs details for two different people, put their fields in separate sections and map each one.
Q: What happens if everyone in my restriction is deactivated or the groups are emptied?
A: The published section falls back to showing all active users, so the person filling in the form is never blocked. Builders with access to the form receive an in-app notification so they can fix the restriction.
Q: I saved a mapping but fields aren't populating in the form. Why?
A: Check the mapping is saved against the right fields, and that the selected user's profile actually contains the data. See How User Mapping Works in Forms for how population behaves during form filling.