Display EX contact name if value entered in data match metadata

Question

I am importing a data set via Response Import Automation which includes a field Initials. I have a CX dashboard widget that displays the count of responses entered by “Initials”. In my EX directory I have metadata for those employees which includes their initials. I would like the dashboard to display the Name of the employee where the two initials match.

Example: My initials are SH. I log 34 interactions with my initials. The data set is imported. If you look at my contact in the EX directory I have a metadata value SH. Since the two initials match I would like the widget to display Sandra Hasty 34. Currently it is displaying SH from the data set.

The survey is a CX project based on operational data.

jake_dufinetz · Accepted Answer

Hi Sandra. Unfortunately the EX Directory contact/user metadata doesn’t cross over to CX dashboards. To enable similar functionality in a CX dashboard, you would need to add your users as CX users and update their CX user metadata to have the value that needs to match the value in the dataset.

Metadata (CX)

Once the CX users are setup with the required metadata to match to the dataset records, you can control their data access to only display records in the dataset that match their relevant records (matching initials in your case). This is done with the dashboard roles and setting data restrictions with the “is same as dashboard user’s” option.

CX Dashboards Roles

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