Matik user-based inputs automatically return values based on the current user's profile information within Matik. These inputs are useful for personalizing presentations with user-specific data and are available to all users but cannot be deleted, duplicated, or renamed. They can also be used to restrict generation access of end users to only certain input values.
Available Matik User-Based Inputs
The following user-based inputs are available within Matik:
- MatikUser_Email: Returns the current Matik user's email address.
- MatikUser_Name: Returns the current user's name.
- MatikUser_Title: Returns the user's title (if specified in their profile).
- MatikUser_Phone: Returns the user's phone number (if specified in their profile).
- MatikUser_Profile-Image: Returns the link to the user's profile image (if specified in their profile).
Using User-Based Inputs
Matik user-based inputs function like any other input in Matik. However, they are pre-configured and cannot be altered (deleted, duplicated, or renamed). They are commonly used in the following ways:
- Customizing input values to a specific Matik user: By using a user-based input to filter another input you can customize the input values in Matik to specific users. For example, if I only want account owners to generate presentations for accounts that they own, I can filter the account input to only display accounts owned by the signed-in Matik user.
Account_owner_email = &:MatikUser_Email
- Populating presentations with user information: These inputs are useful for personalizing presentations. For example, to automatically insert the name of the generating user into a footer, you can create a static piece of dynamic content and enter the Matik User Name input.
Generated by &:MatikUser_Name
Note: If fields such as MatikUser_Title, MatikUser_Phone, or MatikUser_Profile-Image are blank in the user's profile, the corresponding input will return an empty value.
Admin Testing of User-Based Inputs
While end users cannot see or interact with Matik user-based inputs, Admins have the ability to test these inputs when generating content.
When testing with APIs, queries, or presentations that utilize user-based inputs, Admins can impersonate a specific Matik user to simulate the input values of that user. This allows for more accurate testing and ensures the inputs are functioning correctly.
Using the Profile Image User Based Input
The &:MatikUser_Profile-Image input returns the link to the current user’s profile image. To display this profile image in a presentation template, follow these steps:
- Create a Data Source: Set up a new data source in Google Sheets or Excel 365.
- Create Dynamic Content (DC): Create a new dynamic content item from the data source. Set the Type to Image.
- Configure the Dynamic Content: Use &:MatikUser_Profile-Image as the input to the Google Sheets or Excel data source. The data source should output the value (profile image link) to a cell.
- Return the Image: The dynamic content should be configured to return the profile image from the provided link. This will allow the user's profile image to be displayed within the presentation template.
The result will be a data-driven Image DC that automatically retrieves and displays the profile image from the &:MatikUser_Profile-Image input.
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