Add Data to Another List for Export

cartocloud

ESRI Experience Builder is great at serving up filtered lists for people but it would be great if we had a way to add items from lists to a user-specific list that could then be downloaded or emailed to the user. Currently, the only way to export lists through Experience Builder is to toggle on the data actions menu and choose to export as a .csv, geoJSON, or JSON. This is not optimal for a mobile-first application. 

Context:

I work for an organization that's trying to encourage people to adopt water-efficient plants for their landscapes. Currently, I have an application configured so that users can apply filters to get a small subset of plants from a large list. However, one missing capability is that ability to add and "save" selected plants for download. Ideally, it would be great if users had the option to filter their data, pick from the list of available options some specific items that meet their criteria to a user-defined list, and then export the user-defined data table list either through an email or something else that's mobile friendly (exporting to .csv on mobile device isn't exactly friendly). 

Shengdi Zhang

For your requirements:

1. However, one missing capability is that ability to add and "save" selected plants for download.

If you apply a filter to the data source, "Export all" will only export the filtered records. However, if you manually select specific records in the list widget, "Export selected" allows exporting only the chosen records.

2.  Ideally, it would be great if users had the option to filter their data, pick from the list of available options some specific items that meet their criteria to a user-defined list

The list widget now supports the "Set filter" data action, and users are able to make custom criteria using this action.

3. and then export the user-defined data table list either through an email or something else that's mobile friendly

You can use a survey widget and webhooks to collect email addresses from users and send data to those emails. When adding the survey widget, enable the "Send data to this survey" option. This will automatically populate the selected record's attribute fields into the survey's input boxes.

Here is the doc: https://doc.arcgis.com/en/survey123/browser/create-surveys/webhooks.htm

However, one limitation is that you can only send one record per email. 

Let me know if you have any other questions or ideas.

Thanks,

Shengdi