Access and Edit Related Table Records in Experience Builder (Similar to Smart Editor in Web AppBuilder)

[aawadrsk]

Hi Esri Community,

I’m currently transitioning from Web AppBuilder to ArcGIS Experience Builder and exploring its capabilities. In Web AppBuilder, the Smart Editor widget allowed us to easily access and edit related table records for a feature layer, which was incredibly useful for workflows that require managing feature-linked table data.

Now in Experience Builder, with the Edit widget and Interact with a Map functionality, I can see improvements in editing capabilities. However, I’m trying to achieve the following:

Goal:

• Enable users to access, view, and edit related table records for a feature layer within an app created in Experience Builder.

What I’ve Done So Far:

1. Configured a relationship class in my geodatabase for the feature layer and related table.
2. Published the feature layer with editing enabled to ArcGIS Online/ArcGIS Enterprise.
3. In Map Viewer, I enabled pop-ups for the feature layer and included related table records.
4. Added the Map widget and the Edit widget in Experience Builder.

Current Challenge:

I can edit the feature attributes, but I’m unable to find a way to access and edit related table records in Experience Builder, as I used to do with the Smart Editor widget in Web AppBuilder.

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Question:

Is there a recommended workflow or method to enable editing of related table records in ArcGIS Experience Builder? Are there any planned enhancements to include Smart Editor-like functionality for related tables in Experience Builder?

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Any insights, workflows, or upcoming updates regarding this functionality would be greatly appreciated!

Thank you,
Ali

[AlixVezina · Accepted solution]

Hi @aawadrsk ,

Thank you for posting! You've completed almost all the steps for editing your related records, there's only one left: you need to configure the Forms.

You can do this in Map Viewer: Configure forms for attribute editing (Map Viewer)—ArcGIS Online Help | Documentation

When you'll configure the Form for your parent layer, you'll be able to add the related record element to it, which will allow users to add a related record after a feature was created in the parent layer.

The Forms you configure for your layers in Map Viewer will be reflected in the Edit widget in Experience Builder.

[aawadrsk]

Hi @AlixVezina 

Thank you so much for your guidance! Configuring the forms in Map Viewer worked perfectly, and I’m now able to access and edit related table records in Experience Builder. It’s a great improvement to have this functionality!

However, I noticed one limitation: it seems that editing criteria can only be set for the parent feature layers, not for the related tables. For example, while I can disable delete permissions for the parent feature layer, I can’t find a way to do the same for the related table records. Even with delete turned off for the layer, users are still able to delete related table records, as there doesn’t appear to be a way to configure this separately.

Is there a workaround for this, or is this functionality something that might be addressed in a future update? It would be really helpful to have finer control over editing permissions for related tables, especially to prevent accidental deletion of critical data.

Looking forward to hearing your thoughts!

Thanks again,
Ali

[AlixVezina]

@aawadrsk If you are the owner of the layer or have admin privileges, you may still be able to delete records from your end. Have you tested this using another editor's account?

[NicoleJohnson]

edit: I typed too slowly!

I'll preface by saying I've never used the Smart Editor widget in WAB, but you can configure forms for attribute editing, either in Map Viewer or Field Maps Designer.

Doing this (configuring the form) has been a HUGE step up from just letting the edit widget look at the pop-up to determine what the user sees to edit. You can include related record elements for hosted layers/views. I wish I had a screenshot to share, but basically, the user clicks on a feature and sees the configured form with the related records at the bottom. The user can then click on any of the related records and see their info, and depending on the capabilities set up, they can edit, add, or delete them.