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?

[D_Atkins]

To reiterate what @aawadrsk asked: is there a way to configure the editable fields of the related table-rows?

Edit: Related Table fields cannot be edited through Experience Builder, but the Forms (as alluded to in this discussion) can be configured in the Web Map, then inherited within the Experience!

[EKandD]

Hello,

The related records of 1:M relationships show up for me while configuring my form, but not the M:M relationships. I have four M:M relationships that I need to add to a form, but can only add the five 1:M relationships I have.

Do you know what is causing the M:M relationship to be unable to be added to the form?

[BrianGallegos]

I don't see the related fields in Forms.  I am using AGOL with a referenced web-service from my Enterprise site.  The parent feature class and the destination table are both present in the web-map.  

Help?

Thanks!

[AlixVezina]

Support for viewing and editing related records in the Map Viewer requires your ArcGIS Server (and by association, your feature services) to be upgraded to 11.2. This is regardless of whether you are running an ArcGIS Enterprise base deployment or a standalone ArcGIS Server. 

The same limitation applies as you reference your Enterprise feature services in ArcGIS Online.

This information was taken from: Introducing Related Record Editing in Map Viewer

[BrianGallegos]

Good to know.  We are on 10.9.1, but planning to upgrade soon.  I'll be sure we got to at least 11.2

Thanks for the quick response!

[LISARAYBURGodot]

this does not work for me. I have done all the steps the OP has done as well, BUT, I can not get my related records to be editable. When I go to "configure form" in Map Viewer, it does not even give me the option of adding related records there