Select features and add related records to report?

[JasperRomero]

Hello all,

New to Experience Builder and seeking some guidance for this goal.

I have a Web Map that contains (among other layers) two layers with a Simple 1:M Relationship Class (relating Street Trees to the Streets they fall along).

I would like to establish a Web Experience with the following functionality:

Pan around the Map Widget and select various Street features with Related trees -> add the trees from the selection to a report -> Export the report to a CSV or similar.

Is this possible to set up? Ideally, the user would be able to add multiple Streets worth of trees to the report before exporting. I assume the Experience would include a Map widget and one or more related List or Table widgets, but I am unfamiliar with the workflows/Actions/widget connections required to set up this functionality.

Thanks in advance for any suggestions or input!

[ShengdiZhang · Accepted solution]

Hi @JasperRomero ,

When selecting records on a layer, you can also select or filter the related records using the message action  Record Selection Changes > Data > Select/Filter Data Records, and choose "Use layer's relationship" for the action conditions.

To export the report to CSV, add a table widget that displays only the selected records of the related layer. Then, use the Data Action button to export.

Please let me know if you have other questions.

Regards,

Shengdi

[JasperRomero]

Hi @ShengdiZhang , thanks for the helpful response! I wound up implementing something similar to what you are describing, so it's helpful to hear that this is essentially the right approach. For the table that displays selected records - is there any way to format the table so it only ever displays selected records (i.e. is empty until a selection is made)? Or will I need to toggle the "show selected" button each time the selection is made? Works fine either way, just wondering if it is possible to streamline/remove steps. Thank you!

[ShengdiZhang]

Hi, when configuring the table widget, you can select the "selected features view".