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.

ShengdiZhang_2-1764817231164.png

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.

ShengdiZhang_1-1764817109789.png

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".

ShengdiZhang_0-1764913256938.png