Smart Editor widget

The Smart Editor widget provides a streamlined editing experience and allows you to edit features and their related records. You can configure attributes to be hidden, required, or disabled dynamically. You can set up automatic calculations for attributes using values from other layers, such as location information in an address or coordinate format. The Smart Editor widget also allows you to set attributes once and apply those settings to all newly created features. Descriptive information can be controlled for the editor form by providing custom display text. Map navigation can be locked in the layer settings for easier editing on a touch screen device.

For examples of how to use this widget, see the Special Event Operations or Water Distribution Data Management solution.

Configure the Smart Editor widget

This widget can be set to open automatically when an app starts. Hover over the widget and click the Do not open this widget when the app starts button to change the setting to Open this widget automatically when the app starts. (For widgets that you need to add to the app first, you can turn on this option after configuring the widget.)

1. Hover over the widget and click the Configure this widget button to open the configuration window.

   Note:

   If you need to add the widget to the app first, click a widget placeholder on the Widget tab. In the Choose Widget window that opens, select the widget and click OK.

2. Optionally, click Change widget icon and replace the default icon for this widget with your own image.
   A file explorer window appears, allowing you to choose a local image file to use as the widget icon.

There are four sections to consider when configuring the Smart Editor widget: layer settings, smart actions, attribute actions, and general settings.

Layer settings

The layer settings include all the editable layers in the map and provide functionality to control the capabilities and actions of each layer.

Tip:

This widget does not override restrictive edit settings in the web map and service. If the service is set to only allow updates, the widget will not allow you to create or delete features. However, if the layer is set to allow creating and deleting features, these edit privileges can be restricted in the widget configuration for the web app when selecting custom settings.

1. If you want to always synchronize the settings defined in the web map, choose Honor settings in the web map. These settings include the following:
   • Which layers are editable
   • The fields to display and edit
   • The order of the fields
2. Otherwise, choose Custom settings for more control over editing capabilities per editable layer. In the All Layers table, configure the following options for the layers that are enabled for editing:
   • Editable—Allow only certain layers to be editable.
   • For each layer with the Editable box checked, you can enable the following functions:
     • Update Only—Limit the layer to only update or modify existing features.
     • Allow Delete—Allow a feature to be deleted.
     • Disable Geometry Editing—Disallow reshaping and moving a feature's geometry.
3. Optionally, click the button under the Description column and provide text that appears above the attributes for each layer to help users perform edits.

   Caution:

   If you configured the app prior to March 2020 and used custom XSS for this content, you may need to modify it to ensure that it appears as expected now because XSS filters have since been implemented for improved security.

4. Click the Edit button under Actions and select which fields are visible and editable.

   The dialog box lists all the fields for the layer. Database-required fields are noted with a red asterisk (*). By default, the widget carries over the display and editable attributes configured in the map. Details for each column are as follows:

   • Display—Show this field on the attribute dialog box.
   • Editable—Determine whether the field is editable. Noneditable fields are shown but are disabled.
   • Name—Displayed for reference.
   • Alias—Displayed for reference.
   • Actions—Order fields and define the smart and attribute actions.

   Note:

   If a field belongs to a smart action group, you will have the option to update the group it belongs to or to remove the field from the group and update it separately.

5. If you have relationships in your map, a table button is also available when you hover under Actions. Click the table button to access a layer's related layer or table.

   Only forward parent-to-child relationships are shown. If a child relationship is editable but the parent is not, the parent layer is shown but all attributes are disabled. If the parent layer is editable but the children are not, these attributes are not displayed.

   Note:

   The Smart Editor widget only supports one-to-one and one-to-many relationships. New related records can be created in the case of a layer-to-table relationship (when the origin is a feature layer and the destination is a table layer), but a layer-to-layer relationship is restricted to attribute updates only.

6. Above the table is a breadcrumb showing where you previously browsed in this relationship hierarchy. Click a segment in the breadcrumb to load that item into the table.

   The table shows your current level. All related items are listed. The options are as follows:

   • Editable—Allow the related layer or table to be editable.
   • For each layer with the Editable box checked, you can enable the following functions:
     • Update Only—Limit the layer to only update or modify existing features or records. If the related item is a feature layer, this will be checked and unavailable. This widget prevents you from creating related features; you can only edit the attributes of existing related features.
     • Allow Delete—Allow features or records to be deleted.
     • Disable Geometry Editing—This option is unavailable for all related items.
   • Description—Optionally, provide a description above the attributes for each layer. This option opens the Description dialog box.
   • Actions—Select which fields are editable, visible, and included in the preset value list, and define the smart and attribute actions. Allow access to a related layer or table if available.
7. Optionally, change how attributes load when a record is edited. Checking the following settings applies to all parent layers and related tables or layers:
   • Expand all parent layers on load—Attributes expand when a record is created or updated in a parent layer.
   • Expand all related tables/layers on load—Attributes expand when a record is created or updated in the related tables or layers of a parent layer.

Smart actions

Smart actions define the behaviors applied on a field such as being required, hidden, or disabled based on a defined expression. Use the following steps to build out smart actions across multiple layers and group similar actions together.

Note:

Smart actions can also be configured directly from the Layer Settings tab. Actions set from the Layer Settings tab can stand independently or result in the creation of a Smart Actions group.

1. On the Smart Actions tab, click Add New. In the Configure Smart Action window, for Group Name, provide a name that describes the group.
2. For Layer for Expression, choose the layer for which fields will be used to define the expression criteria.
3. For Expression, click the Edit Expression button and build expressions to filter layers with a possible equivalent expression and validate against chosen fields.
4. If your action causes a field to be hidden, check Submit attribute data for fields even when hidden. This option will submit the data in this field.
5. In the Layers and fields to apply on section, choose to hide, require, or disable any field.

   Tip:

   Use the search box to filter fields and use Expand all layers to show all fields for all layers.

   This section lists layers and fields that are valid options based on the expression. Only one action can occur per field; if you select more than one, priority will determine the order in which these actions will be executed. To change priority, click the Set Smart Actions Priority button and use the up and down arrows to reorder.

   Note:

   If there is a yellow icon next to an action on a corresponding field, the field has an action already defined on it in another group. Checking this action will cause the field to be removed from the other group and to join the current group.

Attribute actions

Attribute actions determine how the value in a field is defined or manipulated when a requirement is met. Use the following steps to build attribute actions across multiple layers and group similar actions.

Note:

Attribute actions can also be configured directly from the Layer Settings tab. Actions set from the Layer Settings tab can stand independently or result in the creation of an Attribute Actions group. The actions are processed in order and only one action will be triggered per field. To change the priority of attribute actions for a given field, change their order in the Criteria column when configuring the attribute action for a field from the Layer Settings tab.

1. Add new actions in the Intersection section to populate a field based on a field value from an intersecting layer. The settings in the window that opens are as follows:
   • Group Name—Name that describes the group.
   • Data Type—Provides data types. Once an option is selected, Data Type filters the list of matching fields by layer.
   • Ignore layer ranking and find closest feature across all defined layers—Check this box to use the closest intersecting feature. Layer ranking is determined by the layer order in the Layers to extract a value section—the layer at the top of the list is considered first for the intersection.
   • Layers to extract a value
     • Layers—Layer that will be intersected.
     • Fields—Field that will be extracted from the selected layer.
     • Tolerance Settings—The threshold for an intersect to occur.

       Click the Tolerance Settings button to set a custom tolerance value for this layer or check Use Default Tolerance to use tolerance settings from the general settings.

     • Actions—Controls the order and allows you to delete an entry.
   • Layers and fields to apply extracted value—Select the fields from the desired layers on which to apply the extracted values.

   Tip:

   If you have multiple layers defined for an intersected value, the widget searches from top to bottom on this list for an intersected value. Once the first successful value is found, all other layers in the list are ignored. To allow the user to select between multiple intersecting values from the intersected layer, enable the intersection value picker in the general settings.

2. Add new actions in the Address section to populate a field based on an address at a specified location using a locator service. The settings in the window that opens are as follows:
   • Group Name—Name that describes the group.
   • Attribute—The available fields based on the defined geocoder.
   • Layers and fields to apply extracted value—Fields on which to apply the address attribute.

   License:

   ArcGIS World Geocoding Service requires an ArcGIS Online organizational subscription. If you choose to use this service, specify valid ArcGIS Online credentials. Each successful request to the service incurs credits taken from your subscription. Publicly available applications with anonymous editors will not store this information. See Free vs. paid operations for more information.

   Note:

   To define the locator service, go to the General Settings tab and click Geocoder Settings. By default, the widget uses the locator defined in your organization.

   Tip:

   If multiple results are returned from the locator, the highest matching score will be used.

3. Add new actions in the Coordinates section to populate a field based on coordinates. Coordinates can be latitude-longitude, the map's spatial reference, or Military Grid Reference System (MGRS). The settings in the window that opens are as follows:
   • Group Name—Name that describes the group.
   • Coordinates Source—The variable for which location coordinates are determined.
     • Feature Location—Determine the coordinates based on the feature's location on the map.
     • My Location—Determine the coordinates based on the location of the user editing the feature.
   • Reference System—The available coordinate systems use the current map’s spatial reference, latitude-longitude, or MGRS.
   • Attribute—Based on the selected coordinate system, choose from one of the following combinations:
     • X, Y; X Y; or Y X
     • Latitude, Longitude; Latitude Longitude; or Longitude Latitude
     • MGRS
   • Layers and fields to apply extracted value—Fields on which to apply the coordinate system attribute.

   Tip:

   When using the feature location as a coordinates source, if users create or update a polygon, the coordinates of the centroid of the polygon are used. If users create or update a line, the starting point is used.

4. Add new actions in the Preset section to define the fields that users can populate with attribute values when creating new features. The settings in the window that opens are as follows:
   • Group Name—Name that describes the group.
   • Data Type—Filters the fields in the Layers and fields to apply on setting by the specified data type. To view fields using coded value domains, choose Number.
   • Layers and fields to apply on—Provides a list of layers and fields that are valid options based on the data type and domain filters. A blue asterisk (*) indicates domain fields. Select the fields for which you'll create a preset.

     Tip:

     Use the search box to filter fields and use Expand all layers to show all the fields for each layer.

     Note:

     If a field has a yellow icon next to it, a preset action has already been applied for that field in another group. Checking this field for the current preset removes the field from the other group to join the current group.

   • Preset Value—The default value for the field. Specify a default value in the text box or leave it blank. Clicking Select Value provides three options depending on the data you're configuring:
     • Field values—When the data type is not set to date and you have not checked any domain fields, the Select Value window allows you to specify a field value from a layer.
     • Domains—When you have checked at least one domain field, the Select Value window includes a list of the domain values from all the selected fields. Specify a default as the preset value.
     • Dates—When the data type is date and you have not checked any domain fields, the Select Value window allows you to specify a fixed or relative date. A fixed date is a value that does not change over time, whereas a relative date changes based on the date and time when the feature is created. Select from the following options:
       • Fixed—Preset uses the same specified date and time as the default value for all new features. Define a custom date and time value or select an existing value from a layer in the map.
       • Current—Preset uses the value of the current date and time for each new feature.
       • Past—Preset subtracts the specified value from the current date and time for each new feature.
       • Future—Preset adds the specified value to the current date and time for each new feature.
   • Hide in preset value display—Hides the preset from the widget pane but still populates the value when a record is created.

   Note:

   The preset values are only applicable to new feature creation. Presets do not apply when updating existing features. To allow updating intersection, coordinates, and address attribute actions for existing features, enable Show Attribute Actions update button in the general settings. For automatic updates when the geometry of an existing feature is updated, also enable Automatically call Attribute Actions after geometry update.

General settings

This section includes settings for the widget that allow you to control the validation and user interface. You can also change geocoder settings.

1. If you configured a field in your feature layer or table to get its value from an address, click Geocoder Settings to define the locator URL.

   Note:

   By default, the geocoder is populated with the locator defined in your organization. If you change the URL, change the attribute source in the address attribute action as well.

2. In the Feature Template and Filter Value Settings section, select from the following options:
   • Show drawing options—Display a list of valid drawing options for the selected template.
   • Display preset value list on top—Display the preset value list above the template picker.
   • Use feature template filter—The feature template filter presents the keyword and layer filter to narrow the list of edit templates. Check the box to enable this option.
     • Group search results—Group the search results by layer.

     Note:

     The list of templates for editable layers is provided based on the templates published with the feature service or defined in the layer's visualization settings. If the templates are updated in the web map, ensure that these changes are saved with the layer if they need to be reflected in the template picker. After modifying the layer's symbology in the web map, click More Options and choose Save Layer.

   • Keep selected template active—Keep the selected template active.
   • Apply filter values from Group Filter widget to Preset fields—Filters configured in the Group Filter widget are applied to the preset fields in the Smart Editor widget.

     Caution:

     Group Filter and Smart Editor must be configured in the app to be accessible simultaneously. Additionally, the preset's group name in Smart Editor must be the same as the filter set name in Group Filter.

   • Allow editing layers added from the Add Data widget—Editable layers added to the application using the Add Data widget can be edited.
3. In the Copy and Append Features section, select from the following options:
   • Allow creating new features from existing features—Enable users to create new features by selecting existing features from layers or graphics in the map. (This will automatically match fields if the field name or field alias are the same, regardless of its case and spaces. See Copy features with field matching for more information about how to use field matching.)
     • Allow copy polygon to point—Allow copying polygon features into point target feature templates with geometry transformations. The point will be placed inside the source polygon feature.
     • Allow copy line to point—Allow copying line features into point target feature templates with geometry transformations.
       • Point at start—The target point feature is placed at the start of the source line feature selected to be copied.
       • Point at end—The target point feature is placed at the end of the source line feature selected to be copied.
     • Values from copied features override default values in target fields—Enable source feature values to override the target field's default template values for matched fields.

   Note:

   Copying multiple polyline or polygon features into a layer with a unique value field only allows creating one multipart feature.

   Caution:

   When copying multiple features, restrictions for required fields configured through Smart Actions will not be applied. Users will only be prompted to provide a value for a required field set up at the layer settings and service levels.

4. In the Save Settings section, select from the following options:
   • Position of Save, Delete, Back and Close buttons—Display the buttons above or below the form.
   • Prompt to save unsaved edits when form is closed or switched to the next record—Display a prompt when the current feature has unsaved edits. (Copying multiple features saves automatically.)
   • Require confirmation when deleting a record—Display a prompt when deleting a record to confirm the action.
   • Save new feature automatically—Automatically save edits so you can quickly digitize new features.
   • Save attribute and geometry updates automatically—Automatically save attribute and geometry updates.
   • Remove feature from selection on save—Transition to the next record or back to the Edit Template page when there is only one record.
   • Switch to multiline input when field length exceeds—Switch text input from a single line to multiline.
5. In the Geometry Settings section, select from the following options:
   • Enable geometry edit by default—Enable geometry edits by default so you can quickly modify the shape of a feature.
   • Enable locking of map navigation—Lock map navigation to help with editing on touch screen devices.
   • Enable moving of selected point feature to GPS location—Enable a point feature to move to the current GPS location.
   • Enable moving of selected point feature to XY location—Enable a point to move to another specified location using the defined reference system.
     • Default Reference System—Set the default reference system when moving a selected point feature to a new location using the map’s current spatial reference, latitude-longitude in decimal degrees, or MGRS coordinates.
   • Set the tolerance for feature selection (pixels)—Enables opening the attribute editing panel by clicking the feature.
6. In the Actions Settings section, select from the following options:
   • Enable intersection value picker—Display a prompt when multiple values are available for a field with an intersection attribute action.
   • Show Attribute Actions update button—If you defined attribute actions on any field, this option allows you to update the values derived from attribute actions when you change a feature's geometry.
     • Automatically call Attribute Actions after geometry update—This option automatically updates the value derived from attribute actions on any field when you change a feature’s geometry.

       Caution:

       When using the widget, if the feature geometry is updated, any existing values in fields with attribute actions configured will be overwritten with the new intersecting, address, or coordinate value if Auto update feature attributes is turned on.

   • Default intersection tolerance for all features—Enable a global tolerance for intersections.

   • Default intersection tolerance (pixel value) to be applied for point features only—If the default intersection tolerance for all features is set to 0, use this setting for point features.

7. In the Provide text to display for the editing panel section, change or remove the text to appear above the feature template list. Provide text to help your users perform their edits. This is useful if no layers allow the creation of new features, and the template list is hidden.
8. Click OK to close the configuration window.

Use the Smart Editor widget

Open the Smart Editor widget to display the template picker and preset value list. If the layer you want to edit does not appear in the template picker, ensure that Editable is checked for the layer in the configuration and the layer is visible on the map. You can use the Smart Editor widget to create features, copy features with field matching, and update features.

Create features

Complete the following steps to create features.

1. If you have configured fields to include in the preset list, enter their values.

   Note:

   The preset values are only applicable to new feature creation. Presets do not apply when updating existing features.

   

   Tip:

   You can define the value for a preset with a URL parameter using the following format: https://<domain>/apps/webappviewer/index.html?id=<itemid>&<preset name>=<value>

   When defining a date and time value with a URL parameter, you can only specify a fixed date and must use the Unix Epoch time stamp format. For example, the value for 29 September 2020 at 12:00:00 PM PDT is 1601406000000.

2. Add a feature:
   1. Click a symbol in the template.

      Tip:

      If available, filter the feature templates by searching for a template by name.

   2. Choose to add or draw the feature on the map or to create it by copying an existing feature from the map.

   

3. In the attributes that appear for the added feature, enter information in the available fields.

   

   The fields vary based on the editable attribute fields in the feature service and the configuration of the editable layer.

4. To attach an image or other files with a feature (when available), click Choose File in the Attachments section and browse to the file on your device.

   

5. To add related records in a related table, click the Create new feature button and enter information in the available fields.

Copy features with field matching

Complete the following steps to copy features with field matching.

1. Select the features to copy:
   1. Click the feature template symbol to use for the copied features.
   2. Choose how to select features to copy (by polygon, lasso, or rectangle).
   3. Select features on the map.

      Tip:

      You can copy features from layers in the web map, layers added using the Add Data widget, the default graphic layer, and any graphic layers created at runtime. For example, you can copy a route line feature generated by a Directions widget. GPX waypoints cannot be copied if they are added as a table layer. This is a known limitation.

      The Select features to copy pane appears and all selected features are listed and grouped by layer name. Each selected feature is labeled using the title from the pop-up configuration in the web map.

   4. Expand and collapse source layers and uncheck any features you don’t want to copy.
2. Click Apply Field Matching.

   

   The Apply Field Matching window appears and each source layer for the selected features is listed with a count for matched fields. Fields with the same field name or field alias are matched automatically.

3. For each Target field, select a Source field from which to copy the attribute values into the target feature that is created.

   Note:

   The list of available source fields is determined by the fields set to be displayed from the pop-up configuration in the web map and is independent of the field settings in the Layer Settings tab of the widget configuration. If attribute actions were configured against a given target field, the attribute action takes priority and no source fields can be matched.

4. Click Apply to apply the current field matching when you create features.

Update features

Complete the following steps to update a feature.

1. Ensure that a template isn't selected and click a feature on the map to open its attributes and edit its information and geometry.

   You can also access the Smart Editor widget from a selected feature's pop-up feature actions.

   

2. To update feature geometry, ensure that the Edit Geometry box is checked and use the following buttons, if available:
   • Auto update feature attributes —Click this button to update dynamic feature attributes. (A green check mark indicates that attributes are updated automatically when the geometry is updated.)
   • Map Navigation —Click this button to lock or unlock the map navigation when editing on a mobile device. (A green check mark indicates that map navigation is locked.)
   • Move selected feature to current GPS location —Click this button to move the selected feature to the current position provided by the GPS device.
   • Move selected feature to XY location —Click this button to move the selected feature to a specified x,y location using the map's current spatial reference, latitude-longitude in decimal degrees, or MGRS coordinate.
3. For Related Table/Layer, click a related record to open its attributes and edit the information.

   

4. To remove a feature, click Delete.