Smart Editor widget

The Smart Editor widget extends the Edit widget with the following features:

  • Attribute editing is performed in the panel and not in the pop-up.
  • The ability to hide, require, or disable a field based on the values of other fields has been added.
  • New features and changes to existing features are not pushed to the service until you click Save.
  • The ability to view pop-ups from other data on the map while editing has been added.
  • The ability to preset field values across many fields on many layers and apply them to every new feature has been added.
  • The ability to edit a series of features has been added.
  • The option to move or modify existing geometry has been added.
  • Only changed attributes are submitted to the service instead of the entire record.
  • The option to update a feature's attribute only has been added.
  • Configurable descriptions are available both on the widget and for each layer.
  • An optional filter for the templates is available, so you can quickly find the edit template.
Caution:

If the Attribute table does not display the editor's name correctly when the editor tracking is enabled in the feature layer, see the Problem: Esri_Anonymous is displayed in the attribute field when Editor tracking is enabled Technical Support article for a possible workaround.

Configure the Smart Editor widget

The Smart Editor widget can be set to open automatically when an app starts. To enable this feature, click the dot on the widget, which turns it dark green.

  1. Hover over the widget and click the edit button Edit.

    The configuration window for this widget appears.

  2. Optionally click change widget icon and replace the default icon for this widget with your own image.
    A file explorer window opens, allowing you to choose a local image file to use as the widget icon.
  3. Layer settings lists all the editable layers in the map and provides the ability to control the capabilities and actions for each layer. Details for each column are below.
    • Editable—Allow only certain layers to be editable; check the boxes accordingly.
    • Update Only—Optionally limit this layer to only update or modify existing features. If Allow Delete is also checked, the feature can be deleted.
    • Allow Delete—Optionally allow or do not allow the user to delete a feature.
    • Disable Geometry Editing—Optionally allow or do not allow the reshaping and moving of a features geometry.
    • Description—Optional parameter to provide a description above the attributes for each layer. This control opens the Description dialog box.
    • Fields—Select which fields are editable, visible, included in the preset value list, and define the smart attributes. By default, the widget carries over the display and editable attributes configured in the map.
    Tip:

    This widget does not override the edit settings in the web map and service. If the layer is set to only allow updates, the widget will not allow you to create or delete features.

    1. For each layer, check or uncheck the Editable, Update Only, Allow Delete, and Disable Geometry Editing check boxes.
    2. Click the icon under the Description column. Enter the text on the dialog box to help users perform edits.
    3. Click the edit button Edit under Fields. The dialog box lists all the fields for the layer. Database-required fields are noted with a red asterisk (*). Details for each column are as follows:
      • Display—Determines whether or not to show this field on the attribute dialog box.
      • Editable—Determines whether the field is editable or not on the attribute dialog box. Noneditable fields are shown but are disabled.
      • Preset—When checked, the field will be added to the preset value list. All fields with the same database name will be grouped together. If fields have a different alias, each will be shown, separated by a comma (,). The preset value list provides the ability to set a value before editing. This value is never removed, so it can be applied to any number of edits. These values will override the template defaults. Preset is only for new features.
      • Name—Displayed for reference.
      • Alias—Displayed for reference.
      • Actions—The up and down arrows provide the ability to reorder the field list. The edit button Edit allows you to configure smart attribute settings for this field.
    4. For each field, check or uncheck the Display, Editable, and Preset check boxes.
    5. Click the edit button Edit under Actions. The smart attributes dialog box provides the ability to set three actions on a field. Only one action can be performed at a time, and they are evaluated in their listed order. Details for each column are as follows:
      • Action—There are three actions available:
        • Hide—Hides this field based on a criteria in another field.
        • Required—Mandates that this field has a value. The Save button will not be enabled until it does.
        • Disabled—Does not allow this field to be manipulated based on the criteria from other fields, but the field will be shown.
      • Expression—Shows the SQL for that expression once an action is configured.
      • Criteria—The up and down arrows provide the ability to reorder the action list. The edit button Edit allows you to configure the logic that determines when the action is valid or processed.
    6. Click the edit button Edit under the Criteria column for each action. Click Add a filter expression or Add an expression set to create your expression on the Configure clause dialog box.
      Tip:
      When the Hide action is configured, the Submit attribute data for this field even when hidden? option allows you to save the data in a field when it is not displayed. By unchecking this option, a value in a field hidden by the smart attributes will not be saved.
  4. The General settings section lists settings for the widget that allow you to control the validation and user interface.
    • Show drawing options—Shows a list of valid drawing options for the selected template.
    • Display preset value list on top—Shows the preset value list above the template picker.
    • Use feature template filter—The feature template filter presents the keyword and layer filter to narrow down the list of edit templates. Check the box to enable this option.
    • Prompt to save unsaved edits when form is closed or switched to the next record—Displays a prompt when leaving the attribute page of the current record if there are unsaved edits.
    • Require confirmation when deleting a record—Displays a prompt when deleting a record.
    • Saves the edit automatically (when presets are predefined)—Automatically saves edits so you can quickly digitize new features.
    • Remove feature from selection on save—Transition to the next record or back to the Edit Template page when there is only one record.
    • Apply filter values from Group Filter widget to Preset fields—Applies filter values from the Group Filter widget to the preset fields.
    • Keep selected template active—Keep the selected template active.
    • Enable geometry edit by default—Enables geometry edits by default so you can quickly modify the shape of a feature.
  5. The Provide display text for the edit panel section provides the ability to change or remove the text shown above the feature template list. Enter text to help your users preform their edits. This is especially useful if no layers allow the creation of new features and the template list is hidden.
  6. Click OK to save and 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 show in the template picker, make sure that Editable is checked for the layer in the configuration and the layer is visible on the map.

  1. If you have configured fields to be included in the preset list, enter their values.
    Enter preset values
  2. To add a feature, click its symbol in the template and click to add or draw it on the map. If you have configured to use the feature template filter, you can search for a template.
    Feature template filter

    Once you have added a feature, the page transitions to the attributes.

  3. 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.
    Enter attribute value
  4. To attach an image or other files with a feature (when available), click Browse in the Attachments section of the pop-up and browse to the file on your computer.
  5. To edit a feature, click it on the map to open its attributes and edit the information.
  6. To remove a feature, click it on the map to open its attributes and click Delete.