Explorer can be configured to allow authorized users to Edit data in addition to Viewing data. When an authorized user has access to editing, these actions will appear within the menu items in the Actions Menu. The following is a quick overview of the editing experience in Explorer.
Types of Editing
During configuration, an administrator has the ability to set up editing for users in a number of different ways. Based on the configuration choices, Explorer app instances may support the following types of Editing:
- Update Attributes Only - Authorized users can choose to edit attributes of an existing point, line, or polygon feature. From the Actions Menu, they would select the edit action, update attributes of interest, and choose to Save or Cancel.
- Manage Attachments - If a feature has attachments enabled, users with permissions can choose to manage the attachments related to that record. From the Related panel in the Details View, they would click the attachments icon, and then choose to view existing, add new, or delete existing attachments.
- Create New Feature - An menu item will appear which allows you to 'Create New'. When selected, a user first picks the feature template they wish to create. Next, the user uses the available drawing tools to create a point, line, or polygon for the feature they are creating. Next, the user fills in all required attributes for that feature type. Lastly, the user clicks Save and the application will confirm when the new feature has been created.
- Edit Existing Feature - Authorized users can edit existing features based on two levels of permissions. This may include:
- Update Attributes - edit the attributes of the feature, and click save
- Update Geometry - editing the geometry of the feature by either moving the point location or changing the geometry of line an polygon features.
- Delete Feature - If enabled, a user will see an action item which will delete that feature. If selected, the user will be prompted to confirm the deletion, and a toast message will indicate when the delete is completed.
- Create Related record - If Related records have been configured in Explorer, authorized users are able to create a new related tabular record. A typical example of this is creating a related inspection.
- Edit Related record - If existing related records exist, authorized users can choose to edit them.
- Delete Related record - If authorized, users can also choose to delete existing related records.