Formerly called "Shared Views", a Saved Filter is filtered subset of your data within an app. When the filter is set to public, this feature creates a URL that can be used to share specific data with clients, stakeholders, or the public while keeping sensitive and proprietary information hidden.

When a user chooses to share a list, the provided URL allows you to retrieve data in one of the following formats: CSV, JSON, GeoJSON, KML, and Esri Feature Service.

Note that if you save a filter, it is only be accessible by you and not by other members of your organization.

Before or after filtering your records in the Record Viewer, click the “Save Filter” button (or “Edit Filter” button if it's already saved).

Give your filter a name. Saved Filters are private by default. Select the Shared type and select a format to add a publicly accessible data URL to the Filter. Click confirm to finish.

By default, only the "Owner" system role has this permission enabled. To see, configure, and use Saved Filters, a new custom role must be created in your organization and the member permission "Change Organization Profile" added.

CSV, JSON, and GeoJSON formats can provide repeatable data access by adding ?repeatable=repeatable_data_name at the end of the url.

Photos, videos, audio, and signature files are also accessible via a Shared Views. This URL links to a landing page where you can view that record's media files individually.

Shared Views provide direct data access in a variety of standard formats, which can be embedded into a website with an iframe, shared via social media, and more.

A simple flat file format that can be used directly with common spreadsheet software like Excel or as an import into other database and analysis systems. CSV feeds are also great for scripting custom integrations.

The JSON option returns Fulcrum's standard record format, which is used by the REST API records endpoint. This is the format used for creating and updating records via the API.

GeoJSON is an open standard JSON-based format designed for representing simple geographical features, along with their non-spatial attributes. It's popular with desktop GIS and web mapping applications.

If you have Advanced Geometry enabled for your app, you can optionally filter by geometry type the records returned by the shared view.

KML is an open standard XML-based format made popular by Google Earth.

This option provides an Esri Feature Service endpoint with a single Feature Layer, representing the view’s records. This read-only layer can be queried directly, referenced in a web map, or added to desktop GIS.

If you have Advanced Geometry enabled for your app, different geometry types can be accessed by altering the numeric index at the end of your Feature Service shared view URL. By default, the URL will look like this:

The numeric index at the end of the URL indicates the specific geometry type being accessed:

Depending on your use case, you may choose to use either the "All Geometries" URL or an indexed layer-specific URL. For instance: