A Shared View creates a publicly available URL that provides read-only access into a filtered subset of your data within an app. Enabling a Shared View allows you to publish a selection of data with clients, stakeholders, or the public. This feature allows users to share data while hiding certain parts of their data that may be sensitive and proprietary.

When a user elects to share a view, the provided URL contains a unique access token. You can use this token to retrieve data in one of the following formats: CSV, JSON, GeoJSON, KML, and (Esri) Feature Service.

From the Record Viewer, click the “Save View” button (or “Update View” button if it's already saved) to open the Shared View modal.

Give your view a name. Saved Views are set to “Private” by default so select “Shared” as the type to make it a Shared View. This also reveals the sharing options. Select your format and click confirm to finish.

By default, only the "Owner" system role has this permission enabled. To see, configure, and use Shared Views, 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.

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 form, 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 top-level URL or an indexed layer-specific URL. For instance: