Getting Ready

This assumes you've already read the What are shared views article.

Shared View is a powerful tool that provides public read-only access into filtered data within an app. In this article, we will focus on how to share data with a visualization tool that looks like Fulcrum web records dashboard. This will allow your Clients, Stakeholders, or other non-Fulcrum users to see the data in map view, split view, or table view and filter/sort/download data.

Set Up

Just as a reminder, Shared Views are available on all plans. In order to see, configure, and use Shared Views, however, a new custom role must be created in your organization and add the member permission "Change Organizational profile." By default, the only role to have the above permission is the Owner system role.

Applying

Every Shared View URL includes a unique 20-character token. You will open a new tab on your browser, copy and paste this token into the following URL:

http://fulcrumapp.github.io/data-viewer/?id=SHARED_VIEW_TOKEN

If the Shared View token is valid, you will see the Fulcrum Data Viewer with your data:

Filters & Sort

To filter you can you the search box in the top left corner of the data panel. And each column header can be used to sort by that column.

Customize Columns

The button on the top left of the data panel allows you to turn off undesired columns but they do not persist when refreshing the page.

See all Records

Press the zoom button on top bar.

Accessing Media Files

Photos, videos, audio, and signature files are also accessible via the Data Viewer. You can scroll to the media file column and open the record's media files individually.

Download

Users have access to download data in CSV, GeoJSON, or KML format.

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