Field Data Collection and

Management Using ArcGIS ®

Field Data Collection and
Management Using ArcGIS ®

STUDENT EDITION
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Course version 10.0. Version release date August 2022.

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Table of Contents
Esri resources for your organization............................................................................................vii

Course introduction
Course introduction .................................................................................................................... 1
Course goals ............................................................................................................................... 1
Installing the course data ............................................................................................................ 1
Training Services account credentials ......................................................................................... 2
Icons used in this workbook ....................................................................................................... 3

1 Preparing for ArcGIS field apps

Lesson introduction .................................................................................................................. 1-1
Field activities overview............................................................................................................ 1-2
Which apps support your field activities? ................................................................................. 1-4
The geoinformation model in ArcGIS....................................................................................... 1-5
Input data for ArcGIS field apps ............................................................................................... 1-7
Controlling access with groups in ArcGIS Online ..................................................................... 1-8
Exercise 1: Create a group in ArcGIS Online.......................................................................... 1-10
Sign in to an ArcGIS Online organization.......................................................................... 1-11
Create a folder for field data............................................................................................. 1-11
Create a group for sharing data........................................................................................ 1-11
Create a security group..................................................................................................... 1-12
Configure the security group ............................................................................................ 1-13
Create a maintenance group ............................................................................................ 1-13
Configure the maintenance group .................................................................................... 1-14
Lesson review.......................................................................................................................... 1-15
Answers to Lesson 1 questions............................................................................................... 1-16

2 Preparing feature layers for field apps

Lesson introduction .................................................................................................................. 2-1
Decision factors for data capture field apps ............................................................................. 2-2
Field app deciding factors ........................................................................................................ 2-4
Choosing a data capture field app ........................................................................................... 2-5
Improving data collection efficiency in field apps .................................................................... 2-6
Workflow to prepare data for publishing.................................................................................. 2-8
Exercise 2: Prepare a feature layer for publishing to ArcGIS Online ........................................ 2-9
Sign in to ArcGIS Pro......................................................................................................... 2-10
Create a project ................................................................................................................ 2-10
Add layers to the map....................................................................................................... 2-10
Symbolize the layers ......................................................................................................... 2-11

i
 Add a domain to the feature layer .................................................................................... 2-14
Lesson review.......................................................................................................................... 2-17
Answers to Lesson 2 questions............................................................................................... 2-18

3 Creating a web map for field apps

Lesson introduction .................................................................................................................. 3-1
Publishing options for web maps for field apps ....................................................................... 3-2
Publishing a web map for field apps with ArcGIS Pro .............................................................. 3-4
Exercise 3: Create a web map for ArcGIS Online ..................................................................... 3-6
Evaluate the map for publishing ......................................................................................... 3-7
Specify the map metadata .................................................................................................. 3-8
Preserve layer and table IDs................................................................................................ 3-8
Specify the publishing options............................................................................................ 3-9
Publish the web map for field activities ............................................................................ 3-10
View the web map in ArcGIS Online................................................................................. 3-10
Lesson review.......................................................................................................................... 3-13
Answers to Lesson 3 questions............................................................................................... 3-14

4 Updating feature layers with ArcGIS Field Maps

Lesson introduction .................................................................................................................. 4-1
ArcGIS Field Maps benefits ...................................................................................................... 4-2
Smart form capabilities ............................................................................................................. 4-4
ArcGIS Field Maps smart form configuration options .............................................................. 4-6
Exercise 4A: Update a feature layer with ArcGIS Field Maps ................................................... 4-7
Configure the smart form.................................................................................................... 4-8
Open the ArcGIS Field Maps app....................................................................................... 4-9
Open the web map ............................................................................................................. 4-9
Place the new asset........................................................................................................... 4-11
View the updated feature layer in ArcGIS Online ............................................................. 4-13
Using relationship classes in ArcGIS Field Maps .................................................................... 4-15
Workflow to update a feature layer ........................................................................................ 4-16
Exercise 4B: Maintain tables with ArcGIS Field Maps............................................................. 4-17
Add a GUID to a table ...................................................................................................... 4-18
Add a GlobalID to a feature layer ..................................................................................... 4-18
Create the relationship class ............................................................................................. 4-19
Overwrite the feature layer ............................................................................................... 4-19
Prepare the smart form ..................................................................................................... 4-20
Create a smart form .......................................................................................................... 4-21
Modify a smart form.......................................................................................................... 4-23
Update service records in ArcGIS Field Maps................................................................... 4-24
View the service records in a web map............................................................................. 4-29
Lesson review.......................................................................................................................... 4-31

ii
 Answers to Lesson 4 questions............................................................................................... 4-32

5 Managing fieldwork with ArcGIS Workforce

Lesson introduction .................................................................................................................. 5-1
ArcGIS Workforce benefits ....................................................................................................... 5-2
ArcGIS Workforce components ................................................................................................ 5-4
ArcGIS Workforce roles............................................................................................................. 5-5
Role capabilities in ArcGIS Workforce ...................................................................................... 5-6
Assignments for your organization ........................................................................................... 5-7
Exercise 5A: Create an ArcGIS Workforce project .................................................................... 5-8
Create an ArcGIS Workforce project ................................................................................... 5-9
Add assignment types ........................................................................................................ 5-9
Add users and define roles ............................................................................................... 5-10
Customize the dispatcher web map for the project.......................................................... 5-11
Customize the workforce web map for the project........................................................... 5-13
Share the ArcGIS Workforce project ................................................................................. 5-13
Create a web map for ArcGIS Dashboards ....................................................................... 5-14
Life cycle of an assignment in ArcGIS Workforce ................................................................... 5-17
Exercise 5B: Use an ArcGIS Workforce project to manage an event...................................... 5-18
Add the first assignment ................................................................................................... 5-19
Create additional assignments.......................................................................................... 5-21
View the list of assignments .............................................................................................. 5-24
Change the status of an assignment on the mobile app .................................................. 5-25
Lesson review.......................................................................................................................... 5-28
Answers to Lesson 5 questions............................................................................................... 5-29

6 Creating smart forms with ArcGIS Survey123

Lesson introduction .................................................................................................................. 6-1
ArcGIS Survey123 benefits ....................................................................................................... 6-2
ArcGIS Survey123 components ................................................................................................ 6-4
ArcGIS Survey123 web designer workflow ............................................................................... 6-6
ArcGIS Survey123 component functions .................................................................................. 6-9
Creating smart surveys with XLSForms................................................................................... 6-10
Exercise 6A: Create a new survey with ArcGIS Survey123 Connect ....................................... 6-12
Create a new survey.......................................................................................................... 6-13
Configure the XLSForm..................................................................................................... 6-13
Add a question.................................................................................................................. 6-15
Publish the survey ............................................................................................................. 6-16
View the contents of the new survey folder ...................................................................... 6-16
Share the survey................................................................................................................ 6-17
Download the survey on your device................................................................................ 6-17
Submit the survey.............................................................................................................. 6-18

iii
 Submit another survey ...................................................................................................... 6-20
View in a web map ............................................................................................................ 6-21
Preparing to use a feature layer in a survey............................................................................ 6-24
Exercise 6B: Update an existing feature layer with ArcGIS Survey123 ................................... 6-26
Create a copy of the feature layer..................................................................................... 6-27
Prepare the feature layer for a survey ............................................................................... 6-28
Create a survey based on a feature layer.......................................................................... 6-29
Customize the survey appearance .................................................................................... 6-30
Publish the survey ............................................................................................................. 6-30
Use the survey................................................................................................................... 6-31
View the survey submissions ............................................................................................. 6-32
Lesson review.......................................................................................................................... 6-33
Answers to Lesson 6 questions............................................................................................... 6-34

7 Updating a feature layer with ArcGIS QuickCapture

Lesson introduction .................................................................................................................. 7-1
ArcGIS QuickCapture benefits.................................................................................................. 7-2
Relevant real-time observations................................................................................................ 7-4
ArcGIS QuickCapture button creation ...................................................................................... 7-5
Preparing data for an ArcGIS QuickCapture project ................................................................ 7-6
Exercise 7A: Create the data for an ArcGIS QuickCapture project .......................................... 7-8
Create a feature layer.......................................................................................................... 7-9
Add the field for observations ............................................................................................ 7-9
Create a list of choices ...................................................................................................... 7-10
Configure editor tracking .................................................................................................. 7-11
Symbolize the layer ........................................................................................................... 7-11
Save the layer and web map............................................................................................. 7-12
ArcGIS QuickCapture project configuration options .............................................................. 7-13
Exercise 7B: Capture field observations with ArcGIS QuickCapture ...................................... 7-15
Create an ArcGIS QuickCapture project ........................................................................... 7-16
Configure the button position .......................................................................................... 7-16
Configure the button symbology...................................................................................... 7-17
Group the buttons............................................................................................................. 7-19
Prepare to share your project............................................................................................ 7-21
Use the field app on your device ...................................................................................... 7-22
View observations in a web map....................................................................................... 7-24
Lesson review.......................................................................................................................... 7-25
Answers to Lesson 7 questions............................................................................................... 7-26

8 Organizing your field activities with ArcGIS Dashboards

Lesson introduction .................................................................................................................. 8-1
ArcGIS Dashboards benefits..................................................................................................... 8-2

iv
 ArcGIS Dashboards elements ................................................................................................... 8-4
Sources of data for ArcGIS Dashboards ................................................................................... 8-7
Exercise 8A: Display field activity in ArcGIS Dashboards ......................................................... 8-8
Create a dashboard in ArcGIS Dashboards ........................................................................ 8-9
Add a map element to the dashboard................................................................................ 8-9
Add additional map elements........................................................................................... 8-11
Adjust the positioning of the map elements..................................................................... 8-14
Add list elements to the dashboard.................................................................................. 8-17
Adjust the positioning of the list elements ....................................................................... 8-19
Configuration settings for elements ....................................................................................... 8-21
Which configuration setting for which functionality?.............................................................. 8-22
Exercise 8B: Add interactivity to a dashboard in ArcGIS Dashboards.................................... 8-23
Add a category selector.................................................................................................... 8-24
Configure a list to highlight an assignment ...................................................................... 8-27
Add an indicator for a specific threshold .......................................................................... 8-28
Share the dashboard ......................................................................................................... 8-31
View the dashboard .......................................................................................................... 8-32
Challenge: Add another selector ...................................................................................... 8-33
Lesson review.......................................................................................................................... 8-35
Answers to Lesson 8 questions............................................................................................... 8-36
Exercise 8B challenge solution ............................................................................................... 8-37

Appendices
Appendix A: Esri data license agreement ............................................................................... A-1
Appendix B: Answers to lesson review questions ....................................................................B-1
Appendix C: Additional resources........................................................................................... C-1

v
vi
Esri resources
Take advantage of these resources to develop ArcGIS software skills, discover applications of
geospatial technology, and tap into the experience and knowledge of the ArcGIS community.

Instructor-led and e-Learning resources

Esri instructor-led courses and e-Learning resources help you develop and apply ArcGIS skills,
recommended workflows, and best practices. View all training options at esri.com/training/
catalog/search.

Planning for organizations

Esri training consultants partner with organizations to provide course recommendations for job
roles, short-term training plans, and workforce development plans. Contact an Esri training
consultant at training@esri.com.

Esri technical certification

The Esri Technical Certification Program recognizes individuals who are proficient in best practices
for using Esri software. Exams cover desktop, developer, and enterprise domains. Learn more at
esri.com/training/certification.

Social media and publications

Twitter: @EsriTraining and @Esri

Esri on LinkedIn: linkedin.com/company/esri

Esri training blog: esri.com/trainingblog

Esri publications: Access online editions of ArcNews, ArcUser, and ArcWatch at esri.com/esri-
news/publications

Esri training newsletter: Subscribe at go.esri.com/training-news

Other Esri newsletters: Subscribe to industry-specific newsletters at go.esri.com/subscribe

Esri Press
Esri Press publishes books on the science and technology of GIS in numerous public and private
sectors. esripress.esri.com

vii
Esri resources (continued)
GIS bibliography
A comprehensive index of journals, conference proceedings, books, and reports related to GIS,
including references and full-text materials. gis.library.esri.com

ArcGIS documentation and tutorials

In-depth information, tutorials, and documentation for ArcGIS products.

ArcGIS Online: arcgis.com

ArcGIS Desktop: desktop.arcgis.com

ArcGIS Enterprise: enterprise.arcgis.com

Esri Community
Join the online community of GIS users and experts. community.esri.com

Esri events
Esri conferences and user group meetings offer a great way to network and learn how to achieve
results with ArcGIS. esri.com/events

Esri Videos
View an extensive collection of videos by Esri leaders, event keynote speakers, and product
experts. youtube.com/user/esritv

ArcGIS for Personal Use

Improve your GIS skills at home and use ArcGIS to enhance your personal projects. The ArcGIS for
Personal Use program includes a 12-month term license for ArcGIS Desktop, extension products,
and an ArcGIS Online named user account with 100 service credits. esri.com/personaluse

GIS Dictionary
This term browser defines and describes thousands of GIS terms. support.esri.com/other-
resources/gis-dictionary

viii
Course introduction

Through various field operations applications in ArcGIS, organizations can incorporate field data in
an efficient and timely manner. This real-time data can be organized and shared quickly to provide
decision makers with accurate information to allow them to effectively manage their organization.
This course will emphasize how to prepare your data for use in these applications, share the data
online, and then use the applications to create actionable information.

In Field Data Collection and Management Using ArcGIS, you will learn about how the input data
can be modified to allow for easier collection of field activity and then how the output created by
the applications can be organized, analyzed, and shared throughout your organization.

Course goals
After completing this course, you will be able to perform the following tasks:

• Create and configure a web map for map-based data collection and surveys for form-based
data collection.
• Efficiently create and manage field workforce assignments.
• Quickly capture real-time field observations.
• Monitor fieldwork in progress using a dashboard.

Installing the course data

Some exercises in this workbook require data. Depending on the course format, the data is
available on a DVD in the back of a printed workbook or as a data download. To use the data,
extract it to your C:\EsriTraining folder.

DISCLAIMER: Some courses use sample scripts or applications that are supplied
either on the DVD or on the Internet. These samples are provided "AS IS," without
warranty of any kind, either express or implied, including but not limited to, the
implied warranties of merchantability, fitness for a particular purpose, or
noninfringement. Esri shall not be liable for any damages under any theory of law
related to the licensee's use of these samples, even if Esri is advised of the possibility
of such damage.

1
Training Services account credentials

Your instructor will provide a temporary account and group to use during class.

Record the information below:

User name: _________________________________________________________________

Password: __________________________________________________________________

Group name: _______________________________________________________________

Organization URL: ___________________________________________________________

After completing this course, you will need your own account to perform course exercises that
require signing in to ArcGIS Online. The sign-in steps will vary based on your account type.

2
Icons used in this workbook
Estimated times provide guidance on approximately how many minutes an
exercise will take to complete.

Notes indicate additional information, exceptions, or special circumstances

about specific course topics.

Recommended practices improve efficiency and save time.

Esri Academy resources provide more in-depth training on related topics.

Additional resources provide additional information about related topics.

Warnings indicate potential problems or actions that should be avoided.

3
 1 Preparing for ArcGIS field apps

ArcGIS field apps help you use the power of location to improve coordination and streamline
field operations. You can reduce or even replace your reliance on paper forms and other
management strategies. You can also ensure that everyone, both in the field and in the office,
uses the same authoritative data so that you can reduce errors, boost productivity, and save
money.

Topics covered

Choosing the appropriate ArcGIS field apps

The geoinformation model

Input data for ArcGIS field apps

Limiting access to data using groups in ArcGIS Online

Use a group to control access to data in ArcGIS Online

1-1
Lesson 1

Field activities overview

Field activities for many organizations are the source of a lot of data that can ensure success or
create management difficulties. For many organizations, their work in the field, whether it is
managing an event, collecting location information, or generating business data, can be
considered a field activity. The field activities can be described according to the following six
categories.

Figure 1.1. Most field activities can be categorized into six different categories.

There are many different ArcGIS apps available to support field operations. All the apps can be
used to produce information for decision makers. The ArcGIS field apps are capable of being
used for all these field activities. However, when the app outputs are combined, a more complete
field activity management solution can be produced.

1-2
 Preparing for ArcGIS field apps

Field activities overview (continued)

ArcGIS app Activity Description

ArcGIS Field • Capture A mobile app for easily capturing new

Maps data and updating existing GIS features in
• Understand
the field, even disconnected

ArcGIS • Capture A form-centric solution for creating,

Survey123 sharing, and analyzing surveys with
support for multiple languages

ArcGIS • Coordinate A mobile solution that uses the power of

Workforce location to achieve better coordination
• Plan
and teamwork in your field workforce

ArcGIS • Capture Quickly record GIS points and other

QuickCapture attributes while you scout locations,
conduct aerial surveys, or assess damage
from a moving vehicle with the touch of a
button

ArcGIS • Monitor A configurable web app that allows you to

Dashboards use charts, gauges, maps, and other visual
elements to reflect the status and
performance of people, services, assets,
and events in real time

1-3
 Lesson 1

Which apps support your field activities?

Now that you have learned about the different field apps that are available, consider one or more
of the field apps that support your organization's field activities.

1. Which ArcGIS field app could support your organization's field activities?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

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 Preparing for ArcGIS field apps

The geoinformation model in ArcGIS

When using the ArcGIS field apps, it is important to consider how these field apps fit into ArcGIS.
ArcGIS provides a framework for anyone to create, share, and use geographic information. This
information includes maps and scenes, layers, analytics, and apps.

Figure 1.2. The ArcGIS geoinformation model is the information model of Web GIS.

Portal
A portal is a collection of items that are organized into galleries of content powered by ArcGIS
Online or ArcGIS Enterprise.

Layers
Layers are logical collections of vector or raster geographic data and associated tabular
information that can be combined to create maps and scenes.

1-5
Lesson 1

The geoinformation model in ArcGIS (continued)

Apps
Apps are computer programs with map-centric workflows and tools designed for mobile devices,
web browsers, or desktops. Apps like ArcGIS Field Maps and ArcGIS Dashboards enhance mobile
and operational-awareness capabilities.

Maps and scenes

Maps and scenes are recognizable user interfaces representing geographically referenced data.
Anyone with a web browser, mobile device, or desktop can view 2D maps and 3D scenes that
have been shared.

Analytics
Analytics apply tools and functions, including spatial analysis tools, to layers to produce analytical
results in the form of new layers.

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 Preparing for ArcGIS field apps

Input data for ArcGIS field apps

For ArcGIS field apps, there are two different types of input data required depending on which
field app you are using. The primary input data types are published feature layers and web maps.
The input data can be shared through ArcGIS Online or ArcGIS Enterprise.

Figure 1.3. Feature layers and web maps are the primary input datasets for ArcGIS field apps.

Published feature layer

A published feature layer is a feature layer that has been published to either ArcGIS Online or
ArcGIS Enterprise. These layers are accessible to the ArcGIS field apps when shared to the
desired audience. If you publish the service to ArcGIS Online from ArcGIS Pro, then a copy of the
data will be used for the feature layer. To avoid copying the data to ArcGIS Online, ArcGIS
Enterprise is required to maintain a referenced copy of the data.

Web map
An ArcGIS web map is an interactive display of geographic information that contains a basemap,
a set of data layers, an extent, and navigation tools to pan and zoom. In general, the basemap
and layers are hosted and shared through ArcGIS Online. However, maps can also contain layers
added directly to the map as well as layers and basemaps referenced externally. For ArcGIS field
apps, the web maps can give context and narrative to the data layers that are used and displayed.

1-7
Lesson 1

Controlling access with groups in ArcGIS Online

When using ArcGIS to manage your field activities, one of the first decisions to make is to
consider how the data will be shared. Sharing in ArcGIS Online can be handled through groups. A
group is a collection of items, which are often related to a specific region, subject, or project. You
can use groups to organize your online content and control access to that content. As a group
owner, you can also make several other decisions about the group privileges, including visibility,
membership, and contribution.

Figure 1.4. Properties of groups in ArcGIS Online allow for refined access to the groups.

Visibility
Visibility settings control who can see the group in your organization and whether that member
can see other members within the group.

Membership
Membership determines who can invite users, whether the members require an invitation, or if
members can request membership.

1-8
 Preparing for ArcGIS field apps

Controlling access with groups in ArcGIS Online (continued)

Contribution
Contribution specifies whether the group members or only the owner and manager can add
content to the group. For some groups, the data is provided to them and controlled by the
manager.

For additional information about security, privacy, and compliance, visit the ArcGIS Trust Center
(https://trust.arcgis.com).

1-9
Exercise 1 15 minutes

Create a group in ArcGIS Online

You are the GIS administrator for the Tri-County Farmer's Faire, an organization that hosts an
open-air market. At this weeks-long event in Aurora, Colorado, attendees can sample locally
grown food and see exhibits with varying themes. You have been asked to find a new way to
manage the event with ArcGIS field apps.

You can create and share web maps, layers, and apps relevant to the work that each of the field
crews is doing. In this exercise, you will begin the process by creating a group to manage the data
that will be shared with the fieldworkers.

In this exercise, you will perform the following tasks:

• Create a group in ArcGIS Online.

• Configure the group properties.
• Add members to the group.

1-10
 Preparing for ArcGIS field apps

Step 1: Sign in to an ArcGIS Online organization

In this step, you will sign in to the Esri Training Services ArcGIS Online organization.

a Open a web browser and go to www.arcgis.com.

b Click Sign In.

c In the Sign In With dialog box, click Your ArcGIS Organization's URL to expand the section.

d For the organization's URL, type trainingservices and click Continue.

e Click Your Course Account.

f Type the organizational account username and password provided to you by your instructor,
and then click Sign In.

You are now signed in to the ArcGIS Online organization account.

Step 2: Create a folder for field data

In this step, you will create a folder to contain some of your field activity layers.

a At the top of the page, click Content.

b On the left side of the page, next to Folders, click the Create New Folder button .

c In the Create A Folder window, for Folder Name, type TCFF Data <your initials>.

Throughout this course, you will use the practice of adding your initials to the end of
the names of items that you create. Adding your initials gives your items unique names
in the Esri Training Services ArcGIS Online organization. An example of a folder name
that includes initials would be TCFF Data AW.

d Click OK.

You will publish your initial web maps and layers to this folder location.

Step 3: Create a group for sharing data

Because the field apps will address several types of activities, you will create multiple groups to
accommodate these different activities. In this step, you will create a group to share the data that
will feed all of the ArcGIS field apps to manage the event.

a At the top of the page, click Groups.

1-11
 Lesson 1

The Groups page opens. From this page, you can create and manage groups in your organization.

b Click Create Group.

c In the Create A Group dialog box, under Group Overview, for Name, type Faire Management
<your initials>.

d For Summary, type This group is used to share field data with the Faire Management team.

e For Tags, type Faire Management, Esri Training Services, and Data Collection.

You can type multiple tags separated by commas and press Enter or type individual
tags, omitting the commas and pressing Enter after each.

f Under Group Membership, for Who Can View This Group, select Only Group Members.

Because this group is the management group, you do not need anyone else to see the group.

g Click Save.

h Near the top-right corner of the page, next to Overview, click the Content tab.

The Content page displays all of the content in your ArcGIS Online organization that has been
shared with this group. In this case, nothing is shown because you have not yet shared any
content with the group. As you create and share content with this group throughout this course,
your items will be listed here.

i Click the Members tab.

The Members page lists all the members of your group. For the purposes of this course, you will
be the only group member. However, in a real-world scenario, you would invite any other
managers to be members of the group. You would use the group to share content with those
members, which they would later use for managing field operations.

Step 4: Create a security group

In this step, you will use the same workflow as before to create a second group for security
personnel for the organization.

a At the top of the page, click Groups.

b Click Create Group.

c For Name, type Faire Security <your initials>.

d For Summary, type This group will be used to share content with security operations of the
faire for data collection and monitoring.

1-12
 Preparing for ArcGIS field apps

e For Tags, type Security, Esri Training Services, and Data Collection.

f For Who Can View This Group, select All Organization Members.

g Click Save.

Step 5: Configure the security group

In this step, you will configure the security group by adding members and establishing which
permissions they have.

a In the Faire Security group, click Invite Users to add members.

b In the Invite Users dialog box, in the Search Users field, type officer.

c Check the boxes for Officer 1 and Officer 2 to select them.

d Click Add Members To Group.

A status message appears indicating that two members have been added to the group.

e Click the Members tab.

1. Who are listed as members?

_____________________________________________________________________________________

_____________________________________________________________________________________

2. Which roles have been assigned to the members of the group?

_____________________________________________________________________________________

_____________________________________________________________________________________

The role specification can be used to modify privileges within the group. The group owner has the
discretion to restrict the actions that each member can perform.

Step 6: Create a maintenance group

In this step, you will use the same workflow to create a third group for maintenance personnel for
the organization.

a At the top of the page, click Groups.

1-13
 Lesson 1

b Click Create Group.

c For Name, type Faire Maintenance <your initials>.

d For Summary, type This group will be used to share content with maintenance operations
of the faire for data collection and monitoring.

e For Tags, type Maintenance, Esri Training Services, and Data Collection.

f For Who Can View This Group, select All Organization Members.

g Click Save.

Step 7: Configure the maintenance group

In this step, you will configure the maintenance group by adding members and establishing which
permissions they have.

a In the Faire Maintenance group, click Invite Users to add members.

b In the Invite Users dialog box, in the Search Users field, type technician, and then select
Technician 1 and Technician 2.

c Click Add Members To Group.

Now that you have created the groups for your organization, you are ready to start the process of
adding data for these groups to manage the operation of the event.

d Close your web browser.

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 Preparing for ArcGIS field apps

Lesson review

1. Collections of vector or raster geographic data that can be added to create maps and
scenes for field apps are referred to as which of the following?

a. Portals

b. Layers

c. Apps

d. Analytics

2. When setting up a group in ArcGIS Online, a group owner can control which aspects of the
group?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

1-15
 Answers to Lesson 1 questions

Which apps support your field activities? (page 1-4)

1. Which ArcGIS field app could support your organization's field activities?
Answers will vary based on personal experience.

Exercise 1: Create a group in ArcGIS Online (page 1-10)

1. Who are listed as members?
There are three members: the two officers and the creator of the group.

2. Which roles have been assigned to the members of the group?

There are two roles indicated: member and owner.

1-16
 2 Preparing feature layers for field apps

ArcGIS field apps can create powerful information products for decision makers. However, for
the proper information to be conveyed, there are several considerations to make before
choosing an app. In this lesson, you will learn about some of the decision factors available
when choosing a data capture app. With this information, you will begin to consider which
field app, or combination of field apps, is most appropriate for your organization.

Topics covered

Deciding which data capture field app to use

Configuring a feature layer for use in field apps

2-1
Lesson 2

Decision factors for data capture field apps

There are three primary data collecting ArcGIS field apps: ArcGIS Field Maps, ArcGIS Survey123,
and ArcGIS QuickCapture. Each app has unique advantages and disadvantages. Before deciding
which data collection field app to use, consider the following three factors:

• Level of detail
• Collection environment
• Answer format

Figure 2.1. Field app choice can be determined based on a few considerations.

Level of detail
The level of detail that can be captured can be affected by an individual's work responsibilities
and experience. The work responsibilities of a technician differ greatly from those of a driver or a
volunteer. A technician is likely to be more aware of the data collection process and app
configuration capabilities and details. The technician may be more comfortable recognizing and
taking note of the technical details or specifics that a volunteer or someone with less training
might miss.

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 Preparing feature layers for field apps

Decision factors for data capture field apps (continued)

Collection environment
Will the collecting personnel be at many different field locations or just one primary location? Will
they be in motion while collecting the data or be able to spend time filling out input options?
Perhaps they will be collecting the data while on the way to another job responsibility.
Determining the prospective location of data collection before choosing the field app will allow
the data collection process to work as desired.

Answer format
For some data collection workflows, the answer format can be very different. Perhaps there is a lot
of information necessary and can only be collected as a table. For other workflows, simply
knowing where the occurrence happened is important. Other workflows may need a combination
of inputs focused on a map-centric answer. The experience of the collecting individual with each
answer format can also help determine the proper field app to use.

2-3
Lesson 2

Field app deciding factors

Each data capture field app is created to support a particular workflow. Some workflows are
supported by more than one field app. In the following table, the three data capture field apps
are listed according to the manner in which they address the deciding factors.

Field app Level of Collection environment Answer

detail format

ArcGIS Field Highly Stationary or streaming (in-motion) Map-

Maps detailed location centric

ArcGIS Highly Stationary location Form-

Survey123 detailed centric

ArcGIS Basic In-motion Button-

QuickCapture centric

2-4
 Preparing feature layers for field apps

Choosing a data capture field app

Each data capture field app can be used for several workflows, but for some workflows, one field
app is preferred. Consider the following collection activities, and then draw a line to the
appropriate field app or apps.

Collection activity Answer Field app

Fill out a form with multiple pages to generate ArcGIS Field

a report Maps

Report safety violations when traveling around ArcGIS

a job site Survey123

Document vandalism crime ArcGIS

QuickCapture
Collect specific locations of new field assets

2-5
Lesson 2

Improving data collection efficiency in field apps

Data preparation for field apps can involve many different techniques to improve the ability of the
field app to create high-quality, easy-to-use, and robust feature layers. Some of these techniques
include:

• Feature templates
• Domains
• Subtypes

Figure 2.2. There are multiple techniques to improve the data collection efficiency for field apps.

With these techniques, you can significantly simplify the data collection process and produce
better results.

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 Preparing feature layers for field apps

Improving data collection efficiency in field apps (continued)

Feature templates
When editing feature layers in ArcGIS Pro, feature templates consist of construction tools, feature
attribute field values, and other properties that create features on specific layers. When feature
templates are used on feature layers before they are published, the field apps will use these
predefined properties to create new features within the app.

Domains
Domains are used in ArcGIS Pro to create a list of specific values to be used on fields in a layer.
Data integrity is enforced to ensure that the input is one choice within a set of predefined choices.
For field apps, the domains will be used to create drop-down choices when adding new features
or updating existing features.

Subtypes
Subtypes are a subset of features in a feature class, or objects in a table, that share the same
attributes. In ArcGIS field apps, subtypes are used as a grouping technique to create two drop-
down options when used with domains. For example, if you are performing a vegetative analysis,
you could use the type of vegetation such as a tree as the subtype and then specify the species of
tree with the domain. This technique prevents mismatched datasets that can cause errors later,
such as a combination of shrub with a tree species or a water pipe with the measurement of a gas
pipe.

2-7
Lesson 2

Workflow to prepare data for publishing

The workflow to prepare for field app data capture by publishing to ArcGIS Online can be
accomplished in a few specific steps.

Figure 2.3. Workflow to prepare field app data capture for publishing to ArcGIS Online.

Consider deciding factors

When choosing the particular field app, it is important to consider the deciding factors described
earlier. Considering the experience level, collection environment, and type of answer will help
guide the data preparation. Depending on the question that is asked, the choice of app and the
modification of the input data may affect the ability of the app output to answer it.

Evaluate existing data

Based on the requirements of the particular app, some datasets will work, but most datasets will
need to be modified to properly collect the data in the manner desired by the app.

Modify schema
For some input layers, modification may not be necessary. However, modifications to the data
schema can improve data collection quality and make the use of field apps more efficient by
adjusting the schema for the input data.

Save changes
When you have completed your data preparation, the final step is to save the changes to the
feature layer or map. By saving your changes, you will preserve the changes when publishing the
item. If you are sharing a map as a web map, the map must be saved. Any subsequent changes to
the map will require you to save the map again before overwriting the existing web maps.

2-8
Exercise 2 20 minutes

Prepare a feature layer for publishing to ArcGIS Online

Continuing your work as the GIS analyst for the Tri-County Farmer's Faire, you are ready to
prepare your data for publishing to use in the field apps. You have considered the types of output
necessary to answer your field activity questions, and a web map is required input for some of
them. Some base data for your organization has been provided for you to use based on last year's
event. The data still needs additional preparation for use in the field apps. In this exercise, you will
use domains and custom symbolization to ensure that your data is prepared for the initial
publication to ArcGIS Online.

In this exercise, you will perform the following tasks:

• Symbolize a feature layer with custom symbols.

• Modify feature layer schema using domains.

2-9
 Lesson 2

Step 1: Sign in to ArcGIS Pro

a Start ArcGIS Pro.

b In the ArcGIS Sign In dialog box, for the organization's URL, type trainingservices and click
Continue.

You may need to expand the Your ArcGIS Organization's URL section to type the URL.

c Click Your Course Account.

d Type the organizational account username and password provided by your instructor, and then
click Sign In.

e If necessary, maximize the ArcGIS Pro window.

Step 2: Create a project

In this step, you will create a project for your feature service preparation.

a Under New, click Map.

b In the Create A New Project dialog box, specify the following parameters:

• Name: FieldApps
• Location: C:\EsriTraining\FIDA

c If necessary, uncheck the box for Create A New Folder For This Project.

d Click OK.

e In the Catalog pane, expand Maps, right-click Map, and choose Rename.

f Rename the map BaseLayers and press Enter.

g In the upper-left corner of the ArcGIS Pro window, click the Save button to save the
project.

Step 3: Add layers to the map

In this step, you will add the layers to the map that will appear in the web map for the field apps.
You can quickly add the layers to the map by selecting the feature classes in the Catalog pane and
dragging them into the map.

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 Preparing feature layers for field apps

a In the Catalog pane, expand Folders, and then expand the FIDA folder.

b Expand the Data and Databases folders, and then expand FarmersMarket.gdb.

c Add the following layers to the map:

• Areas
• EventAssets
• FullInspections

The colors in your map may differ.

Step 4: Symbolize the layers

In this step, you will symbolize the layers in the map to differentiate the different assets and areas
when using them in field apps.

a In the Contents pane, select the EventAssets layer, if necessary.

b On the ribbon, under Feature Layer, click the Appearance tab, and then in the Drawing group,

2-11
Lesson 2

click Symbology .

c In the Symbology pane, click the Menu button and choose Import Symbology.

The Apply Symbology From Layer tool opens in the Geoprocessing pane.

d In the Geoprocessing pane, for Symbology Layer, click the Browse button .

e In the Symbology Layer dialog box, in the list of elements under Computer, click This PC to
select it.

f Locate the Local Disk (C:) drive location in the list to the right.

g Double-click Local Disk (C:) drive, and then browse to ..\EsriTraining\FIDA\Data\Files.

h Select the Special Event Assets Symbolized.lyrx file, and then click OK.

i At the bottom of the Geoprocessing pane, click Run.

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 Preparing feature layers for field apps

The points are now symbolized according to their event asset type.

j Close the Geoprocessing pane.

k In the Contents pane, select the Areas layer.

l In the Symbology pane, for Primary Symbology, choose Unique Values.

m For Field 1, choose Type.

n For Color Scheme, click the down arrow and check the Show Names box.

o Select the Dark Glazes color scheme.

2-13
 Lesson 2

The colors in your map may differ.

Now you have symbolized the polygons, too.

p Close the Symbology pane.

Step 5: Add a domain to the feature layer

In this step, you will start to customize the schema of the feature layer to prepare it for use in the
field apps.

a In the Contents pane, right-click the EventAssets layer and choose Attribute Table.

b In the EventAssets attribute table, evaluate the values in each field.

1. Are there any fields that might benefit from a domain?

_____________________________________________________________________________________

_____________________________________________________________________________________

2-14
 Preparing feature layers for field apps

c In the Contents pane, ensure that the EventAssets layer is selected.

d On the ribbon, under Feature Layer, click the Data tab, and then in the Data Design group,
click Fields .

2. Do any of the fields have domains applied to them?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

e On the Fields tab, in the Data Design group, click Domains to view the domains in the
geodatabase.

f In the Domains view, at the bottom of the Domain Name column, double-click the empty field
and type ClassType.

g To the right of ClassType, update the Field Type from Text to Short.

h In the Domains view, in the empty table to the right, specify the following information for the
domain:

Code Description

1 Security

2 Facility

3 Commercial

i When the table is complete, verify that there are green squares next to each entry.

j On the Domains tab, in the Changes group, click Save .

k Close the Domains view and verify that the Fields view is active.

l For the Class field, in the Domain column, double-click the empty field, and then from the
drop-down list, choose ClassType.

m On the Fields tab, in the Changes group, click Save .

2-15
Lesson 2

n Close the Fields view.

o In the EventAssets attribute table, examine the Classification field to see the domain values.

Having a domain for the class type will create options in a drop-down list to help users when they
are collecting a new asset.

p After you are finished, close the EventAssets attribute table.

q Save the project and leave ArcGIS Pro open.

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 Preparing feature layers for field apps

Lesson review

1. Which data collection efficiency techniques create drop-down options in field apps?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

2. Which data capture field app is considered form-centric?

a. ArcGIS Field Maps

b. ArcGIS Survey123

c. ArcGIS QuickCapture

d. ArcGIS Dashboards

2-17
 Answers to Lesson 2 questions

Choosing a data capture field app (page 2-5)

Collection activity Answer Field app

Fill out a form with multiple pages to Survey123 ArcGIS Field

generate a report Maps

Report safety violations when traveling QuickCapture ArcGIS

around a job site Survey123

Document vandalism crime QuickCapture, ArcGIS

Field Maps QuickCapture

Collect specific locations of new field Field Maps

assets

Exercise 2: Prepare a feature layer for publishing to ArcGIS Online (page 2-9)
1. Are there any fields that might benefit from a domain?
Yes, the Classification field might benefit if there are a limited number of classes.

2. Do any of the fields have domains applied to them?

Yes, the Type field has a domain already applied to it. Note: For this field, Type is the
name of the field, and the alias is Event Asset Type.

2-18
 3 Creating a web map for field apps

Online maps and layers are used in each of the ArcGIS field apps. When these layers do not
have the necessary capabilities or are not configured correctly, some field apps will not
recognize the layer as input for the field app, or they will generate an error when trying to use
the layer or map. In this lesson, you will learn about the initial configuration necessary to
create a web map for field activity apps and begin to understand how to create a web map
and web layers in ArcGIS Pro.

Topics covered

Configuration options for publishing web maps

Creating a web map for field apps

3-1
Lesson 3

Publishing options for web maps for field apps

When publishing web maps, there are several publishing options within ArcGIS Pro to consider
before publishing. You can choose the configuration option of the map with regard to the ability
to edit the data, the folder location of the map, item details about the map, and who to share the
map with.

Figure 3.1. Sharing web maps in ArcGIS Pro is configurable through different presets and options to create a web
map that will work for field apps.

Configuration
The default sharing configuration for a web map allows the web map to be queried and visualized
but not edited. The editable configuration option makes the underlying feature layers editable,
which is required for most field apps. This visualization configuration option will create a tile layer
and treat the web map like a basemap. The cached layer will prevent the layers from being
individually selectable or identified within the web map.

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 Creating a web map for field apps

Publishing options for web maps for field apps (continued)

When using ArcGIS Enterprise, there are additional options that allow you to register
alternative data stores with ArcGIS Server. In some cases and with some apps, ArcGIS
Enterprise users may be able to use layers that reference data that is not hosted in a
data store. For this course, you will be using ArcGIS Online. For the subsequent
exercises, a copy of the data will be manipulated within ArcGIS Online, but the file
geodatabase feature layers located on the virtual machine will not be modified.

Location
Within your ArcGIS portal, you can control where the web map and layers will be located, so you
can organize them in a way that works for you.

Item details
Item details information can be obtained from the metadata of the map or added during the
sharing process. The information in this section can be used to make the web map easier to find
and provide information to users about whether the data will meet their desired requirements.

Sharing
You can specify whether the map is shared with groups, the organization, or the public or whether
it remains private while you continue to prepare it to be shared with a larger audience. The level
of sharing can be updated within ArcGIS Online if you decide to change it later, but this setting
will also allow you to set the sharing options initially.

3-3
Lesson 3

Publishing a web map for field apps with ArcGIS Pro

With ArcGIS Pro, you can share your maps as web maps to your ArcGIS organization. When
creating content, such as web maps, it is important to consider the following steps to ensure that
the content shared is ready for your field apps.

Figure 3.2. Publishing workflow for web maps to be used for field apps.

Evaluate the map

In ArcGIS Pro, open the map to be shared as a web map and look to see if all the layers display as
expected and contain all the features and attributes to be used for your field apps.

Specify item details

The properties for the published web map will inherit the properties of the map. If the properties
have not been specified with the map, you can specify the information in this section. There are
required fields to allow for the data to be found easier when searching the portal.

Select a configuration
There are three default configuration options for granting specific privileges for how users can
interact with your web map. The editable configuration option allows for editing, identifying, and
using the layer for background context. Because most apps perform some form of editing, the
recommended choice for web maps for feature layers is to allow editing.

Choose a folder location

You can specify a folder location where the web map and underlying feature layers will be located.
Depending on where the web map is being published, the folder location can vary.

Select a sharing option

You can decide who you will share the web map with for use in field apps. You can also specify
which groups you would like to share the web map to.

3-4
 Creating a web map for field apps

Publishing a web map for field apps with ArcGIS Pro (continued)

Analyze the map

Before publishing a web map, you can inspect the input data for potential issues with the
published map and underlying layers and to catch problems with the format of the data. This
process will ensure that the published web map will work for your field apps.

Publish the web map

Publishing a web map makes the data available for field apps to use. The layers contained in the
map will be published as feature layers that can be used separately by some field apps.

3-5
Exercise 3 20 minutes

Create a web map for ArcGIS Online

As the GIS analyst for the Tri-County Farmer's Faire, you have worked to prepare the map for
publishing. Now you are ready to publish the map as a web map to ArcGIS Online. In this
exercise, you will configure the map sharing options in ArcGIS Pro and share the map that you
created previously with your ArcGIS Online organization as a web map that you will use for several
field apps.

In this exercise, you will perform the following task:

• Use ArcGIS Pro to publish a web map.

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 Creating a web map for field apps

ArcGIS Pro Help: Create a feature template

Step 1: Evaluate the map for publishing

In this step, you will evaluate the map that you created previously in ArcGIS Pro to ensure that it is
ready for publishing.

a If necessary, restore ArcGIS Pro and open the FieldApps project with the BaseLayers map
active.

The instructions in this box are only necessary if you did not complete the previous
exercise. If you completed the previous exercise, you can skip these steps. If you are
unsure, ask your instructor for assistance.

If you did not complete the previous exercise, perform the following steps:

1. In File Explorer, browse to C:\EsriTraining\FIDA\Results\Exercise02.

2. Double-click FIDA_Ex02_Project.ppkx to open the project package.
3. If necessary, use trainingservices for the organization's URL and sign in with
the credentials provided by your instructor.

b In the Contents pane, confirm that the following layers are present:

• EventAssets
• Areas
• FullInspections (under Standalone Tables at the bottom of the pane)

c Confirm that the EventAssets and Areas layers are symbolized as desired.

d Right-click the EventAssets layer and choose Configure Pop-Ups.

The Configure Pop-Ups pane opens.

e Near the top of the Configure Pop-Ups pane, for Title, click the text field that contains }{type}
to edit the pop-up title.

f In the text box, delete the existing text.

g Under Title Options, click the Field down arrow and choose Event Asset Type {type}.

3-7
 Lesson 3

h After {type}, add a space, type -, and then add another space.

i Click the Field down arrow and choose Name {Name}.

j Click the Back button .

The Title field should now read: {type} - {Name}.

Updating the title will allow the pop-up window to appear correctly in the field apps.

k Close the Configure Pop-Ups pane.

l Save the project.

Step 2: Specify the map metadata

In this step, you will add metadata about the map that you created to prepare for publishing it.
Metadata for the web map will make the map easier to find and inform map users about its use
and content.

a In the Contents pane, right-click the BaseLayers map and choose Properties.

b In the Map Properties dialog box, from the General tab, for Name, type TCFF Base <your
initials>.

c Click the Metadata tab, and then specify the following information:

• Title: TCFF Base <your initials>

• Tags: Esri Training Services, Tri-County, Colorado
• Summary: Map with base layers for field applications.
• Description: Map with base layers for field applications.

d Leave the Map Properties dialog box open for the next step.

Step 3: Preserve layer and table IDs

In the future, you may need to make changes to this web map and overwrite the corresponding
web layer. By default, if you changed the ordering of the layers or added or removed layers, the
layer and table IDs of the underlying service would change, and you would need to update any
client applications consuming the service to use the updated IDs.

To avoid updating client applications, it is recommended that you author the map to preserve the
layer and table IDs before sharing a map image layer or web feature layer.

a In the Map Properties dialog box, click the General tab.

3-8
 Creating a web map for field apps

b Check the Allow Assignment Of Unique Numeric IDs For Sharing Web Layers box.

c Click OK, and then save the project.

Step 4: Specify the publishing options

In this step, you will specify the publishing options within the Share As Web Map geoprocessing
tool.

a On the ribbon, click the Share tab, and then in the Share As group, click Web Map.

The Share As Web Map pane opens, and some input data has already been entered.

b In the Share As Web Map pane, for Select A Configuration, choose Editable.

When the underlying feature layers are editable, the field apps will be able to use the
layers to create new features or modify existing ones.

c Under Location, for Folder, choose the TCFF Data <your initials> folder.

d Under Share With, click the Groups down arrow, and then select the following groups:

• Faire Maintenance <your initials>

• Faire Management <your initials>
• Faire Security <your initials>

e Near the top of the Share As Web Map pane, click the Configuration tab to configure the web
layer properties.

f Select the TCFF Base <your initials>_WFL1 layer, and then click Properties.

g Click the Configuration tab, and then under Operations, check the Enable Sync box.

For some field apps, the sync option is necessary for the layers to display correctly. For
instance, in the ArcGIS Workforce field app, sync is required for layers to display in the
field app correctly.

h Click the Back button , and then click the Map tab.

i Click Analyze to review the layers in the web map.

There is an error message indicating that the 00230 service layer has a different projection than
the map's projection.

j Right-click the error message and click Expand Group.

3-9
 Lesson 3

k In the group, right-click the top error message and choose Update Map To Use Basemap's
Coordinate System.

l Click Analyze.

The basemap used in the map has a WGS 1984 Web Mercator (Auxiliary Sphere) coordinate
system. This coordinate system is the default coordinate system for ArcGIS Online layers. By
updating the web map to use the basemap's coordinate system, you removed the errors. Now,
you can continue publishing the web map.

Step 5: Publish the web map for field activities

In this step, you will share the web map to ArcGIS Online.

a At the bottom of the Share As Web Map pane, click Share to publish the web map.

Sharing may take a few minutes.

b After the web map has been successfully shared, save the project, and then exit ArcGIS Pro.

Step 6: View the web map in ArcGIS Online

In this step, you will view the web map in ArcGIS Online to confirm that it is ready for field apps.

a Open a web browser and go to www.arcgis.com.

b Click Sign In, use trainingservices for the organization's URL, and sign in with the credentials
provided by your instructor.

c Click Content, and then under Folders, click the TCFF Data <your initials> folder.

1. How many items are in the folder?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

2. Which groups are the items shared with?

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 Creating a web map for field apps

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

Hint: To see which groups an item is shared with, click a lettered icon in the third column, and
then click Edit Group Sharing.

d For the TCFF Base <your initials> web map, click the More Options button and choose
Open In Map Viewer.

The colors in your map may differ.

Now that you have confirmed that the web map has been created in the data folder and shared
with the three groups, you are ready to use the web map in field apps.

e On the right, click the Properties button to open the Properties pane.

f At the top of the Properties pane, confirm that EventAssets is the selected layer.

g Scroll down to the Refresh Interval section and turn on the Automatically Refresh Layer option.

h Under Refresh Layer Every, type 1 minute.

3-11
Lesson 3

The refresh interval keeps your maps in sync with the latest data while the map is open.
Setting a refresh interval helps your office team see the latest feature data from the
field while keeping the map open in their web browser, desktop, or device. You can
enable a refresh interval between 6 seconds and one day on many types of layers.

i From the Contents toolbar on the left, click the Save And Open button and choose Save.

j Close your web browser.

You have created a web map that can be used to support field apps.

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 Creating a web map for field apps

Lesson review

1. Which publishing setting controls whether the user of the web map can edit the layers?

a. Location

b. Configuration

c. Sharing

d. Item details

2. How do the item details improve the use of the web map being published?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

3-13
 Answers to Lesson 3 questions

Exercise 3: Create a web map for ArcGIS Online (page 3-6)

1. How many items are in the folder?
There are three items: a TCFF Base <your initials> web map, a TCFF Base <your
initials>_WFL1 feature layer, and a TCFF Base <your initials>_WFL1 service definition.

2. Which groups are the items shared with?

The items are shared with the Faire Management <your initials>, Faire Security <your
initials>, and Faire Maintenance <your initials> groups.

3-14
 4 Updating feature layers with ArcGIS Field Maps

Every organization attempts to maintain authoritative, robust datasets about their activities.
For some organizations, the process can be difficult as the incoming information is constantly
changing, so maintaining the most up-to-date data is difficult. An ArcGIS field operations app
called ArcGIS Field Maps allows users to update data in the field quickly and reduce the use
of traditional paper forms. In this lesson, you will learn about how ArcGIS Field Maps can be
used to update data in the field efficiently to provide the most up-to-date field data.

Topics covered

ArcGIS Field Maps functions

Updating a feature layer with ArcGIS Field Maps

Updating tables with ArcGIS Field Maps

4-1
Lesson 4

ArcGIS Field Maps benefits

ArcGIS Field Maps provides intuitive mapcentric field data collection that can increase
productivity. Using ArcGIS Field Maps, field crews can create GIS features and update existing
features using their smartphone or tablet device. They can capture these locations by using GPS
or by tapping on the map. If workers need higher accuracy in their GPS locations than what their
devices can provide, they can pair ArcGIS Field Maps with high-accuracy GNSS or GPS receivers.

Figure 4.1. ArcGIS Field Maps has many benefits for data collection workflows in your organization.

Web maps are accessed by mobile workers using ArcGIS Field Maps on their mobile devices.
Mobile workers collect new information and make edits to web layers using ArcGIS Field Maps.
New information and edited data are retrieved from ArcGIS Online or immediately merged with
databases federated with ArcGIS Enterprise.

ArcGIS Field Maps provides the following benefits to an organization that deploys mobile
workers.

Mapcentric data collection

ArcGIS Field Maps removes the need for paper-based workflows and allows you to use the web
map as the basis of all data collection processes. The web map can provide context to the data
collection and advise the mobile workers as they are in the field.

4-2
 Updating feature layers with ArcGIS Field Maps

ArcGIS Field Maps benefits (continued)

Remote access for mobile workers

New maps and information can be pushed directly to remote mobile workers, eliminating the
need to go into the office for new information.

Smart form editing

With smart forms in ArcGIS Field Maps, your field collection interface can be customized with
groups, conditional visibility, and required fields. These smart forms can be created and modified
in the Field Maps web app.

High-accuracy GPS
ArcGIS Field Maps improves the accuracy of your data with support for high-accuracy GPS
receivers. High-accuracy GPS antennas use base station networks to greatly improve the accuracy
of data collected with real-time data correction.

Monitor activity in real time

In a connected environment, the mobile workers' inputs can be seen in real time as they complete
their work, and the new information will be available for quality control and processing quickly.

Offline editing
ArcGIS Field Maps works anywhere you need it. If you know that you will be operating in locations
with unreliable or no internet connectivity, you can download maps to your device and use them
when you are offline.

4-3
Lesson 4

Smart form capabilities

Smart forms are available in ArcGIS Field Maps to customize the collection of field data. Smart
forms are a dynamic way to edit nonspatial information about GIS features from a mobile app.
Smart forms can be customized for all editable features and related tables within your web map.

The following table lists the many different capabilities available for you to customize your smart
form interface.

Capability Description

Place and The order in which the fields display can be set in the smart form. Fields
order fields can also be removed entirely.

Required Depending on the type of fieldwork that is being performed, some fields
fields may be required to ensure proper collection. Any field that is required will
be indicated by an asterisk (*) next to the field name.

Read-only Some fields can be marked as read-only to prevent any editing while in the
fields field. Depending on the fieldwork, the date or the name of who is
performing the work may be preset and uneditable while in the field.

Format Within the smart form, the name of the field can be modified to make the
fields data collection more informative to the fieldworker. Hints about the
expected input can also be added to the smart form. Text input tools can
also be used to improve the selection of dates or minimize potential errors
when entering data.

Group To help manage larger smart forms, fields can be placed into groups to
fields help improve the data collection by aggregating common entries, and the
groups can be collapsed when not in use.

Conditional Through Arcade expressions, the visibility of a group or a field can be

visibility controlled. This functionality allows the smart form to only make visible
fields or groups that are applicable when certain conditions are met.

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 Updating feature layers with ArcGIS Field Maps

Smart form capabilities (continued)

Capability Description

Add form Form elements that allow users to input information such as date/time,
elements numbers, and text can be added to the form using the form builder. When
form elements are added in this way, new fields are automatically added to
the corresponding layer to store the information.

Calculated You can create expressions using Arcade to streamline and automate data
expressions entry in the form. These expressions will automatically calculate data in the
form based on attribute, geometry, and account information. They are
dynamic, meaning they automatically update the form as information
changes.

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Lesson 4

ArcGIS Field Maps smart form configuration options

Smart forms are designed to create a better, more informative interface for ArcGIS Field Maps
users when collecting data using a mobile device. Instead of a list of field names, the smart form is
capable of posing questions to be answered by the user that are arranged in a comprehensive
way with hints to help them through the collection process. This informative interface is created
through a combination of configuration options, Arcade expressions, and attribute domains.
Understanding how the configuration options can be used to modify the smart form is a key step
in creating an intuitive interface.

Through adding more context for the fieldworker, the smart form improves efficiency and data
quality throughout the entire data collection process.

Figure 4.2. Smart forms allow for a customized user interface to make collecting data in the field an intuitive and
clear process.

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Exercise 4A 45 minutes

Update a feature layer with ArcGIS Field Maps

You are now ready to use ArcGIS Field Maps to update the location of the fixed assets on-site.
The web map that you created previously will be used as input to ArcGIS Field Maps, and you will
perform some simple edits to the feature layer as a technician would at the Tri-County Farmer's
Faire's location. In this exercise, you will open the web map that you created in ArcGIS Field Maps
and perform the described edit to the feature layer.

For the purposes of this exercise, you will search for the specific location and make
the adjustments as if you are there. In reality, the location of the updated points
would use the location information of the mobile device.

In this exercise, you will perform the following tasks:

• Configure a smart form in ArcGIS Field Maps.

• Add an asset point with ArcGIS Field Maps.

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 Lesson 4

Step 1: Configure the smart form

In this step, you will configure the smart form in the ArcGIS Field Maps web app.

The instructions in this box are only necessary if you did not complete the previous
exercise. If you completed the previous exercise, you can skip these steps. If you are
unsure, ask your instructor for assistance.

1. Using File Explorer, browse to C:\EsriTraining\FIDA\Results\Exercise03.

2. Double-click FIDA_Ex03_Project.ppkx to open the project package.
3. If necessary, use trainingservices for the organization's URL and sign in with
the credentials provided by your instructor.
4. Publish the TCFF Base map according to the Exercise 3 instructions in the
Publish the web map for field activities step.

a Open a web browser and go to www.arcgis.com.

b Sign in to the Esri Training Services organization using the credentials provided by your
instructor.

c Near the top of the page, click the Apps button , and then choose Field Maps.

d In the gallery, click your TCFF Base web map to begin editing the smart form.

The Content tab lists content found within the web map. Beyond editable layers, which are found
within the Layers section, the list includes tables and basemaps. To the right of the Content list is
an empty canvas.

e In the Content pane, under Layers, select the EventAssets layer, which will populate the
templates.

f At the top of the canvas, confirm that you are viewing the Form tab.

Do not click Convert Pop-Up.

g In the Form Builder pane, under Fields, click Name and drag it into the form.

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 Updating feature layers with ArcGIS Field Maps

When dragging the attribute into the form, wait until the blue dotted-line rectangle
appears.

h Repeat the previous process to add the remaining attributes in the following order:

• Event Asset Type

• Classification
• Facility ID

One of the advantages of a smart form is that the order of the fields can be manipulated. For this
smart form, you reordered the fields to put the Name field first.

i In the upper-right corner of the form, click the Save button .

Now, the smart form has been configured for your field activity.

Step 2: Open the ArcGIS Field Maps app

In this step, you will open ArcGIS Field Maps on your mobile device and view the web map that
you created on the device.

a On your mobile device, open the ArcGIS Field Maps app.

b Tap Sign In With ArcGIS Online.

c Using trainingservices for the organization's URL, sign in with the credentials provided by your
instructor.

After you sign in, you will see the Maps page that lists your three groups that you are a member
of: Faire Maintenance, Faire Management, and Faire Security.

Step 3: Open the web map

Now that you are signed in, you will take on the role of a technician for the faire who will go into
the field and relocate multiple assets. In this step, you will open the web map for maintenance
and locate the asset to be modified.

a In ArcGIS Field Maps, under Groups, tap your Faire Maintenance group, and then tap your
TCFF Base web map to open it.

b If prompted to allow Field Maps to use your location, choose Allow While Using App.

The TCFF Base layer is an editable layer because of the configuration selected when
published. ArcGIS Field Maps requires an editable feature layer to function correctly.

4-9
Lesson 4

Depending on where you are attending the class, the map will open and show your current
location.

There may also be a warning about GPS accuracy at the top of the map based on the
quality of location that your device currently has.

While the faire location is visible in the Field Maps app, you will add it to your favorites on your
mobile device.

c At the top of the app, tap the Search button or .

Depending on the mobile device, the icons for the buttons will differ slightly. The icon
for your mobile device will appear in this order throughout the exercises in this lesson
(iOS or Android).

d In the search field, type Delaney Round Barn.

e Select the suggestion for Delaney Round Barn, 170 S Chambers Rd, Aurora, Colorado, 80017
location.

f Under Places, tap Delaney Round Barn.

g Slide the menu for Delaney Round Barn up, and then tap Favorite.

h In the New Favorite dialog box, type Delaney Round Barn and tap OK.

Now that you are near the location of the faire, you are ready to start the update process as if you
are the technician. Adding it to your Favorites allows you to quickly zoom to the location when
using the mobile app.

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 Updating feature layers with ArcGIS Field Maps

Step 4: Place the new asset

In this step, you will locate a new asset that you will place in the market. The work order that you
received indicates that the portable restrooms have been delivered to the designated area, but
they have not officially been placed. To comply with local ordinances, the public restrooms must
be positioned in a particular way.

The work order asks you to place the new restroom within the Exhibit 2 area.

a At the top of the app, tap the Search button or .

b Under Favorites, tap Delaney Round Barn.

c In the Delaney Round Barn menu, tap Collect Here.

d From the EventAssets list, choose Restroom.

The circle on the map indicates the area where you can add a point.

e Zoom and pan the map to the right.

f Locate the restrooms in the Exhibit 2 area, using the following graphic as a guide.

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Lesson 4

g Tap Update Point to add the point to the location.

The order of the fields is based on what you set in the smart form. For this feature, the
Event Asset Type is marked as required in order to display in the map, not that you set
it as required in the properties.

h In the smart form, specify the following information:

• Name: 24
• Classification: Facility
• Facility ID: 999

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 Updating feature layers with ArcGIS Field Maps

Hint: Slide the menu up, if necessary, to see all the fields.

i At the top of the app, tap Submit or tap the Submit button to send the update.

You will see a notification indicating that the update has been submitted, and the screen will
return to the view of the restroom point after the edit.

j Continue to move any of the points around or add additional points at your discretion.

k After you are finished, close the ArcGIS Field Maps app.

Step 5: View the updated feature layer in ArcGIS Online

In this step, you will confirm the updated location for the restroom and any other edits that you
have made.

a Return to your web browser and click the Esri Training Services ArcGIS Online web browser
tab, if necessary.

b Click Content, and then click your TCFF Data folder.

c Open your TCFF Base web map in Map Viewer.

Hint: More Options button > Open In Map Viewer

d In the map, notice that the point for Restroom 24 has been created.

e Zoom to the area of Restroom 24.

f In the Layers pane, click the Areas layer.

The Properties pane opens on the right with the Areas layer as the active layer.

g From the Properties pane, scroll down to Appearance.

h Under Transparency, click and drag the circle to set the layer transparency to 25%.

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Lesson 4

The colors in your map may differ.

Updating the transparency will allow the asset points to be more visible when viewed with the
areas in the faire.

i From the Contents toolbar on the left, click the Save And Open button and choose Save.

j Minimize your web browser window.

Now that you have seen how ArcGIS Field Maps can be used to update point features, you will
learn about how it can be used to perform additional edits to a feature layer.

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 Updating feature layers with ArcGIS Field Maps

Using relationship classes in ArcGIS Field Maps

Updating or adding features with ArcGIS Field Maps is not always what is required with field data
collection. There are field activities, such as the maintenance of an asset, that require a table to be
updated to indicate the results of the service. When published feature layers require this type of
updating, a link between the table and record is required and persisted. In ArcGIS Pro, a
permanent link can be created where the relationship between a feature class and a table is based
on a unique field that matches between the table and feature class. These persisted links are
referred to as relationship classes.

Relationship classes can also be used to persist this connection when published to ArcGIS Online.
However, when maintaining the relationship class in an online environment, the recommended
practice is to use GlobalIDs and GUIDs to maintain the link between the feature layer and related
tables. GlobalIDs are unique fields that are generated in ArcGIS Pro by a geoprocessing tool.
GUIDs are types of fields in ArcGIS Pro that will maintain the key created by the GlobalID. This
relationship is maintained by the software and will persist as the feature layer is shared online.

ArcGIS Field Maps supports relationship classes between features, between tables, and between
features and tables. One-to-one, one-to-many, and many-to-one cardinal relationships can be
enforced in ArcGIS Field Maps.

Figure 4.3. Related tables are referenced through a relationship class between the feature layer and table.

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Lesson 4

Workflow to update a feature layer

After a feature layer is published for use in ArcGIS field apps, the layer eventually must be
updated to ensure that the information is current and up to date as it is being used. There are
specific steps to follow when updating a feature layer for field apps.

Figure 4.4. The overwrite published service can be accomplished in a few steps.

Open the ArcGIS layer

After a web map is published, you may need to update the underlying feature layer that is used in
the web map. To begin the process of updating the feature layer, you will open the original
feature layer used in the web map.

Modify existing data

There are many modifications that may be necessary to update the feature layer, including schema
changes or symbology modifications. During this step, you may be prompted to save the
changes. After you have finished modifying the layer, you will need to save the layer to ensure
that this version of the layer is used for publishing.

Analyze the layer to be published

This step is similar to the publishing workflow, and the feedback from the analysis will catch some
errors with your layer before publishing. Carefully consider the warnings and address any errors
before publishing.

Overwrite the layer

When publishing a new version of the same layer, this process is referred to as overwriting the
existing layer. When the layer is overwritten, the new layer is published in its place, and all
references to the previous layer of the same name will now reference the new layer.

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Exercise 4B 45 minutes

Maintain tables with ArcGIS Field Maps

You are now ready to use ArcGIS Field Maps to update a table of some fixed assets on-site. When
updating a table, you will modify and update the existing feature layer. In this exercise, you will
add a relationship class to the geodatabase, update the feature layer, and update the related
records with ArcGIS Field Maps.

In this exercise, you will perform the following tasks:

• Add a relationship class to a feature layer.

• Update the schema of a feature layer.
• Update a related table with ArcGIS Field Maps.

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 Lesson 4

Step 1: Add a GUID to a table

In this step, you will open the map that you created in ArcGIS Pro and begin the process of
modifying the feature layer.

a Start ArcGIS Pro and open your FieldApps project with the TCFF Base <your initials> map
active.

b At the bottom of the Contents pane, right-click the FullInspections table, point to Data
Design, and choose Fields to open the Fields view.

c Review the fields that are listed.

1. How many fields are listed in the Fields view?

_____________________________________________________________________________________

_____________________________________________________________________________________

2. Is there a GUID or GlobalID field listed?

_____________________________________________________________________________________

_____________________________________________________________________________________

Because a GUID field is necessary for the table to be used in the relationship class in ArcGIS
Online, you will add one.

d In the Fields view, at the bottom of the list of fields, click to add a new field.

e For Field Name, type Key, and then for Data Type, choose Guid.

f On the Fields tab, in the Changes group, click Save .

g Close the Fields view.

Step 2: Add a GlobalID to a feature layer

In this step, you will add the GlobalID to the feature layer that you will use in the relationship
class.

a On the Analysis tab, in the Geoprocessing group, click Tools to open the Geoprocessing
pane.

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 Updating feature layers with ArcGIS Field Maps

b In the Geoprocessing pane, in the Find Tools field, type Global ID.

c Click Add Global IDs to open the tool, and then for Input Datasets, choose EventAssets.

d Click Run.

e In the Contents pane, right-click EventAssets, point to Data Design, and choose Fields.

f In the Fields view, notice the GlobalID field that has been added to the list of fields.

g Close the Fields view.

Step 3: Create the relationship class

In this step, you will create the relationship class that will be used to maintain the service record.

a In the Geoprocessing pane, click the Back button and search for Relationship.

b Open the Create Relationship Class tool, and then specify the following parameters:

• Origin Table: EventAssets

• Destination Table: FullInspections
• Cardinality: One To Many (1:M)
• Origin Primary Key: GlobalID
• Origin Foreign Key: Key

c Click Run to create the relationship class.

d Save the project.

Step 4: Overwrite the feature layer

In this step, you will overwrite the feature layer with the new relationship class to allow the service
record to be updated.

Although you changed the position of a feature in the previous exercise, you are
going to overwrite this layer and restore the original position of the feature for the
purpose of this exercise.

a On the Share tab, in the Share As group, click the Web Layer down arrow and choose
Overwrite Web Layer.

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 Lesson 4

If you do not see the Overwrite Web Layer option, ensure that you have closed the
Fields view. If the Fields view is not closed, the option to overwrite the web layer will
not appear.

b In the Overwrite Web Layer dialog box, browse to My Content, double-click the TCFF Data
<your initials> folder, and select the TCFF Base <your initials>_WFL1 feature layer.

c Click OK.

d Click OK to dismiss the warning about overwriting the web layer.

e In the Overwrite Web Layer pane, review all of the parameters.

These parameters are the same from the service definition used for the original layer.

f Click Analyze.

The only warnings created are regarding the basemap layers, so you can ignore them at this time.

g Click Publish.

h After the process is complete, save the project and exit ArcGIS Pro.

Step 5: Prepare the smart form

In this step, you will prepare to create the smart form by adjusting the web map.

a Restore your web browser window with your TCFF Base web map open in Map Viewer.

b In the top-left corner, click the Menu button and choose Home.

c Near the top of the page, click the Apps button and choose Field Maps.

The ArcGIS Field Maps web app map gallery appears with the web maps that have been made
visible to Field Maps.

d In the gallery, click your TCFF Base web map to begin editing the smart form.

e Click the Overview tab.

f Near the upper-right corner, click Open In Map Viewer to open the web map.

You can make any adjustments that you would make in Map Viewer with this interface, including
changing layer names or symbology.

g From the Settings toolbar, click the Pop-Ups button .

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 Updating feature layers with ArcGIS Field Maps

h At the top of the Pop-Ups pane, confirm that EventAssets is the layer selected.

i Click Fields List to expand the section.

j Under Fields List, delete the text in the Title field and the Description field.

Configuring a layer's pop-ups allows you to bring focus to the attributes associated with a layer so
that you can clearly showcase the information that you want displayed.

k From the Contents toolbar on the left, click the Tables button to see the tables in the map.

l In the Tables pane, for the FullInspections table, click the Options button and choose
Rename.

m For Title, delete the existing text, type Inspection Worksheet, and click OK to save the name.

n From the Contents toolbar on the left, click the Save And Open button and choose Save.

o Close the Map Viewer window.

p If prompted that any unsaved changes will be lost, click Leave.

Step 6: Create a smart form

In this step, you will create a smart form for the maintenance task using the ArcGIS Field Maps
web app.

a If necessary, return to the Field Maps Overview page for your TCFF Base web map.

b On the left side, click Content to see the available layers.

The canvas will appear and is currently empty. The editable layers will appear in the Layers
section. The inspection table that was added through the relationship class will appear in the
Tables section.

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Lesson 4

c In the Content pane, expand the Tables section and click Inspection Worksheet.

If you do not see the updated name, refresh your web browser.

d At the top of the canvas, confirm that you are viewing the Form tab.

e Click Convert Pop-Up to start the smart form.

In this form, you will be able to change the display names, add groups, set the required fields,
and set conditional visibility of fields.

First, you will change the title.

f Near the top of the form, click {Inspector}.

The Properties pane opens on the right side, where you can access the formatting options.

g For Form Title, delete the existing text and type Inspection Worksheet.

In the form, one group named Group 1 is already created.

h Under Inspection Worksheet, click Group 1 to select it.

i In the Properties pane, for Display Name, delete the existing text and type Asset Details.

j In the top-right corner of the Properties pane, click the X to close it.

k In the Form Builder pane on the right, under Layout, double-click Group to add a group to the
form below the Asset Details group.

A new group is added to the form, under the Asset Details group.

l Change the Display Name to Maintenance Requested.

m In the form, in the Asset Details group, click the Maintenance Required field and drag it into
the Maintenance Requested group.

You will see a blue box indicating which field that you are manipulating. Be sure to
select the desired one. You will see a temporary box where the new field will be placed
before you release the field.

n Click the Notes field and drag it below the Maintenance Requested group.

Only the Inspector, Inspection Date, and Working Condition fields are listed in the Asset Details
group now.

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 Updating feature layers with ArcGIS Field Maps

o Select the Inspection Date field and move it to the top of the Asset Details group.

You have created a smart form for the maintenance task. Next, you will modify your smart form.

Step 7: Modify a smart form

In this step, you will modify your smart form so that the display names for each field are more
accessible for all users.

a In the Asset Details group, select the Inspector field, and then in the Properties pane, change
the display name to Who inspected the asset?

b Select the Working Condition field and change its display name to What is the condition of
the asset?

The Notes field should not be a part of a group, as shown in the preceding graphic.

Now that you have configured the questions, you will add some functionality to hide a question

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 Lesson 4

on the smart form.

c Select the Maintenance Requested group.

d In the Properties pane, expand the Conditional Visibility section.

e Click Add Expression to open the Arcade expression builder.

You will build an Arcade expression that will check the form entry for working condition. If the
working condition returns Not Working, then the option for maintenance options will appear.

f Under Expression, click the first down arrow and choose Working Condition.

g Click Replace.

h If necessary, click the second down arrow and choose Is.

i Click the third down arrow and choose Not Working.

j In the Arcade Syntax Preview to the right, confirm that the following expression is shown:
DomainName($feature,"WorkingCondition") == "Not working".

k Click Save to close the Arcade expression builder.

l Verify that the Notes field is outside the two groups.

m In the upper-right corner of the form, click the Save button .

When you update the service record, this smart form will customize the collection process.

Step 8: Update service records in ArcGIS Field Maps

In this step, you will use ArcGIS Field Maps on your mobile device to update the service record for
a few assets in the faire.

a On your mobile device, open the ArcGIS Field Maps app and, if necessary, sign in with the
credentials provided by your instructor.

b Tap the Back button or to return to the Maps page and to see the maps that you have
access to.

c Next to your TCFF Base map, tap the More Options button or and choose Reload
Map.

d If necessary, select your TCFF Base map to open it again.

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 Updating feature layers with ArcGIS Field Maps

If your map is located in your location and not the faire, perform the following steps to
locate the faire:

1. Tap the More Options button or and choose Bookmarks.

2. Tap Default Map Extent.

Now that you have found the faire, you are ready to start inspecting the asset.

Depending on the type of mobile device that you are using, the subsequent graphics in
this step may differ slightly from your mobile device interface.

e In the map, in the Exhibit 1 area, locate and select the Exhibit - Maplewood Nursery, as shown
in the following graphic.

f Notice that the Inspection Worksheet table has been added to the form.

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Lesson 4

Hint: You may need to tap the Maplewood Nursery entry, and then slide the menu up to see
the Inspection Worksheet table.

g Tap Inspection Worksheet to open the related table.

When the related table opens, it provides the option to add a record to the table based on your
smart form.

h Tap Add to create a new service record.

i For the new feature, specify the following parameters for the first inspection:

• Inspection Date: <today's date>

• Who inspected the asset?: Inspector 2
• What is the condition of the asset?: Working Currently
• Notes: Booth is operating correctly.

j At the top of the app, tap Submit or tap the Submit button .

You will receive a notification that it has been successfully submitted.

3. How many of the questions on the form had drop-down options?

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 Updating feature layers with ArcGIS Field Maps

_____________________________________________________________________________________

_____________________________________________________________________________________

4. How were the drop-down options created?

_____________________________________________________________________________________

_____________________________________________________________________________________

5. How did the drop-down options affect the adding of the service record?

_____________________________________________________________________________________

_____________________________________________________________________________________

k Reselect the Maplewood Nursery point and tap Inspection Worksheet.

l Notice that the service record has been added.

m Tap Add to add another inspection.

n For the new feature, specify the following parameters for this inspection:

• Inspection Date: <today's date>

• Who inspected the asset?: Inspector 3
• What is the condition of the asset?: Not Working
• Maintenance Required: Yes

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Lesson 4

o At the top of the app, tap Submit or tap the Submit button .

6. What happened differently for this inspection?

_____________________________________________________________________________________

_____________________________________________________________________________________

7. Which response caused the new question to appear?

_____________________________________________________________________________________

_____________________________________________________________________________________

p Continue adding service records to points of your choice.

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 Updating feature layers with ArcGIS Field Maps

Be sure to submit the inspections each time.

q After you are finished, close the ArcGIS Field Maps app.

Step 9: View the service records in a web map

In this step, you will view the service records that you created in the web map.

a Return to your web browser and click the Esri Training Services ArcGIS Online web browser
tab, if necessary.

b Click Content, and then from your TCFF Data folder, open your TCFF Base web map in Map
Viewer Classic.

Hint: More Options button > Open In Map Viewer Classic

c In the map, zoom to the Maplewood Nursery exhibit.

d Click the Maplewood Nursery exhibit.

e In the Exhibit - Maplewood Nursery pop-up window, click Show Related Records.

The added service records are now visible.

f Open the pop-up windows to confirm any records that you added.

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Lesson 4

g After you are finished, close your web browser.

In this exercise, you learned how to update a feature layer for service records used in ArcGIS Field
Maps and updated the service records with Field Maps.

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 Updating feature layers with ArcGIS Field Maps

Lesson review

1. Which option will support an association between a feature class and a table used in
ArcGIS Field Maps?

a. Join

b. Relationship class

c. Relate

d. Domain

2. What are some benefits of ArcGIS Field Maps?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

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 Answers to Lesson 4 questions

Exercise 4B: Maintain tables with ArcGIS Field Maps (page 4-17)
1. How many fields are listed in the Fields view?
There are six fields listed.

2. Is there a GUID or GlobalID field listed?

No, neither field is listed.

3. How many of the questions on the form had drop-down options?

Two questions had drop-down options, whereas the date could be selected.

4. How were the drop-down options created?

They were created through domains that were added to the table before publishing.

5. How did the drop-down options affect the adding of the service record?
Preset options allowed for an efficient inspection process.

6. What happened differently for this inspection?

The new field appeared, asking whether maintenance was required.

7. Which response caused the new question to appear?

The Not Working response to question about the condition of the asset is what prompted
it.

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 5 Managing fieldwork with ArcGIS Workforce

ArcGIS Workforce is a mobile solution that uses the power of location to achieve better
coordination and teamwork in your field workforce. It reduces reliance on paper and ensures
that office and mobile workers are seeing the same information, reducing errors, boosting
productivity, and saving money. Office staff use the Workforce web app to assign work,
monitor progress, and see where workers are in real time. Mobile workers use the Workforce
mobile app to receive assignments and communicate status. In this lesson, you will learn
about how ArcGIS Workforce can be used to coordinate field activities through an assignment
feature layer, which can guide fieldworkers, provide status updates, and serve as a record of
completed work.

Topics covered

Creating an ArcGIS Workforce project

ArcGIS Workforce user roles and assignments

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Lesson 5

ArcGIS Workforce benefits

ArcGIS Workforce enables a common view of work assignments for fieldworkers and office
workers. A dispatcher can use the web app in the office to create and assign work to mobile
workers, who then use the mobile app to work through their personal to-do list. An ArcGIS
Workforce project will allow an organization to plan and coordinate work assignments with mobile
workers.

ArcGIS Workforce provides the following benefits to an organization that has a mobile workforce.

Figure 5.1. ArcGIS Workforce has many benefits for workforce management workflows in your organization.

Real-time assignment status

The status of ArcGIS Workforce assignments is visible throughout the life cycle of the assignment
within the ArcGIS Workforce app and in any web maps with the assignment feature layer added.

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 Managing fieldwork with ArcGIS Workforce

ArcGIS Workforce benefits (continued)

Offline support
You can specify an offline map area when using ArcGIS Workforce in the field. Any fieldworker
using ArcGIS Workforce can use all the functionality in an offline environment and then sync the
status when connected again.

Worker availability monitoring

Within the ArcGIS Workforce dispatcher web map, the availability of fieldworkers is visible to
facilitate the coordination between office workers and fieldworkers.

Remote access for mobile workers

When assignments are made by the dispatcher, the fieldworker will be notified that an assignment
has been given to them. Fieldworkers do not have to be in the office to receive any assignments.

Improved operational awareness

As assignments are completed by various fieldworkers, managers are able to view an entire
operation to assess the progress and success of the field activity.

Streamline creation of layers

When an ArcGIS Workforce project is created, all the necessary layers with the desired schema are
created quickly and available for immediate use. Through the ArcGIS Workforce web app
interface, the creation of layers is quickly performed in a series of steps in the creation wizard.

5-3
Lesson 5

ArcGIS Workforce components

ArcGIS Workforce projects are created using the ArcGIS Workforce web app. When an ArcGIS
Workforce project is created, a folder is created in the ArcGIS Online user account of the project
owner. A feature layer with two point layers and three tables is created in the new folder. Two web
maps will be created with this feature layer. Both web maps contain the Assignments and Workers
layers.

Workforce also creates a group in the owner's ArcGIS Online organization with same name as the
Workforce project. Users added to the Workforce project are automatically added as members to
the group. The group is the mechanism by which Workforce gives permissions and controls access
to the Workforce project layers and maps.

Figure 5.2. ArcGIS Workforce projects contain web layers and web maps.

The dispatcher uses the dispatcher map to create assignments and monitor mobile worker status.
Mobile workers use the worker map in the mobile app to receive assignments, check worker
locations, and track work locations. In addition to these default layers, you can add your own
layers to the dispatcher and mobile worker web maps to further customize the user experience
and add functionality to your Workforce projects.

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 Managing fieldwork with ArcGIS Workforce

ArcGIS Workforce roles

ArcGIS Workforce users belong to one of three categories: owners, dispatchers, or mobile
workers. Owners create and configure ArcGIS Workforce projects, including creating the
assignment type, which names each work task to be assigned. Dispatchers create and assign work
assignments and monitor work progress. Mobile workers receive work assignments and report
work status through the ArcGIS Workforce mobile app.

Owners require a publisher role or an administrator role in an ArcGIS organization.

Dispatchers and mobile workers need Features: Edit or Features: Edit With Full Control
privileges.

Figure 5.3. ArcGIS Workforce has various user roles: owners, dispatchers, and mobile workers.

Owners Dispatchers Mobile workers

Create projects Create assignments Receive assignments

Add assignment types Assign assignments Report worker status

Add mobile workers Monitor worker status Report assignment status

Add additional dispatchers Monitor assignment status

For more information on privileges, refer to the ArcGIS Workforce General FAQ web page.

5-5
Lesson 5

Role capabilities in ArcGIS Workforce

The various roles have different views and different capabilities in ArcGIS Workforce. When using
ArcGIS Workforce to manage your field activity, it is important to consider the capabilities of that
role to maximize the functionality. Consider the following work responsibilities, and then draw a
line to the appropriate ArcGIS Workforce role.

Work responsibility ArcGIS Workforce

role

Report an assignment as
complete

Create an assignment type

Owner

Define roles for users

Indicate an assignment in
progress

Dispatcher

Create an assignment for a

fieldworker

Receive a list of assignments

Mobile worker
Monitor the assignment status

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 Managing fieldwork with ArcGIS Workforce

Assignments for your organization

Each ArcGIS Workforce project is customizable according to the types of assignments necessary
to complete your organization's mission. In ArcGIS Workforce, the assignment type defines the
work to be done. For example, if you want your mobile workers to perform maintenance on a
piece of equipment, you can create an assignment type for a maintenance task. The assignment
types that you create will form a list of available options for you to assign your mobile workers in
the field. You can add as many assignments as you need according to the tasks. With your
organization's mission in mind, consider the following question.

1. What types of assignments would you use in ArcGIS Workforce for your organization?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

5-7
Exercise 5A 15 minutes

Create an ArcGIS Workforce project

Continuing your work as the GIS analyst for the Tri-County Farmer's Faire, you are now ready to
create an ArcGIS Workforce project to manage the workers during the event. Because an ArcGIS
Workforce project should be customized for your organization, you will create assignments, add
members, and define the roles of those members before you begin using the project to manage
your field activities. In this exercise, you will prepare an ArcGIS Workforce project by creating a
project, adding members to your workforce, and creating assignment types.

In this exercise, you will perform the following tasks:

• Create an ArcGIS Workforce project.

• Add members to the project.
• Add assignment types to the project.

5-8
 Managing fieldwork with ArcGIS Workforce

Step 1: Create an ArcGIS Workforce project

In this step, you will open ArcGIS Workforce in a web browser and start creating the project.

The instructions in this box are only necessary if you did not complete the previous
exercise. If you completed the previous exercise, you can skip these steps. If you are
unsure, ask your instructor for assistance.

1. Using File Explorer, browse to C:\EsriTraining\FIDA\Results\Exercise03.

2. Double-click FIDA_Ex03_Project.ppkx to open the project package.
3. If necessary, use trainingservices for the organization's URL and sign in with
the credentials provided by your instructor.
4. Publish the TCFF Base map according to the Exercise 3 instructions in the
Publish the web map for field activities step.

a In a web browser, go to www.arcgis.com and, if necessary, sign in to the Esri Training Services
organization.

b Near the top of the page, click the Apps button and choose Workforce.

A new web browser tab opens with ArcGIS Workforce active.

c Near the top of the page, click Create Project.

d In the Create A Project dialog box, for Name, type TCFF Workforce <your initials>, and then
for Summary, type Workforce project for Tri-County Farmer's Faire.

e Click Create Project.

A progress bar appears as the project is created.

Step 2: Add assignment types

In this step, you will add the appropriate assignment types for the faire. Your manager has
determined that the appropriate set of assignments will be the assignments for the security and
maintenance personnel for the faire.

a In the Enter A New Type field, type Escort personnel, and then click + Type.

The new assignment type will appear below the Enter A New Type field, under Assignment Type.

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 Lesson 5

b Continue adding the assignment types for the following assignments:

• Investigate incident
• Maintenance task
• Medical emergency
• Miscellaneous task

After the assignments have been added, you are ready to add users.

Step 3: Add users and define roles

In this step, you will add users to the ArcGIS Workforce project that will use the project to manage
field activities at the faire and then define their roles.

a Near the top of the project, click the Users tab to add the users and define their role.

You will see that you have already been added as a Dispatcher, and you are listed as the Owner.

b Under Organization User, next to Select A User, click the down arrow.

All the users in the Esri Training Services organization are listed here.

You will also add your account as a user with the Mobile Worker role.

c In the search field, begin typing the username of your course account, and select it when it
appears in the list of matches.

Hint: For example, if you signed in to ArcGIS Online with fida306_TrainingServices, you will
select this account to add.

d For Project Role, leave it as Mobile Worker, and then click + User to add the user.

Your username will appear as both a mobile worker and a dispatcher.

Next, you will add additional users.

e In the Select A User search field, type officer, and then select Officer 1.

f For Project Role, click the down arrow and choose Mobile Worker, and then click + User to
add the user.

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 Managing fieldwork with ArcGIS Workforce

g Add the following users with the Mobile Worker role:

• Officer 2
• Technician 1
• Technician 2
• Volunteer 1
• Volunteer 2

You should see your account listed with both the Dispatcher role and the Mobile Worker role, as
well as six additional mobile workers.

Step 4: Customize the dispatcher web map for the project

In this step, you will configure the dispatcher web map that was created as part of the ArcGIS
Workforce project.

a Near the top of the Workforce project, click the Overview tab to see information about the
project.

1. How many users have been added to the project, and what are their roles?

_____________________________________________________________________________________

_____________________________________________________________________________________

b Under the Maps section, click Dispatcher Map to configure the map.

c If necessary, near the bottom of the map, click Got It to close the message indicating that you
know not to remove any layers in this map.

Because the workforce assignments will be for the maintenance and security personnel at the
faire, you will add the feature layer that you created before with the assets and areas within the
faire.

d Above the Contents pane, click Add and choose Search For Layers.

e In the Search For Layers field, type base and press Enter.

f For the TCFF Base <your initials>_WFL1 item, click the Add button to add it to the map.

g In the upper-left corner of the pane, click the Back button to return to the Contents pane.

You will also customize the web map to make the assignments easier to see in the map by making
the Areas layer transparent.

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Lesson 5

h In the Contents pane, point to the Areas layer and click the More Options button .

i Point to Transparency and change the Layer Transparency to 25%.

Your colors may differ.

j Click away from the menu to close it.

k Point to the Areas layer again, click the More Options button , and choose Save Layer.

Any changes that you make in this web map can change the look of the feature layer. Because you
will be using this layer in the workforce map, by changing it here, you will not have to make the
changes in that map.

l Point to the Assignments layer, and then next to the check box, click the Re-Order Layer
button and drag the Assignments layer above the EventAssets layer.

m Repeat the process to move the Workers layer above the Assignments layer.

Reordering the layers will allow the assignments to display on top of the EventAssets layer.

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 Managing fieldwork with ArcGIS Workforce

n Click Save and choose Save.

If prompted, update the sharing options.

o Close the Dispatcher map.

If you were interested in creating an offline map area, you could create that now. For
this exercise, you will not create an offline map area.

Step 5: Customize the workforce web map for the project

In this step, you will modify the workforce map to display in the dashboard.

a From the Overview tab of the Workforce project, under the Maps section, click Worker Map.

b If necessary, near the bottom of the map, click Got It to close the message indicating that you
know not to remove any layers in this map.

c Click Add and choose Search For Layers.

d In the Search For Layers field, type base and press Enter.

e Add the TCFF Base <your initials>_WFL1 item to the map.

f Click the Back button to return to the Contents pane.

g In the Contents pane, drag the Assignments layer above the EventAssets layer.

h Repeat the process to move the Workers layer above the Assignments layer.

Reordering the layers will allow the assignments to display on top of the EventAssets layer.

i Save and close the Worker map.

This web map will be visible in the ArcGIS Workforce mobile app when you work on the
assignments.

Step 6: Share the ArcGIS Workforce project

In this step, you will confirm what has been created in the ArcGIS Workforce project and share it
to the desired groups.

a Return to the Esri Training Services ArcGIS Online web browser tab.

b At the top of the page, click Content.

5-13
 Lesson 5

c If necessary, click the My Content tab.

d On the left side, under Folders, click your TCFF Workforce folder.

2. How many items appear in the folder?

_____________________________________________________________________________________

_____________________________________________________________________________________

3. How are the items currently shared?

_____________________________________________________________________________________

_____________________________________________________________________________________

Hint: To see which groups that the item is shared with, click the T icon in the third column, and
then click Edit Group Sharing.

Because the ArcGIS Workforce project created its own folder and group, it is not shared with the
groups that you created before. If you would like to use the project with the rest of the data that
you are creating to manage field activity, then you will need to share the project with the group
that you created.

e Next to Title, check the box to select all the items in the folder.

When the selection is made, a new context menu appears in the upper-right corner of the list with
several tool options.

f In the context menu, click Share.

g In the Share dialog box, under Set Group Sharing, click Edit Group Sharing to open the group
sharing options.

h Select your Faire Maintenance, Faire Management, and Faire Security groups.

i Click OK, and then click Save to complete the sharing.

If prompted, update the sharing options.

Step 7: Create a web map for ArcGIS Dashboards

In this step, you will create a view of the assignments layer that will be used in ArcGIS
Dashboards.

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 Managing fieldwork with ArcGIS Workforce

When using pop-ups outside ArcGIS Workforce maps, you will need to create a custom view to
see the pop-up correctly. Without a custom view, the assignment type will appear as the GlobalID.
To ensure that the pop-ups work in a web map, you will create this custom view with ArcGIS
Online.

a In the list of contents, locate your TCFF Workforce web map.

Be sure that you have located the worker web map, not the Dispatcher map or the
feature layer.

b Next to your TCFF Workforce web map, click the More Options button and choose Open
In Map Viewer Classic

c Click Save and choose Save As.

d In the Save Map dialog box, for Title, type TCFF Workforce for Dashboard <your initials>.

e For Tags, type Esri Training Services, Tri-County, and Colorado.

f Click Save Map.

This web map will be used in ArcGIS Dashboards later in the course.

g Click Analysis .

h In the Perform Analysis pane, expand Summarize Data and click Join Features.

5-15
Lesson 5

i Under Join Features, specify the following parameters:

• Choose Target Layer: Assignments

• Choose Layer To Join To Target Layer: Assignment Types
• Select The Type(s) Of Join: Choose The Fields To Match

• Target Field: AssignmentType

• Join Field: GlobalID
• Result Layer Name: Assignment View <your initials>
• For Save Result In: TCFF Workforce <your initials>
• Check the Create Results As Hosted Feature Layer View box.

j Click Run Analysis.

Your Assignment View feature layer has now been added to the worker web map.

k In the Contents pane, point to Assignment View, click the More Options button , and
choose Configure Pop-Up.

l In the Configure Pop-Up pane, under Pop-Up Title, delete the current entry, click the Add
Field Name Or Expression button, and choose Description {description_<GlobalID>}.

Hint: This field will be the second Description field that you see in the list; it will be near the
bottom of the list and will include a series of numbers, which is the GlobalID.

Your GlobalID may differ from the graphic.

m Click OK to close the Configure Pop-Up pane.

n In the Contents pane, turn off the Assignments layer.

The new layer with the join will be used in the pop-ups for the workforce map in the dashboard.

o Click Save and choose Save, then close your web browser.

After the dashboard map has been saved, you are ready to use the ArcGIS Workforce project to
manage the faire staff and see the results in a dashboard.

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 Managing fieldwork with ArcGIS Workforce

Life cycle of an assignment in ArcGIS Workforce

An ArcGIS Workforce assignment carries a status throughout its life cycle to inform the users of
how it is being accomplished. Depending on how the progress of the assignment occurs, the
status can appear as several different symbols. When the assignment is created and given to a
mobile worker, the status will be controlled by the mobile worker until it is complete.

The status can be set to any of the selections shown in the following graphic.

Figure 5.4. A mobile worker can modify the status of an assignment in the ArcGIS Workforce mobile app as the
work is completed.

5-17
Exercise 5B 20 minutes

Use an ArcGIS Workforce project to manage an event

Continuing your work as the GIS analyst for the Tri-County Farmer's Faire, you are now ready to
manage the faire's event staff with an ArcGIS Workforce project. Because you set up the project in
the previous exercise, you are ready to use it to assign tasks based on some work orders that you
have received.

In this exercise, you will perform the following tasks:

• Specify an assignment for a fieldworker.

• Change the status of an assignment in the field.
• Monitor the assignment status in a web map.

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 Managing fieldwork with ArcGIS Workforce

Step 1: Add the first assignment

In this step, you will create assignments based on the work orders that you have received.
Because you are both a dispatcher and a fieldworker (mobile worker), you can see the assignment
throughout its life cycle.

a Open a web browser, and then go to www.arcgis.com.

b Sign in to the Esri Training Services organization.

c Open the ArcGIS Workforce app and your TCFF Workforce project.

From this project, you can create assignments and see those assignments appear on the map as
points. Because you have not created an assignment yet, none are listed here. As you add
assignments, they will appear in this list.

Assignments can be created two different ways: through the map or by creating them in this list.

d In the map, pan and zoom to the right.

e Locate the food concession booth called Pizza My Heart, and then click the point, as shown in
the following graphic.

5-19
Lesson 5

When you click the point in the map, you will see two layers appear in a results window.

f In the results window, click the EventAssets layer to select the Pizza My Heart food concession
booth.

The available information in the results window may differ from the graphics shown in
this exercise.

g At the bottom of the results window, click + Create Assignment to use this point to create the
first assignment.

By selecting the point on the map, you can use custom locations that reference your
data to help find the proper location.

Per the work order that you have received, you need to send a technician to repair a broken
faucet.

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 Managing fieldwork with ArcGIS Workforce

h In the Create Assignment pane, specify the following parameters:

• Assignment Type: Maintenance Task

• Assigned To: Technician 1
• Priority: High
• Due Date: <today's date>
• Time: <an hour from the current time>
• ID: 1002
• Description: Faucet is broken and leaking water.

The ID references the work order number that you have. This field can be used to link
ArcGIS Workforce with other workforce management systems.

i Click Create Assignment.

The assignment details will appear, indicating what has been created.

j Near the upper-left corner of the pane, click the Assignments back button to return to the list
of assignments.

Step 2: Create additional assignments

In this step, you will add more assignments to the list based on work orders that you have
received.

a In the map, pan to the northernmost polygon.

b Select the North Parking area and click + Create Assignment.

c For this assignment, specify the following parameters:

• Assignment Type: Miscellaneous Task

• Assigned To: Volunteer 1
• Priority: Low
• Due Date: <today's date>
• Time: <three hours from the current time>
• ID: 9001
• Description: Collect trash from bins around parking lot.

d Click Create Assignment to complete the second assignment.

5-21
Lesson 5

e In the map, pan down, and then within the Main Facilities area, locate and select Information
Kiosk - 1 (using the graphic that follows as a guide).

f In the results window, click the EventAssets layer.

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 Managing fieldwork with ArcGIS Workforce

g Click + Create Assignment, and then specify the following parameters:

• Assignment Type: Investigate Incident

• Assigned To: <yourself>
• Priority: Critical
• Due Date: <today's date>
• Time: <the current time>
• ID: 2002
• Description: Information kiosk computer is down, and the web map is not available on
the big-screen television.

h Click Create Assignment to complete the third assignment.

i Continue to add any additional assignments that you would like to try.

j After you are finished, return to the Assignments list.

1. Is there any visible difference in the status of the different assignments when viewed in
the list?

5-23
 Lesson 5

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

Step 3: View the list of assignments

In this step, you will view the list of assignments as the dispatcher would in the ArcGIS Workforce
project.

a At the top of the project, click My Projects.

b Move your pointer over your TCFF Workforce project and click the Configure button that
appears.

c From the Overview tab, under the Map section, click Dispatcher Map.

All the assignments that you added appear as gray circles in the map.

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 Managing fieldwork with ArcGIS Workforce

d At the top of the Contents pane, click Legend .

e Find the Assignments heading in the legend.

The status symbology has been designed based on the status of the assignment, not the priority.
For viewers of the Dispatcher map, these symbols can be seen as the assignments are created,
assigned, and updated.

f Click Content to return to the list of layers.

g Point to the Assignments layer, click the More Options button , and select Refresh Interval.

h Update the Refresh Interval to 1 minute and check the box, if necessary.

i Save the map.

j Close the Dispatcher map to return to the Overview tab of the project.

k Click Open Project to view the list of assignments.

l Leave the web map open in your web browser for the next step.

Step 4: Change the status of an assignment on the mobile app

In this step, you will play the role of the fieldworker to receive and update the assignment from
the field on the ArcGIS Workforce mobile app.

a On your mobile device, open the ArcGIS Workforce app and, using trainingservices for the
organization's URL, sign in with the credentials provided by your instructor.

In the ArcGIS Workforce app, the projects that you have access to will appear in the Maps list.

b If your TCFF Workforce project does not automatically start to download, tap the download
option for the project.

c After your TCFF Workforce project has been downloaded, tap the project to open it.

5-25
Lesson 5

d If prompted by your mobile device, select the option to allow the Workforce app to use your
location while using the app.

e If prompted by your mobile device, select the option to allow notifications.

You will see the critical priority assignment that you created for yourself in a to-do list.

The map will show your current location and the location of the assignment. Ideally, you would be
closer to the assignment in a real-world situation, but for this exercise, you can be far away. When
you sign in, you will also appear as a worker, but just as before, your location may not be close
enough to see on the map.

f Tap the assignment to zoom to the assignment on the map.

The assignment will open, and you will be given the information about the assignment that you
provided earlier.

g If necessary, slide the menu up to see all the information.

h Tap Start to begin the assignment.

You will also see several buttons that you can use to update the status of the assignment,
including Finish, Take Photo, and Attach.

i Notice that the status symbol for the assignment has changed.

j Return to your computer and the ArcGIS Workforce web browser tab, and then open the
ArcGIS Workforce project, if necessary.

k Look at the assignment list and the map.

The status will take at least a minute to update.

2. Did the symbology of the assignment change?

_____________________________________________________________________________________

_____________________________________________________________________________________

l On your mobile device, in the ArcGIS Workforce app, tap Finish to mark the assignment as
finished.

Now that the assignment is complete, the point will disappear from the To Do list in the ArcGIS
Workforce app. However, the status may take some time to update in the web map.

m On your mobile device, at the top of the ArcGIS Workforce app, in the upper-right corner, tap

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 Managing fieldwork with ArcGIS Workforce

the Sync button (indicated with arrows).

The Sync button may appear as up and down arrows or curved arrows, depending on
your mobile device.

The auto-sync option may be set to different amounts according to your mobile device and
activity.

n Tap Sync Now.

o Return to the ArcGIS Workforce web browser tab and the ArcGIS Workforce project, and look
at the assignment list and map.

3. Did the symbology of the assignment change?

_____________________________________________________________________________________

_____________________________________________________________________________________

p On your mobile device, close the ArcGIS Workforce app.

q Close your web browser.

In this exercise, you saw how an assignment in the ArcGIS Workforce app can share the same
assignments list between managers and fieldworkers to ensure that they are both informed with
up-to-date information. Later, you will see how you can share the ArcGIS Workforce project
differently to provide additional information for your organization.

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 Lesson 5

Lesson review

1. Which role in an ArcGIS Workforce project creates an assignment type?

a. Worker

b. Dispatcher

c. Owner

d. All of them

2. What is the purpose of each of the two maps created for the ArcGIS Workforce project?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

5-28
 Answers to Lesson 5 questions

Role capabilities in ArcGIS Workforce (page 5-6)

Work responsibility Answers ArcGIS Workforce

role

Report an assignment as Mobile worker

complete

Create an assignment type Owner

Owner

Define roles for users Owner

Indicate an assignment in Mobile worker

progress

Dispatcher

Create an assignment for a Dispatcher

fieldworker

Receive a list of assignments Mobile worker

Mobile worker
Monitor the assignment status Dispatcher

Assignments for your organization (page 5-7)

1. What types of assignments would you use in ArcGIS Workforce for your organization?
Answers will vary based on personal experience.

5-29
 Answers to Lesson 5 questions (continued)
Exercise 5A: Create an ArcGIS Workforce project (page 5-8)
1. How many users have been added to the project, and what are their roles?
Eight users have been added—seven mobile workers and one dispatcher.

2. How many items appear in the folder?

Three items appear in the folder.

3. How are the items currently shared?

The items are only shared with a group called the TCFF Workforce <your initials> group.

Exercise 5B: Use an ArcGIS Workforce project to manage an event (page 5-18)
1. Is there any visible difference in the status of the different assignments when viewed in the list?
Yes, each one has a slightly different symbology—high assignments have red text, and the
critical assignment is highlighted in red.

2. Did the symbology of the assignment change?

Yes, the symbol in the map has a green outline, and the assignment is now green in the
list.

3. Did the symbology of the assignment change?

Yes, the symbol in the map is completely green, and the assignment is now completely
green in the list.

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 6 Creating smart forms with ArcGIS Survey123

ArcGIS Survey123 is a simple and intuitive form-centric data-gathering solution for creating,
sharing, and analyzing surveys in three easy steps. You can create smart surveys with skip
logic, defaults, support for multiple languages, and much more. You can then equip mobile
workers with mobile devices to capture data in any environment and quickly analyze the
results to make actionable decisions. Fully integrated with ArcGIS, you can gather data in the
field on any device, even when disconnected, and securely sync it to ArcGIS Online for further
analysis. In the lesson, you will learn how to use Survey123 smart surveys to update an
existing feature layer and create a new feature layer.

Topics covered

ArcGIS Survey123 benefits and components

Creating a quick survey with the ArcGIS Survey123 web form

Updating a feature layer with ArcGIS Survey123

Adding advanced functionality to surveys with ArcGIS Survey123 Connect

6-1
Lesson 6

ArcGIS Survey123 benefits

Using ArcGIS Survey123, you can migrate from using paper forms for data collection in the field to
using electronic data collection surveys. With ArcGIS Survey123, you can create smart surveys for
data collection that allow you to include features that streamline the data collection process, such
as skip logic and relevant questions.

ArcGIS Survey123 provides the following benefits to an organization that collects form-based
data.

Figure 6.1. ArcGIS Survey123 has many benefits for data collection workflows in your organization.

Form-centric data collection

For many organizations, forms are a popular way of collecting information in many processes. In
ArcGIS Survey123, surveys are the primary mechanism to input data. Data collected in ArcGIS
Survey123 can be displayed on a map, but there are many options to create a custom-based
report within the app.

Smart forms
The forms used within ArcGIS Survey123 are capable of being adapted for many collection
situations. ArcGIS Survey123 is a complete form-centric solution for creating, sharing, and
analyzing surveys. The foundation of any survey is the underlying form, which can include skip
logic, defaults, and support for multiple languages.

6-2
 Creating smart forms with ArcGIS Survey123

ArcGIS Survey123 benefits (continued)

Custom answer format

There are many answer formats that can be used, including grid based, sentiment based, or
picture based. Despite the different formats, the data collected can still be stored in feature layers
for further analysis. XLSForms in ArcGIS Survey123 Connect can provide these custom answer
formats.

Multipage form support

For some data collection workflows, a simple one-page form may not be appropriate. ArcGIS
Survey123 is capable of supporting forms that have multiple pages that can be viewed easily in
the mobile app.

Offline support
Surveys in ArcGIS Survey123 can be used offline and then synced when back online. When the
survey has been downloaded, all the completed surveys can then be synced up when connection
is reestablished.

Feature reports
For some users, the ability to generate high-quality printable documents from data captured with
ArcGIS Survey123 is an important ability. These reports can be based on templates to organize
the gathered data into the desired format.

6-3
Lesson 6

ArcGIS Survey123 components

Using ArcGIS Survey123, you can design and create surveys, collect information in the field, and
view the results of your surveys. You create surveys using either ArcGIS Survey123 Connect or the
Survey123 web designer. After your surveys are created, you can publish them to ArcGIS Online,
where they can be accessed by the Survey123 field app or Survey123 web app and used for data
collection. When data collection is complete, you can view and analyze survey results with the
Survey123 website and customize how the survey is shared.

ArcGIS Survey123 is made up of five components: Survey123 Connect, the Survey123 web
designer, the Survey123 web app, the Survey123 field app, and the Survey123 website.

Figure 6.2. The ArcGIS Survey123 workflow provides everything you need to create surveys, get answers, and
analyze results by utilizing the five components of Survey123.

Survey123 Connect
Survey123 includes a desktop app for Windows called Survey123 Connect, which you can use to
create survey forms. Survey123 Connect works with spreadsheet programs like Microsoft Excel to
create forms based on the XLSForm standard language. Survey123 Connect enables you to
preview your XLSForm files as you author or edit them. It then allows you to publish your forms to
your ArcGIS Online organization or Enterprise and creates feature services based on your survey
specification for data collection.

6-4
 Creating smart forms with ArcGIS Survey123

ArcGIS Survey123 components (continued)

Survey123 web designer

The web designer is ideal for creating smart forms when the primary audience will use those forms
in the web app. The web designer provides guidance to authors when creating common types of
survey questions through a drag-and-drop form design and wizard-style condition and calculation.
The web designer's tight integration with the other elements of the Survey123 website can
provide a single location for form creation and management.

Survey123 field app

The field app is suited to both online and offline form completion. The type of surveys that are
used in the field app can be completed over and over to create multiple records or can require
field workers to revisit and edit single records more than once.

Survey123 web app

The web app is suited to desktop survey completion but can also be used in the browser on
mobile devices. The web app allows you to share surveys with a wide audience: a web link in an
email or a printed QR code allows respondents to complete a survey without the need to install
an app on their device.

Survey123 website
As surveys are completed, the results are available to the survey author immediately on the
Survey123 website. From the Survey123 website, you can view any results submitted to your
survey, including analyzing the results through graphs, viewing the results on a map, and
downloading all collected responses.

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Lesson 6

ArcGIS Survey123 web designer workflow

For some analysis, survey questions can provide a comprehensive look into a particular situation
or event. These questions can be quickly converted into an ArcGIS Survey123 smart survey and
then used in the field. To accomplish this quick creation, the ArcGIS Survey123 web designer can
be used to quickly generate a custom survey with some configurable options to provide a modern
and robust questionnaire. The ArcGIS Survey123 web designer creation workflow can be
accomplished by performing the following steps.

Figure 6.3. The Survey123 web designer creation workflow can be accomplished in several steps within the app.

Create a survey
When you choose to create a new survey using ArcGIS Survey123, you are given the choice of two
applications: the Survey123 web designer or Survey123 Connect. Selecting the Survey123 web
designer will have you name the survey and open the web designer.

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 Creating smart forms with ArcGIS Survey123

ArcGIS Survey123 web designer workflow (continued)

Define questions
In the web designer, you will have several options for which type of question element that you
would like to add. There are many options to choose from in the designer to create your survey.

Modify the appearance

One of the ways to customize your survey is to change the theme and appearance of the survey to
match your company's branding or project topic. There are numerous available options and the
ability to add your own custom image.

Configure settings
In this step, you can modify the message that the users will receive after they have completed the
survey and prompt them to submit another survey.

Preview the survey

When you have completed the design of your survey, you can view and interact with the survey
before it is published. Previewing the survey will allow you to catch any minor discrepancies and
errors before you publish it.

Publish the survey

Publishing the survey will allow you to share your survey and then start to receive completed
surveys.

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Lesson 6

ArcGIS Survey123 web designer workflow (continued)

Share the survey

Now that the survey has been published, you will open the ArcGIS Survey123 website to share the
survey with the desired audience.

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 Creating smart forms with ArcGIS Survey123

ArcGIS Survey123 component functions

The workflow to capture data with ArcGIS Survey123 involves using a combination of the different
ArcGIS Survey123 components. For different portions of the workflow, a particular component
may be required to perform that function. Consider the following functions, and then draw a line
to the appropriate ArcGIS Survey123 component or components.

Function Component

Enter data for a survey in the field Survey123 Connect

Use an XLSForm to modify a survey

question

Collect data in a web browser Survey123 web app

See a preview of the survey before Survey123 field app

publishing

Build surveys in a web browser Survey123 website

Manage surveys, view and analyze data Survey123 web

designer

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Lesson 6

Creating smart surveys with XLSForms

Survey123 Connect allows you to create custom surveys to obtain different types of information
while in the field. The smart surveys created by ArcGIS Survey123 are produced by manipulating
the XLSForms properties in a spreadsheet. Each question in the survey is created by adding a row
to the spreadsheet. Each question has different properties that can be modified within the column
field for each question. For questions that have a list of answers, those answers are contained in a
separate tab in the spreadsheet labeled as choice. Each column controls a different aspect of the
survey question. The following graphic illustrates which column controls which property of the
question.

Figure 6.4. ArcGIS Survey123 is controlled through different properties within a spreadsheet.

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 Creating smart forms with ArcGIS Survey123

Creating smart surveys with XLSForms (continued)

Type
The Type column is where you will set which type of question that you will add to the survey. The
types of questions are listed in a drop-down menu for each field in the Type column.

Label
The Label column allows you to change the text for each question to be customized. These labels
can be questions or statements to obtain the desired response in the survey.

Required
The Required column allows you to control whether the specific survey question is required for the
survey to be sent. When the property is enabled, a survey will not be accepted until an entry for
the required question is provided.

Appearance
The Appearance column controls the visual appearance of survey question answers. These
answers can appear as drop-down menus, radio buttons, or as a Likert scale to ensure that the
desired answer is obtained.

Choices
The choices for some questions may be characterized in lists that will appear on the Choices tab.
The Type field will reference which set of choices are available within a specific question.

ArcGIS Blog: Create assignments in the field with Survey123

6-11
Exercise 6A 40 minutes

Create a new survey with ArcGIS Survey123 Connect

Continuing your work as the GIS analyst for the Tri-County Farmer's Faire, you will now create a
new survey to assist security personnel with work order requests. In this scenario, the survey will
allow the responding individual to report on what they are witnessing. The security team will be
the primary users in this scenario, so the questions in the survey will be based on their questions.
In this exercise, you will create a new survey based on a template, configure that survey with
advanced functionality, and use that survey as a security member.

In this exercise, you will perform the following tasks:

• Create a new survey with ArcGIS Survey123 Connect.

• Configure the survey to respond to certain input.

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 Creating smart forms with ArcGIS Survey123

ArcGIS Survey123: Create Surveys > XLSForm > Cascading and external selects

Step 1: Create a new survey

In this step, you will create a new survey with ArcGIS Survey123 Connect for the security
personnel.

a From your desktop, double-click the ArcGIS Survey123 Connect desktop shortcut.

b In the ArcGIS Survey123 Connect window, click New Survey.

c In the lower-left corner, click Sign In, and then, using trainingservices for the organization's
URL, sign in with the credentials provided by your instructor.

d For Title, type TCFF Security Survey <your initials>.

e For Select An Initial XLSForm Design, on the left side, select File, and then under XLSForm
File, click Select.

f In the Select XLSForm File dialog box, browse to C:\EsriTraining\FIDA\Data\Files, select the
SecurityIncidents_Base.xlsx file, and click Open.

g Click Create Survey.

The XLSForm opens in Microsoft Excel.

An error message will appear, indicating that the XLSForm conversion failed. If you
do not see the error message, you may need to minimize Excel to see it. The error
states "[row: 6] List name not in choices sheet: TypeIncident." This error is expected,
and you will adjust the form.

h Click OK to close the error message.

Step 2: Configure the XLSForm

In this step, you will fix the error indicated during the conversion of the template.

a If necessary, near the bottom of the XLSForm, click the Survey tab to show the questions.

The error indicated that there was an issue with TypeIncident.

1. Which question in the list references TypeIncident?

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Lesson 6

_____________________________________________________________________________________

_____________________________________________________________________________________

Select_one and select_multiple question types are formatted to show the type of question and a
reference to a list.

Because the list of options is indicated as TypeIncident, you will need to look at the available set
of choices to determine what is causing the error.

b Click the Choices tab to see the available choices.

2. Within the choices, do you see the TypeIncident set of choices?

_____________________________________________________________________________________

_____________________________________________________________________________________

To fix the error, you will need to add a set of choices to the choices for the TypeIncident question.

The purpose of the question is to determine whether what is being witnessed by the security
personnel is an incident or a complaint.

c In the XLSForm, on the Choices tab, in rows 12 and 13, add the following information to the
table.

list_name name label

TypeIncident Infraction Infraction

TypeIncident Complaint Complaint

d Save the XLSForm.

e Return to the ArcGIS Survey123 Connect window and select your TCFF Security Survey.

You will be prompted that the XLSForm has been modified and asked whether you want to
update the survey.

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 Creating smart forms with ArcGIS Survey123

f Click Yes to update the survey.

The preview of the incident report will now populate, and you can see the question and available
answers for the type of incident that is now working.

Step 3: Add a question

Now that you have added the incident location, you will add a question to add more information
about the incident witnessed.

a In the XLSForm, click the Survey tab.

b Right-click the seventh row (begin group) and choose Insert.

Be sure to click the entire row in Excel before inserting. If you select the field, the
question parameters will be displaced and cause errors.

c In the new row, for Type, from the drop-down list, choose select_multiple [list_name].

The selections available in the row are the templates for questions. The template for the select
multiple question includes [list_name], which is the part of the syntax that references the choices.
On the Choices tab, the section with Infractions is the set of choices that will be available in the
survey.

Previously, you added the choices that were missing in the XLSForm; for this step, you will add the
question that references a set of choices already created.

d In the select_multiple [list_name] cell, delete [list_name], type Infractions, and press Tab.

You will receive a warning message about the XLS Form Type being valid.

e Click Yes to continue.

The Type cell should now read: select_multiple Infractions.

f For the rest of the seventh row, specify the following parameters:

• Name: Infractions
• Label: Which infractions occurred?
• Appearance: Minimal
• Relevant: ${InfractionComplaint}='Infraction'

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 Lesson 6

The relevant section will only show the question when an infraction has been selected.

Be sure to use curly braces ( {} ) and not brackets ( [] ) when typing the expression in
the Relevant field.

g Save the XLSForm, and then close it.

Step 4: Publish the survey

In this step, you will publish the survey to the Esri Training Services organization for use by the
security personnel.

a Return to the ArcGIS Survey123 Connect window.

b On the left side, click Publish.

c In the Publish TCFF Security Survey window, click Options, and then turn on Enable Sync and
click OK.

d Click Publish Survey.

e After publishing is complete, click OK.

f Exit ArcGIS Survey123 Connect.

Step 5: View the contents of the new survey folder

In this step, you will examine the contents of the new folder for your survey.

a In a web browser, go to www.arcgis.com and sign in to the Esri Training Services organization.

b At the top of the page, click Content.

c Under Folders, click your Survey-TCFF Security Survey folder.

3. What items do you see in the folder?

_____________________________________________________________________________________

_____________________________________________________________________________________

The published survey created all the layers in the folder based on the inputs that you specified.

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 Creating smart forms with ArcGIS Survey123

d Click the TCFF Security Survey hosted feature layer to view its details.

e Click Settings, and scroll down on the page to locate the What Features Can Editors See
section.

f If necessary, select the option for Editors Can See All Features and click Save.

Step 6: Share the survey

Now that you have published the survey, you will need to share it for security personnel.

a Near the top of the page, click the Apps button and choose Survey123.

A new web browser tab opens with ArcGIS Survey123 active and displaying all of your surveys.

b Click your TCFF Security Survey.

The Overview tab will be active, and it will indicate that the survey has no records and is private.

c Near the top of the page, click the Collaborate tab.

d In the Who Can Submit To This Survey section, check the Members Of The Following Groups
box, and then check your Faire Security group box.

e Click Save to save the settings.

f If necessary, read the warning that appears, and then click Save.

g In the upper-left corner, under Share Survey, click Share Results.

Not all surveys have to be shared, but for this exercise, sharing is part of the process to
share the results with the management team. Depending on your organization, the
survey results can be shared or not shared based on your analysis.

h For the Who Can View Results Of This Survey section, check the Members Of The Following
Groups box, and then check your Faire Management and Faire Security group boxes.

i Click Save to save the settings.

Step 7: Download the survey on your device

In this step, you will assume the role of a member of the security team and download the survey
during an incident.

a On your mobile device, open the ArcGIS Survey123 app.

b If prompted by your mobile device, select the option to allow the app to access the camera.

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 Lesson 6

c Using trainingservices for the organization's URL, sign in with the credentials provided by your
instructor.

d If prompted by your mobile device, select the option to allow the app to use your location
while using the app.

e In the upper-right corner, tap the profile icon.

f Tap Download Surveys.

g In the Download Surveys pane, download your TCFF Security Survey.

h Tap the Back arrow to see all of your downloaded surveys in My Survey123.

i Tap your TCFF Security Survey to add a new incident.

Step 8: Submit the survey

In this step, you will create the survey based on the mock incident as the role of a member of the
security team reporting an infraction.

a Tap Collect to create a new survey.

b For Where Did The Incident Occur, tap the map, search for Delaney Round Barn, and select
the location.

c Using the following graphic as a guide, zoom and pan the map to the intersection within the
project area.

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 Creating smart forms with ArcGIS Survey123

d Tap a location in this general area.

e Tap the Submit button to register the location.

f Use the following information to report about a new incident:

• Who Is Involved: M. Gray

• Incident Number: 101
• Is This An Infraction Or Complaint: Infraction
• Which Infractions Occurred:

• Trespass
• Loiter
• Where Incident Occurred:

• Select An Area Within Festival Ground: Exhibit 2

• Select A Stall: Lucky Paws Grange
• Notes About Incident: Violator refused to leave premises.

4. When answering the question about where the incident occurred, what did you notice?

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 Lesson 6

_____________________________________________________________________________________

_____________________________________________________________________________________

This feature is referred to as a cascade. In the XLSForm, these options were populated and
referenced.

g Tap the Submit button to send the survey, and then tap Send Now.

Step 9: Submit another survey

In this step, you will create the survey based on the mock incident as the role of a member of the
security team reporting a complaint.

a Tap Collect to create a new survey.

b For Where Did The Incident Occur, tap the map, search for Delaney Round Barn, and select
the location.

c Using the following graphic as a guide, zoom and pan the map to the location within the
project area.

d Tap a location in this general area.

e Tap the Submit button to register the location.

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 Creating smart forms with ArcGIS Survey123

f Use the following information to report about a new incident:

• Who Is Involved: G. Blair

• Incident Number: 102
• Is This An Infraction Or Complaint: Complaint
• Where Incident Occurred:

• Select An Area Within Festival Ground: Food Court West

• Select A Stall: Noodle Badger
• Notes About Incident: Complains noodles were cold and owner refuses refund.

g Tap the Submit button to send the survey, and then tap Send Now.

h If you would like, continue adding mock incidents around the project area and submit them.

Any additional points will be visible later in an ArcGIS Dashboards view of this data.

Step 10: View in a web map

In this step, you will create a web map to display the different incidents that you have added.

a Return to the Esri Training Services ArcGIS Online web browser tab and click Content, if
necessary.

b Under Folders, open the Survey-TCFF Security Survey folder, if necessary.

c Open the TCFF Security Survey web map in Map Viewer.

d In the map, zoom to the faire boundary with the incidents.

Hint: Search for Delaney Round Barn if you are having trouble finding the faire location.
Settings toolbar > Map tools > Search.

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Lesson 6

Now that you have adjusted the web map, you will adjust the symbology.

e From the Settings toolbar, click the Styles button .

f For Choose Attributes, click + Field.

g In the Add Fields pane, choose Is This An Infraction Or Complaint and click Add.

h Under Pick A Style, for Types (Unique Symbols), click Style Options.

i In the Style Options pane, for Symbol Style, click the Edit button .

j In the Symbol Style pane, under Current Symbol, click Basic Point.

k Under Basic Shapes, select the square shape, and then click Done.

l Close the Symbol Style pane.

m Click Done to save the symbology.

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 Creating smart forms with ArcGIS Survey123

n Click Done to close the Styles pane.

o From the Contents toolbar, click the Share Map button .

p Click Edit Group Sharing.

q In the Group Sharing dialog box, select your Faire Management and Faire Security groups and
click OK.

r Click Save and, if prompted, update sharing.

s Save the map.

Now you have created some survey results and customized the web map for sharing later.

t Minimize your web browser.

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Lesson 6

Preparing to use a feature layer in a survey

When you create a new ArcGIS Survey123 survey, by default, a new feature layer is created based
on the form that you create. However, you can also use an existing feature layer if that feature
layer meets particular prerequisites. For some field activities, those feature layers will have related
tables similar to the feature layers used for the asset inspections. For example, you created a
feature layer for use in another analysis, and you want the survey to be used to update this data
layer.

Figure 6.5. Existing feature layers can be used in ArcGIS Survey123 provided that they meet certain prerequisites.

Add GlobalID
When using a feature layer that has a related table, you will still need to use a relationship class to
maintain that link between the table and feature layer. Just like the process in ArcGIS Field Maps,
that relationship class should use GlobalIDs to maintain the link.

Adjust editor tracking

ArcGIS Survey123 is built to use editor tracking within ArcGIS Online, so if you are using editor
tracking in a geodatabase, you will need to disable editor tracking in ArcGIS Pro.

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 Creating smart forms with ArcGIS Survey123

Preparing to use a feature layer in a survey (continued)

Enable sync
This setting on the feature layer will allow any edits to the feature layer performed by ArcGIS
Survey123 to be performed offline and index all the GlobalID fields in your feature layer.

Esri Community: All Places > ArcGIS Survey123 > Blogs > Blog Posts > How to enable
supportsApplyEditsWithGlobalIDs on your feature layer

6-25
Exercise 6B 40 minutes

Update an existing feature layer with ArcGIS Survey123

As the GIS analyst for the Tri-County Farmer's Faire, you are now going to assist the volunteers
who are responsible for signing up new vendors who arrive at the faire. In this scenario, the exact
location and information is preliminary and will be reviewed by the GIS analyst. Volunteers will use
a copy of the existing feature layer used to manage the vendors at the faire. In this exercise, you
will create a copy of the existing feature layer, prepare it for use in ArcGIS Survey123, and use that
feature layer in a new survey.

In this exercise, you will perform the following tasks:

• Prepare a feature layer for use in ArcGIS Survey123 Connect.

• Create new features using the ArcGIS Survey123 field app in an existing feature layer.

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 Creating smart forms with ArcGIS Survey123

Step 1: Create a copy of the feature layer

In this step, you will create a copy of the existing feature layer to use for your ArcGIS Survey123
survey.

a Start ArcGIS Pro and open the FieldApps project.

b In the Contents pane, right-click the EventAssets layer and choose Properties.

c In the Layer Properties dialog box, click the Definition Query tab.

d Click New Definition Query, and then specify the following expression:
Where Classification Is Equal To 3 - Commercial.

e Click Apply.

f Click OK to close the Layer Properties dialog box.

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 Lesson 6

g On the Share tab, in the Share As group, click the Web Layer down arrow and choose
Publish Web Layer.

h In the Share As Web Layer pane, specify or confirm the following parameters:

• Name: TCFF_Vendor_Survey_<your initials>

• Summary: Survey vendor layer for field applications.
• Layer Type: Feature
• Folder: TCFF Data <your initials>
• Share With: Esri Training Services

i Click Analyze.

There will be warnings about the base layers not being supported, but they will not
affect the publishing. The warning for the feature template is just as before, and the
new feature template will be created for the published layer.

j Click Publish to create the new feature layer.

k After the process is complete, save the project and exit ArcGIS Pro.

Step 2: Prepare the feature layer for a survey

In this step, you will finish preparing to use the feature layer in ArcGIS Survey123.

a Restore your web browser window with your TCFF Security Survey web map open in Map
Viewer.

b In the top-left corner, click the Menu button and choose Content.

c Under Folders, open your TCFF Data folder to see the contents of the folder.

d For your TCFF_Vendor_Survey feature layer, click the More Options button and choose
View Item Details.

e On the item page, next to Description, click Edit.

f In the Edit Description field, delete the existing text, type Survey vendor layer for field
applications., and click Save.

g Near the upper-right corner of the page, click the Settings tab.

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 Creating smart forms with ArcGIS Survey123

h Under Feature Layer (Hosted), in the Editing section, check the boxes for the following
options:

• Enable Editing
• Keep Track Of Changes To The Data (add, update, delete features)
• Keep Track Of Who Edited The Data (editor name, date and time)
• Enable Sync (Required For Offline Use And Collaboration)

i Click Save, and then minimize your web browser.

Now you are ready to use this feature layer for an ArcGIS Survey123 survey.

Step 3: Create a survey based on a feature layer

In this step, you will start ArcGIS Survey123 Connect to create the new survey.

a Start ArcGIS Survey123 Connect.

b Click New Survey.

c In the lower-left corner, verify that you are signed in with the credentials provided by your
instructor.

d For Title, type TCFF New Vendor Survey <your initials>.

e For Select An Initial XLSForm Design, on the left side, select Feature Service.

The menu will include all the layers accessible in your content.

f In the Search field, type vendor_survey_<your initials> to find the new layer that you created.

g Select your TCFF_Vendor_Survey layer and click Create Survey.

A preview of the survey will be created, and an Excel form will be opened.

h In the XLSForm, review the types of questions and names for each question.

1. Recalling what you know about the feature layer that you adjusted before publishing
the feature layer, what do the entries for the name column appear to be based on?

_____________________________________________________________________________________

_____________________________________________________________________________________

i Click the Choices tab and review the entries.

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 Lesson 6

2. Which portion of the feature layer was used to create these choices?

_____________________________________________________________________________________

_____________________________________________________________________________________

You can change the choice listings here to see different options for your survey.

Step 4: Customize the survey appearance

In this step, you will customize the appearance of the survey before publishing it for the
volunteers.

a Click the Survey tab.

b In the fourth row, for the Event Asset Type question, in the Appearance column, click the down
arrow and choose Minimal.

This option will convert the question answer to a drop-down list style.

c Save the XLSForm, and then view the ArcGIS Survey123 Connect preview.

d Return to the XLSForm.

e In the tenth row, for the FullInspections question, in the Appearance column, click the down
arrow and choose Compact.

This action will collapse the inspection form section that was used in the ArcGIS Field Maps field
app. You are not asking the volunteers to inspect the booth, but you might want to add inspection
tasks in the future.

f Save and close the XLSForm.

Now that you have customized the appearance of your survey, you are ready to publish it and
share it with the volunteers.

Step 5: Publish the survey

In this step, you will publish the survey to the Esri Training Services organization for use by the
volunteers.

a In the ArcGIS Survey123 Connect window, on the left side, click Publish.

b In the Publish TCFF New Vendor Survey window, click Options, and then turn on Enable Sync
and click OK.

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 Creating smart forms with ArcGIS Survey123

c Click Publish Survey.

d After publishing is complete, click OK.

e Exit ArcGIS Survey123 Connect.

f Return to your web browser with the ArcGIS Online Esri Training Services organization open.

This might be your TCFF_Vendor_Survey item settings page.

g At the top of the page, click Content.

h Under Folders, open your Survey-TCFF New Vendor Survey folder.

3. How many items do you see in the folder?

_____________________________________________________________________________________

_____________________________________________________________________________________

4. Which folder is the feature layer used in the survey located?

_____________________________________________________________________________________

_____________________________________________________________________________________

In the previous exercise, there were three layers, including the feature layer created
during the process. Because you used a feature layer for the input, a new feature layer
was not created.

Step 6: Use the survey

In this step, you will play the role of a volunteer who will use the New Vendor Survey to add a new
vendor to the list.

a On your mobile device, open the ArcGIS Survey123 app and, if necessary, sign in with the
credentials provided by your instructor.

b In the upper-right corner, tap the profile icon.

c Tap Download Surveys.

d In the Download Surveys pane, download your TCFF New Vendor Survey.

e Tap the Back arrow to see all of your downloaded surveys in My Survey123.

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 Lesson 6

f Tap your TCFF New Vendor Survey to add a new vendor.

g Tap Collect to create a new survey.

Near the top, under Point, you will see a map that is based on your current location. For the
purpose of this exercise, you will pretend that it is a location at the faire.

h In the survey, specify the following parameters:

• Event Asset Type: Vendor

• Name: Lazy Fare Rickshaws
• Classification: Commercial
• Facility ID: 7200

The FullInspections section is available, but you will not use the inspections at this time.

i Tap the Submit button to send the survey, and then tap Send Now.

The new vendor location has been added to feature layer.

j Close the Survey123 app.

Step 7: View the survey submissions

In this step, you will review the new vendor location added to the feature layer from the ArcGIS
Survey123 app.

a Return to your web browser with the ArcGIS Online Esri Training Services organization open.

b Near the top of the page, click the Apps button and choose Survey123.

c Click your TCFF New Vendor Survey.

On the Overview tab, the data about the new survey is listed, including Total Records, Total
Participants, First Submitted On, and Last Submitted On. Because the feature layer had many
assets already added, the total records do not indicate the number of new vendors added.

d Click the Data tab and notice the latest vendor added to the map and the table.

Now you have used the new vendor survey to add a new vendor as a volunteer would.

e Close your web browser.

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 Creating smart forms with ArcGIS Survey123

Lesson review

1. Which ArcGIS Survey123 component uses XLSForms to create custom surveys?

a. ArcGIS Survey123 web app

b. ArcGIS Survey123 Connect

c. ArcGIS Survey123 mobile app

2. What are some benefits of using ArcGIS Survey123 to manage your field activities?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

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 Answers to Lesson 6 questions

ArcGIS Survey123 component functions (page 6-9)

Function Answers Component

Enter data for a survey in the field app Survey123

field Connect

Use an XLSForm to modify a Connect

survey question

Collect data in a web browser web app Survey123 web

app

See a preview of the survey Connect, web Survey123 field

before publishing designer app

Build surveys in a web browser web designer Survey123

website

Manage surveys, view and website Survey123 web

analyze data designer

Exercise 6A: Create a new survey with ArcGIS Survey123 Connect (page 6-12)
1. Which question in the list references TypeIncident?
The question in the sixth row indicating select_one TypeIncident.

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 Answers to Lesson 6 questions (continued)
2. Within the choices, do you see the TypeIncident set of choices?
No, the TypeIncident set of choices is not listed.

3. What items do you see in the folder?

There are three items, including a feature layer, a web map, and a survey form.

4. When answering the question about where the incident occurred, what did you notice?
When choosing an area, the options for stalls changed.

Exercise 6B: Update an existing feature layer with ArcGIS Survey123 (page 6-26)
1. Recalling what you know about the feature layer that you adjusted before publishing the feature
layer, what do the entries for the name column appear to be based on?
They are based on the fields in the feature layer used for the survey, and the field aliases
are used for the labels.

2. Which portion of the feature layer was used to create these choices?
The domain values were used to create the choices.

3. How many items do you see in the folder?

There are only two items: the web map and the survey form.

4. Which folder is the feature layer used in the survey located?

The feature layer is still located in the TCFF Data folder.

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 7 Updating a feature layer with ArcGIS QuickCapture

When in the field traveling to the next job site or while performing a specific field activity,
there are occasionally situations where work opportunities or observations can be made that
could affect the fieldworker. If these observations are collected in a timely manner, the data
can be used by the organization to quickly notice safety issues or whether more work is
required. For other field activities, the collection environment may not allow the fieldworker to
stop and use one of the other more robust ArcGIS field operations apps to collect the activity.
For these situations, ArcGIS QuickCapture was created to fill this data capture role. In this
lesson, you will learn how to prepare data for an ArcGIS QuickCapture project, customize it,
and then use it in the field to collect some of these observations quickly.

Topics covered

ArcGIS QuickCapture benefits

Preparing input data for ArcGIS QuickCapture projects

Configuration options for the ArcGIS QuickCapture field app

Using an ArcGIS QuickCapture field app

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Lesson 7

ArcGIS QuickCapture benefits

For many organizations, field activities can include an orderly process of receiving a work order,
traveling to a work location, and then returning or moving on to the next location. What if there is
an issue observed by the fieldworker that should be logged that was noticed while navigating to
the next location? What if collection of the observation requires you to be in motion rather than
stationary?

ArcGIS QuickCapture is designed to handle these quick observations and provide the location
where the observation occurred. For many data collection activities, ArcGIS Field Maps and
ArcGIS Survey123 will be able to accomplish the task with their robust capabilities. For other data
collection tasks that do not require the additional information or the time to collect, there is
ArcGIS QuickCapture.

ArcGIS QuickCapture provides the following benefits to an organization that can use
observational data collection.

Figure 7.1. ArcGIS Quick Capture has many benefits for data collection workflows in your organization.

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 Updating a feature layer with ArcGIS QuickCapture

ArcGIS QuickCapture benefits (continued)

Rapid data collection

ArcGIS QuickCapture is designed to collect data while the user is moving or usually collecting in
an environment where stopping to collect the data might be dangerous.

Simple user interface

The user interface is full of large, easy-to-see buttons in a simple display. Each button refers to a
value within the domain of the feature layer. A click of the button will collect a data point in the
feature layer.

Casual user ready

The simplicity of an ArcGIS QuickCapture app allows for even casual users to use the app without
any training. By design, the format is ready for users of the app to quickly begin collecting data.

Simultaneous input
In the ArcGIS QuickCapture app, you can collect multiple features simultaneously. For example, if
you are collecting a road and need to collect sections of the path that have guard rails and paint
striping together, you can do so with QuickCapture.

Audio feedback
When a feature is collected in ArcGIS QuickCapture, the app will read out the name of the
selection to confirm the selection. The audio feedback can be used for confirmation of the
selection.

Update frequency
ArcGIS QuickCapture can be configured to send updates immediately or hold them for up to one
hour. For some collection scenarios, there may be reasons where each choice is appropriate.
Frequent updates may be preferred in connected environments and infrequent updates
preferable in areas with limited connections.

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Lesson 7

Relevant real-time observations

Now you understand what types of observational data that ArcGIS QuickCapture can collect. The
choice options in ArcGIS QuickCapture can be modified to any observations that are relevant to
your organization.

What types of observations would assist your organization during its daily activities?

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 Updating a feature layer with ArcGIS QuickCapture

ArcGIS QuickCapture button creation

For ArcGIS QuickCapture projects, a feature layer with an input data field and choices is necessary
to quickly produce an ArcGIS QuickCapture project. The choices can be created through a
domain if you are publishing a feature layer from ArcGIS Pro or can be a list when creating the
feature layer in ArcGIS Online or Enterprise.

Each choice within the list or domain will appear as a button in the field app. For the choices in
the domain or list to be recognized as buttons, the choices must be symbolized differently. If they
are not symbolized, then only one button will be created in the ArcGIS QuickCapture project.

Figure 7.2. Choices in the input feature layer become buttons in the ArcGIS QuickCapture field app if they are
symbolized differently.

Only one layer is used to create the ArcGIS QuickCapture project. Additional layers can
be added to the project to create more buttons after the project is created. Those
additional layers can be added in the general settings for layers in the ArcGIS
QuickCapture project.

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Lesson 7

Preparing data for an ArcGIS QuickCapture project

When creating a new ArcGIS QuickCapture project, there are two ways to get started. ArcGIS
QuickCapture projects can be created from an existing layer or from a ready-to-use template
specified within the app. With the existing layer option, you can create a custom layer based on
your specific requirements.

When using an existing feature layer, be sure that your layer has been configured to
accept attachments and set it to sync. The default settings for basic point feature layers
created through ArcGIS Online or Enterprise have the desired settings. Any other
feature layer will require similar settings to use all the ArcGIS QuickCapture functionality
in the designer.

The process for creating a feature layer for use in ArcGIS QuickCapture can be accomplished in
several steps when using ArcGIS Online to create the point feature class.

Figure 7.3. The workflow to prepare data for use in an ArcGIS QuickCapture project can be completed in several
steps.

Create a feature layer

ArcGIS QuickCapture requires a feature layer to be available online. This layer can be created in
ArcGIS Online or Enterprise or by publishing in ArcGIS Pro.

Add a field
The feature layer will need to have a data field created to accept the inputs created through the
ArcGIS QuickCapture field app.

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 Updating a feature layer with ArcGIS QuickCapture

Preparing data for an ArcGIS QuickCapture project (continued)

Add choices
After the field has been added to the feature layer, a set of choices will need to be created as a
domain if you are using ArcGIS Pro or as a list if you are using ArcGIS Online or Enterprise.

Symbolize features
ArcGIS QuickCapture will create different button options when the symbols for the choices in the
feature layer are different. Symbolizing the points will also help with the interpretation of the
results when added to a web map.

Share the layer

When the layer is prepared, be sure to share the feature layer with the appropriate groups who
will be using the ArcGIS QuickCapture field app.

7-7
Exercise 7A 10 minutes

Create the data for an ArcGIS QuickCapture project

As the GIS analyst for the Tri-County Farmer's Faire, you have been asked to create a new field
app that can be used by all members of the organization. This field app will be used to report
observations that the workers and managers see as they perform their given work at the faire. This
field app should be intuitive and quickly report any observation so that action can be taken, if
necessary. In this exercise, you will create the feature layer that will be used in an ArcGIS
QuickCapture project to create the field app.

In this exercise, you will perform the following tasks:

• Create a feature layer in ArcGIS Online.

• Add a list of choices to the feature layer.
• Share the feature layer to the desired audience.

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 Updating a feature layer with ArcGIS QuickCapture

Step 1: Create a feature layer

In this step, you will create the feature layer that will be used in your ArcGIS QuickCapture project.

a In a web browser, go to www.arcgis.com and, if necessary, sign in to the Esri Training Services
organization.

b Click Content.

c On the left side of the screen, above the list of your folders, click New Item.

d In the New Item window, click Feature Layer.

e In the Create A Feature Layer window, confirm that the option to Define Your Own Layer is
selected, and then click Next.

f Under Specify Name And Type, rename the layer Observations.

g Click Next.

h In the new item dialog box, set the following properties for the layer:

• Title: TCFF Observations <your initials>

• Folder: TCFF Data <your initials>
• Tags: Esri Training Service, Tri-County, Colorado (pressing the Tab key after each entry
and omitting the comma)
• Summary: Feature layer for ArcGIS QuickCapture project.

i Click Save.

After the feature layer is created, you will configure its settings to support your QuickCapture
project.

Step 2: Add the field for observations

In this step, you will add the field to the feature layer for the observations.

a Near the upper-right corner of the item page, click the Data tab.

b On the Data tab, in the upper-right corner, click Fields.

c Click Add to add a field.

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 Lesson 7

d In the Add Field dialog box, specify the following parameters:

• Field Name: Observation

• Display Name: Observation
• Type: Integer

e Leave the remaining defaults and click Add New Field.

Step 3: Create a list of choices

In this step, you will create the choices that will appear in the ArcGIS QuickCapture app.

a In the Display Name column, click Observation.

b Click Create List.

Lists in an ArcGIS Online feature layer function similarly to domains.

c Under Label, in the Displayed Value field, type Broken equipment.

d Under Code, in the Stored Value field, type 1.

e Click Add.

f Continue adding the list of values according to the following table:

Label Code

Vandalized item 2

Trash 3

Vendor problem 4

Guest issue 5

Safety concern 6

g Click Save.

The list of values appears within the field properties now.

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 Updating a feature layer with ArcGIS QuickCapture

Step 4: Configure editor tracking

In this step, you will configure the layer to track when and by whom features were added and
edited.

a Click the Settings tab.

b Under Feature Layer (Hosted), in the Editing section, check the boxes for the following
options:

• Keep Track Of Changes To The Data (add, update, delete features)

• Keep Track Of Who Edited The Data (editor name, date and time)

c Click Save.

Step 5: Symbolize the layer

In this step, you will symbolize the point features to represent the different possible observations.

a Click Overview.

b For Open In Map Viewer, click the down arrow and choose Open In Map Viewer Classic.

c If necessary, click Content to view the Contents pane.

d Point to the Observations layer and click the Change Style button .

e For Choose An Attribute To Show, choose Observation.

f Under Select A Drawing Style, for Types (Unique Symbols), click Options.

g In the Change Style pane, next to the COUNT column heading, click the Change All Symbols
icon.

h Change the shape to a diamond shape, update the Symbol Size to 14 px, and click OK.

When the symbols are different for each choice, ArcGIS QuickCapture will interpret each symbol
as a button.

i Click OK, and then click Done.

j Point to the Observations layer, click the More Options button , and choose Save Layer.

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 Lesson 7

Step 6: Save the layer and web map

Next, you will save the map and share the layer.

a Click Save and choose Save As to save the map.

b In the Save Map dialog box, specify the following parameters:

• Title: TCFF Observation Map <your initials>

• Tags: Esri Training Services, QuickCapture
• Summary: Map of volunteer observations
• Save In Folder: TCFF Data <your initials>

c Click Save Map.

d Click Share.

e For Choose Who Can View This Map, select Esri Training Services to ensure that all users will
have access to the app.

The Update Sharing dialog box will appear.

f Click Update Sharing, and then click Done.

You have created the feature layer that will be used to create the ArcGIS QuickCapture app, and
you have created a web map to view the results.

g Leave your web browser open for the next exercise.

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 Updating a feature layer with ArcGIS QuickCapture

ArcGIS QuickCapture project configuration options

Depending on the observations that you are interested in capturing, the input can be customized
to provide the type of field observation that you desire. The ArcGIS QuickCapture app interfaces
can be simple and direct or can allow for more customizable inputs, including photos or
attachments. When you are in the ArcGIS QuickCapture designer, you can add any additional
functionality that you will need to aid in your data collection.

Figure 7.4. ArcGIS QuickCapture inputs can be customized for a few different input types.

Photos
Photos can be any images taken with the device to supplement the observation. In ArcGIS
QuickCapture, these photos can provide additional information about the observation.

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Lesson 7

ArcGIS QuickCapture project configuration options (continued)

Project user input

Project user inputs are an advanced capability that allows fieldworkers to manually enter extra
information for captured observations, without losing the fluent big-button user experience of
ArcGIS QuickCapture.

Button user input

Button user input allows for the observer to manually type a response that is unique to that
observation. When this type of button is used, a keyboard on the device will appear to allow the
observer to type a response.

7-14
Exercise 7B 15 minutes

Capture field observations with ArcGIS QuickCapture

As the GIS analyst for the Tri-County Farmer's Faire, you will continue creating the field app for
everyone in the organization to report what they observe during the faire. You have created a
feature layer that has the choices added. Now you are ready to create the ArcGIS QuickCapture
mobile app and use it to capture some observations in the faire.

In this exercise, you will perform the following tasks:

• Create an ArcGIS QuickCapture project.

• Customize the ArcGIS QuickCapture app.
• Use the ArcGIS QuickCapture app to collect field observations.

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 Lesson 7

Step 1: Create an ArcGIS QuickCapture project

In this step, you will create an ArcGIS QuickCapture project.

a If necessary, in a web browser, go to www.arcgis.com and sign in to the Esri Training Services
organization.

b Near the top of the page, click the Apps button and choose QuickCapture.

A new web browser tab opens with ArcGIS QuickCapture active.

c Click + New Project and choose Start From Existing Layers.

d Under My Layers, select your TCFF Observations layer and click Next.

The Create Project settings appear on the next screen.

e For the Create Project settings, specify the following parameters:

• Title: <your initials> TCFF QC Observations

• Data Recovery Email: <your initials>
• Save In Folder: TCFF Data <your initials>

Your initials will be at the beginning of the title for this project and will also serve as
your email address.

f Click Create.

The QuickCapture Designer will open with the six buttons based on the list in the feature layer
that you created. Each of the symbolized choices that you created in the feature layer will be
referenced by a button. All the buttons will appear in a group called Observations. Groups in
ArcGIS QuickCapture can be used to organize the buttons in the interface.

Step 2: Configure the button position

In this step, you will configure the button position for your ArcGIS QuickCapture field app.

The ArcGIS QuickCapture Designer will display a preview of the way that the mobile app will look
on different devices. By default, the buttons are simply arranged in the alphabetical order
independent of the order in the domain.

1. When considering the preview, what is one of the first observations about the
positioning of the buttons on the app?

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 Updating a feature layer with ArcGIS QuickCapture

_____________________________________________________________________________________

_____________________________________________________________________________________

To adjust the position of the buttons, you will need to adjust the group appearance settings.

a If necessary, in the preview, click the Observations group to select the group of buttons.

b In the Group settings on the right, change the Number Of Columns to 1.

If you do not see the Group settings, be sure that you select the group in the preview.
All the settings in the ArcGIS QuickCapture Designer are contextual, based on the area
selected in the preview.

2. How did this change affect the button positioning?

_____________________________________________________________________________________

_____________________________________________________________________________________

c Click Save to save the modified layout of buttons.

There will be a message that the project has been saved with warnings. You can ignore
this message because you will address the warnings later in this exercise.

Step 3: Configure the button symbology

In this step, you will configure the button symbology to make the button easier to read.

Because the field app is primarily used for a wide audience, you have determined that having
symbols on the buttons will help users.

a Click the Broken Equipment button to open its properties.

b In the Button settings, scroll down to the Image section, and then click Add and choose
Upload New.

c In the File Upload dialog box, browse to C:\EsriTraining\FIDA\Data\Icons, select

BrokenEquipment.png, and click Open.

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Lesson 7

Your button color may vary.

3. After the icon has been added, what do you notice about the preview?

_____________________________________________________________________________________

_____________________________________________________________________________________

Because you want to keep all the buttons on the main display of the phone, you will resize the
button.

d In the Style section, under Size, click the slider to change the button to the smallest size.

e Repeat the process to add the appropriate icons and adjust the size for the remaining buttons.

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 Updating a feature layer with ArcGIS QuickCapture

After adding all the icons and adjusting the size for the buttons, it appears that the buttons still do
not fit on the main screen without scrolling. So, you will change the appearance one more time.

Step 4: Group the buttons

In this step, you will use groups to further organize the buttons in the ArcGIS QuickCapture app.
When the ArcGIS QuickCapture project is created, a default group is created to contain all the
buttons. Additional groups can be added to organize the buttons differently.

a At the top of the preview, click the Drag To Add Group To Organize Buttons button and
drag it into the display above the Observations group.

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Lesson 7

b Select the new group and, on the right, change Label to Less common.

You will store the less common observations in this group. Putting them in this group will move
the more common observations closer to the bottom for easy collection.

c Select the Observations group, and then change Label to Common.

d Drag the following buttons into the Less Common group:

• Broken Equipment
• Vandalized Item
• Vendor Problem
• Guest Issue

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 Updating a feature layer with ArcGIS QuickCapture

After you are finished, there will be four buttons in the upper group and two buttons in the lower
group.

e Click Save to save this button arrangement.

There will be a message that the project has been saved with warnings. You can ignore
this message because you will address the warnings in the next step.

Step 5: Prepare to share your project

In this step, you will prepare to share your ArcGIS QuickCapture project with the volunteers.

a Near the upper-left corner, click the arrow to expand the Messages pane and notice the
warnings.

4. What warnings are listed?

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 Lesson 7

_____________________________________________________________________________________

_____________________________________________________________________________________

b Click the message that reads No Project Description.

This action opens the Project Details pane.

You can also open the Project Details pane by clicking the Additional Settings button
(three dots) near the top right of the page and choosing Project Details.

Next, you will add the necessary information to remove the warnings.

c In the Project Details pane, for Summary, type A field app for all members of the Tri-County
Farmer's Faire to report any observations during operating hours.

d Copy all the text from the Summary field and paste it into the Description field.

e Click Save.

The project description warning has been removed, but the sharing warning still remains.

f Click Share.

g Under Sharing Level, select Your Organization, and then click Save Project And Share.

Now the project has been shared and the remaining warning has been removed. You are ready to
use the app.

h Close the ArcGIS QuickCapture web browser tab.

Step 6: Use the field app on your device

In this step, you will use the new field app on your mobile device to collect an observation.

a On your mobile device, open the ArcGIS QuickCapture app and sign in with ArcGIS Online
using trainingservices for the organization's URL and course credentials provided by your
instructor.

b If prompted by your mobile device, select the option to allow the app to use your location
while using the app.

c If prompted, select the option to allow the app to access the camera.

In the My Workspace area, there will not be any projects, so you will add the one that you created.

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 Updating a feature layer with ArcGIS QuickCapture

d In the lower-right corner, tap the Add button, and then tap Browse Projects.

e Tap the option to download your TCFF QC Observations project.

f After it is finished downloading, tap your TCFF QC Observations project.

Your TCFF QC Observations project will open on your mobile device.

g On your mobile device, tap the Trash button.

The app should indicate that you selected Trash in audible feedback. If it did not, check
the volume of your device.

h At the bottom of the app, in the menu that appears, tap the Edit button .

The menu will appear briefly after you tap the Trash button. If the menu disappears,
tap the Trash button again.

The menu at the bottom of the app features options to edit or delete the observation that you
selected. If you incorrectly collected a point, then you can edit it or delete it. You can also adjust
the position of the collected point manually by tapping the map icon in the upper-right corner of
the screen and moving the point.

i In the map, adjust the location of the point, if necessary.

j After you are finished, tap Done.

When you are collecting multiple observations, they may appear on top of each other. Adjusting
the location of the observations will allow them to be more visible in the web map.

k In the upper-right corner of the app, notice the indicator that a record has been collected.

l After several seconds, notice that the indicator has disappeared, indicating that the Trash
observation has been sent.

In a real-world scenario, the points would reflect the actual location within the faire. You
could push the point to the faire, but ArcGIS QuickCapture is designed to allow some
modification of the location but not a large-scale adjustment. You can also disable the
adjustment in the properties of the project.

m Collect several additional points to see how the app responds.

Be sure to adjust the position of each observation, if necessary.

n After you are finished, close the app on your mobile device.

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 Lesson 7

Step 7: View observations in a web map

In this step, you will view the observations created from your field activity.

a Return to your web browser tab with the ArcGIS Online Esri Training Services organization
open.

b Click Content.

c Under Folders, open your TCFF Data folder.

d Open the TCFF Observation Map.

e Zoom to the location of your observations.

The preceding graphic shows observations that have been created in the faire area.
Depending on your location, your observations may be in a different location.

f Leave your web browser open.

Now you have seen how ArcGIS QuickCapture can quickly record observations in the field and
show those results in a web map.

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 Updating a feature layer with ArcGIS QuickCapture

Lesson review

1. Which aspect of an ArcGIS QuickCapture mobile app allows for users without training to
use the app effectively?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

2. Which specific configuration option allows users of the mobile app to input custom
observations?

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

_____________________________________________________________________________________

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 Answers to Lesson 7 questions

Relevant real-time observations (page 7-4)

What types of observations would assist your organization during its daily activities?
Possible responses include the following:

• Safety hazards
• Trash
• Tree surveys
• Sign posts

Exercise 7B: Capture field observations with ArcGIS QuickCapture (page 7-15)
1. When considering the preview, what is one of the first observations about the positioning of the
buttons on the app?
The buttons only cover a portion of the phone display, rather than the entire display.

2. How did this change affect the button positioning?

With only one column, the buttons stretch the entire length of the phone display.

3. After the icon has been added, what do you notice about the preview?
The button is much bigger, and now there is a scroll bar on the right side.

4. What warnings are listed?

The listed warnings are No Project Description and Project Is Not Shared With Anyone.

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 8 Organizing your field activities with ArcGIS Dashboards

ArcGIS Dashboards provides an organization with a common operating picture to monitor and
respond to day-to-day events. It uses responsive maps and dynamic and static data sources to
create dashboards that include charts, lists, gauges, and indicators that update automatically
as the underlying data changes. It is designed to support a full spectrum of device platforms,
from the multi-monitor video walls found within an operations center to a touch screen tablet
device. In this lesson, you will learn about ArcGIS Dashboards and how to create effective
information products based on the data from the ArcGIS field operations apps.

Topics covered

ArcGIS Dashboards benefits and components

Incorporating field app data into ArcGIS Dashboards

Configuring elements in ArcGIS Dashboards

8-1
Lesson 8

ArcGIS Dashboards benefits

ArcGIS Dashboards is designed to monitor dynamic data in real time or provide a summary view
of static data within an organization that helps decision makers make more informed and timely
decisions using ArcGIS. A dashboard is a configuration of maps, data sources, and elements
created using ArcGIS Dashboards and stored on a portal. It enables users to monitor activities and
events, track resources in the field, and assess the status and performance of daily operations. The
primary element of a dashboard is a web map. The layers contained in the web map serve as the
primary data sources for elements that provide data-reporting functionality.

Figure 8.1. ArcGIS Dashboards has many different benefits for your organization.

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 Organizing your field activities with ArcGIS Dashboards

ArcGIS Dashboards benefits (continued)

Various data sources

ArcGIS Dashboards can combine data feeds from many sources to create a common operating
picture for your organization.

Easy to understand
The elements in ArcGIS Dashboards can be arranged and configured to be quickly and easily
understood.

Interactive
The elements in ArcGIS Dashboards are interactive and react to the desired selections. Actions
within the dashboard can also be used for specific interactions.

Custom data filtering

Results displayed in the dashboard can be filtered through different elements and pre-configured
options, allowing one dashboard to be used for many analysis questions.

Real-time indicators
Monitoring activity is augmented by setting up indicators with custom thresholds to capture when
the amount of an activity has exceeded specified parameters.

Embedded content
An embedded content element can be used to embed documents, images, video, or other web
content directly in the dashboard to supplement or augment the dashboard.

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Lesson 8

ArcGIS Dashboards elements

A dashboard in ArcGIS Dashboards is composed of a series of informational displays known as

elements. The map element can serve as the source of input data for other elements, and the
following elements are also common.

Figure 8.2. A dashboard in ArcGIS Dashboards comprises elements that can be used to create a common operating
picture for your organization.

Through different combinations of elements, ArcGIS Dashboards can be used to convey impactful
views of an organization's activities.

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 Organizing your field activities with ArcGIS Dashboards

ArcGIS Dashboards elements (continued)

Maps
Multiple web maps can be added as a map element, allowing for contextual map data to be used
along with additional elements. Map layers can also be used by other data visualizations on the
dashboard to create interesting, intuitive, and compelling information products. Each of the web
maps created through the field apps can be used in one dashboard for a complete operating view
of the organization's activities.

Gauges
Gauges inform viewers of current situations rather than past or general trends. In a dashboard,
gauges can be used to display a single metric within a quantitative context defined by minimum
and maximum values.

Indicators
An indicator is a numeric display that can be added to your dashboard to show the numeric
attributes of individual features. It can also be used to display a count, a sum, an average, a
minimum, or a maximum summary statistic.

Embedded content
Many types of data sources can be added to the dashboard, including various data feeds that may
be vital to the organization's common operating picture, such as weather conditions or other data
feeds.

Charts
There are many types of charts that can be added, including serial and pie charts, where data can

8-5
Lesson 8

ArcGIS Dashboards elements (continued)

be summarized or separated in many ways.

Lists
Seeing the map data in a list may also aid dashboard users; a list of the selected features or all
available features can be used in a dashboard.

ArcGIS Dashboards: Dashboard elements

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 Organizing your field activities with ArcGIS Dashboards

Sources of data for ArcGIS Dashboards

ArcGIS Dashboards elements are data-driven. The two primary sources of data used by dashboard
elements are web layers, which appear as content items within your ArcGIS organization (such as
feature layers or imagery layers), and operational layers in web maps.

Figure 8.3. A dashboard in ArcGIS Dashboards is powered by shared layers and maps.

When a map is added to a dashboard as a map element, the web map will appear as an available
data source for all other elements added to the dashboard.

8-7
Exercise 8A 20 minutes

Display field activity in ArcGIS Dashboards

As the GIS analyst for the Tri-County Farmer's Faire, your manager has asked you to create a way
to view all the different field activity data sources in one view. The manager has asked that all the
field data sources created by the field apps be included in this common operating picture. The
data source should be visibly interesting and have a way to view information about each
selectable feature. To complete this request, you will use ArcGIS Dashboards to display the
various data sources in one easily viewable application. You will create a dashboard in ArcGIS
Dashboards and add the field activity data layers that you have created.

In this exercise, you will perform the following tasks:

• Create a dashboard in ArcGIS Dashboards.

• Add field data sources to a dashboard.

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 Organizing your field activities with ArcGIS Dashboards

Step 1: Create a dashboard in ArcGIS Dashboards

In this step, you will create a new dashboard in ArcGIS Dashboards for the field data sources.

a If necessary, in a web browser, go to www.arcgis.com and sign in to the Esri Training Services
organization.

b Near the top of the page, click the Apps button and choose Dashboards.

In ArcGIS Dashboards, the web maps that you created earlier are displayed, and any web maps
that have been shared with you are also available. Because you have not yet created a dashboard,
you will not see one.

c Click Create Dashboard.

d Under Create New Dashboard, for Title, type TCFF Field Activity Dashboard <your initials>.

e For Tags, type Esri Training Services, Colorado, and faire, pressing Enter after each entry.

f For Summary, type Dashboard of field activity in the Tri-County Farmer's Faire.

g For Folder, choose your TCFF Data folder.

h Click Create Dashboard.

An empty dashboard is created.

Before you begin adding the elements to create the dashboard, consider which elements would
be most effective in meeting the requirements described by your manager.

1. Based on your exploration into the elements, which elements would be most effective
in meeting the manager's requirements for a common operating view of the faire?

_____________________________________________________________________________________

_____________________________________________________________________________________

Step 2: Add a map element to the dashboard

In this step, you will add the first map element to the dashboard.

a At the bottom-left of the screen, click the Expand button to expand the left toolbar.

b Click Layout to open the Layout panel.

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Lesson 8

c Click Add Element and choose Map.

The web maps that you created earlier are displayed, and any web maps that have been shared
with you are also available.

d Select your TCFF Base map.

e In the Map element properties, on the Settings tab, turn on the following settings:

• Legend
• Layer Visibility
• Search
• Zoom In/Out

f Click the General tab.

g For Title, click Edit, and then in the text box, type Tri-County Farmer's Faire Main Map.

h For Description, click Edit, and then in the text box, type The map with all the base layers for
managing the faire.

i Click Done to add the map element.

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 Organizing your field activities with ArcGIS Dashboards

You may need to zoom out to see the whole area.

The web map that you created with the assets and areas is now visible in the dashboard. The
options that you enabled for search, layer visibility, and legend are available in the upper-right
corner of the map.

However, ArcGIS Dashboards can handle more than one map element. Previously, you created
web maps that show the workforce, report incidents, and observations within the faire. All these
maps can be used together to manage activity in the faire.

Step 3: Add additional map elements

In this step, you will add the other web maps to the dashboard that you will use to manage the
field activity in the faire.

a On the left toolbar, above the Layout tab, click Add Element.

Four blue plus signs appear around the map on your screen.

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Lesson 8

b Click the blue plus sign on the left of your screen and choose Map.

c Select your TCFF Workforce For Dashboard map.

d In the Map element properties, on the Settings tab, turn on the following settings:

• Legend
• Layer Visibility
• Search
• Zoom In/Out

e Click the General tab.

f For Title, click Edit and type Tri-County Farmer's Faire Workforce Map.

g For Description, click Edit and type The map with the assignment and worker layers for
managing the faire workforce.

h Click Done to add the map element.

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 Organizing your field activities with ArcGIS Dashboards

i Look at the map elements.

8-13
 Lesson 8

You may need to zoom in to the Tri-County Farmer's Faire Workforce Map.

The Tri-County Farmer's Faire Workforce Map is added to the left of the Tri-County Farmer's Faire
Main Map in the dashboard.

j Repeat the process to add your TCFF Security Survey map and your TCFF Observation Map
with the same settings and similar customizations as the other maps.

Hint: Click the General tab to edit the title and description.

All the map elements have been added to the display.

Step 4: Adjust the positioning of the map elements

Now that all the web maps from the different field apps have been added to the dashboard, you
will adjust the position of the web maps.

Because your manager has asked that the Tri-County Farmer's Faire Main Map be the first map
that users see, you will adjust it accordingly in the dashboard.

a Point to the Workforce Map.

A blue rectangle appears in the top-left corner of the map.

b Point to the blue rectangle to see the drop-down menu.

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 Organizing your field activities with ArcGIS Dashboards

c Click the Drag Item button , and then drag the Workforce Map over the Main Map.

When you drag a map over another map, several docking options appear.

d Drag the Workforce Map to the center of the Main Map until you see the Stack The Items
docking option.

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Lesson 8

e Drop the Workforce Map onto the Stack The Items option.

After the two maps are stacked, a group option appears next to the drag option. You
will use this option later.

f Repeat the process to stack the Security and Observation maps on the Main Map.

The stacked maps appear as tabs in the lower-left corner of the stacked map.

g Verify that the four maps are stacked in the following order, from left to right:

1. Main Map
2. Workforce Map
3. Security Map
4. Observation Map

Hint: If your list of stacked maps is different, you can modify the order by clicking on the tab
that you would like move and then dragging it to rearrange the stack.

The map labels for the tabs are not updated after stacking the map elements.

h If necessary, click the far-left Map tab, and then click the Edit button , type Main Map, and
press Enter.

i Repeat the process for the other map tabs to update each one with the appropriate name.

j On the left side of the app, click the Save button and choose Save to save the dashboard.

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 Organizing your field activities with ArcGIS Dashboards

Step 5: Add list elements to the dashboard

In this step, you will add list elements to show a different view of the field data.

a From the left menu, click Add Element.

b Click the blue plus sign on the left of your map and choose List.

In the List properties, your options are based on the map elements added. You will select a layer
from these elements.

c Under the TCFF Workforce for Dashboard <your initials> map, select the Assignment View
layer.

Several options appear in the Data Options pane, along with a preview of the list element.

d On the left, click the General tab.

e For Title, click Edit and type List of Assignments.

f Highlight the text and format the title so that it is bold and centered.

g Click Done.

The list has been added to the dashboard.

h Add a list element for the list of worker observations from the Observation map.

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Lesson 8

The number of items in your list may vary from the preceding graphic. It will depend on
how many ArcGIS QuickCapture observations you made.

The list in the preview looks different from the first list because the default option will only display
the OBJECTID of the observation. The list element is customizable, and the data displayed in the
list can be modified.

i Click the List tab.

j For Line Item Template, in the text box, delete {OBJECTID}.

k From the Line Item Template ribbon, click the Add Field button and choose {Observation}.

l In the Line Item Template text box, after {Observation}, add a space, type was observed on,
and then add another space and add the {CreationDate} field, followed by a period.

The completed syntax in the Line Item Template text box should now read: {Observation}
was observed on {CreationDate}.

m Click the General tab, and then update the title to Recent Observations.

n Format the title so that it is bold and centered.

o Click Done to add the list.

Both list elements appear in the dashboard to the left of the map element.

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 Organizing your field activities with ArcGIS Dashboards

Step 6: Adjust the positioning of the list elements

Now that you have added the list elements, you will position them correctly.

a Point to the Recent Observations list, and then in the upper-left corner, point to the blue
rectangle.

b Click the Drag Item button , and then drag the Recent Observations list element to the
middle of the List Of Assignments list to stack the elements.

c After the lists are stacked, update the labels for each list.

Hint: On each list tab, click the Edit button to update the label.

d Point to the stacked list element, and then in the upper-left corner, point to the blue rectangle.

The Drag Stack button appears to the left of the Drag Item button.

e Click the Drag Stack button , and then drag the entire list group below the map element
and drop it onto the Dock As A Row option.

f Adjust the size of the list element so that it is smaller than the map element.

Hint: To adjust the size of the list element, point to the horizontal border between the element
stacks until you see the up and down arrows, and then click and drag.

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Lesson 8

g Save the dashboard and leave your web browser open for the next exercise.

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 Organizing your field activities with ArcGIS Dashboards

Configuration settings for elements

When configuring the elements in a dashboard, there are three different settings for each
element:

• General
• Data
• Action

Figure 8.4. There are multiple setting types that control different functionality for each element in a dashboard.

General
Within the general settings section, you will input the information about the element, including
the name, summary, and description. This section informs the user about the element.

Data
In the data settings section, you will set the data source of the element and if you apply filters or
configure how the data will appear in the element.

Action
Because the elements in the dashboard can be interactive, the action setting section allows you to
set up the actions that are possible in that element, including how the map reacts when a
selection is made.

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Lesson 8

Which configuration setting for which functionality?

Each element has custom functionality that can be used to make them more interactive. Accessing
that functionality requires an understanding of which element settings can be used to add that
interactivity. Consider the following element functionality descriptions that can be added to a
dashboard, and then draw a line to the appropriate element setting.

Element functionality Setting

Selecting a feature to pan the map General

The units of measurement will be feet

Data will only include the data for today Data

Updating the title for the fairgrounds map

The selected feature will be the only one displayed Action

The description will include a hyperlink to the organization

website

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Exercise 8B 15 minutes

Add interactivity to a dashboard in ArcGIS Dashboards

As the GIS analyst for the Tri-County Farmer's Faire, you have received some positive feedback
from your manager about the dashboard that you created. Now the manager is asking whether
you can make the dashboard more interactive to make it a better tool for managing the faire. Your
manager has asked you to add the following functionality to the dashboard:

• Select an asset in the main map and make it the only visible asset.
• Flash the location of an observation when it is selected in the list.
• Show location and information about an assignment when selected in the list.
• Add a graphic to show when more than three trash observations have been made.

You will configure the dashboard that you created in ArcGIS Dashboards with field app data
sources to be more interactive and assist decision makers with managing the faire.

In this exercise, you will perform the following tasks:

• Configure map actions within a dashboard in ArcGIS Dashboards.

• Add an indicator element to a dashboard.

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 Lesson 8

ArcGIS Dashboards: Resources

ArcGIS Dashboards: Selectors

Step 1: Add a category selector

First, you will add interactivity to the dashboard that you created in ArcGIS Dashboards in the last
exercise.

a If you closed your dashboard after the previous exercise, perform the following steps to open
your dashboard:

1. In a web browser, go to www.arcgis.com, sign in to the Esri Training Services

organization, and click Content.
2. In your TCFF Data folder, click your TCFF Field Activity Dashboard, and then click Edit
Dashboard.
3. In the dashboard, click each map tab to refresh the elements.

Based on the manager's requirements, the first interactivity configuration that you will add is the
ability to select an asset in the main map by the type of asset. A selector will be the best way to
add this functionality.

b If necessary, on the left, click Layout to open the Layout panel.

c From the Layout panel, click Sidebar.

d Click Add Sidebar.

e For Title, click Edit and type Selectors, and then format the text so that it is bold and
centered.

f For Description, click Edit and type Tools to control visible features in map.

g Turn on the Collapsible Sidebar option.

h Click Done.

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 Organizing your field activities with ArcGIS Dashboards

The sidebar you added is collapsed because you turned on the Collapsible Sidebar option. You
can expand the sidebar by clicking the blue expand button.

i Click the blue expand button to view the Selectors sidebar element.

The title appears at the top of the sidebar element, and the description appears at the bottom.

j From the Layout panel, click Add Selector, and choose Category Selector.

k In the Category Selector options, confirm that you are viewing the Data tab.

l In the Data Options section, for Categories From, select Grouped Values, and then under your
TCFF Base map, select the EventAssets layer.

m For Category Field, choose Event Asset Type.

n On the left side, click the Selector tab.

o In the Selector Options section, for Label, type Select by Asset Type.

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Lesson 8

p For Selection, select Multiple.

q Enable the Show Reset And Select All option.

r At the bottom, expand the General section and, for Name, type Asset type selector.

This name will help you remember which selector you have added, rather than the default name.

s On the left side, click the Actions tab.

t Under When Selection Changes, click Filter to expand the options.

u Under TCFF Base <your initials>, turn on the EventAssets layer.

v Click Done.

Now you will test the selector on the main map.

w Verify that the Main Map is the visible map element, and then expand the Selectors sidebar, if
necessary.

x In the Selectors sidebar, click Select By Asset Type and choose Vendor from the list.

Only the vendors should be visible on the map.

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 Organizing your field activities with ArcGIS Dashboards

y In the Selectors side panel, click Reset to clear the selection.

If you are unable to click Reset, click Select By Asset Type to view the selection options
for the selector.

You should see all the assets again in the map.

z Collapse the sidebar and save the dashboard.

Step 2: Configure a list to highlight an assignment

In this step, you will add a map action to the list of assignments to allow users to highlight a
particular assignment on the map.

a Point to the List Of Assignments element, point to the blue rectangle, and click the Configure
button .

b Click the Actions tab.

c Under When Selection Changes, click Pan and turn on the TCFF Workforce For Dashboard
map.

d Click Show Pop-Up and turn on the TCFF Workforce For Dashboard map.

e Click Done.

According to your manager, the list element should flash the location of an observation when it is
selected in the list. Now you will test the selector on the worker map.

f Click the Workforce Map tab to make it the visible map element.

g In the List Of Assignments list element, click the first assignment for a broken faucet.

The map pans, and the pop-up window for that assignment appears.

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 Lesson 8

h Close the pop-up window.

i Save the dashboard.

Step 3: Add an indicator for a specific threshold

In this step, you will create an indicator for trash observations from the ArcGIS QuickCapture
observation map. Indicators are interactive elements that quickly report on a specific value and
can be customized when that value exceeds a threshold.

a In the Layout panel, click the Body tab to view the list of elements in the dashboard.

b Click Add Element and choose Indicator.

c In the Select A Layer dialog box, scroll down to the layers for your TCFF Observations Map
and select your TCFF Observations layer.

Per your manager, the most important observation is trash, so you will create an indicator that will
monitor the number of trash observations. For your purposes, when the number of trash
observations reaches three, you will need to alert the manager. An indicator element can have a
threshold value where the symbology can be set to change. This custom symbology can make it
obvious to any viewer of the dashboard that the trash observations have exceeded the critical
level.

To focus the indicator on trash observations, you will filter the observations to only show trash
observations.

d On the Data tab, for Filter, click + Filter.

e For Field For The Condition, choose Observation and verify that Equal is selected.

f Verify that Value is selected and, for Select A Value, choose Trash.

To set a threshold for the indicator, you need to set the reference.

g Scroll down and expand the Reference section, for Reference Type, choose Fixed Value.

h For Reference, specify 3.

i Click the Indicator tab, and then under Bottom Text, delete the value that says {reference}.

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 Organizing your field activities with ArcGIS Dashboards

The Bottom Text field is now blank. By removing this value now, you will not have to remove it
after you apply the conditional formatting.

j Turn on the Conditional Formatting option.

Conditional formatting allows you to customize how the indicator will be symbolized when the
number of trash observations are above and below the reference value.

k Expand the Style For Value At Or Above Reference section.

l For Icon, click Add Icon.

m Expand Solutions, scroll to the bottom of the Solutions gallery, select the Trash Outside icon
and click OK.

n In the Style For Value Below Reference section, for Icon, click Add Icon.

o Expand Solutions, scroll to the bottom of the Solutions gallery, select the Trash icon and click
OK.

p Click the General tab.

q In the Style For Value At Or Above Reference section, for Title, click Edit and type Trash
pickup needed.

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Lesson 8

r Highlight the text, click the Default down arrow, and change the font size to 18, and then bold
and center the text.

The text must be highlighted to be changed. Changing the settings without the
existing text being highlighted will only affect new text.

s Next to Title, click Minimize.

t Next to Text Color, click the black square.

u For HEX, type FFFFFF and press Enter.

v Next to Background Color, click the white square.

w For HEX, type FF0000 and press Enter.

You can also pick a color by clicking in the box above with the different colors or by
typing the RGB or HSV color codes.

x Expand the Style For Value Below Reference section, and, for Title, type Trash observations
low.

y Leave the default font size and make the text bold and centered.

z Click Done.

aa Point to the Indicator element, and then point to the blue rectangle.

ab Click the Drag Item button , and then drag the Indicator element on top of the List Of
Assignments list element to stack them.

ac Label the indicator as Trash Indicator, and then position the Recent Observations list to be
stacked on top of Trash Indicator, if necessary.

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 Organizing your field activities with ArcGIS Dashboards

ad Save the dashboard.

Step 4: Share the dashboard

In this step, you will customize the style and share the dashboard that you created in ArcGIS
Dashboards.

a On the left side of the dashboard, click Theme.

b In the Layout Panel, next to Theme, click Dark.

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 Lesson 8

Your dashboard may differ slightly from the preceding graphic.

c Save the dashboard.

d In the top-left corner, click the Menu button and choose Content to return to the ArcGIS
Online Content page.

e From the My Content tab, under Folders, open your TCFF Data folder, if necessary.

f Check the box for your TCFF Field Activity Dashboard, and then click Share.

g In the Share window, click Edit Group Sharing.

h Select your Faire Management group and click OK.

i Click Save.

Step 5: View the dashboard

In this step, you will open and use the dashboard in the same way that a manager of the faire

8-32
 Organizing your field activities with ArcGIS Dashboards

would.

a For your TCFF Field Activity Dashboard, click the More Options button and choose View
Dashboard.

The dashboard opens in a new tab.

b In the dashboard, click each of the map tabs to refresh the elements.

c Click the different elements to see how they perform in this view of the dashboard.

Using the skills that you have acquired, you can return to each of the field apps that have been
used in the course and alter the data in each element.

If you are interested in seeing the dashboard update, you can add more field data by
performing the following actions:

• Add more trash observations to see the indicator change in ArcGIS

QuickCapture.
• Add another security incident in ArcGIS Survey123.
• Create another assignment in ArcGIS Workforce.
• Add a new asset to the main map in ArcGIS Field Maps.

d If you plan to complete the challenge step, leave your web browser open; otherwise, sign out
of ArcGIS Online and close your web browser.

In this exercise, you created a dashboard using ArcGIS Dashboards that can show all the various
field activity data sources that you have learned about throughout the course. There are still many
more configuration options to further enhance a dashboard for your organization.

Challenge: Add another selector

10 minutes

Selectors are great ways to customize the view of a map element. In this exercise, you created a
selector to select for asset type. In this challenge, you will create another selector for your
dashboard to select and locate individual vendors in the main map.

a Using the skills that you have learned, add another selector to your dashboard that will allow
you to choose a particular vendor, pan the map to that vendor, and make all the other vendors
invisible.

Hint: The Selector should be located in the sidebar.

8-33
Lesson 8

For detailed challenge steps, reference the solution at the end of this lesson.

b After you are finished, sign out of ArcGIS Online and close your web browser.

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 Organizing your field activities with ArcGIS Dashboards

Lesson review

1. To customize your dashboard, you will need to add ________ and arrange them according
to the needs or requirements of your organization.

a. Data sources

b. Maps

c. Elements

d. Tables

2. What is the default data source for elements in a dashboard?

a. Feature layers in the map element

b. Tables

c. External data sources

d. Filters

8-35
 Answers to Lesson 8 questions

Exercise 8A: Display field activity in ArcGIS Dashboards (page 8-8)

1. Based on your exploration into the elements, which elements would be most effective in
meeting the manager's requirements for a common operating view of the faire?
Map, detail, and list elements are the most appropriate choices.

Which configuration setting for which functionality? (page 8-22)

Element functionality Answers Setting

Selecting a feature to pan the map Action General

The units of measurement will be feet Data

Data will only include the data for today Data Data

Updating the title for the fairgrounds map General

The selected feature will be the only one displayed Action Action

The description will include a hyperlink to the General

organization website

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Exercise 8B challenge solution

a Open your dashboard for editing.

Hint: From the My Content tab, in your TCFF Data folder, click your TCFF Field Activity
Dashboard, and then click Edit Dashboard.

b If necessary, expand the Selectors sidebar.

c From the Layout panel, click Sidebar, click Add Selector, and choose Category Selector.

d In the Category Selector options, from the Data tab, for Categories From, select Features, and
then select the EventAssets layer.

e For Filter, click + Filter, and then for Field For The Condition, choose Classification.

f Verify that Equal and Value are selected, and then for Select A Value, choose Commercial.

This setting will hide all assets that are not a commercial type.

g For Sort By, click Add Field, and then from the drop-down list, choose Name and verify that
the Sort Ascending button is selected.

h Click the Selector tab.

i For Label, type Select by Commercial Asset.

j Turn on None Option.

k For Label For None, type All Commercial.

l In the General section, for Name, type Vendor selector.

Now you will be able to tell which category selector you are viewing without opening the rest of
the settings.

m Click the Actions tab, and then click Filter.

n Under your TCFF Base map, turn on the EventAssets layer.

o Click Pan and turn on your TCFF Base map.

p Click Done.

Now you will test the selector on the main map.

q Verify that the Main Map is the visible map element and open the Selectors side panel, if

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Exercise 8B challenge solution
necessary.

r In the Selectors side panel, click Select By Commercial Asset and choose Defiant Quill.

s Click Select By Commercial Asset and choose All Commercial.

t Save the dashboard.

u Sign out of ArcGIS Online and close your web browser.

8-38
Appendix A
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Appendix A
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Appendix A
Esri data license agreement (continued)

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US embargoed country (including to a resident of any US embargoed country); (ii) any person or
entity on the US Treasury Department Specially Designated Nationals List; (iii) any person or entity
on the US Commerce Department Lists of Parties of Concern; or (iv) any person or entity where
such export, reexport, or provision violates any US export control laws or regulations including,
but not limited to, the terms of any export license or licensing provision and any amendments and
supplemental additions to US export laws.

Governing Law. This Agreement is governed by and construed in accordance with the laws of the
state in which training is being held or, in the case of training provided over the Internet, the laws
of the State of California, without reference to its conflict of laws principles.

A-3
 Appendix B
Answers to lesson review questions

Answers to lesson 1 review questions

1. Collections of vector or raster geographic data that can be added to create maps and scenes
for field apps are referred to as which of the following?

b. Layers

2. When setting up a group in ArcGIS Online, a group owner can control which aspects of the
group?
The three aspects are visibility, membership, and contribution privileges.

Answers to lesson 2 review questions

1. Which data collection efficiency techniques create drop-down options in field apps?
Domains and subtypes can be used to create drop-down options.

2. Which data capture field app is considered form-centric?

b. ArcGIS Survey123

Answers to lesson 3 review questions

1. Which publishing setting controls whether the user of the web map can edit the layers?

b. Configuration

2. How do the item details improve the use of the web map being published?
The item details provide information about the map, including tags and a summary of the
contents, which makes the web map easier to find and assess for use.

Answers to lesson 4 review questions

1. Which option will support an association between a feature class and a table used in ArcGIS
Field Maps?

b. Relationship class

B-1
 Appendix B
Answers to lesson review questions (continued)

2. What are some benefits of ArcGIS Field Maps?

Benefits of ArcGIS Field Maps include mapcentric data collection, remote access for
mobile workers, improved data currency, high-accuracy GPS, monitoring activity in real
time, and offline editing.

Answers to lesson 5 review questions

1. Which role in an ArcGIS Workforce project creates an assignment type?

c. Owner

2. What is the purpose of each of the two maps created for the ArcGIS Workforce project?
One web map is for the dispatchers to view the assignments, and the other map is for the
mobile workers.

Answers to lesson 6 review questions

1. Which ArcGIS Survey123 component uses XLSForms to create custom surveys?

b. ArcGIS Survey123 Connect

2. What are some benefits of using ArcGIS Survey123 to manage your field activities?
The benefits of using ArcGIS Survey123 to manage field activities include form-centric
data collection, smart forms, custom answer format, multipage format, offline support,
and feature reports.

Answers to lesson 7 review questions

1. Which aspect of an ArcGIS QuickCapture mobile app allows for users without training to use the
app effectively?
The large button interface allows for users to quickly begin using the app to collect data
in the field.

2. Which specific configuration option allows users of the mobile app to input custom

B-2
 Appendix B
Answers to lesson review questions (continued)

observations?
The Project User Input configuration allows users to type information about their
observation directly into the feature layer.

Answers to lesson 8 review questions

1. To customize your dashboard, you will need to add ________ and arrange them according to
the needs or requirements of your organization.

c. Elements

2. What is the default data source for elements in a dashboard?

a. Feature layers in the map element

B-3
Appendix C
Additional resources

Lesson 3 Resources

Create a web map for

ArcGIS Online • ArcGIS Pro Help: Create a feature template -

Lesson 6 Resources

Creating smart surveys

with XLSForms • ArcGIS Blog: Create assignments in the field with Survey123 -

Create a new survey with

ArcGIS Survey123 • ArcGIS Survey123: Create Surveys > XLSForm > Cascading and
Connect external selects -

Preparing to use a feature

layer in a survey • Esri Community: All Places > ArcGIS Survey123 > Blogs > Blog
Posts > How to enable supportsApplyEditsWithGlobalIDs on your
feature layer -

Lesson 8 Resources

ArcGIS Dashboards
elements • ArcGIS Dashboards: Dashboard elements -

Add interactivity to a
dashboard in ArcGIS • ArcGIS Dashboards: Resources
Dashboards • -ArcGIS Dashboards: Selectors -

C-1