Migrating Workforce Projects from Beta

Document created by jshaner-esristaff Employee on Jul 19, 2016
Version 1Show Document
  • View in full screen mode

We realize that many of our Beta customers are using Workforce for ArcGIS in production environments and are not able to discard their Workforce Projects from Beta and start fresh with a new Workforce Project created from 1.0.0.  For this reason, we're providing the information on what updates are needed in order to have the same user experience at the 1.0.0 release of Workforce as with the Workforce Beta.

 

Note: Baring an unforeseen issues, we will support these projects and do everything we can to correct issues reported with such a project.

With the Workforce for ArcGIS mobile app, you'll notice that when you open the details of an assignment, the Action button is no longer present.  This will happen for any Workforce Project created during the Beta period.  We've changed how App Integrations are configured for the 1.0.0 release.  Follow the steps below to configure App Integrations for your project, once configured, the Action button will be available.

 

Add Navigator for ArcGIS integration

At the 1.0.0 release, every Workforce Project comes with Navigator app integration.  Workforce Project from Beta will need to have Navigator for ArcGIS app integration added manually by following these steps:

  1. Click the Configure command on the Workforce Project card in the web app.
  2. Click the Advanced tab.
  3. Expand the App Integration section.
  4. Click Add next to Navigator for ArcGIS.

 

Note: Navigator for ArcGIS 2.0 or higher is required to integrate with Workforce for ArcGIS

 

Add Collector for ArcGIS or Survey123 for ArcGIS integration

In order to use Collector for ArcGIS or Survey123 for ArcGIS at the 1.0.0 release, you will need to configure integration for each app.  If the app integration is not configured, the option to “Collect at Assignment” or “Open Survey123” will not be available.

 

  1. Click the Configure command on the Workforce Project card in the web app.
  2. Click the Advanced tab.
  3. Expand the App Integration section.
  4. Click Add for either Collector or Survey123 and select which web map or survey form you want to use for the integration.

 

Note: Collector for ArcGIS 10.4 or higher and Survey123 for ArcGIS 1.6 or higher are required to integrate with Workforce for ArcGIS

 

 

Change Display Field for the Workers feature service from “Name” to “name”

  1. Click the Configure command on the Workforce Project card in the web app
  2. Open Dispatchers web map in ArcGIS Online Map Viewer from the bottom right area of the Overview tab
  3. On the Workers layer, click More Options …, and click Create Labels.
  4. In the Labels dialog, change the Text: from {Name} to {name}]
  5. Click OK
  6. You’ll now see Labels enabled and displaying for the Workers.
  7. Repeat the same steps with the Workers web map.  Note that, at this time, we do not support labeling in the Mobile app.

 

At this time, these are the only changes required for Workforce Projects created in Beta to be used with Workforce 1.0.0 release.

1 person found this helpful

Attachments

    Outcomes