Customize or configure the new Assignments page

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09-27-2016 05:37 PM
TomRippetoe
Occasional Contributor

Is there a way to customize or somehow configure the 'Create an Assignment' page?  Specifically, i'd like to

  1. automatically generate an 'ID' value.  We currently have a manual process/routine to create an ID (we use the term 'case number' for id) based on year and a count of cases previously created. So the last case number might be 16-0097 and the new assignment would have a case number of 16-0098. 
  2. somehow parse out some of the info on the form to create/populate a custom-url the Survey123 survey associated for the task and paste that to the 'Description' text box. For example, auto populate the URL with the case number, lat and lon, street address etc.

These things can be generated manually for sure, but it would make integrating Workforce into the existing workflow much easier and cleaner if they were auto generated when creating a new assignment.

Thanks,

Tom 

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CraigGillgrass
Esri Regular Contributor

Tom,

We do not provide the ability to customize the Create Assignment page, on the specific requests:

1. We are looking at providing this capability once other work is completed within ArcGIS platform.

2. There's a few ways you can do this; one idea is to use a Python script to parse out the pieces of the form that are needed to construct the URL scheme for Survey123 and include it in the Description.  This can all be done through Python.  You can use this post from the Survey123 team to help understand the URL scheme; https://community.esri.com/groups/survey123/blog/2016/07/30/understanding-survey123s-custom-url-sche... .  We do plan on improving our App Integration support in future releases to provide the ability to pass more information between Workforce and Survey123.

Craig

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3 Replies
CraigGillgrass
Esri Regular Contributor

Tom,

We do not provide the ability to customize the Create Assignment page, on the specific requests:

1. We are looking at providing this capability once other work is completed within ArcGIS platform.

2. There's a few ways you can do this; one idea is to use a Python script to parse out the pieces of the form that are needed to construct the URL scheme for Survey123 and include it in the Description.  This can all be done through Python.  You can use this post from the Survey123 team to help understand the URL scheme; https://community.esri.com/groups/survey123/blog/2016/07/30/understanding-survey123s-custom-url-sche... .  We do plan on improving our App Integration support in future releases to provide the ability to pass more information between Workforce and Survey123.

Craig

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TomRippetoe
Occasional Contributor

Thanks Craig.

Regarding your suggested approach to (2)...... so first the assignment is created/saved, then use a python script to pull data from the 'assignments' feature class to build the URL string, then edit that assignment description adding in the URL. Is that what you had in mind?

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CraigGillgrass
Esri Regular Contributor

Yes, that's what I was thinking.  A few other sites have followed a similar workflow with success.

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