ArcGIS Field Maps consists of two components: ArcGIS Field Maps Designer, which is the web application used to create and configure the required content and forms for data collection, and a mobile app, which is used to collect data in the field. Organizations can use ArcGIS Field Maps to create custom field data collection workflows that simplify the data collection process for their mobile workforce. In this lesson, you will learn how to create a web map in Field Maps Designer, how to configure web maps for data collection workflows in ArcGIS Online, and how to collect basic data in the Field Maps mobile app. Topics covered ArcGIS Field Maps benefits ArcGIS Field Maps Designer ArcGIS Field Maps mobile app interface ArcGIS Field Maps markup 3 ArcGIS Field Maps introduction 3-1
ArcGIS Field Maps is an intuitive, mapcentric solution that allows organizations to streamline field workflows. Using the ArcGIS Field Maps mobile app, mobile workers can explore web maps and collect and update data. ArcGIS Field Maps is a versatile solution that can be used by mobile workers to capture locations of assets using an internal or external GPS receiver, work in areas without a reliable data connection by taking maps offline, and capture sketches and notes in a markup layer. Figure 3.1. ArcGIS Field Maps has many benefits for data collection workflows in your organization. Organizations may realize the following benefits when moving field collection workflows to ArcGIS Field Maps. Mapcentric collection environment ArcGIS Field Maps removes the need for paper-based workflows and allows you to use a web map as the basis of data collection processes. The web map enables mobile workers to view contextual information during the data collection process, as well as interactively select assets or locations to collect data. Mobile worker support Mobile workers can use the ArcGIS Field Maps mobile app to access shared content. Having access to content in the mobile app allows mobile workers to review and collect asset data while in the field, which enables more independent and effective work outside the office. Mobile Lesson 3 ArcGIS Field Maps benefits 3-2
workers can also use markup in the mobile app, which enables the collecting and sharing of notes and sketches from the field. Configurable data-collection forms With configurable data collection forms in ArcGIS Field Maps, your field data collection interface can be customized to increase efficiency and reflect your desired workflow. Forms can employ basic formatting methods such as grouping, conditional visibility, and required fields to guide the data collection process. Forms can also utilize more advanced automation methods such as contingent values, form calculations, and arcade expressions to increase data collection efficiency. 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 improve the accuracy of data collected with real-time data correction. Real-time updates In a connected environment, mobile workers' inputs and locations can be seen in real time as they use the mobile app. This real-time data can be fed into ArcGIS Dashboards to monitor the status of ongoing field work and is immediately available for review and processing. Offline support 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. ArcGIS Field Maps benefits (continued) ArcGIS Field Maps introduction 3-3
ArcGIS Field Maps Designer is the web application that allows you to configure the map that will act as the foundation of your field operations. Field Maps Designer includes a variety of options for configuring the maps, forms, and app settings that will guide the workflow and define the capabilities of the Field Maps mobile app. Figure 3.2. ArcGIS Field Maps Designer contains several options for map configurations, form configurations, and app settings. Map configuration Maps and layers are the foundation of field operations and are integral to determining what data you can collect and how you can collect it. Mobile users will use maps to initiate the data collection process in the mobile app and will access layers within maps to review and collect data. Map configurations include a range of options to determine which maps and layers are available for use in Field Maps, as well as to define some capabilities and details of available maps. The following map configuration options are included: • Determine which maps are available to mobile workers. • Set sharing options. • Duplicate and delete maps. • Configure map item details. • Add or remove layers from a map. Lesson 3 Configuration options in ArcGIS Field Maps Designer 3-4
• Prepare a map for offline use. • Create and manage geofences and geotriggers. Form configuration Forms are based on layers and tables within the map and are a key component in determining how mobile users collect data and perform inspections. Form configuration options include the various methods available to customize forms and form elements, as well as the following options: • Add and format a variety of form elements. • Set default elements and element requirements. • Organize the sequence and grouping of form elements. • Manage input value lists. • Add Arcade expressions. App settings App settings in Field Maps Designer are used to configure the default app settings for mobile workers using the map in the mobile app. The following settings can be configured: • Location accuracy and confidence • GPS averaging • Streaming • Photo upload size • Show related tables • Snapping • Layer filters • Location sharing Mobile workers can modify many default settings from within the mobile app. However, some settings, such as configuring layer filters and requiring location sharing, can only be configured in Field Maps Designer. Configuration options in ArcGIS Field Maps Designer (continued) ArcGIS Field Maps introduction 3-5
ArcGIS Field Maps Designer grants users a range of configurable options to tailor field data collection workflows and the data collection experience to the needs of your organization. With Field Maps Designer, users can configure the web map, forms, and app settings for the web map when it is opened in the mobile app. Map configuration options Map configuration options relate to the web map being used in Field Maps and include basic information such as item details, sharing configurations, and visibility of the web map within the mobile app. Options also include offline capabilities and geofencing. Offline capabilities allow you to configure the web map for download in mobile apps so that users can access the web map and collect data when they do not have an active internet connection. Geofencing enables you to configure alerts when users enter or exit designated geofence areas. Form configurations options Forms used to collect data in the field are based on layers and tables within a web map. When a web map is active in Field Maps Designer, users can configure forms for any layers and tables included in the web map. Forms can be customized to accommodate a range of data collection needs. App setting options App settings enable you to configure default app settings for a web map when it is accessed in the mobile app. By configuring default app settings for all mobile users accessing a web map, you ensure a uniform data collection experience. You can also configure collection settings including location accuracy, which may have specific requirements for your organization. Lesson 3 The ArcGIS Field Maps Designer interface 3-6
While some settings can be changed by mobile users in the mobile app, several settings, such as offline capabilities, can only be configured in the app settings in Field Maps Designer. The ArcGIS Field Maps Designer interface (continued) ArcGIS Field Maps introduction 3-7
ArcGIS Field Maps enables you to create web maps and feature layers within the application. In this exercise, you will act as the GIS analyst for the Tri-County Farmer's Faire. To prepare for the upcoming Faire, you will need to initiate a new data collection project. You will begin this process by creating a new web map and feature layer with ArcGIS Field Maps Designer. In this exercise, you will perform the following tasks: • Open ArcGIS Field Maps Designer. • Create a new web map and feature layer. • Configure the web map. Exercise 3A Create a web map in ArcGIS Field Maps Designer 25 minutes 3-8
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 by your instructor, and then click Sign In. You are now signed in to your ArcGIS Online organizational account. Step 2: Create a new web map and feature layer To start a new data collection project for the upcoming Faire, you will create a new web map and layer in Field Maps. The instructions in this box are only necessary if you did not already complete the previous workflow from Exercise 2B. 1. From the ArcGIS Online organization home page, click Content. 2. Under Folders, click FIDA_Solutions_XXX. 3. Check the boxes next to items with titles beginning with Results_2B, and then click Move. 4. Select the TCFF Data <your initials> folder, and then click Save. a Near the top of the page, click the Apps button and choose Field Maps Designer. A new ArcGIS Field Maps Designer tab will open in your web browser, which displays the maps gallery in Field Maps. This gallery shows the web maps that are available for you to use in Field Maps. After you create a new web map, it will appear in the maps gallery. b Click New Map. A page will appear to guide you through the process of creating a new web map and layers. You will need to create at least one layer during this process. ArcGIS Field Maps introduction 3-9
c For Layer Name, type FaireSigns <your initials>. d Click Next to advance to the Layer Settings tab. If you wanted to use a high-accuracy GPS receiver or create a layer with 3D capabilities, you would enable those options on the Layer Settings tab. e Click Next to advance to the Title And Save tab. f Input the following information: • Map Title: Initial Faire Observations <your initials> • Feature Layer Title: Faire Signs <your initials> • Folder: TCFF Data <your initials> g Click Create Map. You created a new web map and layer that you can use to collect field data for the upcoming Faire. This map and layer will be the foundation that you build upon to develop a larger field data collection project. Step 3: Configure item details It is best practice to add information to the item details, or metadata, of your content. Item details will help you organize and navigate your content and will help others understand what each item contains. You will configure item details for the new web map and layer, which will help you as you develop more content for your Faire data collection project. a In your web browser, return to the Esri Training Services tab, which shows the home page for your organization. b Click Content. c Under Folders, open the TCFF Data <your initials> folder. The Initial Faire Observations web map and Faire Signs feature layer that you created in the previous step should be located in this folder, which you designated during the map creation process. d Click the Faire Signs <your initials> feature layer to open its item details page. e Next to the thumbnail, click Add A Brief Summary About The Item. f Type the following summary: Potential faire sign locations. g Click Save. Lesson 3 3-10
h Scroll down, and then next to Tags, click Edit. i Add the following tags, pressing Tab or Enter after each tag: • Tri-County Faire • Field Operations j Click Save. Now that you have written a summary of the layer and added tags, you will configure sharing options for the layer. k Next to Share, click Edit. l For Set Sharing Level, select Organization. m Click Edit Group Sharing. n Check the Faire Maintenance and Faire Management boxes, and then click OK. ArcGIS Field Maps introduction 3-11
The layer will be shared to users within the organization, as well as to the Faire Maintenance and Faire Management groups. o Click Save. Now that the item details for the layer are configured, you will follow the same process to configure item details for the web map. p At the top of the page, click Content. q Click the Initial Faire Observations <your initials> web map to open its item details page. r Update the item details using the following information: • Summary: Initial faire site observations. • Tags: Tri-County Faire and Field Operations • Sharing Level: Organization • Edit Group Sharing: Faire Maintenance, Faire Management Your new web map and layer now contain summary information and tags in their item details. These details will help others understand what the content contains and will make it easier to search for these items. The items have also been shared to the Faire Management and Faire Maintenance groups, whose members will use these items in field apps to support Faire Lesson 3 3-12
operations. Step 4: Add layers to your web map Next, you will open your new web map and add the Infrastructure and Access Roads layers that you previously published. These layers will give additional context information about the Faire site when you are collecting data in the field. a Near the top of the item details page, click Open In Map Viewer. b In the Layers pane, click Add. c In the Search field, type PublicWorks <your initials>, and then press Enter. d For the PublicWorks <your initials> feature layer, click Add. After you add the PublicWorks feature layer to the web map, the map view will zoom to the PublicWorks layers. e Next to Add Layer, click the Back button . The PublicWorks feature layer contains two individual layers. The layers are grouped together under one feature layer, so you will initially only see the Public Works feature layer in the Layers pane when you add it to the map. f In the Layers pane, next to the PublicWorks feature layer, click the Expand button . After you expand the PublicWorks feature layer, you should see the Infrastructure and AccessRoads layers listed in the Layers pane. To simplify the map layers, you will ungroup these ArcGIS Field Maps introduction 3-13
layers. g To the right of the PublicWorks feature layer name, click the Options button and choose Ungroup. You will also modify the order of the layers in your map. It is best practice to place point layers above line and polygon layers, and it is suggested to place working layers above static layers to increase visibility and ease-of-use. h Click and drag the FaireSigns layer above the Infrastructure layer. Your web map layers are now configured to optimize data collection workflows in the field. i In the Contents toolbar on the left side of the page, click the Save And Open button and choose Save. Your Initial Faire Observations web map is now saved with a total of three layers. The additional layers will help you as you prepare for the Faire by providing additional context information about the Faire site. Step 5: Symbolize map layers You will now symbolize all the layers in your web map. By configuring the symbols of these layers, you will make it easier to interpret the information presented by your map in the Field Maps mobile app. This will support your field operations by enabling you to make more informed observations while you are at the Faire site. a In the Layers pane, select the Infrastructure layer. Lesson 3 3-14
When a layer is selected in the Layers pane, it is marked by a blue vertical bar to the left of the layer name. You should ensure that the correct layer is selected before you begin making changes to the layer properties. b In the Settings toolbar on the right side of the page, click the Styles button . The Styles pane should be visible on the right side of the page. You will use the Styles pane to configure symbols for each of your map layers. c In the Styles pane, under Choose Attributes, click Field. d In the Add Fields pop-up, select Type, and then click Add. The features in the Infrastructure layer are now symbolized as unique symbols based on their type of infrastructure. You will now symbolize the AccessRoads layer to make all the road features black. e In the Layers pane, select the AccessRoads layer. f In the Styles pane, under Pick A Style, click Style Options. g Under Symbol Style, click the Edit button . ArcGIS Field Maps introduction 3-15
A new Symbol Style window appears. This window contains a variety of options to customize the symbol for your AccessRoads layer. h In the Symbol Style window, for Color, click the Edit button . i In the Select Color pop-up, in the Hex # field, type 000000 and press Enter. Lesson 3 3-16
Hex number 000000 represents the color black. If you know the Hex number for a color, typing it into the Hex # field is a quick way to select a color. j In the Select Color pop-up, click Done. k In the Style Options pane, click Done. All AccessRoads features in the map are now black. Next, you will symbolize the FaireSigns layer to make sign features easily distinguishable from features in the Infrastructure point layer. l In the Layers pane, select the FaireSigns layer. m In the Styles pane, under Pick A Style, for Location (Single Symbol), click Style Options. n Under Symbol Style, click the Edit button . o In the Symbol Style window, under Current Symbol, click Basic Point. p Select the diamond shape, and then click Done. ArcGIS Field Maps introduction 3-17
q In the Style Options pane, click Done. FaireSigns features will now be symbolized with an orange diamond symbol. There are currently no features for this layer, so you will need to create new features before you will see this symbol on the map. However, you can open the map legend to see a breakdown of all the new symbols for your layers. r In the Contents toolbar, click the Legend button . Lesson 3 3-18
The symbols for the three map layers are unique and easily distinguishable from each other. It is highly recommended that you review your map legend before you begin collecting data in the field. By reviewing the symbols ahead of time, you can ensure that the visual components of your map will be easy to interpret and will best support your data collection process. s In the Contents toolbar, click the Save And Open button and choose Save. You have now uniquely symbolized all the layers in the Initial Faire Observations web map. These symbols will be easy to interpret in the Field Maps mobile app and will support your data collection process as you prepare for the upcoming Faire. Step 6: Add new features In this step, you will add new features to the FaireSigns layer. These features will represent potential sign locations for the Faire and will help guide you as you visit the Faire site to make initial field observations. a In the Contents toolbar, click the Layers button . b In the Layers pane, select the FaireSigns layer, if necessary. c In the Settings toolbar, click the Edit button . ArcGIS Field Maps introduction 3-19
The Editor pane should now be visible on the right side of the page. You will use the Editor pane to create new features for the FaireSigns layer. d In the Editor pane, under Create Features, under FaireSigns, click New Feature. e In the map, navigate to the intersection of S Chambers Rd and E Alameda Pkwy, located to the southwest of the Faire site, and click the northeast corner of the intersection, as shown in the following graphic. To zoom in and out of the map, use your mouse wheel or the Zoom In and Zoom Out buttons in the lower-right corner of the map view. A marker for the new FaireSigns feature has been placed at the intersection. f At the bottom of the Create Features window, click Create. The new FaireSigns feature has now been added to the layer. g Repeat this workflow to create three additional FaireSigns features, using the following graphic as a reference. Lesson 3 3-20
After you are finished, you should have four total FaireSigns features on your map. To exit edit mode, click the Edit button in the Settings toolbar or press Esc on your keyboard. h In the Contents toolbar, click the Save And Open button and choose Save. i Keep the web browser open for the next exercise. You created new features for the FaireSigns layer to mark potential sign locations for the upcoming Faire. With these points as a reference and your web map and layers configured, you are ready to visit the Faire site to collect initial field observation data using the ArcGIS Field Maps mobile app. ArcGIS Field Maps introduction 3-21
The ArcGIS Field Maps mobile app contains a variety of app settings that can be configured to customize the data collection experience and meet the needs of the data collection workflow. Default app settings can be configured in ArcGIS Field Maps Designer, and mobile users can modify some settings directly in the mobile app. In this activity, you will explore the key app setting configurations available for the mobile app. Instructions a Open a web browser and navigate to ArcGIS Field Maps Help: Configure the map. b From the list of topics on the right side of the page, click App Settings. c Explore the App Settings documentation to answer the following questions. To return to the App Settings documentation after selecting a subtopic, click the web browser's back button. 1. What are some reasons for reducing the photo size for attached photos? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. How does snapping impact the data collection process? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 3. What is the purpose of enabling the setting to allow editing multiple features at once? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Lesson 3 Explore app settings for the Field Maps mobile app 3-22
The interface of the ArcGIS Field Maps mobile app contains some key features. Knowing the layout of the interface and understanding how these key features function will give you insight into how best to configure the map, forms, and app settings with ArcGIS Field Maps Designer. Maps page The Maps page contains the maps that are available for use by mobile users when working with the mobile app. Maps are made available based on ownership and group membership but can also be hidden from users with Field Maps Designer. Category Description Current Current map being used for data collection On device Maps and map areas that have been downloaded for offline use Favorites Maps that you have set as favorites (If you have multiple maps available in the mobile app, setting map favorites will enable faster navigation to these maps.) My maps Maps that you own and that are available for use The ArcGIS Field Maps mobile app interface ArcGIS Field Maps introduction 3-23
Category Description Groups Groups of which you are a member and that have maps shared for use by members Profile page The profile page contains the settings for the mobile app. App setting defaults can be configured in Field Maps Designer, and most app settings can be modified by the user in the mobile app. The following table summarizes some key features of the profile. Category Description Account Sign in and out of the Field Maps mobile app. Collection settings • Manage location-related settings such as location accuracy and confidence levels, GPS averaging, and data collection via streaming. • Manage data-collection settings such as photo re-sizing, showing related types, and snapping. Location settings Set up a GPS provider, define a location profile, and configure location alerts. Lesson 3 The ArcGIS Field Maps mobile app interface (continued) 3-24
Category Description General settings Determine measurement units, select a preferred navigation app, configure syncing capabilities, and control cellular data usage. Map interface After you select a map from the maps page, you will be taken to the map interface. This interface is where you will explore the map and its layers, interact with assets, observations, and markup, and collect data. Interface Description Map Contains the map that you selected from the maps page. Field Maps is mapcentric, so this is your primary tool to explore the map and interact with map features. You can explore the map by panning, zooming, and rotating the map. You can interact with features by tapping them in the map. Panel When you tap a feature in the map, a panel opens at the bottom of the screen. This panel will contain any data collection forms for the selected feature, as well as display information and options available for the selected feature. The ArcGIS Field Maps mobile app interface (continued) ArcGIS Field Maps introduction 3-25
Interface Description Layers Displays a list of feature layers and markup layers. You can use the layers list to review available map layers, toggle layer visibility, and see notifications for layer errors. If you have configured layer filters in Field Maps Designer, you can also use the layers list to filter layer features. Search Search for addresses, places, assets, and observations in the map. The search interface will also display previous search results and any favorites that you saved for the map in the mobile app. Overflow Access a range of tools and web map components: • Select a basemap • View and use bookmarks • View the legend • Use the measure tool • Add markup to the map • Share the map Lesson 3 The ArcGIS Field Maps mobile app interface (continued) 3-26
Markup provides a means for mobile workers to take notes and draw sketches within the ArcGIS Field Maps mobile app. Markup enables mobile workers to collect, store, and share information from the field that might not otherwise be accounted for in the current field operation workflow. Figure 3.3. Markup in ArcGIS Field Maps enables mobile workers to take notes and draw sketches while using the mobile app. Managing markup layers You can create and maintain multiple markup layers in the ArcGIS Field Maps mobile app. When you install the app on your mobile device, an initial markup layer named Markup is created. Markup is added to this initial layer by default. You can create additional markup layers and rename any of your markup layers to suit your needs. Upon creation, markup layers are saved locally to your mobile device. These layers remain on your device as they were captured and are not affected by changes made to the web map or the layers within. You can also delete markup layers from your device, but Field Maps requires that you maintain at least one markup layer. If you uninstall ArcGIS Field Maps from your mobile device, any markup that has not been shared will be lost. Sharing markup Markup can be shared to users, mobile devices, and ArcGIS Online and ArcGIS Enterprise organizations. Markup is shared to users and devices as either raw markup files or image files, as Taking notes and drawing sketches with markup ArcGIS Field Maps introduction 3-27
well as to organizations as raw markup files. Raw markup files shared to users or devices can be opened in the Field Maps mobile app as if the file had been created on that user's mobile device. Raw markup files shared to organizations can be used in ArcGIS Field Maps Designer or opened in ArcGIS Pro, ArcGIS Online, or ArcGIS Enterprise. When sharing markup, you are sharing a copy of the layer. Changes made to the original markup layer are not reflected in the shared markup layer, and changes made in the shared markup layer do not affect the original markup layer. Lesson 3 Taking notes and drawing sketches with markup (continued) 3-28
Now that your map has been configured for use in the field, it is ready to be used in the ArcGIS Field Maps mobile app to begin collecting data. To begin preparations for the Faire, you will use the mobile app at the Faire site to record initial field observations as notes and sketches using markup. After you have finished your initial site visit, you will share your field notes with your organization and review the markup with team members. In this exercise, you will perform the following tasks: • Open the ArcGIS Field Maps mobile app. • Record notes and sketches as markup. • Share markup to your organization. Exercise 3B Collect field notes in the ArcGIS Field Maps mobile app 25 minutes 3-29
Step 1: Sign in to the Field Maps mobile app In this step, you will open the ArcGIS Field Maps mobile app and sign in to your organization account. The instructions in this box are only necessary if you did not already complete the previous workflow from Exercise 3A. 1. From the ArcGIS Online organization home page, click Content. 2. Under Folders, click FIDA_Solutions_XXX. 3. Check the boxes next to items with titles beginning with Results_3A, and then click Move. 4. Select the TCFF Data <your initials> folder, and then click Save. a On your mobile device, open the ArcGIS Field Maps mobile 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. You are now signed in to the mobile app and have access to the content that you previously configured to begin collecting data for Faire preparations. Step 2: Open a web map After signing in, you see the Maps page that lists your available maps based on ownership and group membership. The maps listed under My Maps includes the Initial Faire Observations web map that you own. The Groups list includes the Faire Maintenance and Faire Management groups. 1. Why does the Groups list include Faire Maintenance and Faire Management groups? __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ You will open the Initial Faire Observations web map and prepare to record notes about the Faire site. a Under My Maps, tap the Initial Faire Observations <your initials> web map. Lesson 3 3-30
b If prompted, allow Field Maps to use your location while using the app. The top of the map may show a warning about GPS accuracy based on the quality of your device location. Because you elected to use your current location, the map will open to your location, not the Faire site. To make it easier to navigate to the Faire site, you will use the search functionality to find the site and then create a favorite. c At the top of the app, tap the Search button or . Depending on your 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. f In the bottom panel of your screen, under Places, tap Delaney Round Barn. g Slide the bottom panel titled Delaney Round Barn up, and then tap Favorite. h In the New Favorite dialog box, type Delaney Round Barn and tap OK. ArcGIS Field Maps introduction 3-31
The Delaney Round Barn location is saved as a favorite. You can access this favorite location by tapping the Search button or . You opened your Initial Faire Observations web map and navigated to the Faire site. Adding the site to your favorites will allow you to quickly zoom to the location when using the mobile app. Step 3: Create markers As you begin to explore the potential sign locations that you added to the FaireSigns layer, you will begin recording notes using markup. You will start at the northernmost sign location and then work your way south and east. a Zoom and drag the map to the northernmost sign, located at the intersection of N Chambers Rd and E 1st Ave. While reviewing this location, you think a sign would be best located at the southwest corner of this intersection. b Tap the Overflow button or and choose Markup. You are now in markup editing mode. In editing mode, there are two ways to create markup. Pressing and holding at a location will create a Marker at that location while pressing and dragging along the screen will begin drawing a line as a Sketch. You can add labels and notes to both Markers and Sketches. If you need to delete a markup, you can do so in markup editing mode. Tap the markup that you want to delete, and then tap the trash can icon at the bottom of the screen. c Press and hold at the southwest corner of the intersection to create a Marker. Lesson 3 3-32
d Drag the Marker panel up, if necessary. e In the Marker panel, add a label: • For iOS, tap Label, if necessary, and then tap Add A Label. • For Android, tap Add A Label. f Type Sign location, and then tap OK. Now that you have labeled the marker, you will add a note to provide additional information. g In the Marker panel, tap Notes or Add A Note. h Type This is the preferred location for a sign. i Tap the X at the top right of the Marker panel to close it. j Tap the new marker feature on the screen. ArcGIS Field Maps introduction 3-33
If you would like to review any of your markup features, simply tap the features while in markup editing mode. To edit the Label or Note information, tap Label or Note within the Marker panel. k To exit editing mode, tap Done or X at the top of the screen. You will now travel south to visit the next potential sign location. You can navigate around the map while in editing mode, but it is easier to do so while not in editing mode. l Navigate south along S Chambers Rd until you see the FaireSigns feature by the Delaney Round Barn location that you previously set as a favorite. m Tap the Overflow button or and choose Markup. n Press and hold to create a marker at the entrance of the road entering the site. o In the Marker panel, tap Label or Add A Label. After you have created a label, that label text will be available in a drop-down menu to use for future markup. You will add a new label for this marker. p Tap Add A Label. q Type Note to security, and then tap OK. r Add the following note: This entrance will experience high traffic. Post security here to Lesson 3 3-34
direct traffic. To differentiate markup with the Note To Security label from markup with the Sign Location label, you will change markup colors. s At the bottom right of the screen, tap the markup color icon, and then select green. By modifying markup colors, you can make it easier to review your field notes. t Tap the X at the top right of the Marker panel to close it. You added markers as markup based on your initial observations at the Faire site. The labels and notes that you included will help you and your team members as you prepare for the upcoming Faire. Step 4: Draw sketches Now that you have added markers with notes, you would like to draw sketches to add additional details about your observations at the Faire site. a Ensure that markup editing mode is still enabled. For the entrance road to the Faire site parking lot, you want to draw sketches that show how security members should direct traffic. You think the best approach is to have traffic leaving the ArcGIS Field Maps introduction 3-35
parking lot to exit and turn right. b Press and drag on the map to sketch a line exiting the Faire site and then turning north. To show the direction of flow, you will change the line into an arrow c At the bottom of the Markup panel, click the Arrow button. Lesson 3 3-36
The Markup sketch is now represented by an arrow leaving the parking lot, which indicates that traffic will be directed to leave the Faire site, then turn north. d Tap Add A Label, and then use the drop-down menu to select Note To Security. Because you previously configured the Note To Security label to symbolize as green, the arrow will also be symbolized as green. e Add the following note: Traffic exits to the north. ArcGIS Field Maps introduction 3-37
You have drawn your first markup sketch. This sketch will add additional information to help your security team with planning for the Faire. f Tap the X at the top right of the Sketch panel to close it. Now you will draw a second arrow to add the remaining traffic information for this location. g Press and drag on the map to sketch a line coming from the south and turning right to enter the Faire site. h At the bottom of the Markup panel, click the Arrow button. i Add a label and note: • Label: Note To Security • Note: Traffic enters from the south. Lesson 3 3-38
You have drawn a second markup sketch, which will help outline the flow of traffic at the Faire entrance. j Tap the X at the top right of the Sketch panel to close it. In this step, you added two sketches to markup. Step 5: Share the markup You have finished collecting markup notes and sketches from the Faire site, and now you are ready to share your markup to your organization. a Ensure that you still have markup editing mode enabled. b Initiate the sharing process. • On iOS, at the bottom right of the screen, tap the iOS Sharing button, tap Markup Layer, and then tap ArcGIS Online. • On Android, tap the Overflow button , and then tap Share To ArcGIS Online. c For Name, type Markup - Initial Faire site observations <your initials>. ArcGIS Field Maps introduction 3-39
d Under Share with, select Esri Training Services. e Under And These Groups, select Faire Management <your initials> and Faire Security <your initials>. f At the top right, tap Save or the check mark to share the markup to your organization. Your markup has been shared to your organization, as well as to the Faire Management and Faire Security groups. Both groups will benefit from being able to review the information in the markup while preparing for the upcoming Faire. Step 6: Review the shared markup Now that you have shared your markup layer, it is time to review it in ArcGIS Online. a Return to the web browser tab with the Initial Faire Observations map. b At the top left, click the Menu button and choose Content. c Under Folders, navigate to the root folder. Hint: The root folder name is based on your username and is marked by an icon that resembles a house. Lesson 3 3-40
You should see the new markup item titled Markup - Initial Faire site observations. Markup shared to your ArcGIS Online organization will be loaded to the root folder by default. d Check the box next to the markup item, and then click Move. e Select the TCFF Data <your initials> folder, and then click Save. f Navigate to the TCFF Data <your initials> folder. g To the right of the markup item, click the More Options button and choose Open In Map Viewer Classic. Markup is currently only supported in Map Viewer Classic in ArcGIS Online. A new web map opens in Map Viewer Classic, with your markup as a layer. h In the Contents pane, expand the Markup - Initial Faire Site Observations layer. Markup will contain separate layers for your markers and sketches. You will review the tables for both layers to verify the information that you collected while in the field. i Point to the Markers layer, and then click the Show Table button . ArcGIS Field Maps introduction 3-41
The table contains information about both markers that you collected while at the Faire site. j Point to the Lines layer, and then click the Show Table button . You verified that both the markers and sketches have been accurately recorded. k Close your web browser. You successfully created and shared markup in the ArcGIS Fields Map mobile app while at the Faire site. When it was shared, you reviewed your field notes in ArcGIS Online. This information will help you and your team as you prepare for the upcoming Faire. Lesson 3 3-42
1. What are some benefits of ArcGIS Field Maps? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. What are some methods to use and share markup in ArcGIS Field Maps? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Lesson review ArcGIS Field Maps introduction 3-43
Explore app settings for the Field Maps mobile app (page 3-22) 1. What are some reasons for reducing the photo size for attached photos? • Large photos increase the size of your database. • Smaller photos mean less data to store. • Smaller photos make sync times faster when working offline. 2. How does snapping impact the data collection process? Snapping enables users to snap data to existing points or vertices (either point features, or vertices along a line or polygon boundary) to ensure that assets and observations are placed accurately. 3. What is the purpose of enabling the setting to allow editing multiple features at once? If mobile users need to perform similar edits or inspections for multiple features, they can save time by selecting multiple features in the web map and performing all edits or inspections at once. Exercise 3B: Collect field notes in the ArcGIS Field Maps mobile app (page 3-29) 1. Why does the Groups list include Faire Maintenance and Faire Management groups? These groups are listed because you are a member of the groups, and the groups have a map available for use in the Field Maps mobile app. Answers to Lesson 3 questions 3-44
Forms in ArcGIS Field Maps are used to control the appearance and behavior of the data collection experience for mobile workers. Using ArcGIS Field Maps Designer, you can create and configure forms that mobile workers will use to read, enter, and update to collect data, as well as to perform inspections. Topics covered ArcGIS Field Maps form configuration options ArcGIS Field Maps form elements Configuring forms using ArcGIS Field Maps Designer Collecting data using ArcGIS Field Maps 4 Configuring forms for data collection in ArcGIS Field Maps Designer 4-1
Forms are designed to create a better, more informative interface for ArcGIS Field Maps users when collecting data using a mobile device. Instead of presenting mobile workers with a complicated list of field names, forms can pose questions and offer hints arranged to guide the user through the collection process. An informative interface is created by adding configurable elements to forms. Elements can include field elements, which are based on existing fields of a layer, as well as basic and choice type elements, which create new fields for a layer when added to a form. Using custom data collection forms created with configurable elements, you can create a curated data collection experience that can add context to questions, guide users through an efficient data collection workflow, and improve data quality. Figure 4.1. With ArcGIS Field Maps, you start with a feature layer, then create a custom form using configurable elements in ArcGIS Field Maps Designer, and finally deploy the form to the Field Maps mobile app for data collection. Lesson 4 ArcGIS Field Maps forms 4-2
ArcGIS Field Maps enables mobile workers to collect data and perform inspections using a mobile device. To accomplish tasks, mobile workers fill out and submit forms. These forms are configured in ArcGIS Field Maps Designer based on editable layers and related tables added to a map. When you add editable layers and related tables to a map, you can configure forms for them in Field Maps Designer. Based on the initial schemas of these layers and tables, you can add their fields as field elements to forms. You can also add other form elements to forms to expand on the data that you are able to collect. Form elements are added as new fields to the layers and tables. As mobile workers collect data and perform inspections, the features and records are saved to these layers and tables, and the information is stored in the corresponding fields. The following table lists some form-building capabilities in Field Maps Designer. Capability Description Place and order elements The order in which the elements display can be set in the form. Elements can also be removed entirely. Add form elements Form elements that allow users to input information such as date/time, 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. Group elements To help manage larger forms, elements can be placed into groups to help improve the data collection by aggregating common entries, and the groups can be collapsed when not in use. Form configuration options Configuring forms for data collection in ArcGIS Field Maps Designer 4-3
Capability Description Format element properties Depending on your data needs and collection workflow, you can configure a range of properties for an element. Configurable element properties include: • Display name • Minimum and maximum text length requirements • Read-only • Required Lesson 4 Form configuration options (continued) 4-4
In ArcGIS Field Maps Designer, you begin configuring a form by dragging form elements onto the canvas. Form elements define the type of information that mobile workers will provide when completing the form. You can add field elements to the form to collect data based on existing fields within the layer's attribute table, or you can add new fields to the layer's attribute table by adding other elements to the form. You will review Field Maps help documentation to see the options available for customizing your data collection workflow by adding basic and choice form elements to a form. Instructions a In a web browser, open the ArcGIS Field Maps Help: Configure the form documentation. b On the right, from the list of topics, click Add Basic Form Elements. c Read the Add Basic Form Elements and Add Choice Form Elements sections to answer the following questions. 1. What are the kinds of basic form elements, and what are the field types created for these elements? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. Every form element requires a value for which three properties? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 3. If the field for an element is a string type, which property also requires a value? _____________________________________________________________________________________ _____________________________________________________________________________________ Identify form elements Configuring forms for data collection in ArcGIS Field Maps Designer 4-5
4. What are the differences between the choice form elements? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Lesson 4 Identify form elements (continued) 4-6