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How to share a custom UI in ArcGIS Pro?

CharlesBailey3

Is there any way to share the UI customizations in ArcGIS Pro through a template? I need to use a project package but the pane arrangement, visibility etc. is not carried with the package. I need something similar to the 'Normal.mxt' template in ArcMap which will honor the changes to the default UI and share them along with the package. Is this possible? Thanks, cob

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DanPatterson_Retired

Share Project and what it will share

Project Template and what it does

But as you have found, there is no mention of the UI. IF it is mission critical and your data are all locally organized, relative to the *.aprx, then old-school, zip and ship seems to be about it

CharlesBailey3

The project has local data and hosted feature services shared with the org

account, as well as a task item requiring two add-ons that are sent in the

attachments. Can zip and ship handle that? Thanks, cob

DanPatterson_Retired

You can try by moving the zip and unzipping on the machine beside you... assuming you have a 2nd

JorgeFrade_Martnez_1-1623400616813.png

CharlesBailey3

Yes. It doesn't work on several levels right off the bat. The UI settings

are still not honored, and the script tool in the first step cannot be

found, even though it shows up in the catalog folder where it should be. It

does however seem to maintain the data sources from local and hosted data.

Any other ideas? Thanks Dan - cob

KoryKramer

If there is something about panes or tabs along with visibility of layers, etc. that are important to a workflow that you're sharing with others, consider setting up a Task for the workflow: What is a task?—ArcGIS Pro | ArcGIS Desktop

Those things can be controlled by the Task author so when a user gets to a step where you need a certain layer to be selectable (and all other not selectable) a certain tool to be activated, a specific contextual tab to be showing, etc. all of that can be set up for the person running the Task.

CharlesBailey3

Yes, that's what I've been working with. Although the contents can be

manipulated to some extent with each step (as long as you are not working

with an active layout), I don't see how to make tabs or panels visible from

within that menu or anywhere else in the task designer. I am running a

command as a step which displays the contents pane, but by default it

displays over the top of the task pane - see the attached image for

details. The reason I need both visible is due to another bug in the task

process - at this point a task step cannot be configured to run a

definition query or selection layer command. Our users are all new to

ArcGIS Pro... we are trying to use the task as a tutorial launching pad but

they are understandably confused when the task pane is suddenly hidden from

view.

arcgis pro task UI issue.png

KoryKramer

I think what you're running into is https://community.esri.com/ideas/11404 but maybe Amir Bar-Maor‌ or Jason Camerano‌ could confirm.

CharlesBailey3

Yeah it's similar, but I'm working with UI panes rather than map views - it

should really just conserve the state of the settings with the project when

it is saved. It does this on the original machine so there's some

incarnation of a 'normal' template saved somewhere, but apparently it can't

be transferred to a recipient machine in Pro. I hesitate to ask, but is

this something that might be addressed through a custom configuration? I

went through the tutorials and saw that the ribbon tabs could be

manipulated, but not sure about the UI panes. Even if so it wouldn't be a

feasible solution for us - we'd have to set up a shortcut to the config on

each user's machine and we are spread out all over the state. But I was

just curious if the dev team considered this to be the Pro way to share UI

settings across computers. Thanks - cob

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JillHalchin

You can share a lot of the customizations.

These might be helpful.

This is great, but are you saying these customizations can be shared in a

project, template or package? It seems to me that all of these settings are

saved on the user's local machine and not in the project or template or any

where else I can find... please correct me if I'm wrong... thanks, cob

JillHalchin

It doesn't look like the interface customizations, favorites, etc. go with a package, template or project. Those are in files in your user profile on your machine (user/appdata/...). The hacks that I linked to tell you which folders/files in your profile will contain the customizations. You can copy those files from your machine and put them on another person's computer, or on another computer that you use. Because the files go in the user profile, each person who uses the computer will need the files added to their personal profile.