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Workforce - Migrate Assignments to different Account

JonathanGroves

I look after Workforce for an Enterprise Client organisation.

They have just procured an on-prem instance of ArcGIS and I am migrating the Assignments from the old (ArcGIS Online Workforce) to new (private Workforce) instance.

I have created a new Project, set up the required Assignment Types and given the Users the right Roles.

I have exported all the Assignments from the old instance using the Python standalone script export_assignments_to_csv.

I am editing the produced CSV file to make it compatible with the create_assignments_from_csv Python standalone script so that I can use this to upload the Assignments from the ArcGIS Online to the private Workforce...

I have a bunch of Status field entries in my export, which I imagine reflect the Completed/In Progress/Paused etc status of each task - but the create_assignments documentation does not say that I can import these.

Please advise how I can import the status fields?

Or... is there a better way to achieve what I'm trying to do?

Thanks so much in advance for your help.

Jonathan

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cgillgrass

Hi Jonathan,

A couple things you're going to want to keep in mind when migrating a Workforce Project and it's data to another project:

Workforce uses a Coded Value Domain for storing the Assignment Types, so there may be gaps in the code for the Assignment Types. You'd see this in the new Assignments feature service when viewing the data.
For the Workers and Dispatchers; the same issue can arise; you may have gaps in the ObjectID field for each of the feature services could cause issues in the new project. You can also see this in the feature service data.

Can you go into a little more details on your comment about not being able to import the status fields? This should just work; the codes for the status fields should match up with the status field values in the new project.

Craig

JonathanGroves

Hi Craig.

Thanks for your reply.

Yes, I’d noticed the coded type values: I have created dummy assignments containing each type with the type name as text in the description. As you note, the same issue arises with Workers but I have included all the variations in dummy assignments similarly. (This Project only has one Dispatcher.) Exporting these dummy assignments using the download to CSV script, then inspecting the CSV reveals the correlation between keys and values, so I can then search and replace in my input file with ease.

Regarding the Status field... the documentation for the create_assignments_from_csv script does not mention Status as one of the available fields. What column header text must I use?

The code in the create_assignments_from_csv.py script which handles passed parameters from the script invocation shows this:

if __name__ == "__main__":
    # Get all of the commandline arguments
    parser = argparse.ArgumentParser("Add Assignments to Workforce Project")
    parser.add_argument('-u', dest='username', help="The username to authenticate with", required=True)
    parser.add_argument('-p', dest='password', help="The password to authenticate with", required=True)
    parser.add_argument('-url', dest='org_url', help="The url of the org/portal to use", required=True)
    # Parameters for workforce
    parser.add_argument('-pid', dest='projectId', help="The id of the project to add assignments to", required=True)
    parser.add_argument('-xField', dest='xField', help="The field that contains the x SHAPE information", required=True)
    parser.add_argument('-yField', dest='yField', help="The field that contains the y SHAPE information", required=True)
    parser.add_argument('-assignmentTypeField', dest='assignmentTypeField',
                        help="The field that contains the assignmentType", required=True)
    parser.add_argument('-locationField', dest='locationField',
                        help="The field that contains the location", required=True)
    parser.add_argument('-dispatcherIdField', dest='dispatcherIdField',
                        help="The field that contains the dispatcherId")
    parser.add_argument('-descriptionField', dest='descriptionField', help="The field that contains the description")
    parser.add_argument('-priorityField', dest='priorityField', help="The field that contains the priority")
    parser.add_argument('-workOrderIdField', dest='workOrderIdField', help="The field that contains the workOrderId")
    parser.add_argument('-dueDateField', dest='dueDateField', help="The field that contains the dispatcherId")
    parser.add_argument('-attachmentFileField', dest='attachmentFileField',
                        help="The field that contains the file path to the attachment to upload")
parser.add_argument('-workerField', dest='workerField', help="The field that contains the workers username")
    parser.add_argument('-dateFormat', dest='dateFormat', default=r"%m/%d/%Y %H:%M:%S",
                        help="The format to use for the date (eg. '%m/%d/%Y %H:%M:%S'")
    parser.add_argument('-timezone', dest='timezone', default="UTC", help="The timezone for the assignments")
    parser.add_argument('-csvFile', dest='csvFile', help="The path/name of the csv file to read")
    parser.add_argument('-wkid', dest='wkid', help='The wkid that the x,y values are use', type=int, default=4326)
    parser.add_argument('-logFile', dest='logFile', help='The log file to use', required=True)
    args = parser.parse_args()

... so I don't see how I can ever pass to the script which fieldname to use for the status?

Much obliged.

cgillgrass

Hi Jonathan,

I understand your point; the create_assignments_from_csv script was meant to import new assignments (and optionally assign them to a worker); it was not written to port assignments from an existing instance.

The script can be modified to import status values, unfortunately, this isn't an update we have planned for the scripts.

Craig

JonathanGroves

Thanks, Craig. But according to the Issue on GitHub it doesn’t even import basic fields like DueDate - which would surely be needed for everyday use in a use case where Assignments need to be batch imported from almost any other system...

I take your point about not supporting migration - we’ve already accepted this can’t be done - but if we can’t import planned Assignments in any way so they are usable, my Client will have to abandon Workforce and build a bespoke system instead.

Kind Regards,

Jonathan.

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