idea Add Related/Maintenance Record to All Selected Features in ArcGIS Online Ideas

Add Related/Maintenance Record to All Selected Features

KellyArmstrong — Mon, 08 Jun 2020 20:46:00 GMT

I would like to be able to select multiple features and add a related record to each.

For example:

1. Public Works crew goes out and flush all the city hydrants. It would be nice to select all the hydrants and apply the same service (related record) to each hydrant. When there are 1500 hydrants, this would take a week currently to add a related record to each hydrant, individually.

2. Public Works crew sweeps all the streets. Again, it would be nice to do the same as in #1, above.

3. Public Works crew jets 10 storm sewers. Again, it would be nice to do the same as in #1, above.

4. All streets get striped. Again, it would be nice to do the same as in #1, above.

5. Many streets get reconstructed each year. Again, it would be nice to the same as in #1, above.

There are so many examples that we in a City or Public Works environment, where this action isn't possible through any widget in AGOL and it makes entering services/maintenance records a real headache.

Re: Add Related/Maintenance Record to All Selected Features

RobertPendergrass — Wed, 10 Jun 2020 19:04:57 GMT

Do you use subtypes? That might be a way to help do this.

Re: Add Related/Maintenance Record to All Selected Features

KellyArmstrong — Thu, 11 Jun 2020 00:26:03 GMT

Robert,

Can you please expand on that, as I am not grasping how this would help my use case/workflow?

Re: Add Related/Maintenance Record to All Selected Features

deleted-user-E9bnzloBoDRg — Wed, 08 Jul 2020 10:06:41 GMT

Is there any way this question could be pushed up?

I am struggling with the same issue - we have many-to-many relationship class between maintained areas and table linking a maintenance contract to each area. As we updated our contracts, it seems like I can only use 'Add Selected to Relationship' from Attributes, meaning having to click through and add a related record to each area one-by-one, which is time consuming.

Any ideas on how to do it? Perhaps it can be done in Python, but I haven't managed to solve it.

Re: Add Related/Maintenance Record to All Selected Features

KellyArmstrong — Wed, 08 Jul 2020 19:10:53 GMT

Katrin,

Vote it up...

Re: Add Related/Maintenance Record to All Selected Features

deleted-user-E9bnzloBoDRg — Thu, 09 Jul 2020 05:15:57 GMT

I did of course, but there was still no solution within a month. I just wanted to highlight, that you're not the only one struggling with this issue.

Re: Add Related/Maintenance Record to All Selected Features

BrittanyBurson — Mon, 03 Aug 2020 16:30:07 GMT

Here to add that we are also needing this workflow -- trying to select several street medians at the same time to schedule them for maintenance (related table). The Smart Editor widget is the only one that seems to allow for editing related tables but does not support selecting multiple features at once. As Kelly has already said, selecting only one at a time would take ages and is not a viable workflow. Hoping to see greater support for related tables in the future, especially this.

Re: Add Related/Maintenance Record to All Selected Features

DianneMichalak — Tue, 04 Aug 2020 14:42:51 GMT

I created a process that creates related table entries, but it is clunky. It involves a script, mxd, matching schemas and an auto task. It leverages the multiple entry tool in Collector. It was created to help a small number of field users (maybe 6 specific users that I have worked with closely) enter data more efficiently. Consider this a duct tape and binding wire solution. Having an out of the box solution would be much better.

Re: Add Related/Maintenance Record to All Selected Features

AlixVezina — Tue, 04 Aug 2020 15:42:37 GMT

Thank you for posting this idea. We are currently working on allowing to batch create related records when creating new features. The option to create related records on existing features is also under consideration for a future update. We will let you know when this is made available.

Re: Add Related/Maintenance Record to All Selected Features

AlixVezina — Mon, 21 Sep 2020 20:26:00 GMT

Hi, I just wanted to follow up on the status of this request. After consideration, this enhancement is not planned to be included in a current Web AppBuilder widget, but will rather be considered for Experience Builder.

Re: Add Related/Maintenance Record to All Selected Features

BrittanyBurson — Mon, 21 Sep 2020 20:43:15 GMT

Thank you Alix for the follow up! Looking forward to it.

Re: Add Related/Maintenance Record to All Selected Features

DavidMurray_ODWC — Thu, 08 Oct 2020 20:09:59 GMT

Would you mind expanding on your solution? Even a "duct tape and binding wire solution" would be good for my colleagues.

Re: Add Related/Maintenance Record to All Selected Features

Katrin — Thu, 15 Oct 2020 06:54:47 GMT

Hi Alix

Would you consider adding a solution to ArcGIS Pro as well?

Also, I guess people have faced different problems, but for me the main question is to change or delete multiple existing related records at once. You did not say you would add something like that. When you mentioned you would allow batch create related records when creating new feature but not on existing feature already raises question, if this would be an incomplete solution on your side. There is no point for us to batch create related records if we cannot change or delete them without having to go through each one by one.

Re: Add Related/Maintenance Record to All Selected Features

DianneMichalak — Thu, 15 Oct 2020 14:32:01 GMT

David,

I made a few notes to capture the logic, the main pieces of the workflow and a few particulars. Hope it helps.

This workflow was developed to improve efficiency of data entry. There are five components to the workflow.

1. Data Schema – fields in the feature class have the exact same schema as the related event table.

2. Collector map – data is entered in the field using the Multiple Edit tool.

3. Layer and table specific mxd – a definition query identifies entries in the feature class by selecting all features with a date stamp that falls within the past 24 hours.

4. Python script – identifies the mxd, feature class and related table. Three tools are run – Field Calculator (updates

June 8 2020 07:23

Re: Add Related/Maintenance Record to All Selected Features

AlixVezina — Mon, 19 Oct 2020 15:20:25 GMT

Hi Katrin,

Yes, I agree with you that we need both batch create and batch update/delete related records. I will make sure this is taken into consideration. Thank you for letting us know this is a requirement for you as well!

Re: Add Related/Maintenance Record to All Selected Features

KellyArmstrong — Wed, 14 Apr 2021 14:36:23 GMT

Any updates to this? I see in no ESRI software, app, viewer or anything, that I can add a related record to multiple features. Wouldn't ESRI want to "up" their asset management abilities with this feature?

Re: Add Related/Maintenance Record to All Selected Features

KevinMacLeodCAI — Wed, 09 Jun 2021 21:39:30 GMT

I would love to see this be added to WebApp Builder roadmap as well, as it will be used for main production apps for large Esri customers for at least another 5 years. I think there is a valid business case for retaining and acquiring new Esri customers purely on bringing related record editing to WAB as WAB is in heavy use now across most GIS sectors. It is hard to overstate how great WAB is and how vital it has become for organizations to create web apps. Related records batch editing would be huge for utilities, local government and damage assessment @AlixVezina

Re: Add Related/Maintenance Record to All Selected Features

KevinMacLeodCAI — Wed, 09 Jun 2021 21:50:08 GMT

I would love to see this added to WebApp Builder roadmap, as it will be in use for production apps by large Esri customers for another 5 years. I think customer retention and acquisition alone would justify it, as related records batch editing would be huge for local gov't, utilities and damage assessment @AlixVezina From Orgs I have seen this outweighs 3d or multiple views etc from 4x API/Exp Builder which are often demoed

Re: Add Related/Maintenance Record to All Selected Features

GrantHoward1 — Thu, 23 Dec 2021 20:34:49 GMT

This is huge need for our organization as well.
In Web Apps it would be great, but for us more importantly in Field Maps. I read above that this idea submission may only be for the Web App integration.
So does that mean ESRI may look at this idea submission but only consider it for Web Apps?
Does anyone know if there a separate idea submission already for 'Batch Editing/Adding Related Records in Collector/Field Maps?'
Thanks.

Re: Add Related/Maintenance Record to All Selected Features

Sietse_de_Haan — Wed, 13 Jul 2022 09:14:19 GMT

We also need this not only in experience builder but also in Field Maps. Fieldworkers work with this app and not within an app in the browser. Would be great if this would be implemented within Field Maps. @AlixVezina could you tell us if this is the case in the near future? Cheers!