topic Re: Create relates in Arc Map Viewer in AGOL in ArcGIS Online Questions

Create relates in Arc Map Viewer in AGOL

JamesBuckle — Wed, 17 Jan 2024 10:04:30 GMT

Hello,

I have a project in ArcPRO in which i created 'relates' which link my related tables to my layer. However, when I go to publish this as a web service and view the map in mapviewer, those relates seem to dissapear. Is there a way to ensure those relates are carried through to map viewer, or is there a way to create them within mapviewer itself?

Can anyone please advise?

Thanks

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Wed, 17 Jan 2024 14:11:45 GMT

@JamesBuckle Hi James, the relationship should still be on your hosted feature service. Are you trying to see it in the pop-up or editor?

Check out these articles to explain how to set that up.
https://www.esri.com/arcgis-blog/products/arcgis-online/mapping/introducing-related-record-editing-in-map-viewer/
https://www.esri.com/arcgis-blog/products/arcgis-online/mapping/rolling-out-related-records-in-map-viewer/

If this doesn't help let me know

Re: Create relates in Arc Map Viewer in AGOL

JamesBuckle — Wed, 17 Jan 2024 15:32:47 GMT

Hi, thanks for the advice.

The first option above doesn't seem to work for me, as it says there are no related records available and i should create them in ArcGIS Pro. However as shown in the screenshot below, the relates do exist in arcpro:

JamesBuckle_0-1705505217913.png

The second option doesn't seem to work either as i don t have the option to add rel;ated records in the pop ups pane:

JamesBuckle_1-1705505511987.png

Just to clarify my set up, I have my layer and 5 tables as shown below:

JamesBuckle_2-1705505541930.png

JamesBuckle_3-1705505552462.png

Re: Create relates in Arc Map Viewer in AGOL

EmilyGeo — Wed, 17 Jan 2024 18:17:26 GMT

Hi @James,

Did you create a relate or a relationship class?

A relationship class exists in the geodatabase and will carry through the feature service to ArcGIS Online. Here is a link to an article explaining relates and relationship classes.

Re: Create relates in Arc Map Viewer in AGOL

JonJones1 — Thu, 18 Jan 2024 14:29:39 GMT

Hello,

I have a few questions regarding the use of relationship classes in ArcGIS Pro and their integration with AGOL (ArcGIS Online). Firstly, I'd like to know which version of ArcGIS Pro is required to create relationship classes. I'm under the impression that the basic version may not support this feature, is that correct?

Secondly, I'm seeking guidance on how to publish a layer, along with its related tables, to AGOL. Is it possible to publish everything, including the tables, directly to AGOL as a web layer through ArcGIS Pro, or is there a different method? Additionally, would I need to publish the entire Geodatabase to achieve this?

Another important question is about updating the tables on AGOL. For instance, if the original table data is sourced from an Excel file and I receive an updated version of this file, how can I update the corresponding tables on AGOL?

I apologize for the barrage of questions. I've attempted this process twice before, but encountered several obstacles. My workaround has been to add the data from these tables as fields to a single feature, which is far from ideal. I'm hoping to find a more efficient and correct way to do this. Surely, there must be a blog post or video tutorial on ArcGIS that explains this process?

Thank you in advance for your assistance.

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Thu, 18 Jan 2024 15:27:54 GMT

@JonJones1
1. You can create and publish a relationship class in ArcGIS Pro. Here is a really helpful video https://www.youtube.com/watch?v=Fo9tP9qkm8k that goes through the entire process step by step.

2. You need to create the relationship class, tables, and/ or feature classes within the same geodatabase. Then once you have everything set up in your Pro map how you like it, simply publish the web map (documentation here https://pro.arcgis.com/en/pro-app/3.1/help/sharing/overview/share-a-web-map.htm).

3. For the last part of your question regarding updating your data, you can do this via Update data https://www.esri.com/arcgis-blog/products/arcgis-online/data-management/updating-data-in-arcgis-online-just-got-a-whole-lot-easier/. A key part of this workflow is ensuring you have a unique ID field to easier match the old and new dataset. See the article I linked for more details.

Re: Create relates in Arc Map Viewer in AGOL

JonJones1 — Thu, 18 Jan 2024 19:28:06 GMT

Hey! This is exactly what I needed to know. I always got the second step wrong. I used to have ArcGIS Standard; now, I only have Basic, but I believe my problem was trying to save the layer only to AGOL. I didn't realize I had to save the entire webmap which uploads the full geodatabase.

With that said, and thank you again, I am guessing, almost positively, that once I publish the webmap, I can use that feature layer in other webmaps besides that one in AGOL, right? I just wanted to double-check.

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Fri, 19 Jan 2024 14:47:48 GMT

Yes, just make sure if you have related tables and features layers everything is in the map. To view the records in editor and pop-ups make sure you review those articles I listed previously to get up and running in ArcGIS Online

Re: Create relates in Arc Map Viewer in AGOL

doronwen — Mon, 13 Jan 2025 18:10:35 GMT

@bbollin I was trying to follow your solution, but I do not see how it solves the issue for a hosted feature layer (with unique records) and a related table with multiple records for each feature (one-to-many relationship).

When I try to use the Update Data option, and it asks me "Select the fields used to match the layer's unique identifier to the uploaded data." and I do not see the matching ID's that I originally setup as an option (all I see is objectid from my hosted feature layer and some random fields from my excel file)

A user posted this blog - Setting up a related table for Data Collection in ArcGIS Online and Experience Builder - which should work for me. But I do not see my related table in the Forms tab in Map Viewer.

My hosted feature layer has one-to-many relationship to the table and I see the relationship in ArcGIS online (under the hosted feature layers' Data > Fields tab). But Map Viewer is not picking it up. Any ideas how to solve it? Thanks

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Mon, 13 Jan 2025 21:24:48 GMT

Hi @doronwen, I'm a bit confused as to which part of the process is tripping you up. Is it that the related tables' field for a Unique Identifier does not appear as an option? Since it is a one-to-many this seems expected since the same parent ID would be repeated more than once for any related table records.

Is it that the relationship is not showing up in the Forms/editor widget in Map Viewer? If so, this blog shows how to configure the relationship in the form for Map Viewer: https://www.esri.com/arcgis-blog/products/arcgis-online/mapping/introducing-related-record-editing-in-map-viewer/#What-you-can-do-with-related-records

Please let me know if this answers your question!

Re: Create relates in Arc Map Viewer in AGOL

doronwen — Mon, 13 Jan 2025 21:53:42 GMT

Hi @bbollin thanks for the reply.

The option to add fields from a related table does not appear on my form. I'm not sure why, because I see the related table in the Content menu, Data > Fields

doronwen_0-1736805157230.png

doronwen_1-1736805211955.png

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Mon, 13 Jan 2025 22:24:13 GMT

Are you authoring the form for the parent feature layer or the hosted table? It's possible there is something incorrectly configured in the relationship itself. I can try to take a look if you share it publicly, otherwise I would suggest logging a case with support so we can gain access to the data @doronwen

Re: Create relates in Arc Map Viewer in AGOL

doronwen — Mon, 13 Jan 2025 22:54:17 GMT

@bbollin I'm authoring it from the parent feature layer.

This is the relationship class as it shown in ArcPro. Do you see anything here that is configured incorrectly?

doronwen_0-1736808683793.png

Unfortunately, logging a case support with Esri is not an option at this point.

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Mon, 13 Jan 2025 23:36:42 GMT

@doronwen, I'd need to see the feature service published to ArcGIS Online. Can this be shared publicly? Or perhaps to myself in a DM? Otherwise it's pretty difficult for me to troubleshoot what is happening 🙂

Re: Create relates in Arc Map Viewer in AGOL

doronwen — Tue, 14 Jan 2025 16:05:00 GMT

@bbollin I think I found the reason - I'm using portal 11.1 and related tables are not available on that version yet (See this post).

My organization will upgrade to 11.3 soon, and that should solve the issue.

Re: Create relates in Arc Map Viewer in AGOL

bbollin — Tue, 14 Jan 2025 16:46:21 GMT

ah that will do it! I was not aware you were using enterprise @doronwen. You are correct though, upgrading to 11.3 will resolve the issue

Re: Create relates in Arc Map Viewer in AGOL

doronwen — Tue, 14 Jan 2025 16:50:16 GMT

Let's hope so!!!😁
Thanks again for your help and sorry for the misunderstanding.