topic AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables in ArcGIS Solutions Questions

AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables

Cierra_Scriven — Tue, 13 Aug 2024 18:36:39 GMT

Hello again @BrandiRank22 & @DanielWickens ,

I am currently working on the AGOL GIS Request Management Solution and have encountered an issue I could use some help with. I've set up the CSV that feeds the Survey123 form to include pre-made values for the "assignedto" field, as per the documentation. Specifically, the "name" field in the CSV contains the team member's email address (e.g., JaneDoe@organizationhandle.org), and the "Label" field contains their full name (e.g., Jane Doe).

However, in the dashboard, I would prefer to see the label "Jane Doe" displayed in the sidebar filters and table column values. Instead, the dashboard is showing the email address (e.g., JaneDoe@organizationhandle.org) in these areas.

Could you provide guidance on how to configure the dashboard so that the label (e.g., "Jane Doe") is shown instead of the email address? Any advice or examples would be greatly appreciated.

Thank you in advance for your help!

Re: AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables

BrandiRank22 — Tue, 13 Aug 2024 18:49:49 GMT

Hi @Cierra_Scriven ,

For the filters in a dashboard, go to that filter and under "selector" scroll down and click "Load categories". You will see their email in the "category" listing and you can change the "Label"

Re: AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables

Cierra_Scriven — Tue, 13 Aug 2024 19:02:24 GMT

Surprise! I actually managed to solve by modifying the Arcade script in the Dashboard Configuration -> Table -> Values.

There are two lines (19 and 20 at the time of writing this post) that contain variables:

var urgent_textcolor = IIf($datapoint.urgent == "Yes", '#ffffff', '')
var urgent_bgcolor = IIf($datapoint.urgent == "Yes", '#a11506', '')

Just below them on line 21 through 25 I added another variable:

var name_assigned = IIf($datapoint.assignedto == "JaneDoe@organization.org", 'Jane Doe',
IIf($datapoint.assignedto == "JohnDoe@organization.org", 'John Doe', ''))

Then I replaced the "displayText" for a column return like so:

assignedto: {
displayText : name_assigned,
textColor: '',
backgroundColor: '',
textAlign: 'left',
iconName: '',
iconAlign: '',
iconColor: '',
iconOutlineColor: ''
},

Success!

Re: AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables

Kara_Shindle — Tue, 27 Aug 2024 19:38:11 GMT

Hi @CierraScriven , can you elaborate on where you can find "Dashboard Configuration -> Table -> Values." Is this an enterprise direction or an AGOL one? Is this on a specific dashboard?

Re: AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables

DanielWickens — Sat, 31 Aug 2024 19:08:13 GMT

@Kara_Shindle - Cierra is referring to the Values -> Advanced formatting section of the Table element configuration options. This is the case in both ArcGIS Online and ArcGIS Enterprise.

Re: AGOL GIS Request Management Solution: Displaying CSV "Label" Instead of "Name" in Dashboard Filters and Tables

LaurenAlt — Thu, 05 Jun 2025 04:21:10 GMT

Hi Cierra,

I did it slightly another way. I just split the end of the email address off, so our dashboard has first.last as the assigned to label...

In the Value options - Advanced formatting

var email = $datapoint.assignedto;

var username = split(email,"@")[0];

then

assignedto: {

displayText : username,

textColor: '',

backgroundColor: '',

textAlign: 'left',

iconName: '',

iconAlign: '',

iconColor: '',

iconOutlineColor: ''

Happy days 😊