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Field Maps - apply form template to new layers

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08-18-2024 08:28 PM
TanithLives
Occasional Contributor

Hi all
I've seen this issue skirted around, but not found an exact answer to what I think is a simple question.

Is there a workable template function for layers in Field Maps?

In Field Maps (FM) my workflow is currently to create a new FM based upon a new set of Feature Layers which I have uploaded to AGOL and styled in the Web Map. The Feature Layer dataset is always the same, representing points, lines and polygons with specific fields that we need recorded in the field. 

Ideally, I just want to be able to open a FM that has been duplicated off a template FM, add my new Feature Layers to it and, for each newly imported layer, replicate the form setup that exists for the example layers that exist within the FM template. Once this is done I just remove the layers acting as templates, leaving the new layers in place ready for the job.

At the moment I have to go through each of the three layers and create the forms - and attendant Calculated Expressions - from scratch. This seems pretty silly when I have the 'template' layers right there with the attendant expressions and naming which I require.

To add:

- I cannot keep using the same Field Map and refer to the same Feature Layer. We need to create a new Feature Layer for each new job

- I can see that there is a 'Templates' tab for each layer, which one would think would allow you to apply a form setup from one layer to another. It's a baffling process that I have found no explanation for - have I just missed the obvious?

- the Feature Layers always have the exact same field names, so Calculated Expressions etc always work with the same code

 

Cheers

Richard

   

5 Replies
AndreasHall
Esri Contributor

Could this workflow work for you? 

  1. In Field Maps Designer, save the form to the layer.
    AndreasHall_0-1724050679913.png
  2. In Contents, create the new Feature Layer from the layer that you saved your form to.AndreasHall_1-1724050742946.png

     

When I tried it, it seemed like the form settings was available for the new layer.

TanithLives
Occasional Contributor

G'day Andreas. Thanks for the reply. In great excitement I tested this, using the template as the basis for a new layer through Contents. However, upon adding the layer into my Field Maps I am confronted with the eternally frustrating message of 'Start configuring a form for the layer'. My workflow was: in Contents add a new Feature Layer item using an existing Feature Layer from my desired Field Maps template > in Field Maps add it as a new layer > sigh in disappointment when it didn't work. 

I don't know if you followed a different workflow as you said you could see the desired form setup?

AndreasHall
Esri Contributor

Well, I did not check very thoroughly. I saw some domains were kept and thought it would be an improvement to your current workflow. My form was not very complex either.

0 Kudos
RichardHowe
Frequent Contributor

We had a similar issue. To solve this I have made use of the clone items  functionality in ArcGIS API for python.

It is actually designed for cloning from one portal to another, but it also allows you to have the input and output portals set the same.

Our process is to design webmaps with layers configured exactly as we want as "templates". Then run the clone against them and rename (it creates copies of both the layers and webmap set up in exactly the same way) - just ensure that the "search_existing_items" parameter is set to False or it will simply create a new map, but pointed at the original feature layers

TanithLives
Occasional Contributor

G'day Richard. Thanks for this! Unfortunately, I'm really after an out-of-the-box solution. It's not a principled stand, just that I don't have the time nor energy to get into coding. Basic expressions are my limit at the moment. One day I might 'get good', but that day is not today.