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GIS Request Management - Adding a new field

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07-25-2024 02:01 PM
BrandiRank22
Esri Contributor

Hello everyone!  It has been so great to see and hear all the enthusiasm around the new GIS Request Management solution.  Many of you are up and running and it is so cool to see.

However the #1 question / issue folks are having is adding fields to the request forms.  Here is the approach:

1. Add new fields as needed to the GIS_Activities layer.
    Do not add domain values - we have seen issues with this

This layer is used for both the GIS Requests and the GIS Activities Survey forms.

2. Open the forms that you want to add the new field(s) in Survey 123 Connect

3. Add the fields to the form manually

4. Add "choices" to the fields for the pick list as appropriate.

5. Publish the survey

6. Update the views - the views do not automically show the new fields - https://doc.arcgis.com/en/arcgis-online/manage-data/set-view-definition.htm

@DanielWickens 

 

29 Replies
KassieKM
Occasional Contributor

I found this thread while search for a solution to my question. I think I may need to recreate the GIS_Activities_effort view.

My issue is that I created a couple new fields for the "business unit" ( or Member Government for us), so when I went in to update the Business Unit table shown below - my new fields are not visible since the GIS_Activies_effort view does not have the update option.

KassieKM_1-1747059309336.png

So, to do this I think I need to recreate the view? A lot of this I am just learning as I go, are there any steps I can or should follow to help this be successful?

More info in case it's helpful:
The new fields are govcategory (state/region), then also govunit (specific member government based on their govcategory selection). I want the edit the graph above to look at my new govcategory field instead.

Thanks, Kassie

 

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SadieBarker
Occasional Contributor

Hi, KassieKM!

This thread is incredibly helpful for this process, but it took me several read-throughs to really understand that all the information is right here. Big picture: you will need to add your new fields to the feature class, update any related spreadsheets, update the view, and then republish in Survey123. There is great information in here for each of these steps, but I tried to do the exact same thing that I think you are and it took me way too long. Without restating what others have already written out in sufficient detail, here are a couple of pointers that might help save you some time:

  • Keep the 'businessunit' field name for the information you want displayed in the graphs. You can change the label/alias, but keep 'businessunit' to avoid all of those connections breaking. I could never figure out a way around that.
  • Yes, you will need to update the views (there are detailed instructions elsewhere in the thread), but do not update any of the effort-related views. There is no coming back from that mistake!
  • The new fields can be added in the configuration panels for a lot of widgets, but you will also need to go to the popup configurations for the feature layers to get everything to display correctly. (DanielWickens gave good instructions on this within this thread on 2/26/2025).

This is a great thread, but slow down and take your time with it. I hope that helps, but let us know if it doesn't.

Sadie

DanielWickens
Esri Contributor

@SadieBarker covered the process very well! @KassieKM - If you keep running into issues, feel free to reach out and send me a DM, or we can schedule a call to discuss. dwickens@esri.com

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pbirdwell
Emerging Contributor

I am experiencing the same issue that other users have. I followed the workflow, but I'm still stuck on the Publish step. In the publishing process, the GIS service request step keeps endlessly spinning and does not get published. I tried to modify the Arcgis account request, and even with another survey I created and published using the same workflow, and it is happening the same. I wonder if it is something related to survey123, the XLS form, and the connect desktop app after publishing?  Thanks

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BrandiRank22
Esri Contributor

@pbirdwell 
To confirm - if you are updating the GIS Service Request form you have:

1. Modified the GIS_Activities layer by adding a new field.
2. Updated the view GIS_Requests and added that new field to the view?
     Check the view to make sure you see the new field.

3. Opened the GIS Service Request form in Survey123 Connect
4. Added the new field to the form and filled out the row.
5. Added a choice list if appropriate.
6. Publish

 

pbirdwell
Emerging Contributor

Yes, that is what I am doing. The issue is that when I publish (step 6) the survey, it keeps spinning, and it happens with any survey  I have published. Thanks

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pbirdwell
Emerging Contributor

Thanks, @BrandiRank22 . I reinstalled the Connect desktop app again, and it is working. 

SadieBarker
Occasional Contributor

I'm not sure if this warrants a separate posting, but it's a question I have about how to follow up after adding fields, so it might be helpful to others who are here.

Where are the controls for the details/update tabs if I would like to view information for added fields in the Request Management Center, the Activities app, and the My Activities App?  The attached screenshot shows what I'm looking for within the GIS Activities Insights app on the details list widget, but for the details in the other three places, the widget is not a list, so I'm not sure where to make the changes.

The fields we added (size of the map being requested, whether the map is printed or a digital file, etc.) are essential to those working on the requests, so we need to be able to view those inputs.

Thanks!

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DanielWickens
Esri Contributor

@SadieBarker - You can modify the details in those apps by going to the GIS Activities feature layer > Visualization tab, and modifying/saving the default pop-up.

GISActivities_Viztab.jpg

SadieBarker
Occasional Contributor

Perfect, this is very helpful! Thanks so much for your quick reply.

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