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Workforce Project Sync Delay & Ongoing Issues

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12-02-2024 02:07 PM
ModernElectric
Frequent Contributor

Greetings:

This has been an ongoing issue and looks like there are similar issues/complaints from other Workforce Users/Admins. Want to provide new information and see if anyone has any insight

Mobile Device for mobile worker has solid internet connection, either thru mobile network or office Wifi Connection. The app/project is set to auto-sync, but does not regularly do that.

Forman has to hit the sync now (manual sync). However, it goes for a long period of time (almost 10 minutes) and does not finish. 

Only solution we have found is to Log-out of the Android Workforce App, re-log in and do a force sync. Most of the time, this works. However, this is very inconvenient for our field crew(s), since they cannot stop of (5) minutes to manually sync the project to get new assignments from the office. 

Would like to find a way to resolve this if anyone has any feedback (current workforce users/admins, ESRI programmers, etc). Our department supervisors and crew foreman are constantly complaining to me and I have no solutions or work-arounds.

Thank You

@LizArmstrong 

@CraigGillgrass 

@ShawnDerrington 

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16 Replies
PiyaliKundu2
Esri Contributor

Hi @BigLouC - You can continue to leverage and integrate with Survey123 when using tasks with Field Maps. Tasks essentially allows you to add an integration link action to your task layout template (i.e., as a button) so it would operate in the same manner Workforce's integration with Survey123 did (i.e., a button to launch a survey). Furthermore, the nature of that survey can also be more dynamic, as the integration links in tasks can be configured with Arcade, and therefore, dynamically generated based on your other data/factors.

In terms of differences in UI/workflows between Survey123 and Field Maps, there are still quite a few differences between the two.

  • Field Maps supports Arcade, but not custom Javascript. So if your survey is pulling data from non-ArcGIS/third party sources, that could be a limitation. Field Maps's Arcade could pull data from other layers in the map or even feature services in the org (via FeatureSet functions), but not third party data sources.
  • Field Maps does not support grid UI, and is vertical scrolling only. It does support grouping of questions in the editable form which can be expanded/contracted and that setting can be set as default.
  • Field Maps currently does not yet have multiple-select question types; however, this is a feature we are working to implement in the future.
  • Field Maps currently does not support graphical signature UI question types, which could be a legal requirement for some forms.
  • The Field Maps UI cannot be custom colored.

In terms of the "nested question", I would need to understand that a bit better. Can you provide a screenshot or configuration XLSForm? You can use Arcade calculations to copy answers between form inputs in the editable form. And you could use the new tasks capability's action buttons to copy data from even a related record to a parent feature, but there could be some limitations here depending on more nuances of the nature of your form.

All-in-all, I imagine that Field Maps could easily replace Workforce in your situation, as being the means to view assigned tasks in a list, update the status of the task, and open a Survey123 survey. However, it's not clear yet to me if Field Maps could also replace Survey123 for your use case, and I would advise to initially keep the role of Survey123 as-is in your workflow until further testing and exploration could be done to identify any gaps or changes in functionality.

In terms of location updates - yes, workers can either opt to share their location or be required to share their location in Field Maps when opening a map - similar to Workforce. The one current difference in sharing location between Workforce and Field Maps is that workers cannot yet share their work status (i.e., Working, On break, Offline) using location sharing in Field Maps. This is something else that is currently under development as we understand this could be an important feature in users workflows.

I hope this helps!

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PiyaliKundu2
Esri Contributor

Hello @ModernElectric - Just a quick update that tasks has now been fully released as part of the latest Field Maps update, so it is currently out of beta, in case that helps with testing and implementation.

Yes, you're correct - Tasks is a feature in ArcGIS Field Maps mobile app, therefore you would have to change your workflows over to Field Maps. I will note that Workforce is planned for deprecation in Q1 2026 and is planned for retirement in Q3 2026 (link to deprecation notice).

Your mobile crews can do most everything that Workforce mobile app can do using the new Field Maps tasks capability including:

  • Updating statuses using a simple button UI;
  • Receive notifications for newly assigned tasks;
  • Link to Survey123 surveys, or other third party systems (using an enhanced and more flexible integration mechanism);
  • Navigate to tasks using ArcGIS Navigator or other navigation apps;
  • Leverage location sharing to track worker locations and even notify them (using Field Maps geofences) when they are close to a new task feature.

Best of all, tasks can be enabled on your existing data, can adjust to your schema and data structures with little tailoring and requirements, and can take advantage of all the new advancements in ArcGIS and Field Maps including using view layers, Arcade in calculations and popups/visualization, configurable popup elements and more.

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ModernElectric
Frequent Contributor

@PiyaliKundu2 

Thank you for the update. 

The biggest question I have is the functionality and collaboration efforts more stable with the updated release of ArcGIS Field Maps with Tasks versus ArcGIS Workforce? I am specifically referring to the sync issues that the ESRI User community has been having issues with.

There are many times that our field locators and crew foreman need to receive time sensitive documents and service orders on their field tablet(s) while in the field. 

With everything I am responsible for creating, maintaining and updating, I have not had the opportunity to explore the new features. Is there anything published you can refer me to in the line of a tutorial?  

Appreciate it.

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PiyaliKundu2
Esri Contributor

@ModernElectric Understood. Sync is a complicated process that involves many factors - connectivity and data integrity being among them.

Field Maps has a few advantages over Workforce in this regard, since it is not only built on the latest SDKs, but has been more updated on the web and mobile side.

  1. In terms of configuring your map/data and ensuring it meets offline standards, Field Maps Designer's Offline tab includes a series of checks to ensure that your data/map meet the standards and requirements needed to take the maps offline. And we are constantly updating this series of checks to ensure we are catching all the potential problems (especially as Esri's APIs and SDKs evolve).
  2. In terms of connectivity, Field Maps mobile app allows the user to also use both the online map and offline areas (preplanned and adhoc) in tandem rather than being limited to purely one or the other. Similarly, the map author can also prohibit users from these options as well to steer the configuration and user experience in the way that works best with your workflow.
  3. Finally, Field Maps supports more methods of configuring your offline data workflows, including being able to configure and leverage multiple preplanned offline areas, using MMPKs for advanced disconnected workflows, sideloading or hosting a custom basemap v/tpks meant for offline use in your portal and reference them in the map so that they are downloaded automatically when the user takes the data offline - to name a few.

If issues arise with offline workflows, as always, we encourage users to log and escalate Support tickets so that problems can be assessed from multiple angles by multiple teams and we can identify the source of the issue, whether it is an issue with Field Maps, the environment performance, the data, or something else.

In general, I think the most powerful capability of Field Maps over Workforce is the simultaneous online map/offline areas options - therefore, if your worker has connectivity and runs into an offline sync issue, then they can switch to the online map and resume their work there.

In terms of resources, in addition to updated Field Maps documentation, you can check out:

We are also working on short tutorials on tasks as part of our Tips from the Team series. We are also working on crafting documentation and Python scripts specifically on migrating from Workforce to Field Maps.

Hope this helps!

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ModernElectric
Frequent Contributor

@PiyaliKundu2 

Thank you very much for the information. I look forward to seeing the future tutorials and python scripts.

Here is my concern on proposing to my Operation's staff that we make the switch from Workforce to Field Maps Tasks. When we build a solid workflow using an ESRI product and have worked out several bugs, adapted it workflow to a Standard Operating Procedure, it seems like ESRI goes and changes things. In this case, retiring Workforce and adding new stuff to Field Maps. 

It might be unknown or too early to know at this time, but is there a possibility that Field Maps with Tasks is going to follow the same lifeline as Workforce is doing? One thing I really cannot have happen is propose to my team on making the switch from Workforce to Field Maps with Tasks, forcing us to redo the complete workflow and SOP and in a few years, being in the same boat. 

Again, appreciate your help and guidance.

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PiyaliKundu2
Esri Contributor

Hi @ModernElectric - Completely understand the frustration with continually needing to replace solutions and re-train workers.

While Workforce is planned to be deprecated, as per our announcement , we have no plans to end support for Field Maps. In fact, the plan to integrate Workforce's capabilities into Field Maps has been in the roadmap for both products for over 6 years. It's taken several major updates on the Field Maps side - also hinging on the evolution of the Maps SDK - to reach this point in development.

The ultimate goal has been to bring all the capabilities of Collector, Explorer, Tracker, and Workforce into a single app, rather than siloing relatively related capabilities in singular "bite-sized" apps and complicating workflows. Moving forward, Field Maps will continue to be supported and updated regularly as Esri technology continues to evolve.

It is our hope that, with the way tasks in Field Maps has been designed, it will be relatively easy for users to transition their workflows over, take advantage of greater flexibility and more advanced capabilities, and make it an easier experience for their users to transition as well through intuitive design. Additionally, utilities users will be able to take advantage of all of Field Maps's support for Utility Network capabilities as well, all within a single app.

Should you need it, we are happy to schedule a call to discuss your concerns, workflows, and transition plans and help provide guidance through this process.

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ModernElectric
Frequent Contributor

@PiyaliKundu2 

Again, I appreciate you taking the time to write all this out and explain ESRI's purpose. What I will need to do is to continue to make sure our current Workforce and Survey123 platform is intact since it has become one of our main tools between our Operation's staff and the field crew(s). Honestly, they rely on it to be functional for all of the day-to-day tasks and activities.

I will start working on some additional research for transition, talk with my Operation's team and prepare a Project Plan to transition from Workforce to Field Maps. 

I will reach out if there are any questions or concerns.

All the best.