Configure solution

On occasion, you may need to configure the ArcGIS Solution to meet specific needs in your organization. Each solution generally includes one or more feature layers, maps, and applications that can be configured to meet your needs. Review this solution with stakeholders in your organization before defining the specific configurations you will make.

Once you have determined which configurations you must make to this solution, complete the steps below:

Surveys

The survey, or surveys, included in this solution were designed to support key business requirements and workflows in your organization. In some cases, you may need to configure the survey to meet specific requirements in your organization's.

To configure surveys, complete the steps below:

  1. Start ArcGIS Survey123 Connect.
  2. Sign in to your ArcGIS organization.
  3. Select the survey you wish to edit.
  4. Click Open XLSForm spreadsheet.
  5. Make your desired edits to the survey in the XLSForm and save the changes.
  6. In ArcGIS Survey123 Connect, click Publish.

Maps

The map or maps provided with this solution reflect specific cartographic design requirements and include the layers and pop-up configuration necessary to support the map or application in your organization. In some cases, you may want to configure (add or alter style, modify pop-up, and so on) the maps to support specific business needs in your organization.

To configure maps, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the map.
  2. Open the map in Map Viewer and review each layer to identify changes you may want to make to the style, filter, pop-ups, or other remaining layer properties.
  3. Optionally, change the style for each layer.
  4. Configure the pop-ups to meet the specific needs of your organization.
  5. If necessary, edit any existing filters or other remaining layer properties.
  6. Save the map and edit the item details.

Applications

The application or applications provided with this solution meet the business requirements necessary to support the workflows in your organization. In some cases, you may need to configure the applications to support the changes you made to the maps and layers.

To configure applications, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the application.
  2. View the application and identify changes you may want to make to it to support specific business needs in your organization.
  3. On the application item page, click Edit Application and update the application properties to accommodate changes you made to the maps and feature layers. For more information on configuring Crowdsource Manager, see Configure Crowdsource Manager topic.
  4. View the application.
  5. Save the application and edit the item details.
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