Process Automation & Digital Services and ArcGIS Map Integration

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This article walks through how to set up an integration between Process Automation and Digital Services and ArcGIS so that when a specified form is submitted, the data will display on a specified Esri (ArcGIS) map layer.

Prerequisites

  1. Set up your Automation and ArcGIS credentials

  2. Create a Form

Instructions

  1. Sign in to your site

  2. Navigate to the Integrations tab Integrations menu.

  3. Select + New IntegrationNew integrations button.

  4. Click the Simple integration card Simple integration card.

  5. Add a Short Description of the integration Short description text box.

  6. Select Process Automation and Digital Services as the Trigger and ArcGIS Online as the Action Trigger and action dropdowns.

  7. Select the Applications to use for the trigger and action Applications dropdown.

  8. Select the applicable Credentials for each application Credentials dropdowns.

  9. Enter the Environment number for your Automation site Environment number.

    Note: You can find this number at the end of the URL for your Automation account.Environment number in optimize url.

  10. Choose the Form that will trigger the integration and send its submission data to ArcGIS Form list in dropdown.

    Note: You can type a form name into the box so you don't have to scroll through the list.

  11. Filter the integration to be for a Draft or form Submission in Automation Draft or submission.

  12. For the ArcGIS action, choose Feature Layer as the Type and enter the Service URL for the ArcGIS site Feature layer and service URL fields.

  13. Select the Layer and choose Add Item as the Action Point layer and add item dropdowns.

  14. Click NextRed next button.

  15. Map fields from your Automation form to ArcGIS as needed by dragging and dropping the tiles or typing directly into the field map optimize fields to ArcGIS.

  16. Click NextRed next button.

  17. View an Overview and Test Instructions for your integration and click SaveRed save button.

  18. Enable your integration using the toggle under the Status column Toggle under status column.

  19. The integration will now send form submission data to the specified map Garage sale map with entry.

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