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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 and select + New Integration

  3. Click the Simple integration card

  4. Add a Short Description of the integration Integration steps for automation to ESRI with a short description field highlighted.

  5. Select Process Automation and Digital Services as the Trigger and ArcGIS Online as the Action Integration setup for automation with ESRI, featuring triggers and actions for ArcGIS Online.

  6. Select the Applications to use for the trigger and action Form fields for selecting triggers and applications in a digital services platform.

  7. Select the applicable Credentials for each application Credentials section displaying options for Productivity and ESRI ArcGIS software.

  8. Enter the Environment number for your Automation site Form fields for selecting environment and type with example values provided.

    Note:

    You can find this number at the end of the URL for your Automation account.CivicPlus console displaying account forms with highlighted production environment number.

  9. Choose the Form that will trigger the integration and send its submission data to ArcGIS Form selection interface highlighting the Garage Sale Permit Application option.

    Note:

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

  10. Filter the integration to be for a Draft or form Submission in Automation Options for document status include Draft and Submission in a dropdown menu.

  11. For the ArcGIS action, choose Feature Layer as the Type and enter the Service URL for the ArcGIS site Form fields for a Garage Sale Permit Application with service URL and type details.

  12. Select the Layer and choose Add Item as the Action Form fields for submission, layer selection, and action to add an item.

  13. Click NextNavigation interface showing steps to configure and confirm settings with highlighted Next button.

  14. Map fields from your Automation form to ArcGIS as needed by dragging and dropping the tiles or typing directly into the field CivicOptimize and ArcGIS Online fields for garage sale permit application details.

  15. Click Next

  16. View an Overview and Test Instructions for your integration and click SaveInstructions for optimizing integration with ESRI and saving configurations in ArcGIS Online.

  17. Enable your integration using the toggle under the Status column The enable toggle under the Status column next to the Optimize and Esri integration.

  18. The integration will now send form submission data to the specified map Map showing a garage sale location with details about items and date.


Supporting Articles