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CivicOptimize and ArcGIS Map Integration

  • Updated:

This article walks through how to set up an integration between Process Automation and Digital Services (formerly CivicOptimize) 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 Process Automation (CivicOptimize) 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 Integration
    New 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 CivicOptimize 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 CivicOptimize site
    Environment number.
    Note: You can find this number at the end of the URL for your CivicOptimize 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 CivicOptimize
    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 Next
    Red next button.
  15. Map fields from your CivicOptimize form to ArcGIS as needed by dragging and dropping the tiles or typing directly into the field
    map optimize fields to ArcGIS.
  16. Click Next
    Red next button.
  17. View an Overview and Test Instructions for your integration and click Save
    Red 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.

 

Supporting Articles

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