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Tying the Site and Viewer to a Workflow for Editing

Permanently deleted user
I'm well-versed in creating read-only type workflows that create reports, analyze data, and so forth.  But I'm a little lost as to what to do to allow user-edited features.  Here's what I'd like to do in a Viewer:

 

A) The user selects a feature in one of two particular layers.  If the user selects features in other layers in the map, I'll let Geocortex handle those with default actions

 

B) Clicking a tool would display a form with the feature's current attribute values and allow the user edit them

 

C) The user can then Save or Cancel the dialog, which would post or cancel the changes, respectively

 

Please note that I don't need full-blown xaml files copied and pasted as replies; I just need pointers in plain English on how to tie these things together.  It's totally fine if you just mention the right Workflow tasks I need by name, the kinds of workflow argument types I need, and so forth.  Also helpful are URLs to articles, similar forum posts, or the Code Gallery.  But so far, I haven't found what I need on my own.  Thus this post!  Thanks, Community!
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  • Zack Robison
    We always do this with a button or hyperlink in the layer's feature description.  You can hook viewer commands into text or images there, such as RunWorkflowWithArguments (https://docs.geocortex.com/essentials/gvh/latest/commands-help/#/commands/Workflow/RunWorkflowWithArguments) .
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  • Permanently deleted user

    If you are still wondering, this is what we've done:

    • publish the service from ArcMap with Feature Access enabled. Select the options you want users to have access to (e.g. create, delete, update, etc)
    • in Geocortex Manager, add the Feature Service (not the accompanying map service) to the map
    • Add a map tip for the layer
    When the feature is clicked on, there will be an option in the map tip to edit. Selecting this will open a window much as you describe, with all the attributes. Using ArcGIS 10.5.1 and Geocortex 4.12.2, domains come through with their "friendly" values. You can also get to the editing option by identifying a feature, then using the 3 dot menu on the left side of the results window.

     

     

    To create a new feature you can either add the editing section to the toolbar, or click the layer's right arrow in the layer list and choose "Create a feature".

     

     

    We didn't need to create anything custom for these to work. When the user saved the edits, they propogated back to our Oracle database. Note that this may be dependent on the authorization setup you have on your original data - for the db connection from which we added the data into ArcMap and subsequently published, we used database authentication with a user that has editing rights (not osa).

     

     

    Good luck :)

     

    Jena
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  • Permanently deleted user
    Wow. That was amazingly simple. Geocortex does a weird job of showing services with their little icons and their tree. But selecting the right service meant expanding the square icon, selecting the square icon, and then clicking Add to Map. After enabling Map Tips on these layers, it worked as you said! I also like how the form that comes up only shows those fields where, in the service, I had marked them False for ReadOnly.
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