Create default Indoors categories

Available for an ArcGIS organization licensed with the Indoors extension.

Categories in an ArcGIS Indoors map define how people interact with point and polygon data in Indoor Viewer and Indoors mobile apps. These layers can be derived from feature classes in the ArcGIS Indoors Information Model or from feature layers shared with your ArcGIS Enterprise portal or ArcGIS Online organization from other business systems. The layers can represent work orders, assets, office spaces, or other points and areas of interest in your organization. These categories can be configured into logical groups to help Indoors app users quickly find relevant information, such as a bike rack, elevator, conference room, or work order.

You can use the Create Default Indoors Category wizard to create categories automatically from a map layer based on the layer’s symbology. The wizard uses layer and symbol properties to configure default categories that can later be edited in the Configure Indoors Categories pane to meet your organizational needs.

Define the categories by layer

The wizard is contextually driven by the active map and uses properties from the map contents to prepopulate parameters. The categories created by the wizard persist in the selected map layer, so changing the active map after opening the wizard resets the wizard and deletes the unfinished changes.

Note:

Consider how Indoors layer configuration affects default category creation:

• The wizard supports creating default categories for layers symbolized using single symbol or unique values symbology. For layers with single symbol symbology, the wizard creates a single category. For layers with unique values symbology, it creates as many categories as there are symbol values, unless you are using an all other values symbol class.
• Set a text field for the layer's Display field option on the Layer Properties dialog box. Only text fields are supported by Indoors apps for search and search suggestion functionality.

Follow these steps to create default categories for a layer using the Create Default Indoors Categories wizard:

1. Start ArcGIS Pro.
2. Open or create a map that contains Indoors layers.
3. Click the View tab and click Indoors > Configure Indoors Categories.

   The Configure Indoors Categories pane appears.

4. In the Categories view, click the Create Default Indoors Categories button .

   The Create Default Indoors Categories wizard appears.

   The Define pane lists existing point and polygon layers in the active map that are symbolized using single symbol or unique values symbology.

   Tip:

   You can also access the wizard through the following:

   • Click the Create Default Indoors Categories button in the Explore or Layers view.
   • Right-click a layer in the Layers view and click Create Default Indoors Categories.

5. Choose the layer from which to derive the default categories.

   Note:

   Keep the following in mind when choosing a layer:

   • Category configuration reflects the chosen layer and changing the chosen layer resets the wizard parameters.
   • Map layers with broken data sources don't display in the layer list. Repair the map layers to make them visible in the Define pane.
6. Click the Category Group drop-down arrow and choose the group to which you want to associate the new category.

   The list shows the existing Indoors categories. By default, the tool sets a category group based on the layer name. If a category group with the same name as the layer doesn’t exist, the wizard creates one and associates categories to it.

   Optionally, you can create stand-alone categories by setting the default value to None.

7. Click Next.

Map fields to the Indoors model

When configuring categories, you can provide mapping to define which fields in the layer describe the required fields when the schema for the layer is not compliant with the Indoors model. If the source layer is an Indoors layer, the field mapping is automatically populated.

The following field mappings are required:

• Unique ID
• At least one of the facility fields
• At least one of the level fields

The following field mappings are optional:

• Subtitle field
• Display field (only available for web layers)
• Work order fields

Unique ID

Some systems available for publishing feature layers don’t reliably provide a static object ID, and a static unique ID is required to support Indoors. Map this field to a unique ID represented in another available field.

Properties	Description
Unique ID	Static unique ID for the feature. Indoors defaults to using the layer’s object ID as a unique ID for a web layer’s features. However, this is not always appropriate, as Indoors expects this to be a static unique ID for the features in a web layer that will not change over the lifetime of the feature.

When mapping fields for categories based on a feature layer or a non-Indoors layer, the following fields must be mapped to make the location floor-aware when represented as categories in Indoor Viewer and Indoors mobile apps. Field mappings are required where one or more of the required fields are missing in the category source layer or when configuring categories for a work order, for example, feature layers published from a work order or other ticketing system.

Facility properties

At least one of the following fields is required:

Properties	Description
Facility ID	Facility ID for the feature's location.
Facility Name	Facility name for the feature's location.

Level properties

At least one of the following fields is required:

Properties	Description
Level ID	Level ID for the feature’s location.
Level Name	Level name for the feature’s location.
Level Number	Level number for the feature’s location.
Vertical Order	Vertical order for the feature’s location.

Additional properties

These field mappings are optional:

Properties	Description
Subtitle	Used to display subtitles in the various parts of Indoor Viewer.
Display field	Used to display titles for features in various parts of Viewer. Required if your feature layer doesn’t include a display field property or you want to override the display field property of the layer.

Work order properties

These field mappings are required if you want to take advantage of the work order listing capabilities of Indoors. Failing to include these additional field mappings in the category definition for a work order feature layer results in the layer being treated as a traditional web layer in Viewer and Indoors mobile apps with the traditional explore experience for points and areas of interest layers.

The following are required field mappings to configure work orders as Indoors categories:

Properties	Description
Work Order ID	Defines an identifying number for each work order.
Title	Short description of the work order that can be a readable title for the record.
Priority	Sequence or priority in which a work order needs to be resolved. The value should be a text description of the priority that can be displayed to the app user. Example—Critical, High, Medium
Status	Status or current position of the work order in its life cycle. The value should be a text description of the status that can be displayed to the app user. Example—Planning, Assigned
Created On Date	The date and time when the work order was created.
Created By	Person who reported or is affected by the work order.
Assigned To	Name of the agent to whom the work order is assigned.

1. If the source layer is not compliant with the Indoors model, map the unique ID, facility properties, and level properties.
2. Optionally, map the additional properties to define a subtitle field and display field for use in Viewer.

   Note:

   Display field mapping is only available for feature layers. For stand-alone layers, set the display field in the layer properties.

3. Optionally, complete the field mapping for work order integration.
4. Click Finish to save the category configuration.

   Note:

   If there are any invalid or missing parameters, the Finish option is unavailable and the Create Default Indoors Categories wizard indicates which pane contains the error with a red outline around the corresponding navigation breadcrumb. You can still move through the wizard to make changes.

Example

The following table is an example of attribute mapping for Indoors and ServiceNow work order feature layer integration.

Mapping property	Field name
Facility Name	location_facility_name
Level Name	location_level_name
Work Order ID	number
Title	short_description
Priority	priority_level
Status	state_label
Created On Date	sys_created_on
Created By	called_id_name
Assigned To	assigned_to_name

Edit default category configuration

Some of the properties for the default categories are automatically configured from the selected layer properties, but you can change them in the Configure Indoors Categories pane.

You can change the following:

• Category name—Double-click to change
• Category order—Drag to change

You can also change the following by right-clicking a category in the Configure Indoors Categories pane and choosing the property you want to edit:

• Filter expression
• Search fields
• Suggestion template
• Icons

Category names

By default, the names of categories are based on the layer’s symbology labels. These are the names that appear as categories with icons in the Explore panel of Indoor Viewer and Indoors mobile apps. You can rename the categories after they are created.

Note:

Categories must have unique names. If an existing category has a name that matches a symbol label, the wizard creates the new category and appends the number of duplicates to the name.

Category order

Categories created using the Create Default Indoors Categories wizard are listed in alphabetical order in the Configure Indoors Categories pane.

You can organize categories or category groups in the order you want them to display in the Explore panel of the Indoorsapps. You can do this from the Explore or Categories views of the Configure Indoors Categories pane.

Category filter expression

The wizard applies a filter expression for the default categories based on the layer’s symbol values for layers with unique values symbology. No filter is applied for categories created from layers that use single symbol symbology.

For example, if the selected layer is symbolized based on the USE_TYPE field, the wizard applies filter expressions to define the features included in the default categories:

• USE_TYPE = 'PARKING'
• USE_TYPE = 'AUDITORIUM'
• USE_TYPE = 'RESTROOM'

Search fields

Search fields are required to support the search experience in Indoors apps. The wizard sets search fields for default categories based on the layer’s display field. You can edit search fields or choose additional fields as your default search fields.

Note:

Only text fields are supported by the Indoors search. Certain fields such as ObjectID, GlobalID, or fields that are not supported are restricted from use and aren’t available.

Suggestion template

The wizard configures a suggestion template for the default categories based on the layer’s Display field option value. If you mapped a display property in the Field Mappings pane for web layers, this is used as the suggestion template.

Note:

Only text fields are supported by the Indoors search suggestion. Certain fields such as ObjectID, GlobalID, or fields that are not supported are restricted from use and aren’t available.

Icons

Icons are necessary for categories and category groups to display in the Explore panel and in other areas of the Indoors apps. Icons for default categories are automatically populated using a single symbol or unique values from the source layer’s symbology. The wizard scales the icons to the appropriate size for use in Indoors apps. Category groups are assigned a default icon.

Note:

For areas of interest, an icon is created based on the polygon symbology of the layer. This icon is used in the Explore panel in the Indoors apps but does not affect the polygon symbology on the Indoors map.