Workflow view

Available with Workflow Manager license.

The workflow view displays the jobs returned as a result of the selected query in the Contents pane. The workflow view is divided into two sections, the Job List and the Job LOI Map.

Note:

Exported ArcGIS Pro maps cannot be used as job location of interest (LOI) maps in the workflow view.

Workflow view

The Job List displays jobs in a tabular grid format, and the Job LOI Map displays the area of interest polygons and point of interest points for all jobs in the selected query. When a job is chosen in the Job List, its location is highlighted on the map, and the map zooms to the job's location. If an LOI is not defined for a job, the job is not displayed on the map. You can zoom out to show all jobs in the selected query on the map by clicking the Zoom To Extent button Zoom To Extent. The Job List and the Job LOI Map can be refreshed by clicking the Refresh Job List button Refresh Job List in the workflow view.

A workflow view is opened in the project when a workflow connection is established. When the workflow view is opened or activated, all the queries configured in the workflow connection are displayed. The jobs displayed in the Job List are, by default, the result of the first query. To set a new default query for the project from either the Public or User queries, right-click the query and click Set as Default. If the Job List doesn't contain the expected results, you can right-click the query and click View Syntax to compare the query against the results. The name of the user account that's connected to Workflow Manager (Classic) and the name of the database the user is connected to are displayed at the bottom of the workflow view, along with the number of jobs returned by the query. The name of the workflow view is the same as the name of the Workflow Manager (Classic) database connection.

The Public Queries tree in the Contents pane contains queries defined by the Workflow Manager (Classic) administrator in ArcGIS Workflow Manager (Classic) Administrator. The queries defined by users appear under User Queries. Query containers are collapsed if they contain 10 or more queries and containers. When the user store is set to the portal user store and a query that uses the JTX_USERS table is run, any existing users defined for the Traditional user store are cleared from the database. If the user store is switched back to the Traditional user store from the portal user store, the users must be created manually. If the users are updated in Portal for ArcGIS, you must reconnect to the database and run a query that uses the JTX_USERS table to refresh the user information in the database.

Job List

The Job List displays the jobs returned from the selected query in a tabular format. The columns displayed are based on the fields defined in the query, and the column name is derived from the aliases defined for the fields. Columns can be sorted by clicking the column name. The Job List supports the selection of multiple jobs. Double-clicking a job in the Job List opens the job view for that job. If a job is selected in the Job List, the job's LOI is highlighted on the Job LOI Map and the map zooms to the job's location. If an LOI is not defined for the job, the job is not displayed on the Job LOI Map. The text size in the Job List can be changed using the Zoom slider at the bottom of the view. Increasing the zoom percentage makes the text larger, and decreasing the zoom percentage makes the text smaller. You can also control the zoom factor of the Job List by pressing the Ctrl key and using the scroll wheel on your mouse to zoom in and out. The Zoom slider does not affect the scale of the map. Expanding a job in the list provides you with a quick overview of the job's properties and current status.

An expanded job in the Job List with an overview of the job's properties and current status

Job Properties

To update the properties of one or more jobs, highlight them in the Job List, click the Workflow tab, and click the Job Properties button Job. You can also right-click the chosen job and click Edit Job Properties. The Job Properties pane appears, and allows you to update properties for the chosen jobs in the Job List if you have the required privileges. If you can't update a job after clicking Apply, an explanation appears in the Notification pane.

Note:

Job properties cannot be updated for jobs that are offline, deleted, or closed.

Job Properties pane

Job List filter

The results for the current job query can be filtered by typing a keyword and pressing the Enter key. The Job List is filtered and displays only those jobs that match the keyword in any field of query. Once the keyword is cleared, the Job List displays all the jobs for the job query. The filter keywords are persisted for the session and can be accessed in the filtered list. They can be cleared from history as needed.

Note:

The Job List filter only filters jobs in the Job List and does not synchronize with the Job LOI Map.

Job LOI Map

The Job LOI Map displays the area of interest polygons and point of interest points for all jobs in the selected query. When a job is chosen in the Job List, its location is highlighted on the Job LOI Map and the map zooms to the job's location. If an LOI is not specified for a job, the job is not displayed on the Job LOI Map. You can zoom out to show all jobs in the selected query on the map by clicking the Zoom To Extent button Zoom To Extent. You can navigate within the map using your mouse to zoom in, zoom out, and pan. Each LOI selected on the map is highlighted in the Job List, where they can be opened, taken offline, or edited. When you click a job's LOI, the Pop-up pane appears and contains basic job properties.

Pop-up pane with basic job properties

If multiple overlapping LOIs are selected, they appear in the Pop-up pane.You can switch between jobs in the Pop-up pane using the arrows at the bottom of the pane. Click the Job button Job at the bottom of the pane to open the job. You can also use buttons at the bottom of the pane to select, highlight, or zoom to the job's location on the map..

Workflow tab

The Workflow tab contains tools that allow you to create jobs, close jobs, edit job properties, export job query results to a CSV file, delete jobs, delete a selected job's map and version, take jobs offline, and bring jobs online.

Workflow tab

Create job

A new job is created by creating an instance or a copy of the predefined job template and its properties from the Workflow tab. Creating a job requires the CreateJob privilege.

Close job

During the life of the job, one or more jobs can be closed at any time from the Workflow tab. Ideally, a job should be closed once its workflow and all actions required for the job have been completed. Closing a job requires the CloseJob privilege.

Export to CSV

Job query results can be exported and saved as a CSV file. The file can be used to generate charts and reports. You can view the job query results by opening the CSV file in Microsoft Excel or share the CSV file with people who don't have access to ArcGIS Pro. To export the job query, select the job query in the Contents pane, click the Workflow tab, and click Export to CSV.

Delete jobs

You can delete jobs from the Workflow Manager (Classic) database when they are no longer required; for example, deleting closed jobs that are no longer needed helps to reduce the size of the database. When a job is deleted, all its information—location of interest, map, version, attachments, history, and so on—is also deleted from the database, and cannot be recovered. The deleted job is removed from the project and the Job List, and its job view is closed. However, if a job can't be deleted and must be kept, you can delete the version and the map associated with the job. You can also delete individual versions of the map and only keep required versions as necessary.

The Delete button on the Workflow tab contains three options: Delete Jobs, Delete Version, and Delete Map. The option that was last used is the option that is used when you click the Delete button. For example, if you delete the job map, it becomes the selected option for the Delete button; if you have to delete the version later, you'll need to click the Delete drop-down arrow and click Delete Version.

Expanded Delete button with the Delete Jobs, Delete Version, and Delete Map buttons

The job's version can only be deleted by the owner of the version or by providing the credentials of the database administrator of the database. The settings to restrict the deletion of versions are defined in the system settings in Workflow Manager (Classic) Administrator

Workflow Manager (Classic) Administrator. However, once applied, these settings are consumed by ArcGIS Pro.

Deleting a job, job version, and job map are privilege-based activities and require the DeleteJobs, DeleteVersion, and DeleteMXD privileges, respectively. If you are unable to delete jobs, contact your administrator. In disconnected mode, the options to delete a job, job version, and job map are unavailable. An offline job in an enterprise Workflow Manager (Classic) database cannot be deleted.

Take offline

Jobs can be taken offline so that you can complete tasks assigned to you when in the field or when off of the network. When you take a job offline, all the necessary configuration elements required for the job to work in the offline mode are also taken offline.

Bring online

When work is completed in offline mode, the jobs need to be brought back online, along with any new information associated with them.