Add New Post-Migration Palettes

After you have migrated your markup types to dynamic workflows, upon relaunch the ArcFM Mobile app automatically begins using the migrated assignment types rather than markup types.

Follow these steps to create new palettes in a post-migration world:

1. Access the Mobile plugin > Markup Types tab and add a new markup type then click Save.

   

   
   

   This palette now needs migrated to a custom workflow.

2. Click Create Dynamic Workflows. You are prompted with the three options you were prompted with when you migrated. Tick the options you want for this assignment type and click Create.

   

   
   

   The new assignment type is created. On the Markup Types tab you can access links to the assignment, including workflow links to the Studio tab.

   

3. In the Workflows plugin > Assignment Types tab, click Mobile then click Refresh . The new assignment type is shown in the list, and you can customize the color plus view the workflows you chose. Users have access to this new assignment type once they relaunch the app.

   
   

4. Click View to the right of an assignment type. You are automatically taken to the Workflows plugin > Studio tab, where you can further customize the assignment type or leave as is.