Migrate to Dynamic Workflows

This migration process uses each of your existing markup types as a template for a dynamic workflow that you can configure and extend.

IMPORTANT: Migrating markups to dynamic workflows is not available for as-builting markup types.

The steps below are not the only way you can migrate to dynamic workflows, but these are intended to be the fastest and most efficient.

Click on Mobile on the Assignment Types tab. Default assignment types are denoted by an asterisk *, which are the only ones listed here prior to migration.
Click the Migrate Markup Types to Dynamic Workflows link to launch the walkthrough.
Click Next. For each markup type listed on the Markup Types tab in the Mobile plugin, you are prompted with three migration options:
- Keep Markups on Map maintains semi-transparent markups in the map that users can still view after they’ve completed an assignment. Otherwise, the markups are removed from the view upon assignment completion. Semi-transparent markups are removed from the map once the related enterprise assignment in ArcMap or ArcGIS Pro has been set as complete.
- Can Create Ad-Hoc Assignments must be enabled for this assignment type to be an option when users tap the Start Markup button. If this option is not enabled, the only way to create an assignment of this type is via integration with an external system or from an inbound message.
- Requires Approval is important to select if your organization always needs approval from a Mobile Approver role of this type of assignment.
Click Finish. The process is fairly quick, and you receive a message at the bottom of the window indicating the migration is complete.
Click to refresh the list.
In the list, click an assignment. In the left pane, the assignment’s system name displays, and in the right pane, the display name and associated assignment types are shown.
You can optionally use the color drop-down on each assignment type to differentiate one from the others.

Each View link takes you to information for that assignment type on the Studio tab so you can further customize the assignment types that finished migrating plus view their workflows. In the assignment types drop-down, select an assignment type to review or customize.

After you click the View link, you are brought to the assignment workflow on the Studio tab, on which you have a myriad of options at your disposal. The initial item to focus on is the Javascript that you can customize.

For example, let’s focus on the code that’s highlighted in the image above. The following codeblock forces ghost markups to remain in the map:

ctx.Output.KeepMarkupsOnMap = true;

This next codeblock checks to see if the user has the role of Mobile.Approver; if so, the assignment is automatically approved. If the user does not have that role, the user is prompted to pick an approver from a list:

if (ctx.User.Roles.Contains(\"Mobile.Approver\"))
{
      ctx.Output.WorkflowButtonKey = \"Approved\";
}
else
{
       ctx.Output.UserId = ctx.State.ChosenSupervisor;
       ctx.Output.WorkflowButtonKey = \"NeedsApproval\";
}

Post-Migration Palette Creation

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

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

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.
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 and gives you links to the assignment on the Assignment Types tab, plus workflow links to the Studio tab.
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.

Your users have access to this new assignment type once they relaunch the app.
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.