Migrate to Dynamic Workflows

The Dynamic Workflows Migration process uses each of your existing markup types as a template for a dynamic workflow that you can configure and extend. We recommend that you first review the Dynamic Workflows Introduction topic to familiarize yourself with their purpose and their power.

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.

1. Click Mobile on the Assignment Types tab. Default assignment types are denoted by an asterisk *, which are the only ones listed here prior to migration.

   

2. Click the Migrate Markup Types to Dynamic Workflows link to launch the walkthrough.

   

3. 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.

   

4. Click Finish. The process is fairly quick, and you receive a message at the bottom of the window indicating the migration is complete.

5. Click to refresh the list.

6. In the list, click an assignment. In the left pane to view the assignment’s system name. On the right, the display name and associated assignment types are shown.

7. You can optionally use the color drop-down on each assignment type to differentiate one from another.

   

   
   

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