Show related records in Operations Dashboard for ArcGIS

Summary

Related records are secondary data that have relationships with the primary data. However, unlike join tables, related records are not appended to the primary data. So, the related table is viewed separately from the primary attribute table.

The table below shows the primary data and related records (secondary data) of three postgraduate students, and the number of fossils collected from central Peninsular Malaysia. Data are collected using the Survey123 for ArcGIS form with multiple repeat records.

The image below shows the data collected and viewed in ArcGIS Online Map Viewer. The base camp (primary data) and fieldwork (related record) locations are plotted on the map based on the answers given in the survey. Details of primary data on the fieldwork are categorized as 'Paleontology report', while related records on the number of fossils collected are categorized as 'Paleontology report - fossils'. A dashboard is created from Map Viewer for display and visualization purposes.

Procedure

Use any of the workarounds below to view related records in Operations Dashboard for ArcGIS.

Use the List or Details element and configure Layer Actions for map interactions

This option is suitable for spatial and non-spatial related records. Configuring either the List or Details element displays the related records on the dashboard. Also, configuring Layer Actions between dashboard elements allows interactions by triggering an event in the target element when data in the source element is selected.

Note:
Currently, Operations Dashboard for ArcGIS only supports related records at the visualization level. Querying related records is not possible.

1. Click the Add menu in Operations Dashboard for ArcGIS, and select List.

2. Select the related records layer in the Select a layer window. In this example, it is Paleontology report - fossils.

3. Configure the Data tab in the List window. Specify the Filter function to constrain the amount of information to display. Specify the Maximum Features Displayed field to increase or decrease the number of features to display.
4. Click the Insert drop-down on the List tab, and choose the field values to display.

5. Click Done after completing the necessary configurations. The related records are shown in the List view. In this example, the list is named Fossils at each location with a total of nine related records (some are not shown in the image below).

Note:
Alternatively, configure the Details element to display related records on the dashboard. Click Add > Details, and select the related records layer. However, unlike the List element, users are unable to configure field formatting, and set Details as the action source.

6. Configure Layer Actions to enable interactions between Map and List elements. Hover over the upper left corner of the map, and select the Configure icon. Refer to Operations Dashboard for ArcGIS: Configure actions on dashboard elements for more information.

7. Select the Layer Actions tab in the Map window. Click Add Action for the primary data layer (the layer plotted in the Map element), and select the action to configure. In this example, the primary data layer is Paleontology report, and the Filter action is selected.

8. Click Add Target, and select the List element created. In this example, the list is named Fossils at each location.

9. Select the common attribute that links both fields for Source Field and Target Field. In this example, the Source Field GlobalID of the Map element (primary data) and Target Field ParentGlobalID of the List element (related records) are the common attributes between the two fields.

10. Click Done.

The Map element is linked to the List element. Based on the image below, clicking a primary data shows only the related records associated with the primary data. Three records out of nine related records appear in the List element (target field) when one data in the Map element (source field) is selected.

Note:
It is possible to set the List element as the source field, and the Map element as the target field. This way, clicking the data in the related records List element flashes or zooms to the location of the data on the Map element. Refer to Operations Dashboard for ArcGIS: Actions for more information on using widgets as source or target actions.

Configure a survey to have a geopoint question within each repeat and show the related records as pop-ups in Operations Dashboard for ArcGIS

This method is suitable for spatial related records. Creating a survey form in Survey123 Connect for ArcGIS with a geopoint question in each repeat simplifies visualization of the related record on Map Viewer, and on Operations Dashboard for ArcGIS.

Note:
Nested repeats cannot be viewed on ArcGIS Online Map Viewer and other related web apps, including Operations Dashboard for ArcGIS.

1. Create a survey using an Advanced template in Survey123 Connect for ArcGIS.
2. Configure a survey containing a geopoint question within a repeat. This example shows a geopoint question, labelled Fieldwork location on map, is configured within the repeat section.

3. Save the XLSForm and publish the survey.
4. Open the survey in ArcGIS Online Map Viewer. By default, the locations of primary data and related records are plotted based on the geopoint answers in the surveys with the pop-up enabled. In this example, the primary data is labelled Base camp location, and the related records are labeled Fieldwork location on map.
5. Navigate to the related records layer, and click the More Options icon (ellipsis) to change the pop-up display for related records. Select Configure Pop-up.
6. Configure the Pop-up Title and Pop-up Contents sections. Click OK.

Clicking any related record on the map opens the details in the pop-up window, as shown in the image below.

7. Save the web map.
8. Click Share > CREATE A WEB APP. Select Operations Dashboard.
9. Configure the details and click DONE.
10. The pop-up configured in Map Viewer is honored in Operations Dashboard for ArcGIS.

Clicking the related records on the dashboard opens the pop-up window displaying the related records, as shown in the image below.

Note:
If the pop-up display does not appear in Operations Dashboard for ArcGIS, navigate to the upper left corner of the map, and click the Configure icon . Enable the Pop-ups field on the Settings tab of the Map window and click Done.