This is an archive related to a previous version of Esri Maps for SharePoint. If you need the current version go to http://doc.arcgis.com/en/maps-for-sharepoint/.

Spatially enable lists containing address or place name data

Add the Esri Maps Locate workflow to a list

SharePoint lists containing address data need to be spatially enabled (geocoded) before they can be added to one of the Esri Maps Web Parts (both the ArcGIS Map Web Part and the Esri Maps Web Part). You can spatially enable lists containing Addresses, U.S. Cities, U.S States, U.S. ZIP codes, world cities, and countries using the Esri Maps Locate workflow. When spatially enabling a list containing addresses, ArcGIS geocoding credits are consumed. No credits are consumed for spatially enabling lists containing the other types of place name data listed.

The Esri Maps Locate workflow requires a connection to the ArcGIS platform, either ArcGIS Online or Portal for ArcGIS. By default, the Esri Maps Locate workflow connects to http://www.arcgis.com but you can change the connection path by editing the ArcGISConnection list item in the Esri Maps Configuration Settings list.

  1. Browse to the applicable list in your SharePoint site.
  2. On the List tab, click Add a Workflow from the Workflow Settings drop-down menu.
    Workflow Settings menu
  3. On the Address Fields page, choose Esri Maps Locate as the workflow template and type a name for the workflow. Optionally, you can configure the task list, history list, and start options, and then click Next.

    Geocoding workflow options

    The two check boxes at the bottom of the page, Start this workflow when a new item is created and Start this workflow when an item is changed, allow you to have the location of items automatically updated when changes are made to existing items or new items are added to the list.

  4. Choose the location type that you want to use and click Next. If you want to add a custom location type, click Add location type. See Add a location type for instructions.

    Select location type

    If you are connected to a Portal for ArcGIS instance, the location choices you see may be different from those shown above. See Configure Portal to geocode addresses for information on configuring locators.

  5. Choose the columns in the SharePoint list that correspond to the input parameters and click Next.

    Geocoding address fields

    If you are connected to Portal for ArcGIS and do not see these columns appear, set the geocoding service on the portal to be accessible by everyone.

  6. On the following page, you are prompted to choose the columns to add. The field selections on this page are only respected if you are using the custom location type. For standard location types, all fields are added.
  7. You can optionally enrich your data with geographic data enrichment variables from ArcGIS. To do this, check the Enrich data check box and click Next. Otherwise, leave the box unchecked and click Start Workflow to finish.
  8. If you chose to enrich your data, specify the applicable data collections and click Next.

    Geographic data enrichment select data collection

  9. Review the data enrichment summary showing the distance parameters for retrieving data and the total number of ArcGIS credits that will be consumed. By default, data variables are retrieved for a 1-mile circle around each feature location. To change the radius to use a drive time or drive distance instead of a circle, click edit.

    Geographic data enrichment summary

  10. Click Add data to system. The data variables append to your existing SharePoint list and also display in feature pop-ups on the map.

If the Esri Maps Locate workflow does not complete successfully, you'll see Canceled in the workflow field in the list. Click Canceled for more information. Also, see Frequently asked questions for more information.

Once the Esri Maps Locate workflow successfully completes, the list is ready to be added to the map.