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Geocode lists containing address or place name data

Add the ArcGIS Maps Locate workflow to a list

Note:

SharePoint lists containing address data must be geocoded—or spatially enabled—before you can add the data to the ArcGIS Maps. Geocoding is the process of taking data, such as an address, and converting it to a coordinate that corresponds to a location in a coordinate system. You can geocode lists containing addresses, U.S. cities, U.S. states, U.S. ZIP codes, world cities, and countries using the ArcGIS Maps Locate workflow. Only geocoding lists containing addresses using the Esri World Geocoder consumes ArcGIS service credits. Other options, such as ZIP codes, states, counties, or countries, are considered standard geographies and do not consume credits.

The ArcGIS Maps Locate workflow requires a connection to the ArcGIS platform, either ArcGIS Online or ArcGIS Enterprise. By default, the ArcGIS Maps Locate workflow connects to http://www.arcgis.com but your SharePoint site administrator can change the ArcGIS connection URL when configuring the app..

To add the ArcGIS Maps Locate workflow to a list, do the following:

  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 Add a Workflow page, choose ArcGIS 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.

    Geocoding workflow options

  4. To automatically update the location of items you make changes to the list, check the Creating a new item will start this workflow and Changing an item will start this workflow boxes.
  5. Click Next.

    The ArcGIS Maps Locate workflow page opens.

Run the ArcGIS Maps Locate workflow

  1. Specify how location is represented in your data.

    Available choices are: Address, U.S. City, U.S. State, U.S. ZIP Code, World City, and Country.

    To add a custom location type, click Add location type.

    Note:

    If you are connected to a ArcGIS Enterprise instance, the location choices you see may be different from those shown above. Contact your ArcGIS Enterprise administrator for more information.

  2. Click Next.
  3. Choose the columns in the list that correspond to the input parameters.
    Geocoding address fields

    Note:

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

  4. Choose the columns to add.

    Boxes with grayed-out checks indicate required columns that are added automatically. 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.

  5. Click Next.
  6. You can optionally enrich your data with geographic data enrichment variables from ArcGIS. Data enrichment variables are contextual variables available for locations throughout the U.S., Canada, and some countries in Western Europe. Available variables include demographic and socioeconomic factors, age distributions, landscape data, and area wealth information.

    Note:

    Geoenrichment capabilities are supported only with ArcGIS Online , Portal for ArcGIS 10.3 through 10.4.1, and ArcGIS Enterprise 10.5 and later.

    To enrich your data, do the following:

    1. Check the Enrich data box and click Next.

      The data enrichment pane opens.

      Geographic data enrichment collection

    2. Click the country drop-down menu and choose the country for which you want to see demographics.

      The list of collections changes depending on the available collections for the selected country.

    3. Optionally, type keywords in the search field to search for specific variables. Press Enter or click the magnifying glass to search.
    4. Choose a data collection.

      You can search for variables within a collection, choose one of the popular variables within the collection, or show all variables in the collection.

    5. Choose the variables you want to add to your list and click Next.

      Note:

      The basket icon in the upper right corner of the window shows the number of variables you've chosen. Click the basket to view its contents. To remove a variable, click the X beside its name.

    6. The summary window shows a summary of the selected data collections, the type of areas that will be enriched, the number of variables selected, and the number of ArcGIS service credits you'll be charged based on the number of currently selected variables. To add or remove individual variables, expand the data collections, and place a check mark in the boxes beside the variables you want to include.

      • By default, for point layers, data will be returned for a 1-mile radius surrounding each location. To change the radius or to use a drive time or drive distance value instead, click edit and make the appropriate changes.
      • Map layers containing polygons will return results for the area within each polygon.

    7. Click Add data to system.

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

  7. Click Start workflow to finish.

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

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