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Quick reference for authors

Create operation views so that you and members of your organization can monitor activities and events, track your field workforce, and assess the status and performance of your daily operations. Using Operations Dashboard with your ArcGIS organization, you can create and manage operation views that contain maps and other informational displays that keep your organization up to date on how operations are progressing.

Operation view

When working in Operations Dashboard, the item that you author, and that your users open to do work, is called an operation view. It can contain maps and informational displays that provide information you can monitor, track, and assess. Operation views can be stored in your ArcGIS organizational account. They can be shared with members of your organization, with groups within your organization, and publicly.

The following screen capture shows items that can be found in an operation view. They are detailed below.

Operation view in editing mode with callouts

The image shows the operation view during editing. There are three visual clues that you are editing the operation view:

  • The Widgets menu
  • The gear icon along the top bar of each widget
  • The gray border around the operation view
To start or stop editing the operation view, click Tools, and click Edit operation view.

  1. File menu—Access to details about the open operation view and your account.
  2. Tools menu—Access to stop and start editing the operation view, as well as save it.
  3. View menu—Access to app display options including text size, color theme, and whether optimized for use with a mouse or on a touch device.
  4. Widgets menu—Access to add and manage add-ins and add external (not on the map) data sources.

    This menu is only available while editing the operation view.

  5. Title—The name of the operation view.
  6. Help icon—Launches the Operations Dashboard Help website.
  7. Informational displays (widgets)—Examples of widgets that can be included and how they might be laid out in the operation view. The widgets bring information from the map to your users' fingertips, providing quick access to the information they need. For example, if they need information about the most recent incident, that information isn't easy to find from the map. By providing a list sorted by date, they can immediately find the most recent incident. To facilitate their finding the same feature on the map, enable feature actions such as Highlight and Zoom to that are accessible through a context menu. The displays called out in the example include: (a) summary, (b) list, and (c) bar chart. For a complete list of available widgets and links to details for configuring each one, see Types of widgets in operation views.
  8. Map widget—A map widget is a special type of widget that displays data geographically. The data in the map can be used by the other widgets as their source data. You can have multiple maps in a multidisplay operation view; however, this example shows a single one. See Map widget for details.

Map widget

The map widget displays a map in the operation view and provides access to the map data to the other widgets. When authoring an operation view, you can include tools on the toolbar, as well as provide access interactions with some of the features displayed on the map.

The following screen capture shows items that can be found on the map widget. They are detailed below.

Map widget in editing mode with callouts

In this section, the examples are designed to show all the capabilities of Operations Dashboard. When authoring your own view, include the tools and feature actions your users need.

  1. Map title.
  2. Configure—Context menu opens the Configure Map dialog box. Here you can specify data sources available to other widgets and the capabilities exposed to the user through the map. See Configure a map widget for details.
  3. Pop map out icon—Separates the map from the main app window, allowing you to place it anywhere on the screen or a secondary display.
  4. Map toolbar—Shows the tools available on the map.
  5. Add, remove, and configure tools—Opens the Configure map tools dialog box. Here you can specify which tools are included in the toolbar as well as configure tools that have additional settings, specified by the gear icon next to the tool. You can filter the map tools by entering a string, clicking Default to display Esri-provided map tools, or clicking Custom to display custom-built map tools. For details of each tool, see Configure map tools.
    Configure map tools dialog box
  6. (a and b) Features—Each feature (in this case, a blue police badge and a green phone) is an interactive piece of data on the map. The capabilities set on the Configure Map dialog box apply to the features. If you enable Feature Pop-ups, users see additional information about a feature when it's tapped or clicked.
    Pop-up showing additional information about an incident
    If you enable the Show pop-up feature action, users can press and hold or right-click a feature to see the context menu of feature actions and tap or click Show pop-up to see the additional information.

Home screen

From the home screen, you can create and open operation views. The operation views you're working with are easily accessible, and searching and browsing keep all the operation views you might need at your fingertips.

The following screen capture shows items found on the home screen. They are detailed below.

Home screen with callouts
  1. Recent—A list of operation views recently used on this machine.
  2. Open an Operation View—Launches the item browser where you can browse operation views you own (My Content), have recently used (Recent), that are shared with groups to which you belong (Groups), or that you find through searching (Search).
  3. Create a New Operation View—Takes you to the New tab of the File menu, where you choose the type of operation view you want to create and begin creating your operation view.
  4. Sort by—Sets the criteria for sorting the displayed operation views. By default, they are sorted by the date they were last modified.
  5. Search box—Enter a string to find operation views.
  6. Help—Launches the Operations Dashboard Help website.
  7. Account—Shows information about your account and allows you to sign out.
  8. Operation view tile—Displays information about an operation view, including the name, modified date, author, and thumbnail.
  9. Available operation views—Displays all the operation views you can access.

File menu

The File menu is where you do behind-the-scenes work with operation views, including sharing and saving, and where you work with your account. With an open operation view, click File to view the File menu. From the home screen, click Create a New Operation View to view the File menu.

The following screen capture shows items found in the File menu. They are detailed below.

File menu with callouts

If you are a user in your organization, you will see fewer options here. This is a look at the options available to publishers and administrators in the organization.

  1. Back—Returns you to the operation view or the home screen, based on how you got to the File menu.
  2. Display area—Contains the information associated with the selected tab.
  3. Help—Launches the Operations Dashboard Help website.
  4. Info tab—Displays information about the active operation view, including the name, description, ID, and author.
  5. New tab—Displays a choice for the type of operation view you want to create and helps you begin creating your operation view.
  6. Open tab—Displays a browse experience for finding an operation view. This experience closely mirrors the home screen's functionality and workflows.
  7. Save—Saves the open operation view. This option is disabled if you don't have an open operation view.
  8. Save As tab—Saves the open operation view as a new operation view. You can accept the details from your current operation view, or you can provide new information. You can also specify if the new operation view is for multidisplay or single display devices. This option is disabled if you don't have an open operation view.

    If the open operation view doesn't support copying, the Save As option won't be available.

  9. Share tab—Displays options for sharing the operation view with others in your organization (the People tab), through a link, or by sending an email. The People tab assists you with also sharing the maps and data that are used in the operation view. This option is disabled if you don't have an open operation view.

    If you did not author the active operation view, you only see options for sharing a link and sending an email.

  10. Close—Closes the operation view. This option is disabled if you don't have an open operation view.
  11. Account tab—Displays details about your account and the Operations Dashboard app.