Configure Adopt-A-Tree

Adopt-A-Tree can be used to operate tree adoption programs that allow volunteers to adopt and care for the community's trees.

In this topic, you'll learn how to configure the Adopt-A-Tree solution to meet specific needs in your organization.

Tip:

As you configure the solution, record the configurations or alterations you make with each version in a change log. This information will be valuable if you upgrade to a new version and need to evaluate the effort required.

Load data

The Adopt-A-Tree solution includes the Trees feature layers used to store your organization's trees. Before using the solution you must load your trees into the Trees feature layer and update each tree's adoption status and public view settings for trees that are meant to be adopted by the public.

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Load trees from a shapefile or file geodatabase

To load trees from a shapefile or file geodatabase, complete the following steps:

1. Create a .zip file of your shapefile or file geodatabase.
2. Sign in to your ArcGIS organization and browse to the Trees feature layer.
3. From the item page, click Update data.

   Tip:

   You may need to click the Show more button to see all options.

4. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

Update tree attributes

The Trees feature layer contains three feature layer views used by various apps in the solution to display different trees based on their adoption status, public visibility, the identity of the adoptee, and any recent activity completed by volunteers on adopted trees. The following steps describe how to set initial, default values for adoption status and public visibility for all of your trees prior to sharing the solution with the public.

To update the Adoption Status and Publicly Visible fields, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Trees feature layer.
2. From the item page, click the Data tab.
3. Scroll to the Adoption Status column.

   Note:

   The Adoption Status field may be hidden. To show attribute fields, click the Column Visibility button at the top of the table. Check boxes to show attribute columns.

4. Click the Options button in the header of the column and click Calculate.

   Calculated values will be written to the rows in this field.

5. For Select Language, choose SQL.
6. Optionally, click Add new in the Define filter panel to filter which values will be updated in the field when you run the calculation.

   Filters allow you to restrict which rows are updated when you calculate. The filter can be based on values in another field or values in the field to update. You can apply more than one filter.

7. Click Next to proceed with defining an expression.
8. Enter the following expression: 'Available'
9. Click Run calculation.
10. Click Do another calculation.
11. Scroll to the Publicly Visible column.

    Note:

    The Publicly Visible field may be hidden. To show attribute fields, click the Column Visibility button at the top of the table. Check boxes to show attribute columns.

12. Click the Options button in the header of the column and click Calculate.

    Calculated values will be written to the rows in this field.

13. For Select Language, choose SQL.
14. Optionally, click Add new in the Define filter panel to filter which values will be updated in the field when you run the calculation.
15. Enter the following expression: 'Yes'
16. Click Run calculation.

Configure the Adopt-A-Tree site

The Adopt-A-Tree solution includes the Adopt-A-Tree ArcGIS Hub site. This site can be configured with your organization's branding and used to share information about the Adopt-A-Tree program with the public.

Update with organizational information

After deploying the Adopt-A-Tree solution, the Adopt-A-Tree Hub site layout requires a few updates to fit your local context.

To update the site with your organizational information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Adopt-A-Tree site.
2. From the item page, click Edit in Hub.

   Note:

   If you see the Welcome to workspaces splash screen, click Use workspaces. Then, if necessary, click Edit layout.

3. Scroll to any sections that you want to update, hover over the card, and click the edit button that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
4. In the side panel, click Footer.

   A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

5. Click the HTML box.

   The HTML window appears.

6. Make the necessary changes and click Apply.
7. Click Save layout.
8. Click Publish layout.

Share items with the public

Several layer views, maps, and apps included in the Adopt-A-Tree solution must be shared with everyone so they can be accessed by the public on the Adopt-A-Tree site.

To share items with the public, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Adopt-A-Tree folder.
2. Next to each of the following items, check the check box:

   Name	Item type
   AdoptATree_public	Feature layer (hosted, view)
   Requests_submit	Feature layer (hosted, view)
   Trees_public	Feature layer (hosted, view)
   Adopt-A-Tree Viewer	Web Map
   Adopt-A-Tree Viewer	Instant App
   Tree Requests	Form
   Adopt-A-Tree	Hub Site Application

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.

   The Warning: Sharing editable layers publicly message appears notifying you that you are sharing editable layers publicly.

5. Click Update.

Share the volunteer application form with the Hub community group

The Adopt-A-Tree solution is used to cultivate a volunteer workforce to care for adopted trees in your community.

To apply to the Adopt-A-Tree volunteer program, a user must have a community user account and be signed in to the Adopt-A-Tree site. To grant access to the Tree Volunteer Application form, share the form and the AdoptATree_submit feature layer to the Hub Community Members group. This group is automatically created during Hub Premium activation and contains all members of your community organization. As new community members join, they will be automatically added to this group and will have access to the Tree Volunteer Application form.

1. Verify that you are signed in to your ArcGIS organization and browse to the Adopt-A-Tree folder.
2. Next to each of the following items, check the check box:

   Name	Item type
   Tree Volunteer Application	Form
   AdoptATree_submit	Feature layer (hosted, view)

3. Click Share.
4. In the Share window, click Edit group sharing.
5. Check the Hub Community Members group check box.

Note:

The Hub Community Members group will only be available to users who were administrators of the organization when Hub Premium was activated. If you don’t see this group, work with the Hub Community organization administrator to get access to this group.

6. Click Apply and click Save.

Schedule Tree Volunteer Notebook

Volunteer coordinators use the Adopt-A-Tree site's Manage Program page to approve volunteers. The Tree Volunteer Notebook grants volunteers access to the program and sends an email welcoming volunteers to the program.

Follow the steps below to schedule the Tree Volunteer Notebook to run as a scheduled task.

Note:

You must be assigned a role of Administrator or a custom role that includes the privilege to create, edit, and schedule ArcGIS Notebooks notebooks to complete the following steps.

1. Verify that you are signed in to your ArcGIS organization and browse to the Tree Volunteer Notebook item.
2. Open the item page and click Open Notebook.
3. Click Tasks.
4. Click Create Task.
5. For Title, type Adopt-A-Tree Task and click Next.
6. Configure the task to run nightly by selecting Day from the Repeat Type drop-down menu and selecting 1 - Every Day from the Repeat Interval drop-down menu.
7. Select a Time value for the task to run at 3 a.m.
8. Click Create to finish scheduling the notebook.