Create a template using ArcGIS Pro or ArcGIS Desktop

The following steps show you how to set up a new template for ArcGIS GeoPlanner using ArcGIS Desktop or ArcGIS Pro and your ArcGIS organizational account.

A GeoPlanner template is part of a group in an organization and includes a web map and a hosted feature service that contains one or more feature layers. To create a template, you must create each of these and add specific tags to them. The tags help the GeoPlanner app locate your template.

This workflow guides you through the process of creating a GeoPlanner template, which includes the following steps:

1. Create a GeoPlanner template group in your ArcGIS organization.
2. Create and share a template web map.
3. Create one or more feature classes and add them as feature layers to ArcGIS Desktop or ArcGIS Pro.
4. Assign symbols to the feature layers and add feature templates to them.
5. Share the feature layers as a feature service to your ArcGIS organization.

Create a group in your ArcGIS organization

Each GeoPlanner template must have its own group. The title, description, and summary of this group are displayed in the template selection window when you create a project in the GeoPlanner app.

To set up a GeoPlanner template group, follow these steps:

1. Sign in to your organizational account.
2. Click Groups.
3. Click Create group.
4. On the group details page, provide a name for the group.

   Use a geodesignTemplate tag. This tag is important because the GeoPlanner app uses it to search for groups; ensure it is written correctly. Groups without this tag are not found.

5. Click Create Group.

   The page for your new group appears.

   Tip:

   You can also locate your new group by clicking the Groups tab and clicking My Groups.

Create a folder in your ArcGIS organization

A folder is a directory under the My Content tab of the content page in your ArcGIS organization. Although a GeoPlanner template folder is not required by the GeoPlanner app, it is recommended for storing all GeoPlanner template resources. A GeoPlanner template folder facilitates content management in your ArcGIS organization, especially when the number of data items is large in My Content. Follow the steps below to create a GeoPlanner template folder:

1. Sign in to your organizational account.
2. Click Content.
3. On the My Content tab, click the Create new folder button in the Folders section.
4. Provide a name for the folder and click OK.

   A new folder with the provided name is created and appears in the Folders section.

Create a template web map

Once you've created a group and a folder, you need to create a web map. A GeoPlanner template web map contains operational layers and a basemap. It's used by the GeoPlanner app to create and manage a project. Do not add the GeoPlanner template feature service to the template web map, because it is automatically added to the project web map when a new project is created. Adding a template feature service to the template web map will result in duplicate template feature layers in the project web map.

Follow the steps below to create a template web map and share it to the GeoPlanner template group:

1. Sign in to your organizational account.
2. Click Map.

   A new map appears.

3. Click the Basemap button and choose a basemap.
4. Optionally, click Add and use the existing ArcGIS organization options to add operational data to your map.
5. Click Save and choose Save As. On the Save Map dialog box, type geodesignTemplateWebMap as the tag. This is the tag GeoPlanner looks for, and it must be spelled as it is written. Provide a name and summary for the map, choose your template folder as the save in folder, and click Save map.

   The newly created web map is now saved in your templates folder under My Content.

6. Click Share.
7. On the Share dialog box, check the box next to your organization and the template group you created.
8. Click Done.

Create a feature class

A GeoPlanner template contains one or more hosted feature layers. These layers provide the feature types available for sketching and design. You define these types as feature templates that have symbology and default values. The layers also contain the attributes you'll use for reporting in GeoPlanner dashboard gauges. The following steps describe how you can use ArcGIS Desktop to create your feature templates and attributes in a feature class:

1. Open ArcMap and create a new blank map.
2. Open the Catalog window by clicking the Catalog button on the Tools toolbar.
3. In the Catalog window, browse to a folder and create a new file geodatabase in it.
4. Select this geodatabase, right-click it, and click New > Feature Class.
5. Provide a feature class name and alias. Choose a feature type from the type drop-down list. Click Next.
6. Expand Projected Coordinate Systems and choose a map projection from the list. To work with your ArcGIS organization, it's recommended that you use WGS 1984 Web Mercator (Auxiliary Sphere). You can find this projection by expanding Projected Coordinate Systems and expanding the World group.
7. Click Next after choosing the coordinate system.
8. Accept the default XY tolerance and resolution and click Next.
9. Accept the default configuration keyword and click Next.
10. Add the fields listed in the following table. The Geodesign_ProjectID and Geodesign_ScenarioID fields are attributes required by GeoPlanner that must exist in every template layer. When a new project is created in GeoPlanner, these attributes are validated. Other attributes can also be added to the feature class.
    The following table displays sample attributes defined in a land-use polygon feature class:

    Field name	Field type	Field length
    LanduseType	Text	30
    Geodesign_ProjectID	Text	50
    Geodesign_ScenarioID	Text	50
    Name	Text	50
    Description	Text	250
    Floor_Area_Ratio	Double

    LanduseType is a sample text field needed in the next section to demonstrate how to define a symbol set that can be replaced by your own field name; Description is a sample field that is rendered using a text area instead of a single-line text box in the Attributes window of GeoPlanner; and Floor_Area_Ratio is a sample field that is used to show how to set default attribute values for each subclass in this feature class.

11. Click Finish after adding these fields.

    Your new feature class is created and automatically added to the Table of Contents window.

12. Repeat steps 4 through 11 to create another feature class if needed.
13. Save this ArcMap document but don't close it. You'll need it in the following section.

Assign symbols to feature layers

In the previous section, you created a feature class. Next, you'll add some symbols to it. These symbols are available for sketching in GeoPlanner.

1. In ArcMap, add the feature classes you created in the Create a feature class section to the map display.
2. Double–click the layer in the Table of Contents window to open the Layer Properties dialog box.
3. Click the Symbology tab.
4. In the left pane, click Categories and choose Unique values.
5. Choose LanduseType (or your own field for defining subclasses) as the value field in the right pane.
6. Click Add Values.

   The Add Values dialog box appears.

7. Provide a value in the New Value box and click Add to List.

   The value is added to the list.

8. Repeat steps 6 and 7 to add more values.
9. Select all the values in the list box and click OK. The values are added on the Symbology tab, and each value is assigned a symbol.
10. To delete a value from the list, select it and click Remove.
11. Uncheck the symbol associated with <all other values> in the list.
12. Provide a label for each value.
13. Click OK to close the Layer Properties dialog box. Now the symbols are displayed in the Table of Contents window.
14. To edit a symbol, click the individual symbol in the Table of Contents window to open the Symbol Selector dialog box.

    The following table displays symbol types that you can use in your template:

    Geometry type	Symbol type
    Point	Arrow marker symbol Character marker symbol Picture marker symbol Simple marker symbol
    Line	Simple line symbol
    Polygon	Line fill symbol Picture fill symbol Simple fill symbol

15. When you're finished, click OK.

    The new symbols now appear in the Table of Contents window.

16. Repeat steps 1 through 15 to assign symbols to another feature class if needed.
17. Save this ArcMap document to your desired directory but don't close it yet.

Set default attribute values for feature templates

In the previous section, you assigned symbols to features. Next, you'll create feature templates and set default values for your sketch types in GeoPlanner.

1. In ArcMap, right–click one of the feature layers in your table of contents. From the context menu, choose Edit Features, and choose Organize Feature Templates.
2. On the Organize Feature Templates dialog box, click the New Template drop-down list and choose New Template.
3. In the Create New Templates Wizard, check the layers for which you want to create feature templates. Click Next and click Finish.

   

4. On the Organize Feature Templates dialog box, double-click one template to open the Template Properties dialog box.
5. In the cells to the right of the attribute list, type your default values. These values are set automatically when you sketch in new features.

   

   Note:

   Do not set a default value for the Geodesign_ProjectID or Geodesign_ScenarioID fields.

6. Click OK to save your changes and close the properties window.
7. Repeat steps 1 through 6 to define default attribute values for other feature templates.
8. On the Organize Feature Templates dialog box, click Close.
9. Save this ArcMap document.

Share a feature service for the template

In the previous sections, you created one or more feature classes. You added those feature classes to ArcGIS Desktop. You created feature templates and set default values for them. Next, you'll share the feature layers in the ArcMap document as a feature service in your ArcGIS organization. You'll also share the feature service with the GeoPlanner template group.

Note:

A GeoPlanner template group should contain only one feature service. If more than one service is shared to a GeoPlanner template group, only the first service is detected by the GeoPlanner app.

1. Open the ArcMap document you used in the prior steps.
2. Click the File menu and click Sign In to sign in to your ArcGIS organization.
3. Click the File menu, choose Share As, and click Service.
4. Choose Publish a Service.
5. Choose My Hosted Services (your organization name), provide a service name, and click Continue.
6. In the Service Editor window, click Capabilities in the left pane. In the right pane, check Feature Access and uncheck Tiled Mapping.
7. Click Feature Access in the left pane. Under Operations allowed in the right pane, check Create, Delete, Query, and Update.
8. Click Item Description in the left pane. Provide a summary and description. For tags, type geodesignTemplateFeatureService. This is the tag the GeoPlanner app looks for when searching for template feature services, and it must be spelled as it is written.
9. Click Sharing in the left pane. In the list of all groups, check your organization and the GeoPlanner template group that you created in the Create a group in your ArcGIS organization section.
10. Click Analyze and fix any errors.
11. Click Publish.

    A dialog box appears showing the progress. Once published, the data is copied to your ArcGIS organizational account.

Move a feature service to the template folder

This section is optional but recommended. Sign in to your ArcGIS organization and click My Content. You'll notice the feature service published from ArcMap, but it was published in the root folder. You now need to move this feature service to the folder you created in the Create a folder in your ArcGIS organization section.

1. Sign in to your organizational account.
2. Click the My Content tab of the content page.
3. Click the feature service you shared in the prior steps to display its properties page.
4. Click Move and select your templates folder.
5. Go back to the My Content page and click your templates folder in the left pane. Your feature service now appears there.

Test your template in GeoPlanner

So far, you've created an ArcGIS organization group and a web map, and you've shared one or more feature layers. You are nearly done creating your new template. Now you'll test your new template to ensure everything is configured correctly. The following steps show you how:

1. Sign in to ArcGIS GeoPlanner.
2. On the ArcGIS GeoPlanner—Getting Started dialog box, click Create New Project.
3. On the ArcGIS GeoPlanner—Select a Template dialog box, click My Organization and browse to the template you created.
4. Click Preview.

   The Preview Symbol Palette dialog box displays the feature templates you created when working through this workflow.

   

5. Click Select to create a new project.

A new GeoPlanner template is created and shared in your ArcGIS organization to the group you created, along with a web map and feature service. The template was tested when you created a new project from it, and you can begin to work in GeoPlanner, start a tutorial, or optionally enable some properties of the template feature service. These properties allow data export and feature attachments.

Learn more about feature service properties