Create and manage extended properties tables

Extended properties tables allow organizations to store properties or associate external data with jobs to meet specific business needs. Extended properties can be updated using the Update Job Properties step, the Update 1-M Job Properties step, or the Survey123 step, and can be used as dynamic input values to other steps, such as the Run GP Service and Send Email steps.

Extended properties tables can be configured with a one-to-one or a one-to-many table relationship with the ArcGIS Workflow Manager jobs table and can also be used to associate external data from a feature layer with a job. Each extended properties table in a workflow item must have a unique name.

Create an extended properties table

To add an extended properties table, complete the following steps:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Job Templates .

   The Job Templates panel appears.

4. Choose the job template that you want to add an extended properties table to.

   The job template appears in the right panel.

5. Click the Extended Properties tab.
6. Click New Table.

   The new table appears in the list.

7. Provide the Name and Alias fields for the table.

   Note:

   The Name field is converted to lowercase when saved and must contain a unique value across all job templates or it is considered a duplicate.

8. Click the Relationship toggle button to switch between a one-to-one (1-1) and a one-to-many (1-M) table relationship with the Workflow Manager jobs table.
   • 1-1—If the job can only have one value associated with the properties in the extended properties table, set the relationship to one-to-one.
   • 1-M—If the job can have multiple values associated with the properties in the extended properties table, set the relationship to one-to-many.
9. Click Add Extended Property.

   The new property appears in the table.

10. Provide a name for the property in the Name text box.

    Each property in an extended property table must have a unique name.

11. Provide the display name for the property in the Alias text box.
12. Click the Type drop-down arrow and choose the data type for the property.

    Available data types include Boolean, date, domain, double, integer, and string.

13. Provide a default value for the property in the Default Value text box.

    The default is used to populate the field when a job is created.

14. If Type is set to Domain, do the following:
    1. Click Add Domain.

       The Edit Domain dialog box appears.

    2. Click the Code Type drop-down arrow and choose a code type for the property.

       Available domain code types include double, integer, and string.

    3. Provide a code for the domain in the Code text box.
    4. Provide a value for the domain in the Description text box.
    5. Optionally, click Add New Value and repeat substeps c and d to add more domain values and codes as necessary.
    6. Optionally, click Reorder Domain next to the Value text box and drag it to the desired location to change the order of the domain values and codes.

       Values and codes can be deleted by clicking Delete Domain .

    7. Click Save to save the domain values and codes.

       Note:

       Once the domain has been saved, the Code Type setting can't be modified. You can edit or delete domain values and codes by clicking Edit Domain .

15. Provide a value in the Field Length text box for string data types as necessary.

    The default field length is 50 characters.

16. Check the Required check box to set the property as required.
17. Check the Editable check box to set the property as editable.
18. Check the Visible check box if you want the property to be visible when used in a job.
19. Optionally, hover over a property, click Reorder Property , and drag it to the desired location to reorder the properties.

    Note:

    You can delete a property by hovering over it and clicking Delete Item .

20. Optionally, hover over a table, click Reorder table , and drag it to the desired location to reorder the tables.

    Tip:

    Filter the extended property list by property name or alias by typing a keyword in the Filter Extended Properties text box.

    Collapse and expand tables using Collapse table and Expand table .

21. When you are finished adding tables and properties, click Save.

    Caution:

    Once an extended properties table has been saved, the table name, relationship, and property name can't be changed.

Create an extended properties table from a feature layer

Create an extended properties table from a feature layer to reference external feature layer data and associate it with jobs. Manually link a job to a record in the feature layer by updating the Link Id Field value with the Update Job Properties step. To create an extended properties table from a feature layer, complete the following steps:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Job Templates .

   The Job Templates panel appears.

4. Choose the job template that you want to add a feature layer extended properties table to.

   The job template appears in the right panel.

5. Click Add Feature Layer.

   The Add Feature Layer dialog box appears.

6. Choose one of the following options to specify where the feature layer is located:
   • ArcGIS Online—Add a feature layer located on ArcGIS Online.
   • Other—Add a public feature layer located on an ArcGIS Enterprise portal.
7. If you chose Other, provide the URL for the portal that contains the layer in the Portal URL text box.

   For ArcGIS Enterprise, use the format https://webadaptorhost.domain.com/webadaptorname.

8. Provide the feature layer's item ID in the Item Id text box.
9. Choose the Layer or Table option and choose the layer name or table ID from the Layer name or Table id drop-down menu.

   The Link Id Field and Reference Name text boxes are automatically populated with the values in the chosen layer or table.

10. Optionally, click the Link Id Field drop-down arrow to choose a different field that contains unique values that you want to use to link records in the feature layer to jobs.

    Note:

    Date, time, Boolean, ObjectID, and geometry fields, such as the SHAPE_AREA and SHAPE_LENGTH fields, can’t be used for the Link Id Field and are filtered from the list of available fields.

11. Optionally, provide a different name for the extended property feature layer table in the Reference Name text box.
12. Click OK.

    The extended property table appears on the Extended Properties tab.

13. Click the Relationship toggle button to switch between a one-to-one (1-1) and a one-to-many (1-M) table relationship with the Workflow Manager jobs table.
    • 1-1—If the job can only have one value associated with the properties in the extended properties table, set the relationship to one-to-one.
    • 1-M—If the job can have multiple values associated with the properties in the extended properties table, set the relationship to one-to-many.
14. Optionally, update the display name for properties in the Alias text box.
15. Check the Visible check box next to the properties that you want to be visible when used in a job.
16. Optionally, hover over a property, click Reorder Property and drag it to the desired location to reorder the properties.
17. When you are finished configuring the extended properties table, click Save.

    The feature layer’s fields are automatically added to the table, and the field you chose for Link Id Field appears with a Linked Field indicator .

    Caution:

    Once a feature layer extended property table has been saved, the table name and table relationship can't be updated.

Create an extended properties table from a Survey123 form

You can create an extended properties table from an ArcGIS Survey123 form to reference external Survey123 survey data and associate it with jobs. You can manually link a job to a record in the feature layer by updating the Link Id Field value with the Update Job Properties step. The Link Id Field value can also be set automatically when a survey is collected using the Survey123 step.

To create an extended properties table from a Survey123 form, complete the following steps:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Job Templates .

   The Job Templates panel appears.

4. Choose the job template that you want to add a Survey123 extended properties table to.

   The job template appears in the right panel.

5. Click Add Survey123 Form.

   The Add Survey123 Form dialog box appears.

6. Choose one of the following options to specify where the Survey123 form is located:
   • ArcGIS Online—Add a public survey located on ArcGIS Online.
   • Other—Add a public survey located on another portal.
7. If you chose Other, provide the URL for the portal that contains the survey in the Portal URL text box.

   For example, https://webadaptorhost.domain.com/webadaptorname.

8. Provide the form item ID for the survey in the Form Item Id text box.
9. Provide a name for the survey in the Reference Name text box.
10. Click OK.

    The extended property table appears on the Extended Properties tab.

11. Click the Relationship toggle button to switch between a one-to-one (1-1) and a one-to-many (1-M) table relationship with the Workflow Manager jobs table.
    • 1-1—If the job can only have one value associated with the properties in the extended properties table, set the relationship to one-to-one.
    • 1-M—If the job can have multiple values associated with the properties in the extended properties table, set the relationship to one-to-many.
12. Optionally, update the display name for properties in the Alias text box.
13. Check the Visible check box next to the properties that you want to be visible when used in a job.
14. Optionally, hover over a property, click Reorder Property and drag it to the desired location to reorder the properties.
15. When you are done configuring the extended properties table, click Save.

    The feature layer’s fields are automatically added to the table and the globalid field appears with a Linked Field indicator .

    Caution:

    Once a Survey123 extended property table has been saved, the table name and table relationship can't be updated.

Edit an extended properties table

You can edit the default value of a property, or whether the property is required, editable, or visible in an existing extended properties table. To update the Type or the Field Length values, the property must be deleted and re-added to the table.

To edit existing properties in an extended properties table, complete the following steps:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Job Templates .

   The Job Templates panel appears.

4. Choose the job template with the extended properties table that you want to edit.

   The job template appears in the right panel.

5. Click the Extended Properties tab.
6. Update extended properties as necessary.

   To change the Type or Field Length values, click Delete and click Add Extended Property to re-add the property.

   Caution:

   Altering the Type or Field Length values of an existing property will result in lost data for any existing jobs that were created with the job template.

7. Click Save to save the job template.

Duplicate an extended properties table

You can duplicate an extended properties table and share it with multiple job templates. To duplicate an extended properties table, complete the following steps:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Job Templates .

   The Job Templates panel appears.

4. Choose the job template that you want to add an existing extended properties table to.

   The job template appears in the right panel.

5. Click the Extended Properties tab.
6. Click Add Existing Table.

   The Add Existing Table dialog box appears.

7. Click the Job Template drop-down arrow and choose the job template that contains the extended properties table that you want to duplicate.
8. Click the Table drop-down arrow and choose the extended properties table that you want to duplicate.
9. Click OK.

   The extended properties table is duplicated and appears in the list.

10. Click Save to save the job template.

Delete an extended properties table

Deleting an extended properties table removes it from the chosen job template. If the extended properties table is shared across multiple job templates, it is only removed from the chosen job template. To delete an extended properties table, complete the following steps:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Job Templates .

   The Job Templates panel appears.

4. Choose the job template that contains the extended properties table that you want to delete.

   The job template appears in the right panel.

5. Click the Extended Properties tab.
6. Hover over the extended properties table you want to delete and click Delete Table .

   A confirmation message appears.

   Caution:

   Deleted tables can't be recovered.

7. Click Delete to delete the table or click Cancel to cancel.