{"id":123231,"date":"2018-03-05T12:59:40","date_gmt":"2018-03-05T12:59:40","guid":{"rendered":"http:\/\/www.esri.com\/arcgis-blog\/products\/product\/uncategorized\/workforce-and-collector-creating-assignments-in-the-field\/"},"modified":"2019-08-12T09:28:26","modified_gmt":"2019-08-12T16:28:26","slug":"workforce-and-collector-creating-assignments-in-the-field","status":"publish","type":"blog","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field","title":{"rendered":"Workforce and Collector: Creating assignments in the field"},"author":5701,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":""},"categories":[23261],"tags":[39981,39991,100192,23711],"industry":[],"product":[36591,36641,36701],"class_list":["post-123231","blog","type-blog","status-publish","format-standard","hentry","category-field-mobility","tag-create-assignments","tag-fieldwork","tag-learn-by-doing","tag-mobile","product-apps","product-collector","product-workforce"],"acf":{"short_description":"Use Workforce and Collector together to allow field workers to create assignments.","flexible_content":[{"acf_fc_layout":"content","content":"<p>Workforce is designed for an office of dispatchers and a team of mobile workers in the field. The dispatchers create and assign the work, while the mobile workers complete it. Yet you might have mobile workers who notice work that needs to be done while they are in the field, and you want those mobile workers to be able to create assignments about what they see. Creating and assigning work from the mobile app is something on our roadmap, but it isn\u2019t possible yet. However, you can bring Collector for ArcGIS into your solution and enable mobile workers to create assignments in the field today.<\/p>\n<p>To get started, identify a Workforce project that requires mobile workers to have the ability to create assignments from the field. The Workforce project, as part of its creation, made some maps. However, those maps aren\u2019t available in Collector. This is expected: Workforce maps are excluded from Collector. It would make it too easy for a mobile worker to accidentally edit assignments outside Workforce.<\/p>\n<p>To opt-in to this workflow, we\u2019ll create a view of the assignments for the mobile workers, make a map for use in Collector, give mobile workers access, and then create assignments using Collector. Let\u2019s see how to set this up:<\/p>\n<h3>1. Create a view of the assignments layer<\/h3>\n<p>We\u2019ve decided we want to allow access to our assignments in Collector, but we don\u2019t want the user to have access to all the data. To limit the fields and types of data the mobile worker sees, create a hosted feature layer view from the assignments layer (view the item page for the assignments layer and click\u00a0<strong>Create View Layer<\/strong>). Make sure to give it a unique, descriptive name to help you remember the target audience of this view. (For details, see Create hosted feature layer views &#8211;\u00a0<a class=\"jive-link-external-small\" href=\"http:\/\/doc.arcgis.com\/en\/arcgis-online\/manage-data\/create-hosted-views.htm\" target=\"_blank\" rel=\"nofollow noopener\">ArcGIS Online<\/a>\u00a0or\u00a0<a class=\"jive-link-external-small\" href=\"https:\/\/enterprise.arcgis.com\/en\/portal\/latest\/use\/create-hosted-views.htm\" target=\"_blank\" rel=\"nofollow noopener\">ArcGIS Enterprise<\/a>.)<\/p>\n"},{"acf_fc_layout":"sidebar","content":"<p>NOTE: If you don\u2019t want to limit the data the worker has access to, you don\u2019t need to create a view of the layer. Skip this step and when creating the map add the assignments layer directly into the new map. In the map, configure the pop-up for the assignments layer the same way it is configured for the layer view here.<\/p>\n","image_reference":false,"layout":"standard","image_reference_figure":"","snippet":"","spotlight_name":"","section_title":"","position":"Center","spotlight_image":false},{"acf_fc_layout":"content","content":"<p>In your view,\u00a0<strong>Set View Definition<\/strong>\u00a0(use\u00a0<strong>More Options<\/strong>\u00a0<a href=\"https:\/\/community.esri.com\/servlet\/JiveServlet\/showImage\/38-59231-398110\/pastedImage_11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"image-1 jive-image j-img-original\" src=\"https:\/\/community.esri.com\/servlet\/JiveServlet\/downloadImage\/38-59231-398110\/pastedImage_11.png\" width=\"18\" height=\"10\" data-bukket-ext-bukket-draggable=\"true\" \/><\/a>\u00a0in the\u00a0<strong>Visualization<\/strong>\u00a0tab) to limit the data available to mobile workers:<\/p>\n<ul>\n<li><strong>Define Features<\/strong>\u00a0to only include features with a status of \u201cUnassigned\u201d<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":233932,"id":233932,"title":"Define features","filename":"Define-features.png","filesize":19212,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/define-features","alt":"Define features","author":"5701","description":"","caption":"","name":"define-features","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:15:56","modified":"2018-06-08 19:16:20","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":683,"height":276,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","thumbnail-width":213,"thumbnail-height":86,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","medium-width":464,"medium-height":188,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","medium_large-width":683,"medium_large-height":276,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","large-width":683,"large-height":276,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","1536x1536-width":683,"1536x1536-height":276,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","2048x2048-width":683,"2048x2048-height":276,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","card_image-width":683,"card_image-height":276,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Define-features.png","wide_image-width":683,"wide_image-height":276}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<ul>\n<li><strong>Define<\/strong><strong>\u00a0Fields<\/strong>\u00a0to only include\u00a0the following fields: OBJECTID, Description, Status, Priority, Assignment Type, WorkOrder ID, Due Date, GlobalID, Location, CreationDate, Creator, EditDate, and Editor. Some of these are the fields the mobile worker needs to fill out when creating assignments, and when setting up the pop-up for the map you\u2019ll leave these editable in Collector. The others are set for you by the ArcGIS platform and you\u2019ll hide these when setting up the pop-up.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"sidebar","content":"<p>Note: Your mobile workers might not need all the fields. You can choose to exclude Description, Priority, WorkOrder ID, and Due Date.<\/p>\n","image_reference":false,"layout":"standard","image_reference_figure":"","snippet":"","spotlight_name":"","section_title":"","position":"Center","spotlight_image":false},{"acf_fc_layout":"content","content":"<p>Still in the\u00a0<strong>Visualization<\/strong>\u00a0tab,\u00a0<strong>Configure Pop-up<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"image-3 jive-image j-img-original\" src=\"https:\/\/community.esri.com\/servlet\/JiveServlet\/showImage\/38-59231-398148\/pastedImage_22.png\" width=\"18\" height=\"18\" data-bukket-ext-bukket-draggable=\"true\" \/>\u00a0(which defines the editing experience in Collector):<\/p>\n<ul>\n<li>Update the\u00a0<strong>Pop-up Title<\/strong>\u00a0to show information meaningful to workers creating assignments as this map is only for their use. For example, just use the assignment type: mobile workers might not always need to include a description so the default title wouldn\u2019t have useful information.<\/li>\n<li>Include only the following fields, and display them in this order (so that required fields are first): Assignment Type, Location, Description, Priority, Due Date, and WorkOrder ID. Uncheck both\u00a0<strong>Display<\/strong>\u00a0and\u00a0<strong>Edit<\/strong>\u00a0in\u00a0<strong>Configure Attributes<\/strong>\u00a0for each of the other fields to exclude them.<\/li>\n<\/ul>\n<p>Update the pop-up by clicking\u00a0<strong>OK<\/strong>\u00a0at the bottom of the panel, and save your changes by clicking\u00a0<strong>Save Layer<\/strong>.<\/p>\n<p>In the\u00a0<strong>Settings<\/strong>\u00a0tab for the view, enable editing and configure editing permissions in the\u00a0<strong>Feature Layer (hosted, view) Settings<\/strong>\u00a0section:<\/p>\n<ul>\n<li>In the\u00a0<strong>Editing<\/strong>\u00a0section,\u00a0<strong>Enable editing<\/strong>.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":233962,"id":233962,"title":"Enable editing","filename":"Enable-editing.png","filesize":19981,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/enable-editing","alt":"Enable editing","author":"5701","description":"","caption":"","name":"enable-editing","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:16:08","modified":"2018-06-08 19:16:30","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":836,"height":298,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","thumbnail-width":213,"thumbnail-height":76,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","medium-width":464,"medium-height":165,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","medium_large-width":768,"medium_large-height":274,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","large-width":836,"large-height":298,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","1536x1536-width":836,"1536x1536-height":298,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","2048x2048-width":836,"2048x2048-height":298,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","card_image-width":826,"card_image-height":294,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-editing.png","wide_image-width":836,"wide_image-height":298}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<ul>\n<li>Enable sync if your mobile workers need to create assignments while offline.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":233972,"id":233972,"title":"Enable sync","filename":"Enable-sync.png","filesize":10087,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/enable-sync","alt":"Enable sync","author":"5701","description":"","caption":"","name":"enable-sync","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:16:12","modified":"2018-06-08 19:16:34","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":467,"height":143,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","thumbnail-width":213,"thumbnail-height":65,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","medium-width":464,"medium-height":142,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","medium_large-width":467,"medium_large-height":143,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","large-width":467,"large-height":143,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","1536x1536-width":467,"1536x1536-height":143,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","2048x2048-width":467,"2048x2048-height":143,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","card_image-width":467,"card_image-height":143,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Enable-sync.png","wide_image-width":467,"wide_image-height":143}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<ul>\n<li>Under\u00a0<strong>What kind of editing is allowed?<\/strong>\u00a0accept the default of\u00a0<strong>Add, update, and delete features<\/strong>.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":233942,"id":233942,"title":"Editing permissions","filename":"Editing-permissions.png","filesize":8597,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/editing-permissions","alt":"Editing permissions","author":"5701","description":"","caption":"","name":"editing-permissions","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:16:01","modified":"2018-06-08 19:16:26","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":300,"height":163,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","thumbnail-width":213,"thumbnail-height":116,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","medium-width":300,"medium-height":163,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","medium_large-width":300,"medium_large-height":163,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","large-width":300,"large-height":163,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","1536x1536-width":300,"1536x1536-height":163,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","2048x2048-width":300,"2048x2048-height":163,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","card_image-width":300,"card_image-height":163,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editing-permissions.png","wide_image-width":300,"wide_image-height":163}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<ul>\n<li>Under\u00a0<strong>What features can editors see?<\/strong>\u00a0accept the default of\u00a0<strong>Editors can see all features<\/strong>, as that could reduce the creation of duplicate assignments.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":233982,"id":233982,"title":"Feature visibility","filename":"Feature-visibility.png","filesize":8738,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/feature-visibility","alt":"Feature visibility","author":"5701","description":"","caption":"","name":"feature-visibility","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:16:15","modified":"2018-06-08 19:16:41","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":483,"height":110,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","thumbnail-width":213,"thumbnail-height":49,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","medium-width":464,"medium-height":106,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","medium_large-width":483,"medium_large-height":110,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","large-width":483,"large-height":110,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","1536x1536-width":483,"1536x1536-height":110,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","2048x2048-width":483,"2048x2048-height":110,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","card_image-width":483,"card_image-height":110,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Feature-visibility.png","wide_image-width":483,"wide_image-height":110}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<ul>\n<li>Under\u00a0<strong>What features can editors edit?<\/strong>\u00a0set\u00a0<strong>Editors can only edit their own features<\/strong>.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":233952,"id":233952,"title":"Editors can edit their own feaures","filename":"Editors-can-edit-their-own-feaures.png","filesize":6908,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/editors-can-edit-their-own-feaures","alt":"Editors can edit their own feaures","author":"5701","description":"","caption":"","name":"editors-can-edit-their-own-feaures","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:16:05","modified":"2018-06-08 19:21:04","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":483,"height":84,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","thumbnail-width":213,"thumbnail-height":37,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","medium-width":464,"medium-height":81,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","medium_large-width":483,"medium_large-height":84,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","large-width":483,"large-height":84,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","1536x1536-width":483,"1536x1536-height":84,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","2048x2048-width":483,"2048x2048-height":84,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","card_image-width":483,"card_image-height":84,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Editors-can-edit-their-own-feaures.png","wide_image-width":483,"wide_image-height":84}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>Save your changes to the settings.<\/p>\n<h3>2. Create a map for Collector<\/h3>\n<p>On the\u00a0<strong>Overview<\/strong>\u00a0tab of your assignments layer view\u2019s item page add the layer to a new map (use the drop-down menu for\u00a0<strong>Open in Map Viewer<\/strong>\u00a0and select\u00a0<strong>Add to new map<\/strong>). Update your map as follows:<\/p>\n<ul>\n<li>Rename the layer view to &#8220;assignments&#8221; in the\u00a0<strong>Content<\/strong>\u00a0pane.<\/li>\n<li>Remove all the feature types and their templates other than the\u00a0<strong>Unassigned<\/strong>\u00a0feature type. The mobile workers won\u2019t need to use them, and by removing them mobile workers won\u2019t have to set a status and will always create unassigned assignments. To remove them, click\u00a0<strong>Edit<\/strong>\u00a0and click\u00a0<strong>Manage<\/strong>\u00a0at the bottom of the pane. Next to each feature type (other than\u00a0<strong>Unassigned<\/strong>) click the arrow to open the menu and select\u00a0<strong>Remove<\/strong>. Make sure to remove the feature type, and not just the templates under it, and to save your changes.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":234002,"id":234002,"title":"Remove feature types","filename":"Remove-feature-types.png","filesize":3873,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/remove-feature-types","alt":"Remove feature types","author":"5701","description":"","caption":"","name":"remove-feature-types","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:16:23","modified":"2018-06-08 19:17:09","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":171,"height":105,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","thumbnail-width":171,"thumbnail-height":105,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","medium-width":171,"medium-height":105,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","medium_large-width":171,"medium_large-height":105,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","large-width":171,"large-height":105,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","1536x1536-width":171,"1536x1536-height":105,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","2048x2048-width":171,"2048x2048-height":105,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","card_image-width":171,"card_image-height":105,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/Remove-feature-types.png","wide_image-width":171,"wide_image-height":105}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<ul>\n<li>Include any other data in the map that the mobile workers might need to see to help them create assignments.<\/li>\n<li>Make sure you aren\u2019t using a vector basemap as those aren\u2019t supported in Collector.<\/li>\n<li>If your mobile workers need to be able to take the map offline and work without a data connection, you\u2019ll need to make sure your map follows the guidelines for\u00a0<a class=\"jive-link-external-small\" href=\"http:\/\/doc.arcgis.com\/en\/collector\/android\/create-maps\/offline-map-prep.htm\" target=\"_blank\" rel=\"nofollow noopener\">making offline maps for Collector<\/a>.<\/li>\n<\/ul>\n<h3>3. Share the map with mobile workers<\/h3>\n<p>You need to share your new map and your layer view with the mobile workers who need to use them.<\/p>\n<p>If you want all mobile workers in your Workforce project to be able to create assignments in Collector, share them with the group created with your Workforce project. Dispatchers in the project would also have access to the map in Collector: this may or may not be useful depending on your project.<\/p>\n<p>If instead you want to provide only a subset of mobile workers with access to create assignments in Collector, create a new group (see how using either the\u00a0<a class=\"jive-link-external-small\" href=\"http:\/\/doc.arcgis.com\/en\/arcgis-online\/share-maps\/create-groups.htm\" target=\"_blank\" rel=\"nofollow noopener\">ArcGIS Online<\/a>\u00a0or the\u00a0<a class=\"jive-link-external-small\" href=\"https:\/\/enterprise.arcgis.com\/en\/portal\/latest\/administer\/windows\/create-groups.htm\" target=\"_blank\" rel=\"nofollow noopener\">ArcGIS Enterprise<\/a>\u00a0web site). Only add into the group mobile workers that you want using Collector to create assignments. After joining the group through the ArcGIS Online or ArcGIS Enterprise website (or after an admin adds them without their need for approval), these mobile workers can access any content shared with the group. To give them access to the content they need to create assignments, share with the group the map you created for Collector, the layer view, and any other services used by the map.<\/p>\n<h3>4. Create assignments in Collector<\/h3>\n<p>The mobile worker can open the new map in Collector and create assignments. While they won\u2019t be able to use all the validation and user integration included in the Workforce web app, they can create assignments. Some things to keep in mind:<\/p>\n<ul>\n<li>The mobile worker will need to provide an Assignment Type and Location.<\/li>\n<li>With the view and pop-up customization, they can\u2019t set a dispatcher ID. That\u2019s ok, as the mobile worker might not be a dispatcher. It will be set by Workforce when the assignment is assigned through the web app.<\/li>\n<li>Need to include an attachment? Use the camera and attach as an image.<\/li>\n<li>Be careful if deleting assignments: it is permanent and not the same as closing them.<\/li>\n<li>You can use a feature and\u00a0<strong>Collect here<\/strong>\u00a0to create an assignment at that feature; however, the assignment\u2019s location field won\u2019t be prepopulated with the feature\u2019s pop-up title as it is in the Workforce web app.<\/li>\n<\/ul>\n"},{"acf_fc_layout":"image","image":{"ID":234032,"id":234032,"title":"Assignment in Collector","filename":"IMG_0277-edited-small.png","filesize":13500,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\/img_0277-edited-small","alt":"Assignment in Collector","author":"5701","description":"","caption":"","name":"img_0277-edited-small","status":"inherit","uploaded_to":123231,"date":"2018-06-08 19:28:57","modified":"2018-06-08 19:29:09","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":300,"height":353,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","thumbnail-width":170,"thumbnail-height":200,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","medium-width":222,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","medium_large-width":300,"medium_large-height":353,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","large-width":300,"large-height":353,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","1536x1536-width":300,"1536x1536-height":353,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","2048x2048-width":300,"2048x2048-height":353,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","card_image-width":300,"card_image-height":353,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/IMG_0277-edited-small.png","wide_image-width":300,"wide_image-height":353}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"<p>Now you\u2019ve got your mobile workers contributing their field findings into Workforce: work they notice in the field is recorded and ready for assignment. The back office knows what needs to be done, and work is completed according to your staff\u2019s workflow.<\/p>\n"},{"acf_fc_layout":"sidebar","content":"<p>Comments or questions on this post?\u00a0<a href=\"https:\/\/community.esri.com\/groups\/workforce-for-arcgis\/blog\/2018\/03\/05\/workforce-and-collector-creating-assignments-in-the-field\">Join the discussion on GeoNet<\/a>.<\/p>\n","image_reference":false,"layout":"standard","image_reference_figure":"","snippet":"","spotlight_name":"","section_title":"","position":"Center","spotlight_image":false}],"authors":[{"ID":5701,"user_firstname":"Kylie","user_lastname":"Donia","nickname":"kylie","user_nicename":"kylie","display_name":"Kylie Donia","user_email":"KDonia@esri.com","user_url":"","user_registered":"2018-03-02 00:17:28","user_description":"Kylie strives to bring GIS to K-12 classrooms. A long-time Esri employee, she previously worked on Esri's field operations, focused on documentation and best practices. She is an avid runner often found on the trails or chasing her children.","user_avatar":"<img alt='' src='https:\/\/secure.gravatar.com\/avatar\/8a982852e53c5a7d1af54c8325f21a4080aa16e902b1d82315a9c5f9f7e48572?s=96&#038;d=blank&#038;r=g' srcset='https:\/\/secure.gravatar.com\/avatar\/8a982852e53c5a7d1af54c8325f21a4080aa16e902b1d82315a9c5f9f7e48572?s=192&#038;d=blank&#038;r=g 2x' class='avatar avatar-96 photo' height='96' width='96' loading='lazy' decoding='async'\/>"}],"related_articles":[{"ID":234072,"post_author":"5701","post_date":"2018-06-08 21:50:47","post_date_gmt":"2018-06-08 21:50:47","post_content":"","post_title":"Control access to data in Collector through feature layer views","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"control-access-to-data-in-collector-through-feature-layer-views","to_ping":"","pinged":"","post_modified":"2018-06-26 18:00:13","post_modified_gmt":"2018-06-26 18:00:13","post_content_filtered":"","post_parent":0,"guid":"http:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&#038;p=234072","menu_order":0,"post_type":"blog","post_mime_type":"","comment_count":"0","filter":"raw"},{"ID":76181,"post_author":"6981","post_date":"2017-03-17 08:11:54","post_date_gmt":"2017-03-17 08:11:54","post_content":"","post_title":"Hosted Feature Layer Views -  A Practical Example","post_excerpt":"","post_status":"publish","comment_status":"open","ping_status":"closed","post_password":"","post_name":"hosted-feature-layer-views-a-practical-example","to_ping":"","pinged":"","post_modified":"2018-03-26 21:12:29","post_modified_gmt":"2018-03-26 21:12:29","post_content_filtered":"","post_parent":0,"guid":"http:\/\/www.esri.com\/arcgis-blog\/products\/product\/uncategorized\/hosted-feature-layer-views-a-practical-example\/","menu_order":0,"post_type":"blog","post_mime_type":"","comment_count":"0","filter":"raw"},{"ID":583532,"post_author":"5701","post_date":"2019-08-12 09:26:09","post_date_gmt":"2019-08-12 16:26:09","post_content":"","post_title":"Workforce and QuickCapture: Creating assignments in the field","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"workforce-quickcapture-creating-assignments-field","to_ping":"","pinged":"","post_modified":"2019-08-12 12:37:23","post_modified_gmt":"2019-08-12 19:37:23","post_content_filtered":"","post_parent":0,"guid":"https:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&#038;p=583532","menu_order":0,"post_type":"blog","post_mime_type":"","comment_count":"0","filter":"raw"}],"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/AdobeStock_115008983-card.jpg","wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2018\/03\/AdobeStock_115008983-banner.jpg"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v25.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workforce and Collector: Creating assignments in the field<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/workforce\/field-mobility\/workforce-and-collector-creating-assignments-in-the-field\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workforce and Collector: Creating assignments in the field\" \/>\n<meta property=\"og:description\" content=\"Workforce is designed for an office of dispatchers and a team of mobile workers in the field. 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