Taking projects and data to the field

Once a project has been created (and published if applicable), the day-to-day work of data collection can begin. This functionality is typically accessed through the Terra Office Field Data dockable window with the required project set as current. To toggle the visibility of the dockable window, click Terra Office Field Data on the toolbar.

In the TerraFlex Cloud workflow, the project is ready to be used in the TerraFlex field workflow for new data collection shortly after it is published, as described in Creating and managing projects. No additional steps are required.

For workflows that require existing data to be edited in the field, TerraFlex provides data maintenance functionality through tasks. Tasks are groups of features with a title.

  1. Using any feature selection tool or workflow available in ArcGIS Pro (interactive or by location / attribute queries), select existing features in project layers. You do not need to worry about only selecting features in project layers as this filtering will happen automatically.

    Strictly speaking, features do not need to be selected prior to the next three steps; you can still change the selected features up until step 4 below.

  2. Click Manage Tasks.

  3. In the updated dockable window area, provide a Name, and optionally Notes.

  4. Click Create Task.

To close or delete existing tasks, select the required task in the Current tasks list then click either Close Task or Delete Task.

In either case, duplicate features will not be created in the TerraFlex Cloud. If features have previously been sent to the TerraFlex Cloud in tasks, they will be updated. Only features not sent previously will be added as new. If you click the Upload Selected Features (outside of a task) link text, the same selected features will be sent to the TerraFlex Cloud but no task will be created.

If it is necessary to limit the task assignment to a subset of users or groups, that can be done through the Connect Map Viewer.