Skip to main content
Cartegraph Campus

Automation Example: Automate Install and Replace Dates

You must have administrator rights to access this feature.

This feature requires a Cartegraph OMS license.

If you are collecting the install/replace dates in ArcGIS then pushing them to Cartegraph, here is a way to automate that process. This is a two-automation process; one updates the install date the other updates the replace date.

Install Date Automation

  1. Create a field on the asset(s), such as City Install Date. Link that new field to the ArcGIS install date.
  2. Click iAdministration_sm.png>Automation Manager.
  3. Click Create Automation.
  4. Select the Create or edit records after an asset is created or edited trigger.

Extend the trigger with the following logic:
AutoExampleExtendedTriggerLogic.png
This permits the automation to run only if GIS is doing the updating, and only if it is an active asset.

  1. Click and drag an Aggregate block to the center of the screen. We use this to look for previous install tasks.
    AutoExampleAggregateblockPreviousInstall.png
  2. Click and drag a Condition block to get the count of how many install tasks you find.
    AutoExampleConditionblockNumberofTasks.png
    AutoExampleTitleExpression.png
  3. In the condition block, add a Create Task block to create your install task. Make sure to include the status and change your status to Completed.

This automatically creates an install task if one doesn't exist and thus update your install date on the asset.

Replace Date Automation

  1. Select iAdministration_sm.png>Automation Manager.
  2. Click Create Automation.
  3. Select the Create or edit records after an asset is created trigger.
  4. Extend the trigger with the following filter:
    AutoExampleExtendedTriggerLogic2.png
  5. Select an Aggregate block to check for existing replacement tasks. This only looks for one with the date in the City Install Date. This accounts for a second or third replacement. Set the following parameters:
    AutoExampleAggregateblockExistingTasks.png
  6. Select a Condition block to see how many of these replace tasks exist.
    AutoExampleConditionBlockHowManyReplaceTasks.png
    AutoExampleTitleReplaceTaskDoesntExist.png
  7. In the condition block, nest a Create Task block to create your install task. Include status and change your status to Completed.
  • Was this article helpful?