Is it possible to only load Visits to existing SFs as part of a Bulk process? 


Explanation

This can be done via the Bulk Replace tool, however certain other fields must be included to use this tool. The following process queries Biotics to get a shapefile containing the required fields. Use Esri's Simple Data Loader to import the shapefile into the BulkReplaceTemplate.gdb. Populate the tbl_visits table with the Visit data.


Solution

Following are instructions for achieving the desired result, assuming that all the Source Features to update are pre-point spatial features. Should you have polygons or line features which need to be altered instead/as well, the attached query would need to be altered accordingly. If data is to be altered for many feature types (e.g., points and polygons and/or lines) then it would be more efficient to put them all in a geodatabase for using with the Bulk Replace too.
  1. Create a Working List containing the Source Features to which Visits will be added.
  2. Go to the Working List page and note the Working List ID.
  3. Edit the attached query to replace XXXX with the appropriate Working List ID on the last line of the query. If not pre-SF points, edit the query to get pre-SF polys (source_feature_pre_poly) or lines (source_feature_pre_line) as appropriate.
  4. Run the attached query in Query Builder and export the result to a Shapefile.
  5. Download the shapefile and unzip it.
  6. Download the BulkReplaceTemplate.gdb and unzip it.
  7. In ArcMap, import the shapefile into the sf_point (or appropriate) feature class within the BulkReplaceTemplate.gdb using the Simple Data Loader.
  8. Enter (manually or via the Simple Data Loader) Visits data into the tbl_sf_visits, using SF_UNIQUEID to indicate which SF the Visit should be added to.
  9. Close ArcMap. Failing to do so will result in a failed zip file.
  10. Zip the populated BulkReplaceTemplate.gdb.
  11. In Biotics, Bulk Replace using the populated BulkReplaceTemplate.gdb.
Only data included in the data set will be written to the data records or overwrite existing data. Data within existing records will not be overwritten by NULL values in the Bulk Replace data set.