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Is it "if" or is it "select" or "filter"????

LanceEber

Hello All,

First post.

I've got a short survey. Primary question is "Watch Report Item". It is either "Significant Case" or "Patrol Check". I've built a Word Template. I've got a table for Significant Cases and a separate table for Patrol Checks. The tables are within the SUMMARY section. How can I get the top table to just show "Significant Cases" and the bottom table to show just the "Patrol Checks"?

I've tried all of these options:

${watch_report_item | getValue:""}

${if watch_report_item | selected:"Significant_Case"} ... ${/}

${watch_report_item | checked:"Significant_Case"}

but get this error most of the time:

Error: An error occurred when checking the report template. Failed to parse ${if watch_report_item == “Significant_Case”} since field name or parameter watch_report_item cannot be found in the current parsing scope.

I've also tried this "if" statement: ${if watch_report_item == “Significant_Case”}

Here is my current set up within the table:

SIGNIFICANT CASES

${#survey|orderByFields:"case_ DESC"}${watch_report_item}

${case_}, ${time_of_incident}, ${incident_type}, ${location_checked}

${narrative}${/}

PATROL CHECKS

${#survey|orderByFields:"case_ DESC"}${watch_report_item}

${case_}, ${time_of_incident}, ${location_checked}, ${narrative}${/}

Your help would be greatly appreciated. I've tinkered around with it for hours with no luck. This final "fix" will make my report just what I need.

Thank you,

Lance in California @ Merced Police Department

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Accepted answers

IsmaelChivite

Hi Lance. I think you may want to use syntax along these lines:

In your case, the expression could look more like:

${#survey | where: "watch_report_item = 'Significant_Case' " | orderByFields:"time_of_incident DESC"}${case_}, ${time_of_incident}, ${incident_type}, ${location_checked} ${narrative}${/}

Also attaching a modified template here for your reference.

It is important that you keep the quotes straight. For example: simple quote: ' and double quote ". Microsoft Word has a tendency to create 'smart quotes' and they generate errors in the Survey123 report engine. Check this: https://support.microsoft.com/en-us/office/smart-quotes-in-word-702fc92e-b723-4e3d-b2cc-71dedaf2f343

It is hard to figure out the exact syntax without the reference help for your survey but I am hoping this gives you some clues. There are some additional details about summary sections in here: https://community.esri.com/t5/arcgis-survey123-blog/survey123-tricks-of-the-trade-summary-sections-in-reports/ba-p/898502

Patrol Activity_sampleTemplateSummaryIndividual v16.docx

IsmaelChivite

Attaching a word template below so you can see the syntax to filter the two types of cases in two separate tables.

The report template syntax is specific to Survey123 reports. It is documented here:

This video could also be handy: https://www.youtube.com/watch?v=a7pABoinPlM

Patrol Activity_sampleTemplateSummaryIndividual v16.docx

All comments

IsmaelChivite

Hi Lance. I think you may want to use syntax along these lines:

In your case, the expression could look more like:

${#survey | where: "watch_report_item = 'Significant_Case' " | orderByFields:"time_of_incident DESC"}${case_}, ${time_of_incident}, ${incident_type}, ${location_checked} ${narrative}${/}

Also attaching a modified template here for your reference.

Patrol Activity_sampleTemplateSummaryIndividual v16.docx

LanceEber

Hi Ismael,

Thanks for the quick reply.

Your help is getting me closer. I'm using Survey123 on the web BTW, not Connect.

The template manager validated the syntax. However, when I clicked on "preview sample report", I get this error in a big orange pop up window:

An error occurred when querying data from the feature layer. 400: Cannot perform query. Invalid query parameters. Render expression is: ${# survey | where: "watch_report_item = 'Significant_Case' " | orderByFields:"case_ DESC"}

I'm sure that we're getting closer. I just don't know how close.

I'm not sure what you meant by "without the reference help for your survey".

Thanks for offering input.

LanceEber

That screen shot is exactly what I'm trying to accomplish. Ugh. Just need to get it to work.

Patrol Activity_sampleTemplateSummaryIndividual v14.docx

S123_bec2753ed707430a8458a4c8f7f6b521_EXCEL.xlsx

IsmaelChivite

Hi. By the online reference I meant that cheat sheet page that appears in the Survey123 website where you can see the name of the different questions in your form. Like shown below. This page is important as it helps you get the right field names and values for your queries.

In any event, start with just on table and when you get the syntax right you can add the second. For example, drop Patrol Checks for now and lets focus on Significant Cases.

Attaching v15, although I am going a bit blind without the reference.

Patrol Activity_sampleTemplateSummaryIndividual v15.docx

LanceEber

Here's the report looks like so far. Oh so close to what I need.

Patrol Activity_5 records_20210127143108_sample.pdf

LanceEber

Gotcha, so this section? All of my syntax looks right to me.

watch.JPG

IsmaelChivite

Awesome! The PDF is looking good! The syntax can be tricky sometimes, but once you get the gist of it you can do pretty nice things with it. I am not sure if you need it, but you can add headers and also break down the case, description and other case info into separate columns within your Word table. Happy you got this going!

LanceEber

The goal of the PDF is to eliminate column 1 of each table. If I can just get the SIGNIFICANT CASE section to just show the "significant cases" and the same for the PATROL CHECK section, I'm golden!!! Everything looks right. I just don't know what I'm missing. Thanks for your time.

LanceEber

BTW, what kind of "code" or "syntax" is this? MS Word specific? Interested in finding sources for learning more about it. Thanks.

IsmaelChivite

Attaching a word template below so you can see the syntax to filter the two types of cases in two separate tables.

The report template syntax is specific to Survey123 reports. It is documented here:

This video could also be handy: https://www.youtube.com/watch?v=a7pABoinPlM

Patrol Activity_sampleTemplateSummaryIndividual v16.docx

LanceEber

Hi Ismael,

Here's what I did: after your first reply, I typed into my template exactly how you had the syntax. I typed it and retyped and retyped and retyped and none of them worked. Took a break for a few hours. Came back to it. Typed it again. Still nothing. Then, decided to just copy/paste your "line" from the reply into my template. By golly, it worked!!!! I changed the "orderByField" to what I wanted and voila. Success. Honestly, I don't what was different. To me, it looks exactly the same. But, doing a copy/paste of yours worked. Frustrating, but relieving at the same time.

I appreciate your time submitting your help. I even reached out to Chris Delaney (my law enforcement contact) for some guidance.

Other than the "order" field, I don't know what's different.

Here is the working report!!! Thanks again : )

21-0127 D2 Sample_sample.pdf

IsmaelChivite

@LanceEber I am guessing he difference is 'straight quotes' versus 'smart quotes'. By default, Microsoft Word will add 'smart quotes' as you type. The Survey123 report engine likes 'straight' quotes.

Check the section 'Straighten' your quotes in this article https://community.esri.com/t5/arcgis-survey123-blog/survey123-tricks-of-the-trade-summary-sections-in-reports/ba-p/898502

Sometimes I end up tying my where syntax in notepad and then copying and pasting into Word. You can also configure Ms Word to use straight quotes as described here: https://support.microsoft.com/en-us/office/smart-quotes-in-word-702fc92e-b723-4e3d-b2cc-71dedaf2f343

Thanks for sharing!

LanceEber

Ahhh, that makes sense. I'll keep this in mind for sure.

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