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Edit existing records with Survey123 Mobile App

ajohnson_wsb

Hi everyone,

I'm looking for an option to edit existing records via the Survey123 Mobile App.

The data is coming from a web map within ArcGIS Enterprise and currently we are using url parameters to push data from Field Maps to Survey123. The goal is to update attribute data using a Survey123 form built on top of a feature service (service used in Field Maps). The workflow I'm looking for is very similar to what is identified here in Esri's documentation, specifically the workflow of edit in web app, where the url parameter is something like https://survey123.arcgis.com/share/xyz?mode=edit&globalId={globalid}. I can use this url and it works well editing in the web app but does not work in the mobile app.

I've tried using the url parameters shown here to edit existing records action=edit and update=true but I seem to be getting the inbox to open instead. If anyone has any insights I would appreciate it.

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Accepted answers

ajohnson_wsb

I figured out how to implement this workflow. Thank you @ChristopherCounsell for the assistance.

The url I ultimately needed was this: arcgis-survey123://?itemID=xyz&action=edit&q:globalid={GlobalID}&update=true&callback=https://fieldmaps.arcgis.app

This allows me to update the existing data within Field Maps while also utilizing the added functionality of the Survey123 mobile forms.

All comments

ChristopherCounsell

The simplest way to do this is create an Arcade expression, encode your parameters, and then embed the expression into the text as a hyperlink. I would always recommend this as it's cleaner, you avoid URL encoding issues, Arcade validates the expression, and you can comment out undesired elements like the callback.

Note you can't pass through additional field value parameters in the inbox. Calculations and calculationMode parameters can force updates.

var urlsource = 'arcgis-survey123://?';

var params = {
  // survey ID goes here
  itemID: 'xxxxxxxxxxxxxxxxxxxxxxx',

  action: 'edit',

  'q:globalId': $feature.GlobalID,

  folder: 'inbox',
  
  // this parameter updates the inbox (necessary if user has not downloaded)
  update: 'true',
  
  // optional callback to field maps.
  // callback: 'https://fieldmaps.arcgis.app'

};

return urlsource + UrlEncode(params);

https://doc.arcgis.com/en/survey123/desktop/get-answers/editexistingdata.htm#ESRI_SECTION1_47C2CB8342244924B1D99EBB35EAFFFE

https://doc.arcgis.com/en/survey123/desktop/create-surveys/prepareforediting.htm

Don't forget to disable Sent folder to avoid issues + configure repeats e.g. allowUpdates=true

ajohnson_wsb

Hi Christopher,

Thanks for helping with this. I think this is close but this arcade expression opens the inbox on the survey123 app. In my scenario I'm not editing data in the inbox or sent folder, I'm looking to edit existing attribute data. Similar in way that you would edit existing data in Field Maps but in our situation we need the capability of selecting multiple questions in our workflow (currently not available in Field Maps).

ajohnson_wsb

I figured out how to implement this workflow. Thank you @ChristopherCounsell for the assistance.

The url I ultimately needed was this: arcgis-survey123://?itemID=xyz&action=edit&q:globalid={GlobalID}&update=true&callback=https://fieldmaps.arcgis.app

This allows me to update the existing data within Field Maps while also utilizing the added functionality of the Survey123 mobile forms.

ahargreaves_FW

@ChristopherCounsell when you say:

"Note you can't pass through additional field value parameters in the inbox. Calculations and calculationMode parameters can force updates."

is this why if I:

Auto update the inbox using: &folder=inbox&update=true
Hunt out an existing record using: &filter={WORKORDER_NUMBER}
Allow the record to be updated using: &action=edit

I am unable to pass in field values to update this existing record using: &field:FIELD1={ATTRIBUTE1} ...?

Even if I include: &recalculate=field:FIELD1 ...?

ChristopherCounsell

Recalculate is a valid parameter for the WEB app

https://doc.arcgis.com/en/survey123/get-started/integrate-launchwebapp.htm

It's not listed nor as far as I'm aware functional for field app.

https://community.esri.com/t5/arcgis-survey123-ideas/support-url-custom-url-field-parameter-for/idi-p/1319930

So yes, fields aren't supported for what you are saying for the field app. There is the calculationMode, which is not URL based and would apply to collection and edit.

Please vote for the idea.

Sietse_de_Haan

Thank you! This is just what I needed to for my workflow!

RachaelMurtaugh

I'm trying to use this code, and it opens up the entire inbox instead of just the records associated with the selected feature. Can you help? What I'm hoping our crews will be able to do is submit a maintenance record using Survey 123 for a feature (street lights) but be able to reopen that same record from Field Maps to Survey 123 at a later time to edit it. I already have it so that the survey is linked to the records through Survey 123 Connect so the feature's Global ID is the record's GUID.

JamesTurner2

@ChristopherCounsell I followed your arcade and it worked while I was developing the survey. Now when I use the link from a record in Field Maps it takes me to the inbox with all of the features in the layer. Before it was just loading and opening the selected record. Maybe I changed something on accident while editing the form but I can't track it down. Any ideas where to start? It sounds like this was Rachael's problem as well.

I'm also wondering if you have tested this offline? I created an offline area in Field Maps and launched my survey, I was able to edit the record and submit it. I cannot find the submitted record anywhere... maybe this is not a supported workflow.

Edit: Solved my own problem. Having used a similar format to launch surveys and pass parameters before, I changed q:globalId to field:globalID because one field didn't seem to be populating in my form - that did it. Evidently q is not serving the same function as field, it is passing a query. Hopefully this helps someone else!

Also, tried another offline submission and it worked.

ChristopherCounsell

Glad to hear you resolve it. I'd generally recommend posting a new question + linking old, solved posts, as it'll get more eyes on it from active users.

Note that it will NOT work offline if the user has not already downloaded the records. That's what the update:true parameter is for (refresh the inbox to download records). Keep this in mind if heading out to offline areas prior to using the survey inbox, or how it refreshes.

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