Populate survey fields from different forms

Question

Hello everyone.

I have a Survey123 form where users can subit a case review request; this form also contains the case review fields (currently hidden) where someone else would ideally fill the response to the case review. These fields are hidde because I created a second survey that connects to the same feature layer, but when I submit, it creates a new row instead of appending it to an existing record (which makes sense):

I need a way to select, in the second survey, which record I want to update from the original submission survey and have the response appended to it. I have looked into the Create Relationship Class workflow but I am not sure how to relate the GUID/Global ID from each survey, how to even set that up, or if that is even the way to go at all. Thank you for your help!

MeganEngel · Answer

Another option you have to edit existing records, especially if you have nested repeats, is use the S123 desktop application + inbox workflow. You are able to use this for your feature layers that have two forms associated with them.  I have recently put together a workflow that uses two forms with one feature layer and the S123 desktop application/inbox workflow.  In inbox for Survey 1 and Survey 2 would look identical!  So you will be able to edit the same data.

https://community.esri.com/t5/arcgis-survey123-questions/quot-editing-an-existing-record-is-not-supported/m-p/1365560#M53706

https://community.esri.com/t5/arcgis-survey123-questions/multiple-survey123-forms-to-one-feature-service/td-p/840740

dougbrowning · Answer

Assuming this is an office task.  Traditional way posted above to use a URL with =edit in a map is a great way.

I would also consider using the new Web Map/Field Maps form designer if it is just a few status fields.

The Edit widget in Experience builder is pretty slick for using these web map forms. Esp in combo with the Table widget or List widget you can have it just show items that are in process and really streamline it all into a nice "what is on the list to do today" type app that can be really slick.

I have also had some luck using ArcGIS for Excel since it can now edit services live time and it even grabs all the domains as drop boxes for you.

Hope that helps

rwrenner_esri · Answer

One method to enable editing of existing records via a different survey is to embed the survey in a web app (e.g. Dashboard) with the mode=edit parameter, allowing this secondary survey to be launched from a List on the Dashboard. Alternatively, a map-centric workflow could be used, launching the mode=edit survey from a link in the popup of the original layer on a map.

Both options are discussed in detail here:

https://community.esri.com/t5/arcgis-survey123-blog/survey123-tricks-of-the-trade-editing-records-in-a/ba-p/895827

This method uses a simple data structure keeping everything in a single record without the need for relates.

Hope this helps.

-Rylee