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pulldata() from another survey in Survey123 that works offline

OumaimaBoukamel95

Hello,

I am running two surveys in parallel. One survey is the parent survey, and the other one is the child survey. I need to upload data from the parent survey to the child survey. The xlsform hereunder, works fine, but it doesn't work offline, and my enumerators won't always have internet.

Is there a way to achieve this so that it works offline. For example is it possible to create a csv in Arcgis that contains the feature layer from my "parent survey" and is updated automatically in Arcgis so that I can do a pulldata() based on this csv ? Many thanks in advance for your support !

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abureaux

Have a look at custom URL schemes.

Basically, you can either set up a web map or Field Maps with your parent data, and then use a custom URL scheme to load that data into a specific S123 survey. It is incredibly helpful.

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abureaux

search() isn't supported for offline use (as you stated).

A CSV could work. Here are some starting points. This isn't an operation I've tried yet.

An easier solution may be the Inbox feature. If your users have accounts, I'd look into this.

OumaimaBoukamel95

Hi ! Thanks a lot for this link, it is useful, I will try it and let you know.

Users indeed have account : what would the inbox solution look like ? Can i sent you something that would be helpful ?

abureaux

If all users have an account, then the Inbox would be good to look into if you haven't already.

In Connect, you'd go to the "Options" tab > enable the "Inbox" and configure it > disable "Sent" > publish changes

In your field app, you will now see the inbox instead of the "sent" folder (If someone downloaded the form before this update and sent a survey, they will see the "Sent" folder until they either delete the contents from it, or they delete and re-download the survey). If you go into the "Inbox" and click "refresh", your users will download all previously submitted forms by default. They can then edit previous responses.

If you want to filter the Inbox to something like specific dates, or have the author see only their submissions, etc. You can use the WHERE clause to limit Inbox results.

Be sure to set add query allowUpdates=true to questions in your survey if you end up using the Inbox. This is especially important for repeats. See below for example:

OumaimaBoukamel95

Ok, this is helpful, yes I did this already to give the opportunity to my enumerators to reopen and modify their surveys. In order for them to have access to the data from another survey (the parent survey) in real time, I would then need to send automatically, part of my data in the feature layer of my "child survey" right ? Is there a feature that enables me to extract Survey123 data and upload some of the variables automatically in a new survey ? Thank you for your help !

abureaux

Have a look at custom URL schemes.

Basically, you can either set up a web map or Field Maps with your parent data, and then use a custom URL scheme to load that data into a specific S123 survey. It is incredibly helpful.

OumaimaBoukamel95

Ok great, thank you so much !

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