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Store username of logged in user when completing a survey

MappyIan

This is my first foray in to using Survey123, be gentle with me.

I've created a survey that will be used on both mobile (iOS) and laptop devices. I want to record the username of the logged in user who is completing the survey. I'm using Survey123 and have enabled the Inbox as I wish to edit records in an existing hosted feature layer in AGOL. In the XLSX Form (spreadsheet) I have configured the row to be of type 'username', and have entered 'property('username')' in the calculation column, as specified in the documentation:

This works great in the mobile app and the username of the logged in user is saved in the relevant field in my hosted feature layer. But when using the web form of the same survey on a laptop the username is not populated (even though the row is marked as 'required'). Why is this? How can I configure a form so that the username of the logged in user is recorded when editing existing records using either the mobile app or the web?

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Accepted answers

MappyIan

Thanks @Neal_t_k, the 'username' question doesn't work when the form is opened in the Survey123 Web App, but it does work on a mobile device. Maybe that's why it's the 'old method'. This is a prime example of the kind of inconsistent behaviour I despise across the Esri platform.

The 'pulldata' route works on both mobile and web form, so thanks for that.

All comments

Neal_t_k

@MappyIan the property('username') still works in situations as you have seen, but is is the old method.

XLSForm essentials—ArcGIS Survey123 | Documentation

the username question type should stand on its own without a calculation

or use the pulldata("@property") with a text type question to have some more flexibility for using the username in the form. Formulas—ArcGIS Survey123 | Documentation

RobertBorchert

Two ways. Enable editor tracking in your feature class.

Then add the Created_By and Created_Date fields to your survey. You can even keep them hidden.

Create a field in your feature class that is a text. Example call it INSPECTOR

Then add INSPECTOR to your survey. got the calculation tab and add this.

pulldata("@property",'username')

This will then use the log in credentials for the application.

If want date and time create a data field and for the calculation field use

now()

MappyIan

The 'pulldata' route works on both mobile and web form, so thanks for that.

Neal_t_k

"username" question type does work in the webapp it is just doesn't appear in the form!

Quick reference—ArcGIS Survey123 | Documentation

XLSForm essentials—ArcGIS Survey123 | Documentation

MappyIan

It's not working for me in the web form! I know it's not visible, but when I say it doesn't work I mean it doesn't save the logged in users name to the underlying hosted feature layer if I open the form in a web browser. If I open the form on a mobile device, the logged in users name does get saved to the underlying hosted feature layer. I'm using the form to edit existing records if that makes any difference (via the inbox on mobile, via the globalid parameter on desktop), I haven't tried what happens creating new records as I don't need to for this workflow. But, for me, in my scenario, the 'username' question type definitely does not work in the web app. Thanks though.

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