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Adding Survey123 Feature Report as Output File to Integromat Workflow

BenVan_Kesteren1

Hey,

So I have Integromat successfully detecting when a survey is submitted, it then sends the data to create a report, which works great, this setup looks like this:

An email is sent which is fine, but what I am having trouble with is working out how to get the outputted report from the Create Feature Report module, and insert this into the attachment field for the GMAIL Send an Email module...

These are the settings I think are working in Create Feature Report:

Then in the GMAIL Send Email module, I am unsure about this, what do I put in the Data field, within the Attachment section?:

Cheers

CC Henry Clark‌

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Accepted answers

Jim-Moore

Hi Ben

Nice work with the scenario. The trick here is to use the HTTP Get a file module between the Create feature report and Gmail modules. This module will retrieve the output DOCX file, which can then be attached to your email. The URL to the file is in the resultFiles part of the payload:

Over on our EAC there's a short video demonstrating the Create feature report action. Please see the link at the bottom of this post.

UPDATE: For more info please refer to this very useful GeoNet blog post: https://community.esri.com/groups/survey123/blog/2019/06/04/survey123-tricks-of-the-trade-integromat. The Working with Survey123 attachments section covers how to retrieve a file using the HTTP module and include it as an email attachment.

Best regards,

Jim

All comments

Alison_Gou_

Hi, Glen,

This may interests you. Survey123 Create Report action in Microsoft Power Automate (Preview)

TedChapin

To those who would like to see this functionality in MS Power Automate, please upvote this:

https://community.esri.com/ideas/17976

BenVan_Kesteren1

Hi Kevin Piraino,

I can only speak with respect to integromat, but I am 95% sure you would be able to produce a workflow triggered by a survey123 form submission, and then manipulate the output using various integromat modules, and spit out an email or the likes, and this would consume zero AGOL Credits.

The only module in any of my integromat workflows that trigger a consumption of credits is the 'Create Feature Report' module, all the rest come under the free subscriptions.

Cheers

KevinPiraino2

This is a very interesting workflow that I am thinking about implementing. My understanding of the "Report Template" function within Survey123 is that upon report generation for selected features, credits are consumed to do the processing. My question then is does this workflow consume ArcGIS Online credits? If so has anyone found a workaround in which a PDF or Word Doc report can be generated either using Integromat or Microsoft's Flow/Power Automate that is does not consume either ArcGIS Online credits or doesn't require an additional subscription to a third party API?

JamesTedrick

Hi Ben,

To make sure I understand, you have an Integromat workflow triggering on the submission of a Survey123 form, correct? And the workflow generates a feature report, which is then sent to someone (a surveyor) through some means (e-mail, copied to a directory?).

By 'changes the date format' is this change in the feature report, the data value in the table or somewhere else? If in the report, does the format not match the format you specify in the report syntax?

By 'renames to my survey' are you meaning the file name, title of the report, or something else?

Can you provide samples of the template and output you are seeing? You can e-mail me directly at jtedrick AT Esri.com.

BenGarstang

Hi All

Not trying to hijack this thread but I have been working on this over the Christmas break to try and automate some of our property repair request forms so our surveyors can complete forms on site and by the time they are back in the office the reports have already been issued to the Building Yard. All was going so well and then for some reason when integromat pulls the feature report out of Survey123 it changes the date format, renames it to my survey, loses the property name and description and rather than delivering only those fields completed delivers every field even when blank. I could do with sorting this so I can pass the form out to one or two surveyors to field test it.

Any advice gratefully received.

Kind regards

Ben

NatalieAyala

It appears to be ready now. See my response to Eric Chez below.

Anonymous User

Hi James,

I want to second Eric's enthusiasm about the Create Feature Report in MS Flow. Hopefully we will see this functionality soon?

AprilChipman

I get the same error, but only when a Survey123 feature is *edited* rather than submitted.

When I try removing the Data field, I get an error.

But the whole flow seems to work just fine when a new survey is submitted.?

BenVan_Kesteren1

Hey Zheng Liu‌,

The export to PDF option seems to be working well, I have a follow up question, will this option of export type "PDF or DOCX" be applied to the Integromat system? This will be fantastic and will enable me to cut an entire step out of my workflow.

Cheers

BenVan_Kesteren1

I will take a look and try it out, thanks

JodyZhengLiu

Hi Ben,

The option of printing the Feature Report in PDF is available now on https://survey123beta.arcgis.com, along with other new beta features for the next release. We would love to have you have a test and share any feedback or issues you may encounter in the Survey123 Beta Website Feedback forum .

Thanks,

Jody Zheng Liu

EricChez

James,

How soon will this be supported in MS Flow? (anxiously waiting) our organization is using Microsoft, and having this action available to us in Microsoft Flow would make us very happy campers.

Integromat is good for some, but companies that use Office365, (probably larger audience) would love it if its available in Flow

JoelBrea_Rasquin

Thanks Jim, now it's working. I am waiting for the update to send the report in PDF

Jim-Moore

Hi Joel

Thank you for the screenshots. Please try removing 4. Data from the Content-ID in the Gmail attachment settings. Content-ID is used when embedding inline images into the body of your email. In this case, we're attaching a DOCX file so this parameter is not applicable.

Hope this helps,

Jim

JoelBrea_Rasquin

Hello, I am trying to configure sending a feature report by gmail but it is throwing me a error "Missing value of required parameter 'URL'." please help me to solve it?

DavidBooth

The Create Feature Report module works great in Integromat. However, many existing business workflows are within the Microsoft environment. For many users, keeping workflow processes like Survey123 in this same Microsoft environment and using MS Flow is probably the preferred solution since it integrates better with existing network systems. Hopefully this will be made available for Flow soon.

JamesTedrick

Hi Glen,

We are looking into supporting the feature report action in MS Flow; that being said, the different environments have different configuration mechanisms and have different limitations in supporting these actions.

GlenGardner1

Is this Create Report Action going to be added to Microsoft flow?

GlenGardner1

Is this Create Report Action going to be added to Microsoft flow?

BenVan_Kesteren1

Thanks for that Jim. I was successfully able to rename the file. It took me a second to realise that when I map another field (survey title for example) that I had to manually tell it to end in .docx otherwise the file come through without the extension. Thats a simple mistake from my end, but hopefully this post helps someone in the future.

Also with regards to the PDF not being supported yet, that is a major bummer, our reports are actually 'certificates' to home owners, so sending a docx file is not really appropriate, so this is a major hurdle we just hit.

We eagerly await any updates from you as to when PDF outputs will be supported.

Cheers

Jim-Moore

Hi Ben, great to hear this was useful. To answer your questions:

1. In the attachments settings in the Gmail module you can select "Map" for the source file, which allows you to specify a different filename. You can enter the filename manually or have it populated from parts of a payload.

2. We are currently researching methods for PDF output for feature reports and we're looking to implement this in a future release. No timeline available as yet but I'll endeavour to keep this thread updated.

Cheers,

Jim

BenVan_Kesteren1

Fantastic, thanks for that Jim.

I now have two follow up questions if you dont mind

Can we rename the attachment that is sent to the end user?
Can we convert the .docx file to be a pdf instead?

Thanks again

Jim-Moore

Hi Ben

Over on our EAC there's a short video demonstrating the Create feature report action. Please see the link at the bottom of this post.

Best regards,

Jim

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