Allow updates to existing surveys (records) in Survey123

Idea created by mwawryk on Aug 17, 2016

Comment • 13

Implemented

Score290

+20 more

Allow surveys to be updated without creating a new records for each update. I believe it worked this way a few weeks ago but now when you add an update to an existing survey a warning screen comes up and says that it will be stored as a new survey. We are adding in water main breaks and want the crews to be able to update the status of the record and not create a new one. The new record does not even have a parentid to track which survey it was originally from so you would have to rely on several fields to to an update to a single feature on another layer as a work around. We want to update the existing survey not create new ones. It doesn't make sense to me because If I wanted a new survey I would have just used "collect" in the step before instead of updating the sent ones

13 Comments

SPrindle-esristaff Sep 6, 2016 4:19 PM
Hello Melanie,

Thank you for submitting this idea. Could you expand on the workflow your field workers are using with Survey123 for ArcGIS? Are they initially collecting new features with Survey123, but they want to update those features as work is completed? Or are they updating existing asset features as work is being competed? Is it possible to use Collector for ArcGIS to complete the work they will be doing in the field, or was Survey123 chosen for a particular reason?

Any expansion on your use case will help us better understand this request and how you are using Survey123.

Thanks,
Scott
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- mwawryk @ SPrindle-esristaff on Sep 9, 2016 7:39 AM
  We want a really simple app for field crews to report on water main breaks in the field using their phones. Survey123 is wonderful in that the users do not need to find anything, they just go to the location and fill in a few questions. They also want to be able to update the status of the break with repair updates, road access, water flow, and add notes as the repair is going on. From the users side it works well because they just keep editing the break as they have updates to report however on the backend having multiple unrelated records is not great. We would like a single record that can be pushed in to other systems such as CityWorks to create a work order and to be displayed on various websites where the information is kept current by the field crew as they work. This is not as easy to do when there are multiple features created on each update particularly when they don’t have a parent ID to match it up to the first record. The subsequent records will need to be caught and used to update the first based on the spatial location and time frame.
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  - SPrindle-esristaff @ mwawryk on Sep 19, 2016 4:13 PM
    Hey Melanie,
    
    Thank you for offering this clarification! When these field workers arrive at an asset, is it based on an existing plan (go to asset 1 and begin inspection), or is their work more adhoc? When they begin collection on a survey in your description, will they always be collecting data that is associated with existing features, or are these edits sometimes associated with new features (water main junction vs. incident location)?
    
    Also, is Workforce for ArcGIS being utilized with these field workers? How are they being directed to the work site where they will be collecting a survey and/or updating existing records?
    
    Thanks,
    Scott
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    - mwawryk @ SPrindle-esristaff on Sep 19, 2016 5:13 PM
      They will get a call from a resident that a watermain break has occurred and will go to the site and start a new survey. The break can be anywhere along a watermain so they are putting in the feature of the break (ie the incident location). They are not using workforce. They want something very simple that they can continually report on the break without looking anything up. All the feature linking to the watermain, assigning closest street, and creating a road closure feature and creating a service request in Cityworks will be done through the back end using fme and AGOL without them realizing it.
      
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sacdou Sep 19, 2016 11:41 AM
According to this post, editing existing data is planned for 2017...
Survey123, Collector and GeoForm (a quick comparison)

"Supports editing: Survey123 for ArcGIS is about capturing new data, just like GeoForm. In Collector for ArcGIS you can also edit existing information. In other words, you can provision your device with existing asset data, and change that data while in the field to reflect the latest status. The ability to edit existing features is in the road map for Survey123 for ArcGIS."

Dan
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clangridge1 Sep 22, 2016 10:20 AM
Even just being able to view where someone else has collected a survey and what information they gathered would be a great benefit. We have several applications where someone has recorded an issue at a location, and then requires someone to follow up on it later.
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- SPrindle-esristaff @ clangridge1 on Sep 23, 2016 12:44 PM
  Hello Clark,
  
  Thank you for adding to the conversation! Could you expand upon your two workflows? How are the initial workers coming across the location and recording the issue? Is the follow-up worker filling out the same information (same survey) or are they collecting different information at the same location? Have you looked into Workforce for ArcGIS as an app to manage/assign follow-up tasks?
  
  Thanks,
  Scott
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  - clangridge1 @ SPrindle-esristaff on Sep 27, 2016 5:42 AM
    Look at the use-case I laid out in this Idea post, especially for the polygon areas. One of our monitoring efforts is similar to that, except it is visiting identified stands on a 5-year basis to monitor them for changes and to be used to calibrate LiDAR data. As was expanded on in the other post, since we have a lot of stands with mixed growth, it would be beneficial to be able to use the repeating questions found in Survey123 to collect data. The process owners have also defined the need to be able to see what was collected in the previous survey.
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mwawryk Sep 29, 2016 12:32 PM
For us it is them being able to go back and edit their own surveys that they just created. They show up on their device as expected but when they edit them they become a new survey. I would like it to just edit the existing survey.
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- jessefriend @ mwawryk on Nov 18, 2016 7:51 AM
  If you go to ArcGIS.com, go to "My Content", and then open up the feature layer in the online map viewer you can edit the data if you select "edit", select an individual point, and then update the attribute table. This is the only way we have found out how to edit/delete data with Survey123.
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BArmstrong-esristaff Jan 10, 2017 5:24 PM
Hello All,

This is an FYI informing you that the ability to update existing records has been logged as an enhancement within Esri Technical Support and is listed as the following...

ENH-000098806 : Allow updates to existing surveys (records) in Survey123

I would encourage those that are current on their maintenance to create a case with Technical Support and request to be added to this enhancement when possible.

It is my understanding that development is hoping to be able to implement this functionality in the Spring of 2017, however, please check back for any updates.

Thank you,

Brandon
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- dlaw-esristaff @ BArmstrong-esristaff on Feb 24, 2017 9:27 AM
  All,
  
  FYI, Survey123 for ArcGIS v2.0 beta is now available. It supports editing existing survey data.
  
  Survey123 for ArcGIS v 2.0 (Beta Available)
  
  Hope this helps,
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ichivite-esristaff Apr 26, 2017 4:37 PM
Hi. Thanks for your feedback. A first implementation of Feature Editing is now available in Survey123 version 2.0.
For more details see: Chernobyl Remembrance Day Release (2.0)
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