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Can you auto-populate a text field in a way that allows the user to edit the response?

EricCaldwellAK

Our agency is utilizing Survey123 Connect to record compliance data. There are places in the survey where the data entrant utilizes model language to explain the given score (e.g., "An adopted FY[yy] budget was not provided before the [mm/dd/yy] documents deadline.").

I have been asked if it is possible to autofill model language into the text box that can then be modified by the user (e.g., "An adopted FY22 budget was not provided before the 06/30/2021 documents deadline.") so that they don't have to retype the model language in its entirety. Complicating the matter, which model language is utilized is dependent on what score the entity received, so what autofills into the box has to be different depending on selections from one or more select_one responses earlier in the survey.

Is there a good way to achieve this in Survey123 connect?

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Accepted answers

jcarlson

This one looks pretty straightforward. The constraints on Budget Status come from the preceding questions, but the model language looks like it is 1:1 with the total choices available in Budget Status, right?

In that case, you could have an external CSV with the 12 possible choices in Budget Status and bring it in with a pulldata. But since it's such a small list, you could also handle this with a hidden select_one.

Now, getting additional values into that model language would require some concatenation of other questions / calculations. But it's doable. Try to break it up into chunks whenever possible so as to avoid a gigantic IF expression, as those can be a little hard to keep organized.

Here's the workbook:

type	name	label	appearance	calculation	choice_filter
select_one yes_no	third_party	Third Party?	horizontal
select_one yes_no	meetings	Meetings?	horizontal
select_one budget	budget_status	Budget Status			third_party = ${third_party} and meetings = ${meetings}
select_one language_code	language_code	lang code	hidden	${budget_status}
text	model_language	Model Language		jr:choice-name(${budget_status}, '${language_code}')

And under the Choices sheet:

list_name	name	label	third_party	meetings
yes_no	yes	Yes
yes_no	no	No

budget	0	No Budget	no	yes
budget	1	Budget is adopted, but is not being implemented	no	yes
budget	2	Budget is adopted and implemented, but not listed as a separate enterprise budget	no	yes
budget	3	Budget is adopted, implemented, and listed as a separate enterprise	no	yes
budget	4	Neither the entity nor the manager have adopted a budget	yes	yes
budget	5	Either the entity or manager has adopted a budget, but it is not being implemented	yes	yes
budget	6	Either the entity or manager has adopted and implemented a budget, but the other has not	yes	yes
budget	7	Both the entity and manager have adopted and implemented budgets	yes	yes
budget	8	The entity has not adopted a budget	no	no
budget	9	The entity has adopted a budget, but it is not being implemented	no	no
budget	10	Neither the entity nor the manager have adopted a budget	yes	no
budget	11	Either the entity or the manager have adopted a budget, but it is not being implemented	yes	no

language_code	0	Model language for the first choice.
language_code	1	Some othermodel language for the second choice.
language_code	2	Etc.
language_code	3	Fourth Choice.
language_code	4	More model language, fifth choice.
language_code	5	Number 6.
language_code	6	And so on
language_code	7	And so forth
language_code	8	and another choice
language_code	9	third to last
language_code	10	second to last
language_code	11	last

All comments

jcarlson

Yes, this sort of thing can certainly be done, though the expression may be quite a whopper.

You might be able to split it across multiple hidden fields. Meaning one question calculates to a string based on some response, a second to another string, and the displayed question in the form concatenates those two.

Can you give some examples of the questions involved in this situation? It's hard to give any specific guidance without knowing more about the form or schema of the underlying table.

EricCaldwellAK

In the case of Explanation of Budget Score, there can be twelve different versions of the model language depending on prior responses - questions and answers are paraphrased for simplicity's sake:

Is there a third party manager?

Does the entity's governing body meet routinely, per bylaw requirements?

Budget Status - No Third Party Manager with Meetings

No budget
Budget is adopted, but is not being implemented
Budget is adopted and implemented, but not listed as a separate enterprise budget
Budget is adopted, implemented, and listed as a separate enterprise

Budget Status - Third party manager with Meetings

Neither the entity nor the manager have adopted a budget
Either the entity or manager has adopted a budget, but it is not being implemented
Either the entity or manager has adopted and implemented a budget, but the other has not
Both the entity and manager have adopted and implemented budgets

Budget Status - No third party manager, no meetings

The entity has not adopted a budget
The entity has adopted a budget, but it is not being implemented

Budget Status - Third party manager, no meetings

Neither the entity nor the manager have adopted a budget
Either the entity or the manager have adopted a budget, but it is not being implemented

Right now, I have a single text box for responses and 12 dependent pulldata commands underneath that lists the appropriate model language.

For the convenience of the reporting manager, I would need to code this so that all responses would appear in a single column on the back end. With all the dependencies, I'm not certain whether this is realistic.

dougbrowning

You can have a calculation add text and then the user can edit. When they do the little refresh icon will show, but if the user does not touch it then it will let them edit and keep the edits.

If you have a few messages a big if should do it. If the text was not dynamic you could use pulldata for a cleaner look. Now can you have field names in a pulldata that then fire - no idea you can try it.

I am guessing you want them to be able to add text but not edit the standard text? Then it is easier. Have one field for the a pulldata or if to get the standard statement. Then a second field the user can type in whatever. Then a 3rd field that concats these two together for the final text to submit. I am doing this one on a project so that we can standardize a few comments. I have checks for the standard and then a free form box that get combined. I do not love it but could not change the schema so it works. I even made it so depending on if they pick yes or no they get different standard comments. I did this one using choice filter vs pulldata. I just tried and the label will not take a field though.

standard comments 2.gif

Hope that helps more into may help

EricCaldwellAK

Thank you, Doug.

Kind of what you describe, but not quite. Think of it as if your Standard Comments were dependent on prior responses, appeared in your Q1 Notes field based on those dependencies, then could be edited freehand within the Q1 Notes field. The Notes would prepopulate, but the prepopulated field could then be edited by the user.

dougbrowning

Ok the only way I know of to use a prior field is in the calculation column. So that means a big If statement or as posted use several hidden fields and concat at the end.

This was kinda asked here and I just added to it. https://community.esri.com/t5/arcgis-survey123-blog/understanding-dynamic-labels-in-survey123-for/bc-p/1091966#M4605 Would be a cool idea to make your list values dynamic. Kinda messes up domains but those do not sync anyway.

Tough one - good luck.

jcarlson

Here's the workbook:

type	name	label	appearance	calculation	choice_filter
select_one yes_no	third_party	Third Party?	horizontal
select_one yes_no	meetings	Meetings?	horizontal
select_one budget	budget_status	Budget Status			third_party = ${third_party} and meetings = ${meetings}
select_one language_code	language_code	lang code	hidden	${budget_status}
text	model_language	Model Language		jr:choice-name(${budget_status}, '${language_code}')

And under the Choices sheet:

list_name	name	label	third_party	meetings
yes_no	yes	Yes
yes_no	no	No

budget	0	No Budget	no	yes
budget	1	Budget is adopted, but is not being implemented	no	yes
budget	2	Budget is adopted and implemented, but not listed as a separate enterprise budget	no	yes
budget	3	Budget is adopted, implemented, and listed as a separate enterprise	no	yes
budget	4	Neither the entity nor the manager have adopted a budget	yes	yes
budget	5	Either the entity or manager has adopted a budget, but it is not being implemented	yes	yes
budget	6	Either the entity or manager has adopted and implemented a budget, but the other has not	yes	yes
budget	7	Both the entity and manager have adopted and implemented budgets	yes	yes
budget	8	The entity has not adopted a budget	no	no
budget	9	The entity has adopted a budget, but it is not being implemented	no	no
budget	10	Neither the entity nor the manager have adopted a budget	yes	no
budget	11	Either the entity or the manager have adopted a budget, but it is not being implemented	yes	no

language_code	0	Model language for the first choice.
language_code	1	Some othermodel language for the second choice.
language_code	2	Etc.
language_code	3	Fourth Choice.
language_code	4	More model language, fifth choice.
language_code	5	Number 6.
language_code	6	And so on
language_code	7	And so forth
language_code	8	and another choice
language_code	9	third to last
language_code	10	second to last
language_code	11	last

EricCaldwellAK

I like where this is going. The other part of the ask is that the user can amend the model language within the text box, as there are parts of the response that are unique to each community and cannot be fully automated. Is there a way to allow for that, or would that have to be captured in a separate text box?

jcarlson

Yes! That text box in the animated GIF can be selected and edited after this initial calculation happens.

You could possibly have the model language input placeholder text like "Model language for community [xyz]", then use a regular expression constraint to ensure that the placeholder are replaced by some other text.

You could also concatenate text from another box, but this would require a bit more work, and if the model text isn't consistently formatted, may be tricky. Supposing the model text all followed the format "string_part_1 + placeholder + string_part_2", then you could just repeat my above example with a separate hidden select_one for each part of the full string.

But in my opinion, that's getting too complicated. Just allow the users to edit the model text, and think about having that constraint to check that something's been entered.

Also! Be sure to set those hidden fields to null types, otherwise you'll get useless data in your table.

dougbrowning

This is exactly what I did that I posted below but this post is a better way to explain it.

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