idea Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online) in ArcGIS Survey123 Ideas

Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Tue, 14 Aug 2018 13:39:58 GMT

Issue:

When creating a survey using a feature service hosted in ArcGIS Server, federated with Portal for ArcGIS, and added to ArcGIS Online, an error is returned, "Invalid Token".

Use Case:

We are currently publishing on-premise referenced data from their enterprise database to a portal federated server. This live connection to the data is then viewable in Portal. They are then registering these publicly shared layers with AGOL using the collaboration method, which is the same as manually adding this public service to AGOL or using Python as a transport.

Ideally, using S123 for AGOL would provide a more stable platform for us to create our surveys off of, while still maintaining our Federated Server/Portal environment. We do not want to require passing a token as the workaround for this because this is currently not part of our workflow and is the whole reason for distributed collaboration in the first place. At this point we would like to have the opportunity to build a survey off of the AGOL item and share this survey with the community.

Thanks so much!

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Thu, 28 Feb 2019 23:03:49 GMT

Survey123 for ArcGIS‌ Any updates on this functionality?

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

JamesTedrick — Fri, 01 Mar 2019 00:50:57 GMT

Hi Amanda,

Just to check, you are referring to distributed collaboration in ArcGIS Enterprise - About distributed collaboration—Portal for ArcGIS (10.6) | ArcGIS Enterprise ? This should be working in a collaboration set up to send and receive data:

1) Create the Feature Service in ArcGIS Enterprise

2) Share it into the group and workspace

3) In ArcGIS Online, create a form from the AGOL Feature Service

One thing we have seen is that there is a bit of delay between AGOL item displaying the Enterprise URL and the AGOL Feature Service URL - this can be seen in the feature service's item information either through the REST request or by logging the form creation process.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Fri, 01 Mar 2019 15:14:03 GMT

Hi James,

Thanks so much for the quick response!

Yes I am referring to distributed collaboration. We currently do have an ArcGIS Enterprise distributed collaboration group configured to send and receive content. When we try to create a new survey in S123 Connect (version 3.2.196) from the collaborated feature service we can navigate to the feature service but when trying to start the survey creation we receive this error:

We did formally open a case (#02150470) and log this as an enhancement request (#ENH-000112032) last year but we were wondering if there is any update on if/when this much needed functionality will be available in S123 connect.

Thanks,

Amanda

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

DavidRunneals2 — Tue, 19 Mar 2019 14:51:09 GMT

Just wondering, is it better to create it in ArcGIS Online and share it to portal or is it better to create it in Portal and share it to ArcGIS Online? Most of our users will be in Portal, but we will have some outside entities using ArcGIS Online accounts.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

DavidRunneals2 — Tue, 19 Mar 2019 17:13:15 GMT

James, I just tried to create a survey in AGOL and put it in a distributed collaboration group with Portal, but am getting the Invalid Token error that Amanda was getting.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

JamesTedrick — Wed, 20 Mar 2019 02:20:27 GMT

Hi David,

Can you check the item information on the feature service and ensure that it is a local service on the Portal (instead of being a reference to the AGOL service)? I am able to publish a feature layer transferred over by collaboration.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Wed, 20 Mar 2019 15:58:59 GMT

David,

Are you collaborating the survey item itself or the data that the survey is built from?

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Fri, 09 Aug 2019 13:27:17 GMT

James Tedrick‌ and David Runneals‌ any update on this?

We really need to have Portal registered services in AGOL supported in Survey 123. This issue is still present in version 3.5.

Thanks,

Amanda

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

JamesTedrick — Fri, 09 Aug 2019 15:38:54 GMT

Hi Amanda,

Can you provide details of your ArcGIS Enterprise setup and the collaboration setup? I have successfully configured collaborations (that copy over the feature service) between ArcGIS Enterprise and ArcGIS Online.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

DavidRunneals2 — Wed, 11 Sep 2019 17:05:46 GMT

The best way that I have found is to create a new item from the Portal hosted feature service in ArcGIS Online (with the portal credentials stored in it). Then you create a second Survey123 that writes to the proxy ArcGIS Online service. This way, all the data from both your Portal Survey123 and ArcGIS Online Survey123 gets written back to the single Portal hosted feature service and you don't have to worry about collaborations or syncing issues. James Tedrick‌

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Wed, 11 Sep 2019 18:21:17 GMT

Hi James Tedrick,

I apologize for my delay!

Here's an overview of our workflow. We publish a Enterprise SDE referenced service to Portal then use a distributed collaboration group which is set up using the "Send & Receive" option (Feature layers and views in our portal are sent as References (always)).

. The data then is available in AGOL for consumption in maps and apps.

When logging into AGOL via S123 and accessing the data that has been collaborated. The data is shown in the list but when we go to create a survey off of it we see the above error message.

As David Runneals‌ mentioned, manually registering a service in AGOL is a decent workaround for now but defeats the purpose of distributed collaboration.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

DavidRunneals2 — Wed, 11 Sep 2019 18:43:28 GMT

Amanda Huber your method works good if your ArcGIS Online user also has an account in Portal. And agreed about distributed collaboration...

The biggest thing to note in testing and working with esri support to confirm (as we had the same mindset that "workarounds" defeat the entire purpose of "distributed collaborations" and keeping things in sync): Distributed Collaborations are NOT meant to keep things in sync in real time. The fastest edits can be synced if you share as a copy is once an hour. As Amanda's workflow points out, items should only be sent as references and NEVER as copies.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Thu, 10 Oct 2019 19:58:51 GMT

Hello James Tedrick‌,

This issue is still persisting in version 3.6 of S123 connect, is there any update when this issue will be resolved as it is directly affecting our workflows.

Thank you.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

JamesTedrick — Thu, 10 Oct 2019 20:16:17 GMT

Hi Amanda,

Just to confirm, the feature service has been shared with the option to copy data to that ArcGIS Online organization, correct? At this time, we do not plan to support feature services copied by reference - in that situation, the form should be published and accessed on the host portal (as the feature service must publicly exposed for submissions to succeed).

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Fri, 11 Oct 2019 14:11:11 GMT

Hi James Tedrick‌,

I'm confused by your statement:

"we do not plan to support feature services copied by reference"

According to documentation for Distributed Collaboration, "Copies" and "Reference" are two separate workflows:

Currently we are utilizing an "As references" workflow with our Publicly Shared Service from a public facing hosting Portal (which is the same as registering the service manually with AGOL).

With that clarified, is a Public facing service distributed by "Reference" supported by Survey123 Connect?

Thanks.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

JamesTedrick — Mon, 14 Oct 2019 16:14:12 GMT

Hi Amanda,

My apologies for the ambiguity - I normally describe the differences as 'copy by reference' (the 'As reference' workflow) and 'copy by value' (the 'As copies' workflow). As mentioned, in the 'As reference' situation, is there a reason that you could not host the form item also on the Portal?

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Tue, 15 Oct 2019 19:54:39 GMT

Hi James Tedrick‌,

Thanks so much for clarifying!

We can host it on the Portal, and that is our current workaround for this issue but for all intensive purposes workflows with distributed collaboration should be supported as well since the data can be navigated to and seen in S123 Connect but a survey cannot be created off of it.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Amanda__Huber — Tue, 05 Jan 2021 15:33:36 GMT

@JamesTedrick,

We are still looking for this functionality to be supported. This has been an issue since v3.2.196 and still persists at the current Survey123 Connect v 3.11.123. The aforementioned Portal workaround is no longer desired.

Re: Enable Survey123 compatibility with Distributed Collaboration environments (Portal & ArcGIS Online)

Aiming — Wed, 04 Jan 2023 14:19:55 GMT

Hi Amada,

Did you ever succeed by edit referenced service through distributed collaboration?

Like through webmap not survey 123?

Thanks

Aimin