topic Re: Exporting back to PDF in ArcGIS Survey123 Questions

Exporting back to PDF

JaromHlebasko — Thu, 31 Mar 2016 18:43:47 GMT

Does anyone know if there is a way to export out a survey as a PDF to save the results as a hard copy document rather a CSV, shapefile, or Geodatabase?

Re: Exporting back to PDF

GaryBowles1 — Thu, 31 Mar 2016 20:24:47 GMT

take a look at this and see if it is any help to you. we are playing around with this now.

Re: Exporting back to PDF

GaryBowles1 — Thu, 31 Mar 2016 20:24:57 GMT

Triggers in Collector/ArcGIS Online?

Re: Exporting back to PDF

HannahFerrier — Wed, 06 Apr 2016 04:19:11 GMT

Hi Jarom,

There is nothing in Survey123 at the moment that can create and export your completed survey as a PDF, although you may have seen a demo from the Developer Summit that showed the ability for Survey123 send surveys to Bluetooth receipt printers...

We do have this feature in our backlog, so if it is essential to your projects to export surveys to PDF, please let us know in the comments!

- Hannah

Re: Exporting back to PDF

Joseph_Kinyon — Wed, 06 Apr 2016 15:49:12 GMT

Jarom,

You might find a workflow using the techniques found in this discussion that uses a macro to push the values into an FDF which you use to autocomplete a PDF template and before saving a final PDF.

Auto-export worksheet to form fillable PDF using a macro button? - Page 2 http://www.ozgrid.com/forum/showthread.php?t=185638&page=2

Hope that helps.

Joe

Re: Exporting back to PDF

JohnPlunkett — Wed, 13 Apr 2016 02:21:30 GMT

Hi Hannah

I have a customer that would like this functionality as well

Grant Crosswell

Thanks

John P

Re: Exporting back to PDF

StefanCahill — Fri, 26 Aug 2016 19:39:05 GMT

Hanna,

Did you guys get anywhere with this? The company I work for just purchased a 50 user block for a project which we hoped to implement both Collector and Survey123. One of the assumptions I made was that an export to PDF function would be available. We have used similar form centric software, ProntoForms, which had this capability. I understand it is in ESRIs back log to create this function. Do you know when this might happen? Is there any type of work around that would work in the meantime? Any information would help.

Re: Exporting back to PDF

IsmaelChivite — Sat, 27 Aug 2016 21:46:39 GMT

Hi. This feature is still in our backlog. Technically, we will be able to work on this feature once we ship AppStudio for ArcGIS 1.3, which is scheduled to ship around October 2016. Once AppStudio for ArcGIS is shipping, we will need to get to schedule this feature within Survey123 for ArcGIS. My recommendation is that in addition to this note in GeoNet, you log an Enhancement Request through Esri Technical Support, so we can have your customer number associated with the enhancement.

Re: Exporting back to PDF

DougBrowning — Wed, 31 Aug 2016 15:53:01 GMT

I came up with a way using Data Driven pages. See the post here. https://community.esri.com/message/572435#572435

Re: Exporting back to PDF

RickeyFight — Wed, 20 Sep 2017 23:58:49 GMT

This was over a year ago ichivite-esristaff‌ does this work now?

Re: Exporting back to PDF

DougBrowning — Thu, 21 Sep 2017 15:56:47 GMT

Last I heard the word doc printing was still beta?

https://community.esri.com/thread/198760-survey123-custom-print-beta-no-attachments

Re: Exporting back to PDF

JamesTedrick — Thu, 21 Sep 2017 17:57:34 GMT

Hi Rickey,

As Doug mentions, over the summer we introduced a new feature to the Survey123 website - the ability to author a printable template and generate a Microsoft Word document for printing. This feature is still under active development and we are working to improve the capabilities. For more information, loo at Print individual responses—Survey123 for ArcGIS | ArcGIS

Re: Exporting back to PDF

TonyStrothers — Wed, 28 Mar 2018 15:50:10 GMT

I know this is late in the game for the original post but we have developed our own reporting tool using FME Desktop to generate PDF reports twice a day for data and pictures captured in Survey123 in the field. We run it from FME Server and it pulls everything we need from the last 12 hours (Since they wanted these reports at the end of each 12 hour shift) and puts it into a PDF layout we have designed via the software. It attaches the PDF to an email we designed and is sent to whoever submitted the survey. We also use a list stored on ArcGIS Online where we keep contract company emails so that it will also be sent to everyone from that particular contract company that needs to receive it. We also specify email recipients internal to the company who have an interest in seeing the data that is being captured.

The look is a no frills look, but that's exactly what we wanted.

This is the email generated:

Following is the PDF we generate:

Re: Exporting back to PDF

GaryBowles1 — Thu, 29 Mar 2018 14:20:08 GMT

Troy,

This is great! Are you using AGOL or Survey123 Connect to create your surveys?

--gary

Sent from my Verizon, Samsung Galaxy smartphone

Re: Exporting back to PDF

TonyStrothers — Thu, 29 Mar 2018 17:55:15 GMT

Gary we are using Survey123 for the surveys.

Re: Exporting back to PDF

ECanGIS_Team — Sun, 03 Feb 2019 23:01:32 GMT

Hi Tony. Can you expand on your FME process (and which version) to generate the .pdf and email? I'm particularly interested in attaching to photos.

Re: Exporting back to PDF

Anonymous User — Mon, 04 Feb 2019 16:36:18 GMT

You should join the Early Adopter Survey123 Community and take a look deeper into the web hook automation that was enabled with version 3.0 release. Within the earlier adopter program, there is some documentation on how to automate the creation of a PDF version of a Survey123 form upon submittal of a new record. You will also have to look into the use of "custom reports" with Survey123. Here are two articles that outline the process and you'll need to join the early adopter program for the correct scenario within Integromat and generating the PDF files.

https://community.esri.com/groups/survey123/blog/2018/03/05/sneak-peek-survey123-and-webhooks-integromat

https://community.esri.com/groups/survey123/blog/2017/07/26/introducing-custom-form-report-templates-in-survey123-for-arcgis

There will be a little footwork involved with the setup, but once you get down the basic logic behind how and why, then a lot of things can be setup to post process the data that is being submitted. Auto-generated PDF files, population of excel files, pulling of attachments, auto-generated email notifications, and much more.

It really is worth the journey down the rabbit hole on this one as it has and still continuing to open a lot of doors for us.

Good Luck,

Mike

Re: Exporting back to PDF

ECanGIS_Team — Wed, 06 Feb 2019 20:36:18 GMT

Thanks Mike. We have been meaning to test that out.... In the meantime, we were able to accomplish what we needed using FME.

Re: Exporting back to PDF

AnnaScholl — Fri, 12 May 2023 12:45:04 GMT

We absolutely need this functionality!! How else to attach copies of research surveys into appendices!!!