topic Re: One to Many relationships using XLSForm in ArcGIS Survey123 Questions

One to Many relationships using XLSForm

AdamCrateau1 — Thu, 21 Mar 2019 16:23:22 GMT

We are attempting to user Survey123 to replace a paper-based field form. This form is used by appraisers to gather information about a property when field-checking new building permits.

We have three tabular data sources (permits, land segments, improvements), and would like to prepopulate the survey form with records from all 3, based on the user entering the property ID. Pulldata() is working for the permits table, where there is a 1:1 relationship with the property ID. The other two tables have a 1:M relationship, where one property can have many land segments and improvements. To illustrate, attached is a screen grab of how we would like to display the 1:M land segments in the Form.

Can this be done using Survey123? We can publish this data as a feature service if needed. Or, is this workflow better suited to Collector?

Re: One to Many relationships using XLSForm

JamesTedrick — Thu, 21 Mar 2019 20:26:16 GMT

Hi Adam,

The pulldata() function is designed to look up only 1 record from a CSV file; it can't support populating multiple entries across a set of repeats.

In this situation, Survey123 could support this data if the land use table was in a relationship class with the parcel information (using a GUID as the relationship key) - it could then function like any other repeat using the Inbox to load records into the survey.

Re: One to Many relationships using XLSForm

AdamCrateau1 — Sat, 23 Mar 2019 20:27:38 GMT

Hi James,

Do you have an example of a survey form I can follow for using Repeats and Inbox to load records?

The data is now in a feature service with relationships as you described. I've successfully created a new Survey based on the feature service, but haven't found documentation on how to setup the form and Inbox to pull from a related table as you're describing.

Re: One to Many relationships using XLSForm

JamesTedrick — Mon, 25 Mar 2019 18:09:11 GMT

Hi Adam,

Prepare for editing existing survey data—Survey123 for ArcGIS | ArcGIS explains the process for loading data into repeats. Attached is an XLSForm to load and edit existing repeats.