topic Re: Survey123 Bulk Report Printing in ArcGIS Survey123 Questions

Survey123 Bulk Report Printing

DonShort — Thu, 19 Jul 2018 22:44:52 GMT

I attended the ESRI conference last week and was excited to learn about the new ability to bulk print survey reports.

Now that I'm back home and giving it a try, I've run into an issue that I'm hoping someone can help with.

When logged in to Survey123 with my user (the user who authored the survey), I can bulk print reports without issue.

When another user in our organization is logged in, she cannot use the bulk print feature. She is not able to select a folder location for the exported .zip file to be saved in.

I assumed she was missing a necessary permission required for this task, but I can't find any setting that seems to fix her issue. Her user is set as Level 2 with a role of User, which is the same as mine.

Any ides why the folders wouldn't show up for her to select from? Is bulk printing limited to the survey author only?

Re: Survey123 Bulk Report Printing

Anonymous User — Fri, 20 Jul 2018 01:11:35 GMT

Hi there,

Have you checked that the user has been added to the correct groups and given permissions under the Viewer settings found on the Collaborate tab on the survey123 website:

Regards,

Phil.

Re: Survey123 Bulk Report Printing

DonShort — Fri, 20 Jul 2018 13:50:40 GMT

Phil,

Thanks for that idea, but that's not the issue. This user has been using the survey for quite some time and is in a group that has access.

Re: Survey123 Bulk Report Printing

ZhifangWang — Wed, 25 Jul 2018 10:26:21 GMT

Hi,

There's no special privilege required to list the folders in your account and also currently by design, any stakeholder who can view the survey results is able to use the bulk printing feature.

Can you please ensure that you've turned the switch beside the "Save result to your account" on?

Re: Survey123 Bulk Report Printing

DonShort — Wed, 25 Jul 2018 15:01:17 GMT

Thanks for the suggestion. That isn't the issue either. To even select a folder, the switch has to be toggled. We toggle it but no folders are listed.

I've even tried removing the user from the Group that has permissions to view the submitted surveys and adding them back. Still no luck.

Re: Survey123 Bulk Report Printing

JoelCarranza2 — Mon, 17 Sep 2018 15:07:07 GMT

I was also having this issue and I was able to get it to work by adding a new folder in the Content on ArcGIS Online.

Hope it works for you also

Re: Survey123 Bulk Report Printing

DonShort — Mon, 17 Sep 2018 21:12:17 GMT

Thanks for the suggestion. I finally got ours working too, but it took changing the user's Role to be Publisher. According to the replies above from ESRI staff, that doesn't make sense and shouldn't be necessary....but it works.

Re: Survey123 Bulk Report Printing

DonShort — Tue, 18 Sep 2018 14:41:43 GMT

After testing it yesterday and thinking we had it working by changing the user's Role to be Publisher, this morning I found it to not be working again.

No matter what we try, we cannot get the bulk printing to work consistently. I still feel like there is something simple we are missing and I wish someone from ESRI would help us get this solved.

Re: Survey123 Bulk Report Printing

JamesTedrick — Tue, 18 Sep 2018 20:05:03 GMT

Is the issue still that the user is unable to select a folder? If so, could you have the user open the browser's developer tools and attempt the workflow again? Things to look for are any messages in the console or failed network requests. If you haven't it might be helpful to file an support issue with Esri Support to work through this.

Re: Survey123 Bulk Report Printing

DonShort — Tue, 18 Sep 2018 21:18:56 GMT

James,

Thanks for joining the discussion. Good news, I just found the issue....although I'm a bit embarrassed to share our mistake.

The user that was trying to use the bulk save feature hadn't ever created a folder in their My Content section of ArcGIS Online. We were expecting the user to be able to save the exported reports in an existing folder created by another user. We were thinking of the Content folders like they are shared between our authenticated users and expecting a folder created by one user to be accessible by another.

Re: Survey123 Bulk Report Printing

JulieRoebotham — Thu, 08 Nov 2018 17:29:46 GMT

We have also experienced this. When i authored the survey, my folder dropdown in the Data > report section on the Survey 123 website was populated with my root folder for arcGIS Online

The user who was trying to generate a report (so, not the author) did not have his root folder location as an option, and had to go into ArcGIS Online, create a folder, and then it was able to select this new folder from the dropdown list

I guess my first question for James Tedrick is, since this user is logged in, why isn't their root folder showing up? Is this expected ?

Second is, i was hoping these users would never have to log into ArcGIS Online. they use surveys in the field app and generate reports from the survey123 website. Is there a way around having them login just to create a folder?

Thanks!

Re: Survey123 Bulk Report Printing

ZhifangWang — Fri, 09 Nov 2018 10:00:14 GMT

Hi Julie,

I can confirm that the folder list in the Report panel should work even there's no additional folder other than the root folder for an AGO account, which means the current behavior is a bug. We will fix it in the next 3.2 release (planned in mid Jan. 2019)

For your suggestion, to create a new folder in the Data page of Survey123 website without going to ArcGIS Online, I've logged it in our backlog, we will implement this when feasible.

Thanks again for your feedback.

Re: Survey123 Bulk Report Printing

JulieRoebotham — Fri, 09 Nov 2018 12:18:19 GMT

Thanks Zhifang Wang‌.. if the current behaviour is a bug, then there would be no need for the user to create a new folder from the Data page of survey 123. Thanks!