topic Re: Method to to copy data from an existing survey record into a new record for updates/edits? in ArcGIS Survey123 Questions

Method to to copy data from an existing survey record into a new record for updates/edits?

KimberlyMcCallum — Mon, 30 Nov 2020 19:41:27 GMT

I am looking for a way to create a new Survey123 record that is prepopulated with data from an existing record. Ideally, I would like to have a Dashboard where a user selects an existing record from a list or a map and that initiates a new record with the values from the existing survey copied into all the fields, allowing them to update and add to this data in a new record. Following these two posts (https://community.esri.com/t5/arcgis-survey123-questions/duplicating-survey-editing-records-in-a-web-form/m-p/1003597#M31234 and https://community.esri.com/t5/arcgis-survey123-blog/survey123-tricks-of-the-trade-editing-records-in-a-web-form/bc-p/1003610#M4156), I was under the impression that I could do this just by using the URL parameters and simply omitting the mode parameter; however, when I try to open a survey without specifying mode=edit OR mode=view (e.g., link below), I get the following error: "Cannot read property 'view' of undefined"

https://survey123.arcgis.com/share/db2d5d3e245d40ce9b53239015a01cfc?globalId=4af34610-79b0-43fc-8bb7-b7f1bfdcde1b
(if I add mode=edit or mode=view to the URL, it works but those don't meet my needs of copying the data into a new record).

Am I missing something? Or, is there a better approach that I should be taking to accomplish this workflow?

Thanks in advance for any and all feedback.

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

JodyZhengLiu — Tue, 01 Dec 2020 04:10:15 GMT

Hi @KimberlyMcCallum ,

We will support a new mode: ?mode=copy&globalId=<existing_record_globalId> in the web form in mid-December update, which will copy the data from an existing record into a new survey. Could you please have a try then?

Thanks,

Jody Zheng Liu

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

KimberlyMcCallum — Tue, 01 Dec 2020 16:46:05 GMT

Thanks @JodyZhengLiu for the prompt reply! That is good news for me but can you provide any more detail on when this feature will be released and how I will know when it's out?

Best,

Kim

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

KimberlyMcCallum — Fri, 04 Dec 2020 15:09:42 GMT

I found that the mode=copy parameter has been implemented and works well for me on the Survey123 beta site:

https://survey123beta.arcgis.com/

I hope this gets into production soon!

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

JodyZhengLiu — Fri, 18 Dec 2020 10:32:06 GMT

Hi @KimberlyMcCallum ,

This is in production already🙂

Thanks,

Jody Zheng Liu

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

srikanthnamburi3 — Wed, 21 Apr 2021 12:19:51 GMT

Hello, Is this working now? any example where i can test it out or a detailed document i can refer to. Looking for your response.

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

KimberlyMcCallum — Thu, 22 Apr 2021 21:01:20 GMT

This is working now! I am using it in my workflows but I guess you will have to setup your own test data to see it in action. Publish a survey, add a feature to it, go copy the global id and copy it using the URL parameters and your data:

https://survey123.arcgis.com/share/<very-long-unique-survey-id>?mode=copy&globalId=<very-long-global-id-from-your-data>

Good luck!

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

srikanthnamburi3 — Tue, 11 May 2021 12:05:36 GMT

Thank you

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

Katie_Clark — Mon, 14 Jun 2021 19:40:34 GMT

Hi @JodyZhengLiu - I was wondering, does this work for surveys created with Survey123 Connect? And if so, would it work for copying surveys that are just in the "Outbox" folder? (our field crew always work offline and sync when they return to the office).

Thanks in advance!

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

JeffHyder — Wed, 12 Oct 2022 14:34:53 GMT

I am trying something like this as well but am struggling with getting the data to pass to the new survey. How is it done? Do I put this url some where in the new survey as answers to the questions. I appreciate any and all help. Thank you.

Re: Method to to copy data from an existing survey record into a new record for updates/edits?

ZachStern — Tue, 19 Mar 2024 16:13:45 GMT

@JodyZhengLiu I'm also unsure how to pass the data along from the original survey to the duplicate while the user is completing the original survey. What is the workflow for this?

Thanks!