topic Re: Web Designer Rules not Saving in ArcGIS Survey123 Questions

Web Designer Rules not Saving

BrandonA_CDPH — Tue, 21 Dec 2021 17:51:04 GMT

I am having trouble with the Survey123 Web Designer. I have designed a survey with a "gateway" question (if this is yes, go on - if no show a message and allow to submit). I set the rules for the "gateway" question so that if yes, the next questions show - if not, they are hidden. When I save the form and preview or publish it, the rules go away and do not work. I have tried multiple times and even removing the question and adding in a fresh version. Nothing seems to work.

There have been other posts about groups causing an issue with rules. My rule question is not in a group, but it does refer to questions in a groups, if that's relevant.

Thank you in advance for any assistance.

Re: Web Designer Rules not Saving

Shwu-jingJeng — Thu, 06 Jan 2022 00:06:17 GMT

Hi Brandon,

Yes, if the question is refered to another question within a group, this issue would still occur. However, this issue had been fixed a a while ago.

Did you set the survey123 website to use the latest version from Settings tab?

Re: Web Designer Rules not Saving

BrandonA_CDPH — Thu, 06 Jan 2022 23:21:23 GMT

Hi @Shwu-jingJeng ,

Thank you for the suggestion. I appreciate the help.

The form in fairly new and I just verified that the Always use the latest version, so I think it was using the latest version anyway.

The rules seem to working with a brand new form, so it appears to be an issue with the existing form. I tried to use the Save As... from the Survey123 home page to create a form in the latest version without remaking the whole form. Even with the newly saved form, it will not retail the rules.

Maybe there's another issue? I would really rather not have to remake the whole thing. Here's a screenshot of the form with one of the rules I'm trying to set (none of them will set anywhere in the form). In this case, I want the Note to only show if the person selects "Go" and not show if they select "No".

Thank you in advance for any help on this.

Re: Web Designer Rules not Saving

Shwu-jingJeng — Sat, 08 Jan 2022 00:27:06 GMT

Hi Brando,

How was the survey created in the first place? Did you use web designer or Connect to create the survey?

Were you able to republish this existing survey first from web designer and modify the rules?

Re: Web Designer Rules not Saving

BrandonA_CDPH — Wed, 12 Jan 2022 19:56:01 GMT

Sorry about the delay - I got pulled off on an urgent project.

I created, developed, and edited this form in web designer. How could I republish the existing form from Web Designer?

Thanks again.

Re: Web Designer Rules not Saving

Shwu-jingJeng — Wed, 12 Jan 2022 21:46:02 GMT

Hi Brandon,

Try to go to the survey123 website and click the survey and then the Design tab. Click the Publish button within the Design page to republish the survey.

Re: Web Designer Rules not Saving

BrandonA_CDPH — Tue, 25 Jan 2022 19:22:19 GMT

Hi Shwu-jingJeng. Really appreciate the assistance with this.

Republishing doesn't seem to have solved this issue. The rules still will not stay in Preview nor save.

Re: Web Designer Rules not Saving

Brownschuh — Thu, 03 Feb 2022 13:23:30 GMT

I'm also running into the same issue. Brand new survey in web designer, rules will not stay in preview or when publishing. Going to try and see if the same behavior occurs using connect.

Re: Web Designer Rules not Saving

BrandonA_CDPH — Thu, 03 Feb 2022 16:49:08 GMT

@Brownschuh, glad to hear I’m not the only one having this issue. Let us know how the Connect trial goes. I’m trying to avoid Connect for this form to facilitate easier form editing and maintenance. May just have to go back to the Connect route.

Re: Web Designer Rules not Saving

Brownschuh — Thu, 03 Feb 2022 20:46:49 GMT

Was able to test it out in Connect and it works just fine. Relatively easy to set up as well. Just needed to add a few simple calculations.

Re: Web Designer Rules not Saving

Shwu-jingJeng — Thu, 03 Feb 2022 21:50:08 GMT

Hi Brandon and Brown,

I will suggest you to contact Support service team to create a ticket for the website issue as this used to be an issue but we had addressed a while ago and could be a regression one you are seeing now. Please contact Support Service and have them help you out to narrow down the cause.

Thanks,

Re: Web Designer Rules not Saving

BrandonA_CDPH — Fri, 04 Feb 2022 16:14:25 GMT

I'll do that. Thank you for the help and troubleshooting.

Re: Web Designer Rules not Saving

BrandonA_CDPH — Tue, 08 Feb 2022 23:34:21 GMT

So, because I was being stubborn about not using Connect (I am hoping to get some help from non-Connect people with maintenance, etc.), I took up the case with ESRI Support.

This apparently is a known bug BUG-000143301: Creating the Set rule -function does not work properly in Survey123 when the Address -component is used in the survey before the Set rule -component. The solutions are 1) Put the Addresss question after rules or 2) Use connect.

Because I overthink (and am stubborn), I also found another, somewhat clunky, but effective workaround.

I created a question using the Address question type in the upper part of the form and set it to Address Text only.
I set a couple rules in the middle part of the form to see if they would stick.
I then created a "Map" question at the very end of the form (after any rules I may want to have) - I used the calculation on this question to pull the matched location from the Address question. Then, I set this Map question to "Hide from survey".

In preview, this seems to have worked and is looking promising in preliminary testing. This added an additional field with the original address, but that's not so bad for my design.

So, I hope this helps someone else who runs across this (or @Brownschuh) as I would not have figured this out without ESRI's Technician's help.

Re: Web Designer Rules not Saving

Brownschuh — Wed, 09 Feb 2022 17:43:00 GMT

Good to know. Just for reference, before I switched over to Connect, my Web Designer survey also had an address question type before the other questions with rules applied. So the bug affected my survey as well.