topic Open existing record in Survey123 phone app via link from Field Maps popup in ArcGIS Survey123 Questions

Open existing record in Survey123 phone app via link from Field Maps popup

DuncanC — Tue, 23 Jan 2024 00:28:30 GMT

I'm struggling to get something that should be really simple working.

I'm viewing the feature layer from a Survey123 survey in Field Maps. I want to have a link in the popup in field maps that opens Survey123 with the currently viewed record opened in it.

I've used a similar feature to open an existing record in the web form to edit with no trouble but wasted hours fighting with this and can't get it to work.

I've reviewed the documentation:

https://doc.arcgis.com/en/survey123/get-started/integrate-launchfieldapp.htm

I've read the two forum posts I can find that were releated:

https://community.esri.com/t5/arcgis-survey123-questions/existing-record-not-opening-when-linking-field/m-p/1318797#M51183

https://community.esri.com/t5/arcgis-survey123-questions/url-with-query-parameter-to-open-existing-survey/m-p/1329513#M51784

I've tried it with update, even though I don't want to have it update. I want to assume the user already has up to date infomation in their inbox. (we are using inbox for this Survey)

I've tried it with q:where=globalId=<GlobalID> & q:globalId=<GlobalID>

https://survey123.arcgis.app/?itemID=<ItemID>&action=edit&q:where=globalid=<ID>

If anybody could point me in the right direction it would be greatly appreciated!

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DougBrowning — Mon, 22 Jan 2024 19:32:25 GMT

Not sure if it is just Field Maps or 123 also but you had to take the {} out of globalid. I posted some links to this a few days ago. Search and you will see it. Try that.

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DuncanC — Mon, 22 Jan 2024 19:54:13 GMT

I think this is the post you're referring to:

https://community.esri.com/t5/arcgis-field-maps-questions/create-a-url-to-open-and-update-an-entity-in-a/m-p/1369240#M7725

It doesn't look like it applies here. He was trying to open something in field maps not survey123. And the url i'm generating doesn't have any { in it.

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DougBrowning — Mon, 22 Jan 2024 20:38:29 GMT

Are you trying to open the web form or the app?

The app uses this URL

arcgis-survey123://?itemID=21297afb7&field:PlotID={PlotID}

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DuncanC — Mon, 22 Jan 2024 21:36:46 GMT

I'm wanting to use a link in a popup in field maps Phone App to open Survey123 Phone app and have that item opened automaticlly for the user. (We're viewing the feature layer that Survey123 created for this survey in field maps but it has repeats so they can't edit it directly in field maps, I need to link them back to it in Survey123).

Thanks for the suggestion, the documentation shows https://survey123.arcgis.app but I tried it anyway and it gives the same results, Survey123 opens to the inbox list, but doesn't open the record I've passed in the globalid for.

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DuncanC — Mon, 22 Jan 2024 22:33:40 GMT

Adding some additonal infomation/weirdness.

The URL I'm generating works. But not when arcade generates it..

I used the arcade script below, and when I view the popup on a web browser if I copy the link address and inspect it looks perfect. If I add a text section to my popup and include a link using that exact URL my arcade script generated that I just copied to create a static link when I view the popup in Field Maps on my phone the manually craeted link works. And the arcade generated one only goes to the inbox list, doesn't open the survey. Both these URLs should be exactly the same. My only though it field maps is interpreting my arcade script differently than it's being done in my web browser but I can't long press the links in field maps on my phone to copy the URL to inspect.

I'll have to look closer at the URL encoding bit from one of the posts I linked originally as that seems to be my problem here.

Here is my code from arcade to generate the link:

var survey123Url = 'https://survey123.arcgis.app/?itemID=<REMOVED>&update=true&action=edit&q:globalID=' + $feature.globalid;

var linkText = 'Open in Survey123';

var htmlLink = '<a href="' + survey123Url + '">' + linkText + '</a>';

return {

type : 'text',

text : htmlLink

}

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DougBrowning — Mon, 22 Jan 2024 23:19:21 GMT

I have seen posts on this before in the Field Maps forum for sure. I think it was taking out the {} and they had code for that. Like this one https://community.esri.com/t5/arcgis-field-maps-questions/field-maps-updatefeature-url-parameter/m-p/1113274

What I do is just use Arcade for part of the URL like this and put that in a custom popup.

arcgis-survey123://?itemID=90500a4223bb4&field:EvaluationID={expression/expr0}

Re: Open existing record in Survey123 phone app via link from Field Maps popup

ChristopherCounsell — Tue, 23 Jan 2024 01:30:39 GMT

If the survey isn't on the device and you don't have update = true, nothing will open.

The simplest way to do this is create an Arcade expression, encode your parameters, and then embed the expression into the link text.

var urlsource = 'arcgis-survey123://?'; var params = { // survey ID goes here itemID: 'xxxxxxxxxxxxxxxxxxxxxxx', action: 'edit', 'q:globalId': $feature.GlobalID, folder: 'inbox', // update = true means the inbox record will be refreshed. Commented out as you don't want it // update: 'true', // optional callback to field maps. // callback: 'https://fieldmaps.arcgis.app' }; return urlsource + UrlEncode(params);

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DuncanC — Thu, 25 Jan 2024 20:37:28 GMT

Thank you so much @ChristopherCounsell !! I really appreciate the help with this, with your code I was able to get it working.

It does seem to be bugged and only work if update is set to true, but I expected that would likely be the case based on what I'd found searching the topic.

For anybody who comes across this in the future I had to make a small change to Christopher's code to achive what I was looking for:

var urlsource = 'arcgis-survey123://?';
var linktext = 'Link to Survey123';
var params = {
// survey ID goes here
itemID: 'xxxxxxxxxxxxxxxxxxxxxxxxxx',

action: 'edit',

'q:globalId': $feature.GlobalID,

folder: 'inbox',

// update = true means the inbox record will be refreshed. Commented out as you don't want it
update: 'true',

// optional callback to field maps.
callback: 'https://fieldmaps.arcgis.app'

};
return {
type : 'text',
text : '<a href="' + urlsource + UrlEncode(params) + '">' + linkText + '</a>'
}

Re: Open existing record in Survey123 phone app via link from Field Maps popup

JoshB123 — Thu, 02 May 2024 14:17:34 GMT

Hi Everyone,

Wondering if you may be able to help me with this topic.

I have a feature layer where the parent is a polyline and the related table is a point.

Thanks to this post I was able to successfully add a URL to edit individual records in the related table.

Unfortunately I can not figure out how to do the same thing for the parent layer. I set up the URL hyperlink with your code above and it takes me to the main inbox in the correct form but does not load the result. I thought it would work in much the same way as it did for the related layer, by passing the GlobalID in the parent layer.

I've seen a couple of posts like this Passing Parent GlobalID to Survey123 using Custom ... - Esri Community

Has anyone been through this process to allow editing of both parent and related layers?

Josh

Re: Open existing record in Survey123 phone app via link from Field Maps popup

DuncanC — Thu, 02 May 2024 14:41:09 GMT

Well, this is the code I mentioned in my last reply to you I could dig out... Looks like you already have it. If it's not working my first thought is did you comment out the update = true bit? When I was working with it the best I could tell it was bugged and didn't work unless you update, it just opens the inbox and sits there.

Re: Open existing record in Survey123 phone app via link from Field Maps popup

JoshB123 — Thu, 02 May 2024 15:57:29 GMT

Thanks for your thoughts, it actually was the update=true part, got it working now!

I've found a workaround by setting up two Survey123 forms with Inbox's, one for editing the survey layer and one for editing the related records layer. Then have separate hyperlinks to each one in Field maps. It would be nice to do it all in one, but may have to leave it in the interest of time

I take your point about preferring Field maps too. It works out really well for my situation being able to view the results on Field maps, both lines and polygons together, then editing through Survey123.

Thanks

Josh