topic Re: How to create a Survey to review requests not to submit in ArcGIS Survey123 Questions

How to create a Survey to review requests not to submit

SanchezNuñez — Fri, 26 Jul 2024 13:16:06 GMT

Good morning,

I am looking for a way to create a copy of my current survey and modify it for editor/reviewing purposes.

I am trying to create a Dashboard, but I do not know how to create a survey to review requests

Survey123 Tricks of the Trade: Embedding a survey in an ArcGIS Dashboard (esri.com)

Thanks

Re: How to create a Survey to review requests not to submit

abureaux — Fri, 26 Jul 2024 14:25:29 GMT

Do you want this new "copy" to see all the data submitted by the original survey? In that case, you want to link both (which would make sense - I use this workflow a lot). The easiest way to do that is open Connect > + New survey > select Feature services > search for and select your original survey > click Create. You now have a child survey that is linked to the parent survey. You can remove fields from this child, but you cannot add fields (add them manually to Portal, or with ArcPro, or with Connect to the parent survey).

EDIT: And I should mention that this workflow requires the Inbox.

Re: How to create a Survey to review requests not to submit

SanchezNuñez — Fri, 26 Jul 2024 15:17:30 GMT

I tried to create a new Survey selecting in Feature services the current one, but the results loses all formatting and fields are not on the same order.

Is there a way to duplicate an existing Survey and point to the same Feature service?

Thanks

Re: How to create a Survey to review requests not to submit

DuncanC — Fri, 26 Jul 2024 15:29:01 GMT

You can replace the content of the generated xlsx file with lines from the original survey to bring them back to functioning the same. Fields just need to line up exactly (names, types, length). You can reorder how they are displayed on the form without issue.

Re: How to create a Survey to review requests not to submit

abureaux — Fri, 26 Jul 2024 16:02:42 GMT

This is the solution.

Typically what I do is I follow my above steps, but after the child survey is created:

Copy-paste the Parent XLSX into the folder with my new Child XLSX
Copy over the "settings" tab (specifically submission_url and form_id) from the Child XLSX into the Copied Parent XLSX
Delete the old Child XLSX
Rename my Copied Parent XLSX to be whatever the deleted Child XLSX was, effectively making it the New Child XLSX. As soon as connect sees the newly renamed XLSX as a different time-stamp from the old XLSX with that name, it will refresh and you will have a fully formatted XLSX to work with.

Re: How to create a Survey to review requests not to submit

abureaux — Fri, 26 Jul 2024 16:27:40 GMT

I've had to explain this a few times in the past, and each time it is convoluted and annoying to do so (The process is relatively simple, but it's not intuitive). As such, I created a video outlining the basic steps. I tried attaching the video. Hopefully it makes sense. I may need to add in the keyboard shortcuts I used.

Re: How to create a Survey to review requests not to submit

SanchezNuñez — Fri, 26 Jul 2024 19:58:45 GMT

Hi @abureaux

Thank you very much for sharing a video!!!!

Regards