topic Re: Survey123 Create Report action in Microsoft Power Automate (Preview) in ArcGIS Survey123 Videos

Survey123 Create Report action in Microsoft Power Automate (Preview)

IsmaelChivite — Wed, 19 Jul 2023 22:23:37 GMT

[Updated July 2023: Added new note with link to a more recent and complete video]

Note: You may want to watch this video instead for a more recent take at this functionality

Just a few days a new Create Report action was added to the ArcGIS Survey123 connector for Microsoft Power Automate. While this action will not be officially documented or supported until the upcoming February 2023 release (currently planned for February 22), you can start playing with it now.

The video below will give you a quick tour to get you going. Enjoy!

(view in My Videos)

If you have any feedback, please let us know by posting a comment below or adding your comments to the Survey123 Early Adopter Community website.

Note: Since this action was added to the connector, some of you have reported that any flow previously authored from a Microsoft Power Automate template, stops working when you edit it. To resolve this issue, the Survey123 connector needs to be deleted from your flow and added again. We are working to understand if this problem can be prevented or not.

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

BrunoGomesdeSouza — Wed, 01 Feb 2023 19:32:54 GMT

@IsmaelChivite Thank you so much!
This new operation will improve so much our workflow in survey 123!

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

RickeyFight — Thu, 02 Feb 2023 23:05:06 GMT

I was just looking to upgrade my auto email with a new flow. This is perfect! Thank you!

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

FRSadmin — Wed, 08 Feb 2023 01:10:01 GMT

@IsmaelChivite

Hello Ishmael, I have done as you suggested and deleted the survey123 connection and re-added it to no effect.

If I start a new flow to mimic the ones that don`t work it will immediately come back saying that there was a Bad Request even if my connection allowed me to see the surveys that I have published.

Are there any other ways to fix this?

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

RobertAnderson3 — Wed, 08 Feb 2023 12:04:40 GMT

From what I was seeing in this thread below, using the TEMPLATE set up in Power Automate is an issue, so you'd need to start by creating an automated flow and selecting Survey123 as the trigger.

https://community.esri.com/t5/arcgis-survey123-questions/changes-to-survey123-connector-in-power-automate/m-p/1255826

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

RobertAnderson3 — Wed, 08 Feb 2023 12:08:01 GMT

Hi Ishmael,

I love seeing this new functionality! But the way it's broken old flows when you go into edit them (especially the template created ones) is pretty brutal, please keep us posted on the process of finding a solution for that!

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

SayedWali — Sat, 11 Feb 2023 12:53:11 GMT

Hi @IsmaelChivite

Thank you for the useful guidance. I want to take the file and not save it into OneDrive, but instead, I want to send it to an email as an attachment. Would that be possible?

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

SayedWali — Sat, 11 Feb 2023 19:41:25 GMT

However, I found the solution, what I did is to grab the file through the URL, create the file into OneDrive, send it as an email attachment, and finally delete the file from OnDrive using "Delete file" action.

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

Thaiwoolawal — Wed, 15 Feb 2023 07:24:52 GMT

@SayedWali pls kindly explain the process. Because am planning to the same flow for my Transformer Inspection Reports

Thanks

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

AJ_devaccount — Wed, 15 Feb 2023 18:10:11 GMT

This is amazing, thank you! Is there a way to send the report (and any survey attachments) as an email every time a new response is created?

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

IsmaelChivite — Sat, 18 Feb 2023 00:58:36 GMT

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

Ursu_Lacramioara — Tue, 21 Feb 2023 14:59:16 GMT

Thank you Ismael for this great improvement! Can we also generate an email using the summary report? We prefer that instead of sending an email for every record entered in the survey. Also, is there an option to adjust the time to EST Daylight Savings?

Thank you,

Lacri

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

KristenPonak — Tue, 21 Feb 2023 15:17:13 GMT

Is this also able to connect and generate a feature report from Portal?

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

RalphPlummer — Wed, 22 Feb 2023 18:53:43 GMT

This is awesome! Thank you @IsmaelChivite for posting. I did run into a problem. When I run the trigger, everything works great for me. When a user submits a survey, the process doesn't create the report and fails since there isn't anything to upload to OneDrive. It appears the token isn't being passed?
Here is the Raw output from Create Report:
{

"statusCode": 200,

"headers": {

"Vary": "Origin,Accept-Encoding",

"X-Frame-Options": "SAMEORIGIN",

"Strict-Transport-Security": "max-age=63072000; includeSubdomains; preload",

"X-Cache": "Miss from cloudfront",

"X-Amz-Cf-Pop": "IAH50-C2",

"X-Amz-Cf-Id": "oNnwc1YnZMG-Y6K9ujPRdY1fmryOjk5u4NxazeqXViwIDtlYtLgDtA==",

"Timing-Allow-Origin": "*",

"x-ms-apihub-cached-response": "true",

"x-ms-apihub-obo": "false",

"Date": "Wed, 22 Feb 2023 18:21:41 GMT",

"ETag": "W/\"5b-Mp2PQ3TXpicAGnrU8UOXH5yC4vQ\"",

"Via": "1.1 84bf46c54ab0942112fb280e02482cde.cloudfront.net (CloudFront)",

"Content-Length": "91",

"Content-Type": "application/json"

"body": {

"error": {

"message": "Missing required parameters: \"token\"",

"code": "001"

"success": false

}

Edit: I went back into the flow and added a timeout and retry policy of 1 hour under the Create Report settings. The flow worked this go around, but not sure if that was the fix.

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

Thaiwoolawal — Sat, 11 Mar 2023 09:57:05 GMT

How do I differentiate between all the listed attachments

Example. Feature attachment globalID

Feature attachment Name

Feature attachment url etc

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

Alexandre — Mon, 13 Mar 2023 15:54:09 GMT

Thank you, Ismael! It worked for me! However, is there a way to send the report directly by email, without going through the one drive?

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

RobertAnderson3 — Thu, 16 Mar 2023 17:52:58 GMT

I'm trying to create a webhook that will run on a weekly basis, using the Recurrence trigger instead of the when a Survey is Submitted trigger.

For this case, how does one include the ObjectID as dynamic content, it doesn't seem to want to give me that option.

Is it possible to set up a webhook to run a report on a timed basis?

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

Paulvan_Heerden1 — Thu, 23 Mar 2023 13:32:57 GMT

Hi there

@IsmaelChivite I have created several flows that generate reports in Power Automate, then save them on One Drive, and then email them to the person that submitted the survey.

In the "Create Report" section, I am giving the report a unique name using fields from the survey. I want to add the date to the name as well, but am struggling to get the formatting right. I know that I have to use the formatDateTime() expression, but I am just not able to get the syntax correct. My date filed in my survey is called q1_3_assessmentdate. I have tried using the following but it isn't working:

formatDateTime(triggerOutputs()?['body/feature/attributes/q1_3_assessmentdate'];DDMMYYYY)

Previously, in Integromat, I used to format it like below:

Please could someone explain to me how i format the date properly. I am not interested in the time at all, just the date

Thanks so much

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

RobertAnderson3 — Thu, 23 Mar 2023 16:16:23 GMT

If you're looking to use a dateTime field from your data you may need to include the add and convert time functions in the flow as it's stored in Epoch time, though I can't remember for the "date" type itself.

Otherwise, if having the date that the webhook is triggered works you could always just used the timestamp function in Automate. I have the function as

formatDateTime(utcNow(),'D')

With 'D' being the date format like Thursday, March 23, 2023. Some reference here: https://learn.microsoft.com/en-us/azure/logic-apps/workflow-definition-language-functions-reference#formatDateTime

Re: Survey123 Create Report action in Microsoft Power Automate (Preview)

Paulvan_Heerden1 — Fri, 24 Mar 2023 05:52:02 GMT

Thanks Robert

I was hoping that it would be as simple as it was in Integromat. There all you used was the format date expression. I will look into the info you have provided. Thank you