topic Re: Workforce Survey123 integration in ArcGIS Workforce Questions

Workforce Survey123 integration

DavidOrridgee — Wed, 03 May 2017 01:18:59 GMT

Just noticed the latest update of workforce includes mapping to surveys at the assignment type level....

"There are key new enhancements for the mobile worker and project owner. As the Project Owner, you can now choose a web map or survey at the assignment type level when defining the app integration with Collector for ArcGIS and Survey123 for ArcGIS. This means that you can design surveys and web maps that are focused on the specific task that your mobile worker needs to complete."

So now I can now select a sewer or water job in Workforce and open the appropriate survey in Survey123 and the location in Workforce populates the geopoint question in survey123, this is great.

But there was also talk of pre filling the workOrderId from Workforce to Survey123. Is this part of the latest update? if so how is the configured?

cheers

Re: Workforce Survey123 integration

CraigGillgrass — Wed, 03 May 2017 18:17:22 GMT

Hi David,

Thanks for the feedback on our latest update; glad you'll find it useful.

You're correct, there was and still is talk about passing values from Workforce to the apps it launches (Collector or Survey123). This capability is not in our latest update but is in our roadmap and I'm hoping we can have it available after the User Conference this year.

Craig

Re: Workforce Survey123 integration

RichardAddison — Wed, 10 May 2017 18:43:21 GMT

Hi: Glad to hear it is still on the roadmap. This functionality is critical to our use cases. Not currently using Workforce as part of our solution (work orders for utility operations) due to this missing functionality. Need to have a specific instance of a Survey123 or Collector form populated with unique identifiers from the work order to positively link the two.

Cheers,

Rich

Re: Workforce Survey123 integration

ColinCampbell — Fri, 14 Jul 2017 11:52:51 GMT

I would certainly second that - it would really open up Workforce for us. Are there any updates for when this might be available (I know you guys get asked that a lot so apologies in advance) 🙂

Thanks for all of your hard work

Col

Re: Workforce Survey123 integration

CraigGillgrass — Tue, 18 Jul 2017 12:12:23 GMT

Hi Colin,

Yes, we're working on this now for a late July / early August release.

We'll provide the ability to pass the Work Order ID and/or Location text to Survey123 and Collector (when Collector is updated to support it)

Craig

Re: Workforce Survey123 integration

AnthonyRyanEQL — Tue, 18 Jul 2017 23:57:52 GMT

Craig,

When you say have the ability, do you mean that it's configurable with only those fields to chose from or other fileds can be selected (eg. GlobalID).

Thanks

Re: Workforce Survey123 integration

CraigGillgrass — Wed, 19 Jul 2017 13:05:54 GMT

Anthony,

We'll be providing the ability to only specify those two fields to pass information from Workforce to Survey123/Collector. Those are the fields most requested by users. That doesn't mean we won't consider expanding the list in future releases to allow other fields.

If you have use cases / examples where passing the other field information would be useful, please let us know.

Craig

Re: Workforce Survey123 integration

AnthonyRyanEQL — Wed, 19 Jul 2017 23:23:57 GMT

Craig,

Assignment GlobalID will be critical for us because the way our assets for property (eg. fire panels, doors, water backflow valves) are managed for inspection. We don't use a Work Order system (it's actually a spreadsheet) and therefore can't get a unqiue Work Order ID. The AssetID is going to be used as the Work Order ID so the asset for inspection can be easily seen in the Workforce app. All of our analytics we be done on the relationship of the assignment's GlobalID passed into a hidden text field within Survey123. We would still like to pass Work Order ID field as well to show the contractor in Survey123 that is what they are inspecting.

Thanks

Re: Workforce Survey123 integration

IngridAldridge1 — Wed, 26 Jul 2017 10:52:05 GMT

Is this the Survey123 update which was just released or is there a Workforce update that will allow this to work?

Re: Workforce Survey123 integration

CraigGillgrass — Wed, 26 Jul 2017 13:58:38 GMT

Hello Ingrid,

We are working on a release of Workforce that will provide the ability to pass information to Survey123 (and Collector). This update is scheduled for mid-late August September.

Craig

Re: Workforce Survey123 integration

CraigGillgrass — Wed, 26 Jul 2017 14:00:27 GMT

Anthony,

Thanks for the additional information, I've made sure to add this to our issue on the backlog.

Once we have the initial framework in place to allow Work Order ID and/or Location be passed from Workforce to Collector/Survey123; we'll look at including the ability for other fields; such as the GlobalID field.

Craig

Re: Workforce Survey123 integration

JustinRoberson — Mon, 21 Aug 2017 17:21:09 GMT

Hi Craig,

Any news or updates on this upcoming feature to pass values from Workforce into Survey123?

Count me in as another person that would like the ability to pass the GlobalID value into Survey123 as well. We are not using a work order ID for our project but would still like the ability to maintain relationships through a unique ID such as a GlobalID.

Thanks for your consideration!

Re: Workforce Survey123 integration

CraigGillgrass — Wed, 23 Aug 2017 19:17:22 GMT

Hi Justin,

We're working on the ability to pass either the Assignment Location text or Work Order ID to Survey123 and Collector in our next release which is currently set of the end of Q3. We've had to push it back from our original estimates to include other work.

We'll then look at enhancing the set of fields you can specify in a follow-on release and GlobalID will be at the top of the list. There is a way you can do this, with some customization, when our release is available, which I'm more than happy to provide. If you'd like to test it out now, send me an email or DM through Geoent.

Craig

Re: Workforce Survey123 integration

JustinRoberson — Thu, 24 Aug 2017 12:36:34 GMT

Sounds great! Thanks for the update Craig. I'll reach out once the update is available.

Re: Workforce Survey123 integration

ElleW — Tue, 26 Sep 2017 06:38:04 GMT

On the contrary, I do not want the geopoint to be populated by Workforce. The reason is because my location is not exact, it is just a guide for Workers to go around the area (as Workforce does not create buffer polygon) and I want them to pin point the exact location. Can I turn off the auto populate geopoint by Workforce? Right now, there is a tendency for the workers to forget to go to the map and pin point the location. I do not see a way to force the workers to verify location as it is already populated on the map. Or is there a way I auto-populate the GPS location of the workers? I totally disagree with using GPS signal alone to determine the location as the GPS signal can be poor at certain location or even no GPS signal. There is also issue such as the workers moving around. But it might be better than no location is recorded because the workers forget to pin point it on the map.

Re: Workforce Survey123 integration

AnthonyRyanEQL — Tue, 26 Sep 2017 09:38:48 GMT

Elle,

Can you explain in more detail what you are after because you mention you don't want a point in workforce but you want them to be guided to a location/area, etc. This thread is about integration of Survey123 with Workforce and part of Survey123 has the ability to pin point exact locations by manually selecting on a map or automatically (map read only with the GPS signal) not Workforce. If you want to pin point the exact location relating to assets, etc. then Collector would be a better tool to use so the location of the asset record is altered.

In Workforce when a user logs in, their GPS location is sent back to the feature service and that is how you can see where the worker is currently located

Re: Workforce Survey123 integration

IngridAldridge1 — Tue, 26 Sep 2017 10:05:52 GMT

We're really looking forward to this update. It is going to really strengthen our use of Survey123 and combined with the pull data function in Survey123 is going to greatly enhance the user experience. It is going to be like Christmas!

Re: Workforce Survey123 integration

ElleW — Tue, 26 Sep 2017 11:11:03 GMT

Hi Anthony,

I am using Survey123 to collect animals. I use Workforce to let workers know where roughly the animal can be spotted and manage workers. Workers will collect the field information using Survey123. As animal moves, workers will need to pin point the location on the map of where they catch the animal. I am using Survey123 because there are quite a number of required fields. Using Collector, they will still be able to submit the form even though workers did not fill in the required fields and they tend not to complete the required fields. Survey123 will not submit the form until they enter all the required fields. When I integrate Workforce and Survey123, the geopoint will be populated with the location from Workforce, which is something I am trying to get around with. Either location is not populated (by Workforce) or auto populate the location of the auto populated by the GPS location (kinda like Collector).

Re: Workforce Survey123 integration

CraigGillgrass — Tue, 26 Sep 2017 13:08:56 GMT

Good news Ingrid, we're working hard to get this release wrapped up soon and available.

You should see an announcement on it soon.

Re: Workforce Survey123 integration

CraigGillgrass — Tue, 26 Sep 2017 15:29:37 GMT

Elle,

Thanks for asking this question, it's an interesting discussion.

When an integration is made between Workforce and Collector or Survey123; Workforce supplies the lat,long of the assignment to either Collector or Survey123 with the assumption that, it provides the user with a starting point. The user can then choose to either user that point or edit the location.

In Survey123, you'll have 3 choices:

- Keep the geopoint at the location specified

- Use the GPS tool to indicate you want the point to be located at your current location

- Open the Map and recenter the pin to the location you want to use

There are no plans to provide an option during integration of Workforce to Collector or Survey123 to indicate whether the assignment location can or should be used. Having said that, if we get feedback that it would be useful to add this ability, we'd consider it.

There may be some ways to handle this from Survey123; I suggest contacting the team through their forum https://community.esri.com/groups/survey123?sr=search&searchId=332ad668-6074-4b97-bcd7-6ea21fe63b15&searchIndex=0‌