topic Re: Edit Existing Survey123/Collector Record through Workforce in ArcGIS Workforce Questions

Edit Existing Survey123/Collector Record through Workforce

JasonCyphers — Thu, 19 Sep 2019 01:53:26 GMT

How can I edit an existing Survey123 or Collector record via the workforce app?

Every time I tap on the Survey at assignment or Collect at assignment option, it just creates a new record. I have an existing point that I’d like the field user to update.

Is this possible?

Re: Edit Existing Survey123/Collector Record through Workforce

CraigGillgrass — Thu, 19 Sep 2019 13:55:25 GMT

Jason, this is not possible. It is in our backlog to address but has not been assigned to a release.

Re: Edit Existing Survey123/Collector Record through Workforce

JasonCyphers — Thu, 26 Sep 2019 14:34:16 GMT

When does ESRI expect this ability to be available?

I'm working on a project to collect utility meter maintenance requests from field users via Survey123, then utilize Workforce to assign that work to others. The plan is to have Supervisors use Workforce to assign the maintenance requests to crews. The crew would utilize Workforce to get their work, note starting/stopping of the work, and would also edit the original maintenance request with either Survey123 or Collector (TBD) once the maintenance work is complete. As it stands now, the user would have to select either "Survey at assignment" or "Collect at assignment", cancel the function of adding a new point/record, then tap on the existing point to modify the record.

Re: Edit Existing Survey123/Collector Record through Workforce

CraigGillgrass — Thu, 26 Sep 2019 16:41:58 GMT

Jason,

I don't have an update on the timeline for this, it is in our backlog, but we haven't assigned it to a release. We have other work scheduled for Workforce that is ahead of this in the backlog.

Your summary of what a worker would need to do to support this correct and the workaround for the time being.

Craig

Re: Edit Existing Survey123/Collector Record through Workforce

BrianTruong — Thu, 09 Dec 2021 16:29:59 GMT

Hi Craig,

Has there been any update on this feature yet on the workforce app?

Thanks,

Brian

Re: Edit Existing Survey123/Collector Record through Workforce

MatthewC — Wed, 16 Mar 2022 12:41:46 GMT

Has there been any update?

Re: Edit Existing Survey123/Collector Record through Workforce

ChrisBerryman — Wed, 01 Jun 2022 12:29:51 GMT

Craig has there been any movement on this?

Re: Edit Existing Survey123/Collector Record through Workforce

CraigGillgrass — Thu, 02 Jun 2022 12:54:03 GMT

There has not. It is still in our backlog but has not been assigned to a release.

Craig

Re: Edit Existing Survey123/Collector Record through Workforce

ChrisBerryman — Thu, 02 Jun 2022 12:56:37 GMT

Any estimate as to a timeline?

I am actively trying to build an integration between our OMS platform and ArcGIS Workforce and being able to send the user to an existing Survey record to view related information that sits in a table is a must.

Re: Edit Existing Survey123/Collector Record through Workforce

CraigGillgrass — Thu, 02 Jun 2022 13:20:56 GMT

I'd say the earliest will be Summer, 2023 and could even be Fall, 2023. This work is dependent on Workforce moving into Field Maps.

Craig

Re: Edit Existing Survey123/Collector Record through Workforce

BenGan22 — Mon, 26 Feb 2024 23:50:13 GMT

Hi @CraigGillgrass,

It's now the end of Feb 2024, any updates on when we'd be able to see this being implemented?

Re: Edit Existing Survey123/Collector Record through Workforce

NIEAnalyst — Mon, 08 Sep 2025 10:47:30 GMT

I believe what you are looking for can be achieved using the assignment integrations and setting up URL parameters linked to the integrations. I use different assignment types to differentiate between adding new data and editing existing data - the URL for editing uses the inbox and a filter to grab a record for editing, i.e., https://survey123.arcgis.app/?itemID=.....&update=true&action=edit&folder=inbox&filter=${assignment.location}

This might help - Solved: Survey123 Integration - Populate Custom Attribute ... - Esri Community