topic Re: Integrating Workforce with Survey123 using layer popups in ArcGIS Workforce Questions

Integrating Workforce with Survey123 using layer popups

AlexGerrish1 — Tue, 27 Nov 2018 21:45:54 GMT

We've successfully integrated Survey123 with Collector using custom URLs in popups but we are hitting a roadblock while integrating Survey123 with Workforce using the same method. In Workforce, the same URL will successfully download the target survey but none of the parameters therein are passed on.

I see that Workforce can integrate with both Collector and Survey123 at the assignment level but we've been unable to pass attributes from existing facilities, containers, buildings, etc. to the inspection form using this method.

The URL successfully passes all parameters and looks like this:

arcgis-survey123://?itemID=b4d070xxxxxxxxxx&field:WasteState={WasteState}&field:WasteStream={WasteStream}&field:saa_id={SAA_ID}&field:saa_building={Building}&field:saa_loc={SpecificLocation}

Do I have to adjust my syntax for this link to pass the parameters in Workforce or is there another step to do this?

Re: Integrating Workforce with Survey123 using layer popups

Anonymous User — Tue, 27 Nov 2018 21:55:56 GMT

Hi Alex,

So if I understand correctly, you have another layer in the Workforce Worker Webmap. In that layer there are features that have a custom popup. In that custom popup a link generated dynamically to open Survey123. A worker then taps on a feature, and taps on link in the popup. They then expect the survey to download and have the parameters passed in.

You are not using the Assignment Integrations that are native to Workforce.

Is that correct?

Re: Integrating Workforce with Survey123 using layer popups

AlexGerrish1 — Tue, 27 Nov 2018 22:03:01 GMT

That is correct. The Inventory feature layer (the objects being inspected) and the Inspections table (composed of completed surveys) share a relationship as a way to associate multiple inspections to a single object. They expect some parameters to pass in before they fill the rest themselves.

We are not using the native assignment integrations.

Re: Integrating Workforce with Survey123 using layer popups

Anonymous User — Wed, 28 Nov 2018 16:08:30 GMT

Hi Alex,

I tested this on iOS and I am able to reproduce this issue when there are multiple fields specified in the url (which is your case). It does seem to work when there is only one field specified. The issue is due to how the popup info is parsed.

I also tested against our daily build and I could not reproduce the error. So this issue should be resolved in the next release of Workforce iOS.

Re: Integrating Workforce with Survey123 using layer popups

AlexGerrish1 — Wed, 28 Nov 2018 18:24:13 GMT

Hi Aaron,

I'm glad to hear it. Thanks for chasing that down so quickly. I should mention this is all a workaround to pass parameters from an existing point feature to the survey form. We would be able to use the native integration if assignment features could inherit certain attributes from a point feature they were created from. We would also need to be able to select a related table instead of the geometry layer as the 'Survey123 Question'.

Re: Integrating Workforce with Survey123 using layer popups

Anonymous User — Wed, 28 Nov 2018 18:38:25 GMT

One (more advanced) workflow that could solve the first part of your problem is adding additional fields to the assignments feature layer. For example you could add a "saa_building" field. If you are creating assignments programmatically then you could add the additional information when the assignment is created. One thing to note is that the additional fields will not be displayed in the mobile or webapps, however, the attributes could still be passed to Survey123 (or other apps) as part of a custom integration you add to the project.

We would also need to be able to select a related table instead of the geometry layer as the 'Survey123 Question'.

Could you expand on this? I don't follow. Does your Survey have an additional related table?

Re: Integrating Workforce with Survey123 using layer popups

AlexGerrish1 — Wed, 28 Nov 2018 19:11:18 GMT

The Survey contains a related table whose schema reflects the survey form. The survey was created from a map service featuring the SAA_Inventory (objects to be regularly inspected) and a related SAA_Inspections table. The form was customized to fill the related table rather than the inventory layer. The inventory layer has some attributes (like container type and building name) that are necessary for context but it's the inspections table that needs to be passed the parameters and filled out per inspection. This was a previous workaround to get multiple inspections to relate to one object without creating a bunch of points.

The integration only gives the option to pass information to the inventory layer in this case.

Re: Integrating Workforce with Survey123 using layer popups

CraigGillgrass — Wed, 28 Nov 2018 19:34:21 GMT

Alex,

We really appreciate the feedback. Being able to create new records in related tables is in our backlog to tackle.

One your request for assignment features to inherit certain attributes from the point feature they were created from; what are your requirements for where the field mapping between Assignments and features should be specified?

Is this a field mapping that is defined for the entire Assignment feature layer?

Or, is the field mapping specific to each Assignment Type?

thanks,

Craig

Re: Integrating Workforce with Survey123 using layer popups

AlexGerrish1 — Wed, 28 Nov 2018 20:04:35 GMT

Hi Craig,

We only have one assignment type for the project in question, so we could specify the field mapping for the entire feature layer. However, having the option to specify the schema for multiple assignment types would be ideal.

I hope this answers your question.

Re: Integrating Workforce with Survey123 using layer popups

AlexGerrish1 — Tue, 04 Dec 2018 21:24:26 GMT

I should mention that I have been testing in iOS but we are primarily using Android devices for field inspections. It seems Workforce in Android does not recognize these custom pop-up configurations. The popup in my map displays the layer attributes in their default configuration even when I have a custom configuration set.

When can we expect a new version of Workforce? Is there a roadmap kept up anywhere publicly? Our field workers are anxious to start integrating this app.

Re: Integrating Workforce with Survey123 using layer popups

CraigGillgrass — Thu, 06 Dec 2018 15:20:16 GMT

Alex,

Correct, this is a known issue in Android that we're working on resolving

When can we expect a new version of Workforce?

We're planning on the next version of Workforce towards the end of Q1, 2019.

Is there a roadmap kept up anywhere publicly?

We have a sneak peak section on our doc site: General FAQ—Workforce for ArcGIS | ArcGIS

Re: Integrating Workforce with Survey123 using layer popups

AndrewHargreaves2 — Tue, 11 Dec 2018 23:29:50 GMT

Aaron Pulver‌ I did this - added extra fields to my Assignment layer with the hope of populating them with attributes from my assets that I want to inspect. However, as I'm not generating assignments programmatically, but through the WorkForce dispatcher map/app I can see no way of passing values from the asset into the assignment. Is this possible?

Re: Integrating Workforce with Survey123 using layer popups

Anonymous User — Wed, 12 Dec 2018 00:08:14 GMT

Unfortunately that's a current limitation of the web application; you'll have to do it programmatically. It is on our roadmap to accommodate extra fields. We also have plans to enhance the experience for configuring more advanced/custom integrations.

Re: Integrating Workforce with Survey123 using layer popups

AndrewHargreaves2 — Wed, 12 Dec 2018 13:50:33 GMT

Thanks Aaron Pulver‌ - do you have a tentative timeline?

Re: Integrating Workforce with Survey123 using layer popups

CraigGillgrass — Wed, 12 Dec 2018 13:54:11 GMT

Hi Andrew, not at this time. This ability hasn't been assigned to any of our upcoming releases. There are a number of dependencies we need address or have addresses in the platform first.

Craig

Re: Integrating Workforce with Survey123 using layer popups

AndrewHargreaves2 — Mon, 07 Jan 2019 18:21:43 GMT

Craig Gillgrass‌ / Aaron Pulver just for my own knowledge can you explain how the 'assignmentIntegrations' work? More specifically, I see that it's passing values to Survey123 using

${assignment.latitude}

However, nowhere else in the JSON is 'assignment' set. So how does the app know what 'assignment' is? Can I use a similar trick to specify attributes from '${layername.attribute}' ?

"assignmentIntegrations": [
{
"id": "default-survey123",
"prompt": "Survey at Assignment",
"urlTemplate": "arcgis-survey123://?itemID=xxxxxxxxxxxxxxxxxxxxxxx&center=${assignment.latitude},${assignment.longitude}&field:FacilityID=${assignment.location}"
}
]

Re: Integrating Workforce with Survey123 using layer popups

Anonymous User — Mon, 07 Jan 2019 19:26:59 GMT

Andrew,

Each assignmentIntegration contains a "urlTemplate". The url template may contain assignment fields. Each assignment integration acts on the active/selected assignment. So when a worker is looking at an assignment, the Android or iOS app will inject that assignments' value into the url template when it is displayed. Anything with ${} notation is a template what will be replaced (including the $,{, and } characters) with a value. Only assignments (not other layers) are supported.

Re: Integrating Workforce with Survey123 using layer popups

AndrewHargreaves2 — Tue, 08 Jan 2019 13:28:20 GMT

Hmmm...OK, so that's not an option for getting a features attributes into a survey. Instead, I've found a solution leveraging the ability of Survey123 for ArcGIS‌ to run a JS file, query for a particular feature (with the ID passed in from Workforce for ArcGIS‌) and return that feature's values as JSON which can be parsed and pushed into the survey. I discuss it in this post here.

Re: Integrating Workforce with Survey123 using layer popups

BrettHudson2 — Thu, 06 Jun 2019 21:48:18 GMT

Any news on this upcoming update?

Thanks!

Re: Integrating Workforce with Survey123 using layer popups

CraigGillgrass — Fri, 07 Jun 2019 14:12:40 GMT

Brett,

Unfortunately, this update has been delayed until later this year and will be included in the new release of Workforce that is targeting support for Offline.

Craig