Opening Survey123 Form in Editor Widget
Hello - I created a mobile Field Maps app to monitor shorelines.
I am now creating a Desktop version of the Field Maps mobile app in Experience Builder to enable users in an organization to review and edit field information as well as create initial sites.
My hosted feature layer contains several related layers and related tables. In the Experience Builder Editor widget, users can add new records or edit existing records using the Field Maps/Map Viewer smart forms.
For some layers and related tables, however, I use Survey123 for data collection because the surveys provide more form-design options than smart forms. I would like to keep the user inside the same Editor widget workflow as much as possible, but provide a way to open the appropriate Survey123 form when they are working with those Survey123-based related records.
Ideally, I would like to configure a smart form in Map Viewer for those layers or related tables that includes a field or calculated expression showing a link to the appropriate Survey123 form. It would be helpful if that link could be clickable directly from the smart form, although I am not sure whether clickable links are supported inside the Experience Builder Editor widget’s smart form interface.
I created a calculated expression that builds the correct Survey123 web form URL for desktop users. The URL would need to pass values from the selected parent feature into the child table, so that the Survey123 form opens with some fields already populated.
In my current mobile workflow, the Survey123 form for the child layer/table is launched from the pop-up of the parent layer. For example, a user selects a Monitoring Site parent feature, then opens a Survey123 form to create a related Monitoring Event child table record. The Survey123 link passes values from the Monitoring Site into the Monitoring Event form, such as the parent GlobalID, site name, and organization group. My calculated expression:
href="arcgis-survey123://?itemID=0b4c2dd917084d14bf5c82df41d6abec&field:Site_GUID={GlobalID}&field:MonitorSiteName_Event={SiteName}&field:OrganizationGroup_MonEvent={OrganizationGroup}&callback=https%3A%2F%2Ffieldmaps.arcgis.app" target="_blank".
I want users in Experience Builder to be able to open up this survey123 form when creating or editing a record (new Monitoring Event) in the editor Widget of Experience builder when a Monitoring site is selected.
The main issue is workflow continuity. The users are already moving through the Experience Builder Editor widget, selecting the parent Monitoring Site and then moving down through the related layers and tables. That flow makes sense to them. If the Survey123 form has to be launched from a separate pop-up, button, or widget, the user has to leave the guided editing sequence, and some related records may be missed.
Ideally, when the user clicks to add a new related Monitoring Event record from within the Editor widget, I would like that action to open smart form with a field providing the Survey123 url that passes the selected parent Monitoring Site values into the new child record.
What is the correct calculated expression to use in the Smart Form to enable the Survey123 form to open from the editor widget and also transfer the already entered information from the parent Monitoring site layer to the child table Monitor Event? Is this correct thinking or is this not possible, or is there a better way?
The image below is from the EB Editor Widget. I would like the user to be able to click on "Add record" to enter a new Monitor Event and when they do this have the path or link to the correct Survey123 survey show up...it is currently failing to calculate. This is my calculated expression in the smart form for my Surey123 Survey Field:
This is what appears in the editor widget after clicking Add Record:
Thank you in advance for your assistance!!!
