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Add Field and Associated Data to Existing Survey123 Field Data

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10-18-2024 04:05 AM
Bio_GIS
Emerging Contributor

Hey all, I want to do some post processing on some existing field data that was gathered throughout the 2024 season. I'd like to add three fields to the attribute table for this data, and then reference those fields in a report template. Is this something that is possible? If so, send me in the right direction please!!

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6 Replies
JenniferAcunto
Esri Regular Contributor

In order for those new fields to be accessible in a Survey123 Report, you will need to create a survey from that dataset that includes those new fields. You don't have to fill out the survey, it just needs to exist. Additionally, this would be the survey that you would run your reports from.

Working with existing Feature Services in ArcGIS Survey123 

- Jen
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Bio_GIS
Emerging Contributor

This may be feasible. Is there not a way to add it to an existing survey?

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abureaux
MVP Frequent Contributor

You can add those new fields directly in Portal (just open the Feature Layer and go to Data tab), or from S123 Connect (probably the easier method - just add fields and publish).

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Bio_GIS
Emerging Contributor

I have added them, but I am having trouble referencing them in a report template. Is there any trick to doing so?

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JenniferAcunto
Esri Regular Contributor

They have to be in the survey used to generate the report. 

- Jen
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abureaux
MVP Frequent Contributor

As @JenniferAcunto said.

Here are the "full steps" for adding a new field to a survey:

  1. Open Connect
  2. Open the XLSX
  3. Add the new fields. E.g., ${hello_world}
  4. Save the XLSX and wait for Connect to update with the new field.
  5. Press "Publish" in Connect. Those new fields (e.g., ${hello_world}) technically "don't exist" until you do this part successfully
  6. Open your Feature Report DOCX file and add the new fields there. E.g., ${hello_world}
  7. Upload the newly updated DOCX Feature Report to the Surveys Website.
  8. Run the new Feature Report. Note that this new field will always be empty if you run the report using old data. That is of course because this field didn't exist when those submissions were made, so past you couldn't add data to that non-existent field.

Another big tip:

  1. In Connect, before you publish, click "Tools"
  2. Click "Analyze survey"
  3. Review the results and correct any serious issues.
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