Adding Survey123 Feature Report as Output File to Integromat Workflow

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05-23-2019 07:45 PM
BenVan_Kesteren1
Regular Contributor

Hey, 

So I have Integromat successfully detecting when a survey is submitted, it then sends the data to create a report, which works great, this setup looks like this:

An email is sent which is fine, but what I am having trouble with is working out how to get the outputted report from the Create Feature Report module, and insert this into the attachment field for the GMAIL Send an Email module...

These are the settings I think are working in Create Feature Report:

Then in the GMAIL Send Email module, I am unsure about this, what do I put in the Data field, within the Attachment section?:

Cheers

CC Henry Clark

41 Replies
EricChez
New Contributor III

James,

How soon will this be supported in MS Flow? (anxiously waiting)  our organization is using Microsoft, and having this action available to us in Microsoft Flow would make us very happy campers.

Integromat is good for some, but companies that use Office365, (probably larger audience) would love it if its available in Flow

Jaimie_ANevins
New Contributor

Hi James,

                I want to second Eric's enthusiasm about the Create Feature Report in MS Flow.  Hopefully we will see this functionality soon?

NatalieAyala
New Contributor II

It appears to be ready now. See my response to Eric Chez below. 

Jaimie_ANevins
New Contributor

Thanks Natalie. My org doesn't support premium yet, but this may get the ball rolling!

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EricChez
New Contributor III

James,

It's been about 6 months.. do we have an update on MS Flow support?  You will make many people happy

NatalieAyala
New Contributor II

I just created a workflow in Microsoft Flow that generated a Feature Report in Word. I've only set it up and ran a test but it worked great with a few features set up. You have to create a word template using content controls but the set up was simple enough. 

The Microsoft Word modules are Premium modules so you'll have to look into the pricing for this (I'm using an organizational account so once I have my workflows established I will inquire about pricing specific to my usage). 

I used some guidance from this site on setting up my modules: Intermediate | Flow of the week: Create PDF Invoices Using Word Templates with Microsoft Flow | Powe... 

RobBlash
Regular Contributor

This is promising, thanks. Unfortunately my org doesn't have the premium features available.

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BenGarstang
New Contributor

Hi All

Not trying to hijack this thread but I have been working on this over the Christmas break to try and automate some of our property repair request forms so our surveyors can complete forms on site and by the time they are back in the office the reports have already been issued to the Building Yard. All was going so well and then for some reason when integromat pulls the feature report out of Survey123 it changes the date format, renames it to my survey, loses the property name and description and rather than delivering only those fields completed delivers every field even when blank. I could do with sorting this so I can pass the form out to one or two surveyors to field test it.

Any advice gratefully received.

Kind regards

Ben  

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JamesTedrick
Esri Esteemed Contributor

Hi Ben,

To make sure I understand, you have an Integromat workflow triggering on the submission of a Survey123 form, correct? And the workflow generates a feature report, which is then sent to someone (a surveyor) through some means (e-mail, copied to a directory?).  

By 'changes the date format' is this change in the feature report, the data value in the table or somewhere else?  If in the report, does the format not match the format you specify in the report syntax?

By 'renames to my survey' are you meaning the file name, title of the report, or something else?

Can you provide samples of the template and output you are seeing?  You can e-mail me directly at jtedrick AT Esri.com.

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KevinPiraino2
New Contributor III

This is a very interesting workflow that I am thinking about implementing. My understanding of the "Report Template" function within Survey123 is that upon report generation for selected features, credits are consumed to do the processing. My question then is does this workflow consume ArcGIS Online credits? If so has anyone found a workaround in which a PDF or Word Doc report can be generated either using Integromat or Microsoft's Flow/Power Automate that is does not consume either ArcGIS Online credits or doesn't require an additional subscription to a third party API?

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