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Auto-export Survey123 form submission into Excel

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11-13-2023 11:31 AM
SuzyFer
Emerging Contributor

Hi,

I am looking for a way to auto-export a Survey123 submission into an Excel file, each time a form is submitted. Does anyone have any experience or workflows on how to make this happen or if it is possible? The aim is to be able have auto-exported Excel sheets saving to company drive so those who do not have access to ArcGIS Online can easily access data. I have seen options for integration with Microsoft Power Automate for appending results into an existing sheet but this will not work - I need each submission in their own Excel sheet. I also do not have access to Esri Enterprise / workflow manager.

I feel like it should be something that is possible but just have not been able to find a solution yet.

 

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3 Replies
IsmaelChivite
Esri Notable Contributor

Hi. I think you could automate as follows:

  • In Microsoft OneDrive, create a new XLS file, add whatever tables, charts, etc you want
  • In Microsoft Power Automate, create a new Automated Cloud Flow
  • Use the Survey123 connector to trigger the flow
  • Right after the Survey123 trigger, add the Get File Content module to get the content of your template XLS file created in the first step
  • Use that content to Create a new File using the OneDrive module. You should uniquely name your new XLS file
  • Add data to your newly created XLS file in OneDrive
  • Optionally, attach the newly created file into an email and send that email to someone

This forum may not be the best to dig into the details of Power Automate. However, this one might be: https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity  There is no reason why could not use Power Automate to create a new file every time a survey is sent.

SuzyFer
Emerging Contributor

Thank you - I will explore more into this and see how it goes!

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DougBrowning
MVP Esteemed Contributor

Also look at ArcGIS for Excel.  Its free and you can just open the hosted service right there in excel.  plus its always up to date.  no need to export

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