Hi all,
I am looking for a way to create a grouped list with Survey123 Reports, I have a Survey123 form pointed at a hosted layer on our ArcServer that is updated weekly. There are about 40 records currently in the layer, and four different domain names (Under Review, Approved, Under Construction and Construction Complete) that I would need the report to be grouped by.
The format I am looking to generate:
Status 1
Project A
Information about project A
Project D
Information about project D
Status 2
Project B
Information about project B
Project C
Information about project C
The temporary solution I've put together is to have four report templates (one for each project status since there is different information needed for each phase) shared with a specific employee, have them manually create the reports as a word doc using the filter tab in the Survey123 data window, then combine the exported reports into a single document in Word.
What I'm really looking for is to have the ability to press a button in Experience Builder (or invoke a webhook with S123) and have the full merged report be e-mailed out to the requestor.
Things I've tried:
Repeats in the report template using 'if' statements, but each 'if' statement left a paragraph break if the statement didn't match the domain value. Putting all the text in one line didn't work either.
${#LayerName}${if Status=1}${ProjectName}${/}${/}
Power Automate to create a report for each project status using the WHERE clause that's included in the S123 connector, but the connector doesn't support the merge function I would need to combine each individual report into one.
S123 Reporting API through Notebooks, but I couldn't get it to use different SQL where statements for different sections of the report. End result was four create_report functions that each generated a different part of the report. Which defeats the purpose of using a Notebooks code snippet.
If anyone has experience or information on doing something similar to this, I would really appreciate it. Thank you!
Have you tried looking at the summary sections?
Survey123 Tricks of the Trade: Summary sections in... - Esri Community
Thank you @Neal_t_k, I did find that article, and I was able to replicate the data within it when I was researching. But I was told to show the data vertically rather then horizontally.