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Export data in Survey123 - as a non creator

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04-03-2019 06:03 PM
JohnPlunkett
Esri Contributor

Hi there

I have created a survey and would like other user types that are not creators to export the outputs as shown below

I have tested this with a viewer role and field worker role and get this message

My users here have access to see the data - but they cant export the results

The viewer settings allow users to export to different data types

Is it because these users  cant create content - they cant export data to a different type?

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Jim-Moore
Esri Regular Contributor

Hi John

That's correct - Viewer and Field Worker user types cannot create content, so they are unable to use the Export feature on the Survey123 website. Members must have (at least) the default User role privileges to access this feature.

Please see some useful info here:

https://community.esri.com/groups/survey123/blog/2018/11/29/understanding-user-types-a-survey123-for...

And more on ArcGIS Online user types here:

https://doc.arcgis.com/en/arcgis-online/reference/roles.htm

Kind regards,

Jim

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3 Replies
Jim-Moore
Esri Regular Contributor

Hi John

That's correct - Viewer and Field Worker user types cannot create content, so they are unable to use the Export feature on the Survey123 website. Members must have (at least) the default User role privileges to access this feature.

Please see some useful info here:

https://community.esri.com/groups/survey123/blog/2018/11/29/understanding-user-types-a-survey123-for...

And more on ArcGIS Online user types here:

https://doc.arcgis.com/en/arcgis-online/reference/roles.htm

Kind regards,

Jim

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Faris_RassoulliRizal_Wong
New Contributor II

Hi Jim.

May be this might be a somewhat unrelated question but how is Survey123 data exporting different from report generation because, Viewer user types CAN generate reports from within the Survey123 website using existing report templates (at least when the survey is published to ArcGIS Enterprise).

Or maybe my question is, why can Viewer user types generate reports but not export data within Survey123?

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McKinneyPatrickPAContractor
New Contributor II

Esri needs to re-consider this system design.  The point of a Viewer is a user who can have read only access to datasets.  In many cases, they are on the same team as the person managing the survey.

They should be able to export the Survey results for Excel/CSV.  As it stands now, they need to ask their colleague to perform this task.  That is a burden created by Esri on its clients.