Exporting back to PDF

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03-31-2016 11:43 AM
JaromHlebasko
Occasional Contributor III

Does anyone know if there is a way to export out a survey as a PDF to save the results as a hard copy document rather a CSV, shapefile, or Geodatabase?

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18 Replies
DougBrowning
MVP Esteemed Contributor
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JamesTedrick
Esri Esteemed Contributor

Hi Rickey,

As Doug mentions, over the summer we introduced a new feature to the Survey123 website - the ability to author a printable template and generate a Microsoft Word document for printing.  This feature is still under active development and we are working to improve the capabilities.  For more information, loo at Print individual responses—Survey123 for ArcGIS | ArcGIS 

TonyStrothers
New Contributor III

I know this is late in the game for the original post but we have developed our own reporting tool using FME Desktop to generate PDF reports twice a day for data and pictures captured in Survey123 in the field. We run it from FME Server and it pulls everything we need from the last 12 hours (Since they wanted these reports at the end of each 12 hour shift) and puts it into a PDF layout we have designed via the software. It attaches the PDF to an email we designed and is sent to whoever submitted the survey. We also use a list stored on ArcGIS Online where we keep contract company emails so that it will also be sent to everyone from that particular contract company that needs to receive it. We also specify email recipients internal to the company who have an interest in seeing the data that is being captured.

The look is a no frills look, but that's exactly what we wanted.

This is the email generated:

Following is the PDF we generate:

GaryBowles1
Occasional Contributor III

Troy,

This is great! Are you using AGOL or Survey123 Connect to create your surveys?

--gary

Sent from my Verizon, Samsung Galaxy smartphone

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TonyStrothers
New Contributor III

Gary we are using Survey123 for the surveys.

ECanGIS_Team
New Contributor III

Hi Tony.  Can you expand on your FME process (and which version) to generate the .pdf and email?  I'm particularly interested in attaching to photos.

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by Anonymous User
Not applicable

You should join the Early Adopter Survey123 Community and take a look deeper into the web hook automation that was enabled with version 3.0 release. Within the earlier adopter program, there is some documentation on how to automate the creation of a PDF version of a Survey123 form upon submittal of a new record. You will also have to look into the use of "custom reports" with Survey123. Here are two articles that outline the process and you'll need to join the early adopter program for the correct scenario within Integromat and generating the PDF files.

https://community.esri.com/groups/survey123/blog/2018/03/05/sneak-peek-survey123-and-webhooks-integr... 

https://community.esri.com/groups/survey123/blog/2017/07/26/introducing-custom-form-report-templates... 

There will be a little footwork involved with the setup, but once you get down the basic logic behind how and why, then a lot of things can be setup to post process the data that is being submitted. Auto-generated PDF files, population of excel files, pulling of attachments, auto-generated email notifications, and much more.

It really is worth the journey down the rabbit hole on this one as it has and still continuing to open a lot of doors for us.

Good Luck,

Mike

ECanGIS_Team
New Contributor III

Thanks Mike.  We have been meaning to test that out.... In the meantime, we were able to accomplish what we needed using FME.

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AnnaScholl
Occasional Contributor

We absolutely need this functionality!! How else to attach copies of research surveys into appendices!!!