Only create a new related record, not a new feature

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02-22-2023 06:27 AM
StormwaterAdmin
New Contributor III

Hi all,

I have an existing feature class with polygons of our projects and a related table that is set up for inspection data. I would like for the user to select the polygon and link to survey123 for them to fill out the inspection information. I do not want a new polygon/feature created in the feature class when the user submits the survey, just the related record. Is this possible?

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MobiusSnake
MVP

Definitely possible, I've built surveys to this pattern many times.  On the Settings page of your survey's XLSX is a "form_id" column, if this has the name of a related table in it rather than the feature class, it will send a record to that related table.

Where it gets tricky is the foreign key of your relationship class (likely on a GUID on that related table).  That needs to be set somehow.  Typically the way this is done is by viewing your feature class in Field Maps, and configuring a pop-up that opens your survey while passing in the feature's Global ID as a parameter.  I've also done this using Dashboards and web forms, but that's no good for disconnected work.

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LydiaCarey
New Contributor III

yes if you turn on the inbox for survey123 you will be able to see each feature and select what one to edit. from there if you don't want the feature to be edited you can make read only or hide the feature fields. 

here's a link for a little more information on Inbox for survey123 https://doc.arcgis.com/en/survey123/desktop/create-surveys/prepareforediting.htm 

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MobiusSnake
MVP

Definitely possible, I've built surveys to this pattern many times.  On the Settings page of your survey's XLSX is a "form_id" column, if this has the name of a related table in it rather than the feature class, it will send a record to that related table.

Where it gets tricky is the foreign key of your relationship class (likely on a GUID on that related table).  That needs to be set somehow.  Typically the way this is done is by viewing your feature class in Field Maps, and configuring a pop-up that opens your survey while passing in the feature's Global ID as a parameter.  I've also done this using Dashboards and web forms, but that's no good for disconnected work.

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StormwaterAdmin
New Contributor III

Thank you! Setting the form id in the settings page to my related table was the missing piece I needed. I was able to pass the GlobalID of the parent feature class to my GUID by configuring the popup.

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