Passing Value from One Survey to Another

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08-13-2020 08:57 AM
DaveK
by
New Contributor III

Hello!

I have a survey that is being used by users for data collection that contain a few hidden fields to be used by admin users on the back end. Is it possible to populate another survey with the values from the lower level user survey? My goal would be to have admin access the new survey with the hidden fields accessible to them. 

Thanks! 

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Philip-Wilson
Esri Frequent Contributor

Hi David,

Yes, this is possible using the Inbox in the field app. There are a few ways it can be done, but one simple way is to use a second survey that has the additional questions (not hidden) which can be edited by the admin. To set this up you base the second survey from the same feature service as the original survey and enable the Inbox only on that second survey.

As for access to the two surveys, you can then only share the initial survey (for collecting) with those users who need it, and then share the second survey only with the admins.

You can also edit surveys using the survey123 website and web app and use URL parameters to control the editing workflow. This could also be done with a second survey for admins based on the original survey design with additional questions.

We see many customers using Survey123 in this way to have a submitter and review workflow. Here are some resources to help you get started:

Prepare for editing existing survey data—ArcGIS Survey123 | Documentation 

Edit existing survey data—ArcGIS Survey123 | Documentation 

Use Survey123 with existing feature layers—ArcGIS Survey123 | Documentation 

Integrate with other apps—ArcGIS Survey123 | Documentation 

Regards,

Phil.

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4 Replies
Philip-Wilson
Esri Frequent Contributor

Hi David,

Yes, this is possible using the Inbox in the field app. There are a few ways it can be done, but one simple way is to use a second survey that has the additional questions (not hidden) which can be edited by the admin. To set this up you base the second survey from the same feature service as the original survey and enable the Inbox only on that second survey.

As for access to the two surveys, you can then only share the initial survey (for collecting) with those users who need it, and then share the second survey only with the admins.

You can also edit surveys using the survey123 website and web app and use URL parameters to control the editing workflow. This could also be done with a second survey for admins based on the original survey design with additional questions.

We see many customers using Survey123 in this way to have a submitter and review workflow. Here are some resources to help you get started:

Prepare for editing existing survey data—ArcGIS Survey123 | Documentation 

Edit existing survey data—ArcGIS Survey123 | Documentation 

Use Survey123 with existing feature layers—ArcGIS Survey123 | Documentation 

Integrate with other apps—ArcGIS Survey123 | Documentation 

Regards,

Phil.

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DaveK
by
New Contributor III

Hey Philip, 

I set up a new admin survey using the original surveys feature service. This created a new admin survey matching the original survey that I edited to show the hidden fields. Once the admin survey is published, should I see the original surveys records populated within the admin surveys feature service in AGO? 

Thanks.

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Philip-Wilson
Esri Frequent Contributor

Hi David,

When you publish the new admin survey that is based on the existing feature service of the original survey, it will not create a new feature service, it will be using the same feature service as the original survey, so it will have access to the same data.

Therefore if you enable the Inbox on the admin survey, you can then open the existing survey records in edit mode, and have the admin edit them to update the additional questions/fields, and submit, which will update those original records on the original surveys, as they are the same records in the same feature service.

Regards,

Phil.

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DaveK
by
New Contributor III

Thanks Philip! This worked wonderfully!