Reopening partly filled in survey

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06-29-2021 09:31 PM
NataliaKolecka
New Contributor

I have a questionnaire that may take a couple of hours to complete and will be send to 20 000 of random respondents (anonymus, without ArcGIS Online account). They are expected to fill it in using web browsers on their computers or mobile phones.

Can a person save the partly filled in questionnaire and get back to it after some time?

Is it possible to assign a personal code for a respondent that will allow reopening the partly filled in survey?

Thanks,

Natalia

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Philip-Wilson
Esri Notable Contributor

Hi @NataliaKolecka,

Yes that is correct. Draft mode works by saving the data to cache/cookies for the browser session it was used in. So if you use a different browser or different computer, it will not be able to re-open the same survey data for that survey. This is the only out of the box option to save in-progess drafts for the Survey123 web application.

Another alternative you could consider is to create a workflow to have the user submit the survey incomplete (provided there are not any required questions preventing submission) and have them edit the same survey again when they are ready to continue. To do this you can use a question at the end of the survey that asks if the survey is complete or still in progress before they hit submit. Depending on the answer to that question you can flag that it is a draft/incomplete survey or a complete survey. This means the data is being stored in feature layer and can be accessed from any device or browser that can access the survey.

From there, if the select draft, you could also send them a email via a webhook, with a link to open the same survey record again in edt mode via the web URL parameters. Opening the same survey in edit mode in the web app will load all their existing data they previously submitted. They can then continue to fill out the rest of the survey and submit it again.

For more info on this approach, refer to: https://doc.arcgis.com/en/survey123/reference/integratewithotherapps.htm#ESRI_SECTION1_C7595C0E961B4...

And this blog: https://community.esri.com/t5/arcgis-survey123-blog/survey123-tricks-of-the-trade-web-form-url-param...

Regards,

Phil.

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Philip-Wilson
Esri Notable Contributor

Hi @NataliaKolecka,

Yes, you can enable draft mode for the survey from the Collaborate settings in the Survey123 website. This will apply to the web app when completing the survey in a web browser.

PhilipWilson_0-1625031340910.png

Also refer to: https://doc.arcgis.com/en/survey123/browser/create-surveys/sharesurvey.htm

Regards,

Phil.

NataliaKolecka
New Contributor

Hi @Philip-Wilson ,

thanks for the info. I've already found the draft mode option. But it seems to me that the possibility to reopen my not-complete questionnaire only if:

  1. I have not saved it yet, and
  2. I use the same device (computer or mobile)

If the two conditions are not the case, then I can not get back to the survey. 

Am I right?

Best, 

Natalia

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Philip-Wilson
Esri Notable Contributor

Hi @NataliaKolecka,

Yes that is correct. Draft mode works by saving the data to cache/cookies for the browser session it was used in. So if you use a different browser or different computer, it will not be able to re-open the same survey data for that survey. This is the only out of the box option to save in-progess drafts for the Survey123 web application.

Another alternative you could consider is to create a workflow to have the user submit the survey incomplete (provided there are not any required questions preventing submission) and have them edit the same survey again when they are ready to continue. To do this you can use a question at the end of the survey that asks if the survey is complete or still in progress before they hit submit. Depending on the answer to that question you can flag that it is a draft/incomplete survey or a complete survey. This means the data is being stored in feature layer and can be accessed from any device or browser that can access the survey.

From there, if the select draft, you could also send them a email via a webhook, with a link to open the same survey record again in edt mode via the web URL parameters. Opening the same survey in edit mode in the web app will load all their existing data they previously submitted. They can then continue to fill out the rest of the survey and submit it again.

For more info on this approach, refer to: https://doc.arcgis.com/en/survey123/reference/integratewithotherapps.htm#ESRI_SECTION1_C7595C0E961B4...

And this blog: https://community.esri.com/t5/arcgis-survey123-blog/survey123-tricks-of-the-trade-web-form-url-param...

Regards,

Phil.

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