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Survey123- Is it possible to connect 2-3 surveys answers to one survey?

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2 weeks ago
BrennenW
New Contributor II

The scenario would be having people fill out their address and business name for the first time and give them a unique identification number based off the address and business name on the very first time of them using that survey. When they come back a year later to use it again, it would give them the same unique id number from the first time because of the name and address.  There are a few other forms where it would be helpful to link some of that business information taken on the first form and auto populate it on other forms. I was wondering if its possible to auto-populate information from one survey to another if its constantly being filled out throughout the year as well. 

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3 Replies
jcarlson
MVP Esteemed Contributor

It's possible, but really depends on how you're implementing the idea.

https://doc.arcgis.com/en/survey123/desktop/create-surveys/prepopulateanswers.htm#ESRI_SECTION1_D526...

We do something related, where folks apply for food permits from the county. Permit applications go into their own layer, but share many attributes with the restaurants layer itself, so we use pulldata in conjunction with an ID field. Most applicants know their permit number, and by entering that, certain other fields pre-fill.

You can actually see it here: https://survey123.arcgis.com/share/c1002b8e4e504c2494d4604c71dce89e?portalUrl=https://maps.co.kendal...

Entering "088" in the permit ID question pulls in the Taco Bell details.

- Josh Carlson
Kendall County GIS
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RyanUthoff
Regular Contributor

You can kind of create unique IDs now. See this post: https://community.esri.com/t5/arcgis-survey123-blog/creating-ticket-numbers-in-survey123-for-arcgis/...

You can also auto-populate questions from one form to another using custom S123 URLs. See here: https://community.esri.com/t5/arcgis-survey123-blog/understanding-survey123-s-custom-url-scheme/ba-p...

I think the biggest question and issue to solve will be the people who come back a year later and using the same unique ID. The answer to this question will depend on your use case.

It's very easy to accomplish if your users will be accessing this data through a web map. For example, business owner A goes into a web map and sees the previous survey they sent. They click on their previously submitted point and in the pop-up, a custom S123 URL appears that they can click, and it will launch the survey and auto-populate the unique ID. But if they will not be using a map, then that question becomes a lot harder to answer, and I'm not exactly sure how to accomplish that.

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abureaux
MVP Regular Contributor

Others have given good info already, so I wont bother repeating it.

But some more info from you will help get better answers:

  1. How is this information's privacy level (public or private)?
  2. How are you deploying this workflow (web app, Field App, Experience Builder webmap that launches into S123, etc.)
  3. Are you using automations?
  4. Are you relying on Esri's Portal for data storage, or are there other databases involved (e.g., SQL, SharePoint, etc.)?
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