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Verify survey123 results then update dashboard

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10-23-2024 11:11 AM
CoryHack
New Contributor

Hello, I am looking to have a Survey123 set up where users can input a report for my team to verify and approve/disapprove.

I want my team to be able to verify/deny the data on a separate page or dashboard that is hidden from an end user.

After the team verifies the Survey123 report, the data should be approved to join a larger database of information that is live for an end customer to view via a dashboard.

There are a few posts here and there that have some bits of useful information but, I haven't been able to get this final.

Any help would be appreciated,

Thanks! 

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JenniferAcunto
Esri Regular Contributor

This is a fairly common workflow. 

In the submission survey, add a select one 'approved' question. Give it the choices of pending, yes, and no.  Set the default value to 'pending'. Set the appearance to hidden so that the users do not see it. 

Create an approver dashboard where your approvers can see pending submissions. Set up filters based on the approved field, so that approvers can focus on only the submissions that need to be reviewed. Within this dashboard you will need a way for users to change the value of the approved question from pending to either yes (approved) or no (denied). You can do this by either embedding an editing version of the submission survey where the approved question is not hidden or you can use the new attribute editing capabilities in dashboard to edit in a table widget or map pop up. 

Create a view layer of your survey data. Set the view definition to filter the data to approved=yes. Use this layer to create a dashboard for your customers. 

Create Hosted Layer Views

Survey123 Tricks of the Trade: Embedding a survey in an ArcGIS Dashboard

ArcGIS Dashboards: Enable Attribute Editing

- Jen

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2 Replies
JenniferAcunto
Esri Regular Contributor

This is a fairly common workflow. 

In the submission survey, add a select one 'approved' question. Give it the choices of pending, yes, and no.  Set the default value to 'pending'. Set the appearance to hidden so that the users do not see it. 

Create an approver dashboard where your approvers can see pending submissions. Set up filters based on the approved field, so that approvers can focus on only the submissions that need to be reviewed. Within this dashboard you will need a way for users to change the value of the approved question from pending to either yes (approved) or no (denied). You can do this by either embedding an editing version of the submission survey where the approved question is not hidden or you can use the new attribute editing capabilities in dashboard to edit in a table widget or map pop up. 

Create a view layer of your survey data. Set the view definition to filter the data to approved=yes. Use this layer to create a dashboard for your customers. 

Create Hosted Layer Views

Survey123 Tricks of the Trade: Embedding a survey in an ArcGIS Dashboard

ArcGIS Dashboards: Enable Attribute Editing

- Jen
CoryHack
New Contributor

Thank you, Jen. I was able to get a version of it up and running.

-Cory

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