Using Survey123 with Workforce

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08-26-2019 11:58 AM
JeffHyder
New Contributor III

How can I assign surveys submitted from Survey123 into Workforce? I have applications that have been submitted, now I want to assign those submitted surveys to my inspectors for them to edit and inspect. How can this be done and is it easy?

7 Replies
CraigGillgrass
Esri Regular Contributor

Jeff,

This blog outlines one way you can handle this scenario:

Workforce and Survey123: Creating assignments in the field 

Another, is to add the Survey123 feature service to the Dispatcher web map, so that your Dispatchers can create assignments from the features in Survey123.  However, with this workflow, it's not as easy to just get the information from Survey123 into Workforce.

Craig

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JeffHyder
New Contributor III

So, I have 7 surveys which are permit appplications where the end user fills out all of the information. At the end I have a permit granted field that is for office use only, that is also a relevant answer that opens questions on the survey after it is permited. Those are the questions I wish to assign to the inspectors to complete in the field with them having the customer's info right there in the application that they provided. How would I be able to assign those surveys to my inspectors to complete or edit in the field? They can open them through the inbox now but that shows all the surveys. I wish just to show the day's assignments. 

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CraigGillgrass
Esri Regular Contributor

Jeff,

The surveys that you want to assign to the Inspector to open in Survey123, are these new surveys or are they pre-existing surveys?

From reading you reply, I think these are pre-existing surveys but would like to confirm.

Craig

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JeffHyder
New Contributor III

Pre-existing.

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CraigGillgrass
Esri Regular Contributor

Thanks Jeff, unfortunately, there really is no easy to support/solve this issue at this time.

The integration workflow between Workforce and launching other apps is targeted at the creation of new data.  Adding the ability to open existing data (features or surveys) is in our roadmap, but hasn't been assigned to a release.

Craig

PanGIS
by
Regular Contributor

Hi Craig Gillgrass‌,

do you know if there are news on this?

Thanks

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CraigGillgrass
Esri Regular Contributor

Supporting this ability is something we're looking at for our 2020 plans.  I'll have a better idea closer to the User Conference on our plans to support this capability.