Latest Contributions by IsmaelChivite

    El 24 de noviembre de 2021 Integromat y Esri organizaron un webinar mostrando cómo automatizar tareas con Survey123 e Integromat. La grabación del evento y las diapositivas están disponibles aquí: Grabacion de la sesion: https://youtu.be/3XHkvRG8ar8?t=143 Diapositivas: https://www.arcgis.com/home/item.html?id=8c6d3c4be057437d8d96c3bf5d4ea7c1     Con más de 500 participantes, no tuvimos oportunidad de responder a todas las preguntas. En este documento se encuentran las preguntas más comunes que recibimos. Licenciamiento y costos ¿Cuáles son las limitaciones de la suscripción gratuita de Integromat? R: Actualmente el plan gratuito de Integromar tiene un límite de 1.000 operaciones al mes, una operación es una acción de un módulo, por ejemplo escuchar las respuesta de un formulario de Survey, además en las cuentas gratuitas no se permite usar algunas aplicaciones premium como ser la de Twitter. Para encontrar más información de los planes y sus diferencias, ingresar a: https://www.integromat.com/en/pricing ¿Qué costo tiene el uso de Integromat? R: Los planes de pago inician desde los 9 usd, luego 29 usd, hasta llegar a 299 usd, para encontrar la diferencia de sus características ingresar a: https://www.integromat.com/en/pricing Tiene costo enviar un formulario usando Integromat a un correo de Gmail? R: Los planes de Integromat tienen valor definido y una de las características que las diferencias es la cantidad de operaciones disponibles a consumir durante el mes, dicho lo anterior, el enviar un correo consume 1 operación por lo que esta será descontada de las operaciones del plan contratado. La nueva pregunta de direcciones postales de Esri, ¿consume créditos?  R: Depende. La pregunta de direcciones postales solo consume créditos si la configuras para utilizar el ArcGIS World Geocoding service de Esri y además configuras la opción para que la localización de la dirección quede almacenada. No hay consumo de créditos si la pregunta de direcciones se configura con un localizador de ArcGIS Enterprise, o si utilizas el ArcGIS World Geocoding service decides no almacenar las coordenadas geográficas de la dirección. Para más detalles, consulta este artículo. ¿Es necesario un usuario de ArcGIS para rellenar un formulario Survey123? R: No necesariamente. Si tu formulario es compartido públicamente, no hace falta ningún usuario. Todo lo que necesitas es tener el vínculo del formulario para abrirlo en un navegador de internet, o desde la aplicación móvil de Survey123. Si tu formulario es compartido solamente con un grupo de usuarios ArcGIS, será necesario un usuario de tipo editor para rellenar el formulario desde la web, o un usuario de tipo field worker, o creator, para rellenar el formulario desde la aplicación móvil.  Entrenamiento y soporte ¿Qué recursos hay para aprender Integromat? R: Academia: https://www.integromat.com/en/academy/ Blog: https://www.integromat.com/en/blog Youtube: https://www.youtube.com/c/integromat ¿Hay alguna guía paso a paso para comenzar a trabajar con el módulo Survey123 de Integromat? R: Un buen camino para iniciar con Survey123 e Integromat es utilizando una de las 16 plantillas que se encuentran disponibles en: https://www.integromat.com/en/integrations/survey123 También puedes utilizar esta guía paso a paso en español o incluso ver esta sesión práctica que grabamos a principios de 2021.  Los recursos indicados en la pregunta anterior también son muy valiosos. Donde puedo encontrar soporte técnico de Integromat en Español?  R: Por el momento el soporte es en Ingles, pero si nos contacta en Español puede ser derivado a una persona hispanohablante. Además contamos con una red de partners en 180 países, actualmente tenemos +100 partners hispanohablantes que brindan servicios de automatización de procesos, pueden acceder al directorio ingresando a: https://partners.integromat.com/   Como hago…? Cuando mi flujo de trabajo en Integromat produce algún error, la ejecución se detiene. ¿Cómo es posible prevenir que la ejecución de otros registros se pare? R: En Integromat existe módulos especiales que le ayudan a tratar los errores que se producen en los escenarios, pueden encontrar más información y como tratar los errores ingresando a: https://www.integromat.com/en/help/introduction-to-error-handling Puedo utilizar Integromat para cargar en una base de datos información de Survey123? R: Sí se puede, actualmente en el catálogo de aplicaciones de Integromat se encuentran disponibles las bases de datos Microsoft SQL Server, Mysql, MongoDB, PostgreSQL. Los invito a revisar nuestro directorio de aplicaciones ingresando a: ​​https://www.integromat.com/en/integrations Puedo utilizar Integromat para hacer un registro de cambios en los registros de Survey123? R: Sí. Pongamos por caso que utilizamos un formulario de Survey123 para hacer cambios en registros existentes de una capa de ArcGIS. Para crear un histórico de todos los cambios realizados, podríamos crear un flujo de trabajo en Integromat como el que se describe a continuación.  IsmaelChivite_0-1637793123715.png   La clave en este caso es asegurarse de que el escenario de Integromat se ejecuta siempre que el formulario de Survey123 es enviado. Esto es, cuando Survey123 se utiliza para crear un registro nuevo en ArcGIS, y también cuando se utiliza para hacer cambios en un registro existente. En la siguiente imagen se puede apreciar como el escenario de Integromat se configura para ejecución cuando el formulario anade (addData) o modifica (editData) el registro. IsmaelChivite_1-1637793123807.png   Si necesitas conocer como puedes editar registros ya existentes con Survey123 te recomiendo este artículo si utilizas la aplicación móvil  y este para la aplicación web.  ¿Cómo puedo cargar una capa Shapefile al formulario de Survey123? R. Primero tienes que subir el shapefile a ArcGIS y después crear un web map. Aqui tienes un artículo con algunos detalles mostrando cómo configurar el mapa desde Survey123 Connect. Si utilizas Survey123 designer para crear tus formularios, te recomiendo que esperes dado que vamos a añadir una opción mucho más sencilla para que puedas cambiar el web map. ¿Se puede utilizar el mapa en Survey123 cuando no hay cobertura de datos?  R. Para trabajar sin cobertura es necesario utilizar la aplicación móvil de Survey123.  Esta se puede configurar con mapas offline. Se puede configurar un localizador personalizado con la pregunta Dirección? R. Si. En este artículo se detalla como hacerlo con Survey123 Connect. Si lo deseas hacer desde Survey123 designer, vamos a añadir opciones para ello en 2022. ¿Cómo puedo descargar las fotos que se han mandado desde Survey123? R. Utilizando Integromat, puedes subir las fotos a OneDrive, DropBox y otros sistemas de almacenamiento en la nube. Desde ahí, es fácil sincronizar tu carpeta en la nube con una carpeta local. Este artículo te puede dar algunas ideas. También es posible descargar los datos y sus fotos en formato FileGeodatabase desde el sitio web de Survey123. ¿Cómo puedo incluir varias imágenes de un formulario Survey123 en un correo electrónico? R. Utiliza un módulo Iterator. Más detalles en este artículo.  ¿Cómo puedo extraer la ciudad desde una dirección? R. Es fácil. Se puede hacer desde Survey123 designer y desde Survey123 Connect. Consulta este artículo para más detalles.  ¿Cómo puedo integrar Survey123 con un ArcGIS Dashboard? R. Detalles en este artículo. Como puedo integrar Survey123 con Microsoft PowerBi? R: Microsoft PowerBi se encuentra disponible en el catálogo de aplicaciones de Integromat, por lo que se puede crear un DataSet y agregar a este las respuestas de Survey123. Puede encontrar más información ingresando a: https://www.integromat.com/en/integrations/microsoft-power-bi Seguridad Puedo compartir un formulario de Survey123 públicamente mientras protejo mis datos? R. Si. Sigue instrucciones en este artículo.  Cómo protegen Esri e Integromat la privacidad de mis datos?  R: Integromat cumple con las normativas GDPR y el tratamiento de datos confidenciales, puede encontrar mayor información ingresando a: ​​https://www.integromat.com/en/help/integromat-and-gdpr De manera similar, Esri ofrece informacion sobre privacidad y seguridad desde https://trust.arcgis.com/es/  Otras preguntas ¿Qué planes hay para integrar más componentes de Esri en Integromat? R: Los invitamos a ingresar su solicitud en el siguiente formulario, el cual revisamos de forma regular y en función de la cantidad de votos nuestros especialistas analizan la posibilidad de integración. https://integromat.canny.io/feature-requests/ ¿Hay integración con WhatsApp? R: Las integraciones con Whatsapp se realizan vía un proveedor certificado por la empresa Meta, antes Facebook, dicho lo anterior dentro del catálogo de aplicaciones de Integromat encontrará proveedores oficiales como Twilio que brinda el servicio de envío de mensajes por ese canal.       ... View more

    A new update to ArcGIS Survey123 has just been made available. This release is mostly focused on improvements to the Survey123 field app and Survey123 Connect, but the Survey123 website has also been refreshed with enhancements. Here are the highlights: Better form grid layouts and signature capabilities for the field app Image annotation tools now support editing Faster visualization and analysis in the Survey123 website Various critical fixes and enhancements   Better grid layouts   Grid layouts are a powerful technique to help you build more professional forms. With a grid layout, you can compact questions side by side in a single row. This is particularly useful when you are designing forms for use in larger screens, or when you want to mimic the look of traditional paper forms. It is not just about the looks: A well-designed grid layout will accelerate data capture reducing the amount of vertical scrolling needed to navigate the form. The screenshot below shows an example of a form using a grid layout: IsmaelChivite_0-1637116111397.png   While grid layouts are not new to Survey123, this release introduces two enhancements: Better support for nested groups and repeats   The use of nested groups (groups within groups) and repeats (a group of questions that can be entered multiple times) is common in complex forms. We have expanded the XLSForm syntax to help you better arrange these nested elements within a grid layout. You can now define the horizontal space that a nested element should occupy in its containing group.    Two grid styles: Dynamic and fixed   Up until this release the positioning of elements in a grid layout was automatically adjusted to optimally fit questions within the screen. In many cases, this dynamic grid style works well, but sometimes it creates undesired effects. As the author of a survey, you can now choose to lock the positioning using a fixed grid style for either the entire form or specific groups. To learn more, check the Survey123 Tricks of the Trade: Groups, Grids and Pages and the Group section in the Appearances help topic.   Enhanced signatures   Survey123 allows you to collect electronic signatures. Users are presented with a box to sign and the signature is saved as an image which gets attached to the survey record. Signatures are often used in workflows for accountability and auditability. For example, when an auditor needs to sign-off some work, or when an inspector needs to certify the condition of an asset. This update includes some key improvements to signatures in the field app: More space to sign: In the Survey123 field app, the signature pad now pops up as a new dialog on top of the form. This gives end users more space to sign. Inbox support: You can view signatures and add new ones to records from the Survey123 inbox. This is great for approval and sign-off workflows. Control the dimensions of the signature image: As the author of a form, you can now control the dimensions of the signature attachment. You can do that by specifying a background image for your signature box. If you do not provide a background image, the dimensions of the signature image will vary depending on the resolution of the user’s screen. You can also cap the maximum dimensions of the image if you like. To learn all the details, check the Survey123 Tricks of the Trade: Signatures blog post. Edit image annotations   Using Survey123, you can annotate photos, diagrams, and maps. In an asset inspection form, annotating a diagram of the asset can help highlight areas that need attention.  In a damage assessment form, you can use annotations to draw on top of a photo. We substantially improved the annotation user experience in our September release. In this update, we added options for you to select, move, delete, resize and reshape existing annotation graphics.  This gives end users much more flexibility to annotate images accurately and effectively. annotate_edit_mode.gif   We are planning to further enhance the Survey123 annotation tools in the January 2022 update. Specifically, we want you to be able to customize the annotation tools so you can tailor them to the specifics of your business workflow.  If you want to learn more, sign up for the ArcGIS Early Adopter Community and join the Survey123 beta testing opportunity. You will find documentation, forums, and beta builds of Survey123 version 3.14. Various critical fixes and other enhancements   The Analyze tab in the Survey123 website gets a good performance boost to facilitate working with the most complex surveys. Having lists with thousands of choices and surveys with many millions of records should now not be a problem. If you are a fan of custom JavaScript functions in Survey123 forms, you will note that the Scripts tab in Survey123 Connect now lets you control the font of your source code. BUG-000143746 Geosearch crashes Survey123 on Android devices when an organization is configured with a custom geocoder BUG-000143901 Android OpenSSL 1.1.1l crashes on Android 6 armv7 devices The new maxSuggestions property in the body::esri:style XLSForm column allows you to control the maximum number of candidates the geocode appearance can return   Next steps and learning more   We are aiming for more one 3.13 minor update before the end of the year. Just like this release, it will include some targeted enhancements and fixes. The next major update (version 3.14) will take place around the end of January 2022.  If you want to learn more about features planned for January, join the Survey123 beta through the ArcGIS Early Adopter Community.   For a more detailed description of what is new in this and previous releases, check the What’s New help topic in the Survey123 documentation. ... View more

    In some workflows, signatures matter. Signatures are used as consent, as the means to express agreement or as proof that someone certifies the contents of a form. Here are some specific examples: As part of a city code violation report form, a city employee collects a signature as proof that the signee was notified in-person of the violation A construction inspection form requires both the auditor and property owner to sign. The signatures are used to signify agreement from both parties An asbestos removal form requires a signature from the inspector to certify all the work done A safety compliance form requires the respondent to sign before work commences Using Survey123, you can collect one or more signatures as part of a form. Signatures are supported in both the Survey123 field and web apps. End users sign by drawing a signature using their finger or electronic pen, if using a touch screen, or the mouse cursor if using a desktop computer.  Signatures are stored in ArcGIS as attachments. They can be visualized within a Survey123 form, through a web map popup and included in Survey123 reports. In this article I will describe how you can design forms with signatures in them. I will cover the basics with Survey123 designer and show you some more advanced techniques with Survey123 Connect.   Adding signatures to your form using Survey123 designer   The library of question types in Survey123 designer includes a signature question type. Simply drag and drop it into your form design as shown in the animation below. Designer Signature.gif   You can set a label, hint and even an inline description into the signature question.  The inline description is useful if you want to include in the signature box some disclaimer of agreement test. For example, “By signing here I agree to the terms above”, or “I agree that I was present during the inspection”. You can also make the signature question required. This will ensure that the form is not submitted without a signature. Signatures in XLSForm. The basics   According to the XLSForm specification, signatures are modeled in smart forms using the signature appearance in an image question type. Here is a simple example: IsmaelChivite_0-1637115799814.png   Collecting multiple signatures   There are several ways to collect multiple signatures in a form. The most common, is to add as many signature questions as you need. In the screenshot below, I added one for the inspector and one for the owner of the property. IsmaelChivite_1-1637115799816.png   Since each image has a unique name in the XLSForm design, it is possible later to differentiate one signature attachment from the other. For example, the signature of the inspector, versus the signature attachment corresponding to the property owner.   This is useful for attachments handled through workflow automation using the Survey123 connector for Integromat and Microsoft Power Automate as well as for Survey123 reports. You can alternatively use the multiline appearance in your image question. This allows you to collect multiple signature attachments under a single question. IsmaelChivite_2-1637115799816.png   Another approach is to add a signature, along with other questions, to a repeat block.  You would never want to use a repeat to just have a signature question in it. If that were the case, you would want to use the multiline appearance instead. However, using a repeat block would make sense if you want to collect the signature and some additional data. For example: IsmaelChivite_3-1637115799821.png   In the example above, we want to collect information about every operator in the field crew. We collect, their name, safety checklist, and finally a signature. Controlling the size and dimensions of signature images   Signatures collected with Survey123 are stored in ArcGIS as file attachments in .png format. The dimensions of the image file vary depending on the device used to sign. The more screen resolution, the bigger the image: A signature collected on a tablet with a high-resolution display will be bigger than one collected on a smartphone. While a signature file is typically very small (measured in KBs), particularly if you compare it with a photo (measured in MBs), you may want to cap the maximum size of a signature file. Controlling the exact dimensions of signature images is also important if you plan to include signatures in a Survey123 report. You will want to control their size (for quality) and the aspect ratio, so you can best position your signatures within your printed report. If you want to control the size and dimensions of the signature images, you can use a couple of approaches: Use the max-pixels parameter: The max-pixels parameter is applied to the parameters XLSForm column. For a signature question, it defines the maximum width of the image. IsmaelChivite_4-1637115799822.png   Set a background image: When you define a background image, the user signs on top of it. For this reason, the user’s signature will always have the same height and width dimensions as the background image. You can also use the background image to include some inline text to the signature box or use to apply some cosmetic effects.  IsmaelChivite_5-1637115799838.png   To add a custom background image, copy the image file into the survey’s media folder, then reference your image from the default XLSForm column. IsmaelChivite_6-1637115799839.png     Modelling approve or deny workflows   Signatures are often used in approve or deny workflows. In this workflow, a form is submitted by one person and then reviewed by a second. The reviewer can add comments, change the status of the record, and sign it. For example, a demolition permit is submitted by the owner of a building. A city employee reviews an approves or denies the request. This type of workflow can be modeled using two separate forms targeting the same layer. The first one is used to submit the request, and the second one to review it. To review the request, you can use the Survey123 field app inbox or load the request into the Survey123 web app in edit mode.   Alternatively, you can model this workflow using a single form. In this case, you would configure the reviewer’s questions (including the signature), to only appear when the form is in review (edit mode). Here is an example. Note how the body::esri:visible column is used to control the visibility of all the questions relevant to the review process. IsmaelChivite_7-1637115799842.png   To learn how to load existing records into the Survey123 web app in edit mode, check: Survey123 Tricks of the Trade: Embedding a survey in an ArcGIS dashboard Survey123 Tricks of the Trade: Editing records in a web form You can also open records in edit mode using the Survey123 field app using the inbox.   ... View more

    We will host a couple of virtual sessions in November to share with you our progress with the upcoming release of ArcGIS QuickCapture.  During these sessions, we will grant you access to Beta builds of the software. Our focus will be location tracking within ArcGIS QuickCapture. About location tracking   Location tracking provides organizations with operational awareness of their personnel and assets in real-time, monitoring work as it progresses, and enabling them to respond to changing conditions if needed. By adding support for location tracking in ArcGIS QuickCapture you will be able to: Monitor the last known location of ArcGIS QuickCapture users. Understand where ArcGIS QuickCapture users have been, and when Location tracking is an ArcGIS capability that you can choose to enable in your ArcGIS Online organization or ArcGIS Enterprise deployment. For more details, check the Location tracking in ArcGIS technical paper.   Location tracking in ArcGIS QuickCapture   We plan to release support for location tracking in ArcGIS QuickCapture before the end of 2021.  We will expand QuickCapture designer, so you can easily activate location tracking in your QuickCapture projects. As the author of a QuickCapture project, you will control if location tracking is required or not. If you make it required, location tracking will be turned on in the device when your project is open.  If you make it optional, the end user will be able to choose when location tracking is active in the device.   Early Adopters   If you want to learn more and try ArcGIS QuickCapture location tracking before if ships, register for one of our Early Adopter sessions in November. Wednesday, Nov 17, 9:00AM - 12:00PM (Pacific Time Zone) Thursday, Nov 18, 1:00PM - 4:00PM (Australian Eastern Standard Time) We will send details a week before the event to all registered attendees.      ... View more

Good news! Esri just published the Survey123 UC Tech Session recordings! Survey123: Introduction and what's new: Video recording Summary Survey123: Field data collection with smart forms Video recording Summary Survey123: Advanced smart form design Video recording Summary Survey123: Working with online surveys Video recording Summary Survey123: An introduction to reports Video recording Summary For more information on Survey123 resources from the Esri UC 2021, check this link. ... View more