Adding Report Template to Multiple Surveys

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12-28-2023 10:26 AM
SeannaORegan
New Contributor II

Hello,

I have a docx report template that is used for 30+ different surveys. This template requires occasional adjusting. Is there a way to upload this template to all 30 surveys at once, as opposed to going through and updating it for each individual survey?

Thanks

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rwrenner_esri
Esri Contributor

The workflow of adding/updating templates could be automated using the ArcGIS API for Python. Considering the number of surveys you have this could save time and effort in the long run. The usage of the Survey Manager is outlined in the following guide, see especially the section on using upload_report_template. 

https://developers.arcgis.com/survey123/guide/create-reports-using-the-arcgis-api-for-python/

To use Notebooks in ArcGIS Online, you'll need to be either an Administrator or a custom role with the privilege to create and edit notebooks. 

-Rylee