The Survey123 step allows you to collect, view, and edit ArcGIS Survey123 surveys in ArcGIS Workflow Manager.
The Survey123 step requires an extended properties table to be created from the survey's form to associate survey data with jobs. When a survey is submitted, the associated extended properties table is populated with the data that was collected by the survey. If an extended properties table is not created from the survey's form, surveys can be collected, but the collected data is not accessible to jobs.
Tipp:
To view or edit data from surveys that are collected outside of your workflow, create an extended properties table from the survey's form. Add the Update Job Properties step before the Survey123 step in your workflow diagram and update the Link ID in the extended properties table with an existing survey's globalid.
When the step is run in the Workflow Manager web app, the survey configured in the step appears in the job tile. When the step is run in ArcGIS Pro, an Open on Web button appears on the job tile that opens the survey configured in the step in the Workflow Manager web app. If help text is configured for the step, it appears at the bottom of the job tile.
Hinweis:
The user that runs the step must have sufficient privileges in Survey123 to view, edit, or submit the survey form configured in the step.
Vorsicht:
When the survey configured in the step is not hosted on the same ArcGIS Enterprise portal as ArcGIS Workflow Manager Server, it is recommended that you sign into the Workflow Manager web app and Survey123 using different web browsers. If you are signed into multiple portals in the same web browser when the step is run, your Survey123 credentials are used to access the survey instead of your Workflow Manager credentials.
When you run the step, you can perform the following actions:
- Submit or edit the survey and proceed to the next step.
- View the survey and click Proceed to move to the next step.
- Click Cancel to close the survey for viewing or to discard any updates made to the survey.
Configure the step
Complete these steps to configure the Survey123 step:
- Create or edit a workflow diagram to access the Step Library panel.
- Drag Survey123 from the Step Library to a connection arrow of a step on the workflow canvas.
The Step Details panel appears.
- Provide a name for the step in the Step Name text box.
- In the Survey123 Form section, click Add Survey123 Form.
The Add Survey123 Form dialog box appears.
- Choose one of the following options to specify where your Survey123 form is located:
- This Enterprise—Add a survey that is available on the same portal as Workflow Manager
- ArcGIS Online—Add a public survey located on ArcGIS Online
- Other—Add a public survey located on another portal
- If you chose Other, type the URL for the portal that contains your survey in the Portal URL text box and press Enter.
For example, https://webadaptorhost.domain.com/webadaptorname.
- Type the form ID for the survey in the Form ID text box.
- Provide a name for the survey in the Reference Name text box.
- Click OK.
The survey appears in the Step Details panel.
Hinweis:
A survey can be deleted by clicking the Delete Survey button
. - Click the Relationship toggle button to switch between a one-to-one (1-1) or a one-to-many (1-M) survey relationship with Workflow Manager jobs.
- 1-1—Set the relationship to one-to-one to allow only one survey to be associated with a job.
- 1-M—Set the relationship to one-to-many to allow multiple surveys to be associated with a job.
- Choose one of the following options as the Mode setting:
- Create New—Creates and collects a survey
Hinweis:
This option is only available for surveys with a one-to-many (1-M) relationship.
- Edit—Allows surveys to be edited
Hinweis:
If a survey doesn't exist for the job, a new survey is created and collected. If the survey is configured with a one-to-many (1-M) relationship, the survey that was last collected is edited.
- View—Allows surveys to be viewed
Hinweis:
If the survey is configured with a one-to-many (1-M) relationship, the survey that was last collected is opened for viewing.
- Create New—Creates and collects a survey
- Click the Options tab.
- Configure Step Options as necessary.
- Manual—Run the step manually.
- Optional—Allow the step to be finished without being run.
- Automatic—Run the step as soon as it becomes active.
- Run on a Schedule—Run the step according to a schedule you set.
- Manual—Run the step manually.
- Optionally, provide help text for the step in the Step Help text box.
- Optionally, click the Style tab to change the shape and color of the step.
- Optionally, click the About tab and provide a description for the step in the Step Description text box.
Hinweis:
The About tab also contains the step's ID that can be used with dynamic job properties to obtain a step's output.
Return codes
When the step finishes running, it sends a return code to indicate the result of the step. The return code is evaluated, and the workflow follows all paths that match the step's return value. The following table lists the step's return codes:
| Return code | Description |
|---|---|
| Failure | The step failed to complete successfully. |
| Success | The step completed successfully. |
Step output
When the step finishes running, its output is stored and can be used to determine the path the workflow follows or be used as inputs for other steps throughout the workflow. The following table lists the step's stored outputs:
| Output | Description |
|---|---|
<GlobalID> | The globalid of the survey that was last created, viewed, or edited when the step was run. |