Hosted Feature Service to

Custom Report with Data

Driven PagesJOANNA NISHIMURA | GIS ANALYST

jnishimura@interwestgrp.com

Problem

Client interested in using Survey123 but solution

needed to output survey results to branded report

Basic print functionality in online Survey123 app

Ability to export forms in Survey123, but in beta and

limited functionality

Survey123

Survey123 is an Esri solution to facilitate field data collection

Focuses on collecting data in form format rather than map format

Works well in a disconnected (offline) mode

Compatible on a wide range of devices (Android, iOS, Windows, Linux, Mac OS)

Integrates with other Esri mobile apps like Workforce, Explorer, and Collector

Like other Esri solutions, all data collected goes back to a feature service

Making the Survey

Basic Workflow

Use Python tool to download feature service hosted in ArcGIS Online (AGOL) or ArcGIS Server

Export photo attachments, signature attachments

Set up MXD with data driven pages

Use Python script to export pdf from MXD with Data Driven Pages, fill in MXD with

appropriate fields and paths to photo and signature attachments

Benefits of this workflow:

Can be set up as a scheduled process

Easy to set up and make changes to

Can be used with any feature service (hosted in AGOL or through ArcGIS Server)

Exporting from AGOL

Python script to download feature services written by jskinner-esristaff

Download script from: https://geonet.esri.com/docs/DOC-6496

Exporting from AGOL continued

Exporting from AGOL continued

Data Driven Pages (DDP)

DDP allow the export of multiple pages from a single map document

Commonly used to create map books to programmatically export multiple pages

from a single map document

Dynamically updates text, images, locations on a map

Setting Up DDP

Insert data frame for map portion

Use drawing tools to create boxes

Insert text boxes (found that rectangle text worked well) that will dynamically be populated with field information

Add default text to text boxes in event that no information was recorded

Insert picture elements with a path to a default picture

Insert picture element with a path to a default signature

Setting Up DDP continued

Dynamic Text

Insert rectangle text---this enables word wrapping

Change text properties to enable dynamic text replacement

No domain with field called “email”: <dyn type=“page” field=“email” domainlookup=“false”/>

Domain with field called “weather”: <dyn type=“page” field =“weather” domainlookup=“true”/>

No domain with field “notes1” and default text: <dyn type=“page” field =“notes1”

domainlookup=“false” emptyStr=“No notes”/>

Setting up the Python Script

The Python script:

Sets up data driven pages and loops over the globalid field

Gets globalid value of active feature

Creates arrays to store the names of the related photo files and signature file

Goes to attachments folder, finds sub-folder with matching globalid

Stores names of signature and photo files in an array

Accesses picture elements in the MXD and updates the file path

Dyanmic text values are automatically filled in with the correct field information

Exports each page as a pdf

Setting up the Python Script continued

Accessing the correct related images:

Find attachment folder with matching globalID. Within this folder:

If image file name has “signature” in file name, sends the file name to Sig dictionary key

If image file does not have “signature” in file name, appends file name to Photos dictionary

key

So each record ends up with a dictionary that looks something like:

Setting up the Python Script continued

Element

Name:

Photo0

Element

Name:

Photo1

Element

Name:

Photo2

Element Name:

Sig

Find all picture elements in the MXD

Loop through the photo key. Grab the first photo value (file name) and update the first picture

element with file name and file director.

Repeat for the signature key

Results

Limitations and Future Changes

• DDP is limited to 1 page. A possible workaround is to increase the size of the document in the page layout in the MXD

• Requires initial setup of MXD and mapping of dynamic text boxes

• Default update/edit times that are populated in feature services are in UTC time---8 hours ahead of PST

• Future updates:• Only export pages for new features---have to compare against list of globalIDs

• Email pdf as an attachment

Thanks!

Joanna Nishimura

jnishimura@interwestgrp.com