Run a report from Survey123 using web hooks in Geocortex Reporting -

Run a report from Survey123 using web hooks in Geocortex Reporting

Patrick Fingler
Patrick Fingler
Technical Marketing Specialist
March 12, 2021

Run a report from Survey123 using web hooks in Geocortex Reporting

Run a report from Survey123 using web hooks in Geocortex Reporting

Many Geocortex customers use Survey123 to perform various offline data collection processes and need to include this information within PDF reports. Using Survey123 webhooks, you can now configure workflows that get triggered when a feature is collected or updated.

A great example of this process is to dynamically generate and email PDF reports to various stakeholders after a survey is submitted.

To best demonstrate this, Patrick will show you how to dynamically generate reports from Survey123 in this Geocortex Tech Tip.

Watch on Youtube.

Video Transcript

“Hi, my name is Patrick Fingler and in this Tech Tip video, I’m going to show you how to dynamically generate reports from Survey123. Let’s dive in!

So here you can see I’ve launched Survey123 on my mobile device.

I’ve just created a really simple survey to perform a Work Order. So, I’m going to go ahead and
click Collect. The survey is going to retrieve my geolocation, I can enter my name as Patrick Fingler, specify the level of priority, we’ll say there’s low priority.

I’ve got some work order templates that I can use. I’m going to go ahead and select Maintain Tree and maybe we’ll say. “Needs to be trimmed” and let’s continue the survey and let’s upload an image.

So, I’m going to go ahead and take a photo and I’m just going to take a photo of my laptop here and pretty happy with that.

So, let’s submit this survey. What we’ve implemented is now when you send the survey and you have internet connectivity, we’ll then be able to generate a report.

In just a few moments, you’ll see the report gets generated and it actually sends an
email to the user who created the report or sorry who submitted the survey.

We’ll just give it a few more seconds and I should get an email soon.

Here we can see I’ve got an email report. Let’s open it up and here you can see if we zoom in, we
can see there’s my attachment we’ve also got a QR code as well and also just launch it as well on my laptop.

So, here you can see there’s also a QR code there.

Let’s go ahead and scan that QR code and what’s nice is in these reports, you can also include QR codes as well.

So, what this is going to do is it’s going to open up our Geocortex Mobile application and it’s going to highlight the work order that we just created. This is referencing an ArcGIS web map
and here you can see there’s my comments saying it needed to be trimmed and the attachment got included as well.

I’m gonna just stop sharing my phone and close my connection and let’s kind of review this again this particular report.

Here you can see a very basic report that I’ve configured here which essentially gets the some of the attributes that I entered with it went from Survey123.

So, my name you know the status the template and my comments and then we dynamically
created a QR code that will launch another third-party application and here we’ve included some attachments.

How do you essentially create this process using Geocortex technology?

The first step is in Survey123. On your survey, there’s going to be this Web Hooks tab. So, you’re going to want to navigate to settings and go to web hooks there, you’re going to click Add Web Hook, I’ve already done this.

Let’s edit this, we can see the status is On and essentially you have to direct or create a payload URL.

So, in order for you to perform this process you need to have Geocortex Workflow installed on premise.

So, all it needs to be installed on one of your internal web servers.

In this scenario I’ve installed Geocortex Workflow on this particular domain, so portal.geocortex and it’s authenticated with my ArcGIS Enterprise.

I’ve shared my workflow with everyone and here you can see this is the ID of my workflow.

So, you’re essentially going to construct this payload URL.

You’re going to essentially get the domain of your server Geocortex Workflow/ service/webhook/ survey123 and then this is going to be the ID of your workflow.

All of this, is this is where you can determine when this web hook gets triggered so when a new record submitted or when an existing record is edited and then also you can supply essentially, all of this you know information can get passed to the workflow and then you can decide to include that information in an email or you know you could do a variety of different options or capabilities with it.

So, let’s go to the underlying workflow.

Here let’s open up the workflow, you’re going to want to use this Get Workflow Inputs activity,
this is going to get all of these inputs from Survey123 and what I like to do for debugging
purposes is I like to kind of write this to just a JSON file in a temporary directory on the workflow
Server.

So, you can actually see all of the different inputs that Survey123 is providing you with. So
essentially what I’m doing is I’m just passing in, I’m using the getworkflowinputs.inputs and then Survey123 passes a body of JSON essentially.

So, we’re going to write that to a server and what that looks like is once that’s actually getting
written. Let me log into this machine, you can see here I’m writing it to this directory and it’s just a JSON file you can see it’s actually been reloaded because we just ran it and here, you’re going to see it’s got my attachments and information on it, it’s got you know, the inspector, my comments.

So, all of this information the feature you know the underlying attributes, the geometry, you know the ID’s of your and the names of your attachments, you know the token information, your
username and email information for based on the user who’s running it.

All of this is information that you can use inside of your workflows.

So, in my scenario, the only things that i was grabbing was the object UD as well as the email of the user but you could do a variety of different branching, you know if it’s this particular user or they’ve assigned it to this particular field worker then we’re going to email it to that field worker or that group of field workers and so on.

This is really handy when you’re wanting to debug your workflow.

So, let’s go ahead and continue. So, because that’s just a JSON file, what you can do is you can parse that and that will turn it into like a JSON object rather than just string, so that you can start actually retrieving the values from that text document.

So here I’m essentially, I’m getting the parsing that JSON and then I’m getting the user info and the email from that.

So again, if we go back here and open that up and scroll down to the bottom there’s a property here called User Info and then I’m getting the email of that user and then similarly I’m also getting the object ID of the feature.

So, I’m getting the feature the result of the feature and then the object ID which I believe is somewhere near the top here, if we scroll up there’s results and object ID and i believe that’s
contained within this feature object.

So, let’s continue on.

So, once you have the object ID, I can then run a report.

So, I’m just going to generate a report based on that features object ID. This is going to be my report URL for Geocortex Reporting I can then download that report.

So, here I’m essentially going to this is, so we can add it as an attachment to an email.

So, I’m just going to pass the output of this report to my web request.

I’m going to have it return a blob and then I’m going to supply that content to this Create Email Attachment activity, I’m specifying that it’s a PDF, you could give it whatever file name that you want and then here I’m using the Send Email Activity to essentially dynamically send an email to whoever submitted the survey and then here I can supply whatever information that I want as well as any attachments that I want.

That’s essentially all the logic used to dynamically generate these reports.

Now in the back end we’re using the Geocortex Reporting Designer to build out these underlying report templates which provides a really intuitive and easy interface for generating reports that again can be dynamically generated from Survey123 which you saw but these reports can also be generated from Web AppBuilder or other ArcGIS or Geocortex applications.

I hope that was informative, that is essentially how you can dynamically generate reports from Survey123! Bye for now.”

Find out more about how Geocortex Reporting simplifies reporting for your ArcGIS Web AppBuilder and Geocortex applications by clicking the link below.

Discover Geocortex Reporting


Categories:
Archive
Open: 2020
2020
December 18, 2020

Configuring multiple charts in a band using Geocortex Inline [Geocortex Tech Tip]

December 4, 2020

Using JavaScript to set advanced permissions in Geocortex Access Control

November 27, 2020

Using SVG images in Geocortex Printing and Geocortex Reporting [Geocortex Tech Tip]

November 20, 2020

Integrating third party maps like Mapillary into Geocortex Web

November 13, 2020

Conditional Chart Symbology in Geocortex Inline [Geocortex Tech Tip]

November 6, 2020

Understanding permission inheritance in Geocortex Access Control [Geocortex Tech Tip]

October 30, 2020

How to use URL routing in Geocortex Printing [Geocortex Tech Tip]

October 23, 2020

Improving suggestions by using the Cast activity with Geocortex Workflow

October 16, 2020

Considerations when migrating from Geocortex Viewer for HTML5 to Geocortex Web [Geocortex Tech Tip]

October 9, 2020

Launching a report from Geocortex Inline [Geocortex Tech Tip]

October 2, 2020

How to include the current map image in a report [Geocortex Tech Tip]

September 25, 2020

Database monitoring in Geocortex Analytics [Geocortex Tech Tip]

September 18, 2020

Efficiently setting field permissions using advanced JavaScript permissions [Geocortex Tech Tip]

September 11, 2020

How to set different user and group permissions on fields and attributes in Geocortex Access Control [Geocortex Tech Tip]

September 4, 2020

Filter expression syntax and operators with Geocortex Access Control [Geocortex Tech Tip]

August 28, 2020

Leveraging attribute filters in Geocortex Access Control [Geocortex Tech Tip]

August 21, 2020

Using layer filter effects in Geocortex Web [Geocortex Tech Tip]

August 14, 2020

Conditional Tips in Geocortex Inline [Geocortex Tech Tip]

August 7, 2020

Configuring KPI cards in Geocortex Web [Geocortex Tech Tip]

July 31, 2020

Find your way around a workflow using the new Navigator component [Geocortex Tech Tip]

July 24, 2020

Working with symbols in Geocortex Workflow (Accessing JavaScript 3.x & 4.x playground etc) [Geocortex Tech Tip]

July 22, 2020

Simplify Pipeline Integrity Management with Geocortex Inline [Webinar]

July 17, 2020

Configuring Geocortex Web Events in Geocortex Web [Geocortex Tech Tip]

July 10, 2020

Creating and configuring launch links in Geocortex Mobile [Geocortex Tech Tip]

July 3, 2020

Using environment variables for application management in Geocortex Web and Geocortex Mobile Designer [Geocortex Tech Tip]

June 26, 2020

Understanding feature actions in the Geocortex Web and Geocortex Mobile Designers [Geocortex Tech Tip]

June 19, 2020

Geocortex Essentials import/export support enhancements in 4.13 [Geocortex Tech Tip]

June 12, 2020

Using Union Geometries in Geocortex Workflow [Geocortex Tech Tip]

June 5, 2020

Removing unneeded applications in Geocortex Web and Geocortex Mobile Designer [Geocortex Tech Tip]

May 29, 2020

A deeper dive on advanced View Designer configuration [Geocortex Tech Tip]

May 22, 2020

Launching a workflow in Geocortex Inline [Geocortex Tech Tip]

May 20, 2020

Geocortex Essentials 4.13: Additional development tools and external widget support let you customize your apps even further

May 15, 2020

Understanding points of interest and station locator [Geocortex Tech Tip]

May 8, 2020

Using the Inline Designer to build linear referencing views [Geocortex Tech Tip]

May 1, 2020

Understanding performance differences between Geocortex Workflow and the workflow capability in Geocortex Essentials [Geocortex Tech Tip]

April 24, 2020

Printing a vector tile layer in Geocortex Printing vs the Printing widget in Geocortex Essentials [Geocortex Tech Tip]

April 17, 2020

Producing layer reports in Geocortex Reporting vs the Reporting widget in Geocortex Essentials [Geocortex Tech Tip]

April 10, 2020

Comparing dynamic forms in Geocortex Workflow vs Geocortex Essentials [Geocortex Tech Tip]

April 7, 2020

Take control of your GIS with Geocortex Access Control [Webinar]

April 3, 2020

Performing field inspections with Geocortex Mobile (OOB Editing) [Geocortex Tech Tip]

March 27, 2020

Working with Conditional Expressions in Geocortex Reporting [Geocortex Tech Tip]

March 20, 2020

Export support and new third party map integration widgets [Geocortex Tech Tip]

March 13, 2020

Configure and Monitor a Web AppBuilder Web Application from Geocortex Analytics [Geocortex Tech Tip]

March 11, 2020

Geocortex Events and COVID-19/Coronavirus

March 6, 2020

Running a batch script from an alarm with Geocortex Analytics [Geocortex Tech Tip]

February 28, 2020

Understand how your users are engaging with the tools in your applications [Geocortex Tech Tip]

February 21, 2020

How to manage alarms in Geocortex Analytics [Geocortex Tech Tip]

Open: 2019
2019
December 18, 2019

Geocortex in 2019, and a glimpse of what's to come

December 5, 2019

Four key benefits to adopting a mobile GIS solution

November 29, 2019

Using Geocortex Mobile to collect survey data [Geocortex Tech Tip]

November 27, 2019

Dive into Geocortex Analytics [Webinar]

November 22, 2019

How to input parameters on prints [Geocortex Tech Tip]

November 15, 2019

How to include feature attachments in reports [Geocortex Tech Tip]

November 14, 2019

Understanding application management in the Designer [Geocortex Tech Tip]

November 14, 2019

How to reference symbology from web maps [Geocortex Tech Tip]

November 14, 2019

How Geocortex Mobile can integrate with other apps [Geocortex Tech Tip]

November 14, 2019

Implementing Arcade Expressions in Geocortex Essentials [Geocortex Tech Tip]

November 14, 2019

Customer Spotlight: Geocortex Mobile

November 14, 2019

How to Format Your Reports [Geocortex Tech Tip]

November 14, 2019

Showing an image in a form after a file picker [Geocortex Tech Tip]

November 14, 2019

Richard Wiegmann Joins VertiGIS as President and CEO

September 27, 2019

Understanding the toolbar in Geocortex Web [Geocortex Tech Tip]

September 20, 2019

Refining Results in Geocortex Web [Geocortex Tech Tip]

September 19, 2019

Charting data using Geocortex Reporting: Honing your charting skills

September 13, 2019

Utilizing the flexibility of layout in Geocortex Web [Geocortex Tech Tip]

September 6, 2019

Creating Geocortex Web applications that move seamlessly between 2D and 3D [Geocortex Tech Tip]

August 28, 2019

Geocortex adds support for Arcade scripting and ArcGIS Online smart mapping

August 23, 2019

How to create sections and groups for your reports [Geocortex Tech Tip]

August 16, 2019

Displaying SQL Server Data in Geocortex Workflow [Geocortex Tech Tip]

August 14, 2019

Customer Spotlight: Geocortex Essentials

August 8, 2019

City of Austin: Spreading floodplain awareness with Geocortex

August 1, 2019

Geocortex Essentials 4.12: Improved integration with ArcGIS® Online

July 25, 2019

Introduction to Geocortex Printing: Learn to build stunning print templates

July 17, 2019

Updates to the Geocortex Product Life Cycle

July 8, 2019

Extending Web AppBuilder for ArcGIS® with Geocortex Essentials [Webinar]

July 4, 2019

City of Bellingham: Using Geocortex to take the stress out of water shut-off

June 27, 2019

Geocortex at the 2019 Esri User Conference

June 14, 2019

Customer Spotlight: Geocortex Workflow

May 17, 2019

Important Notice - Outage Issues & New Support Cases

May 17, 2019

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

May 16, 2019

Technology Q&A: Geocortex Mobile

May 10, 2019

How to create print templates for Web AppBuilder for ArcGIS®[Geocortex Tech Tip]

May 8, 2019

Dive into Geocortex Printing [Webinar]

May 3, 2019

Using Geocortex Workflow and Geocortex Reporting to produce a multi-layer report [Geocortex Tech Tip]

May 1, 2019

Market-Leading GIS Software and Services Companies Join to Form VertiGIS

May 1, 2019

Introducing VertiGIS

April 18, 2019

Integrating Workflows into Geocortex Mobile [Geocortex Tech Tip]

April 17, 2019

Customer Spotlight: Geocortex Reporting

April 12, 2019

Using Geocortex Go to preview app configurations [Geocortex Tech Tip]

April 10, 2019

How to Address Complex Form Navigation Using Geocortex Workflow

April 5, 2019

Building native, offline IOS, Android and Windows apps with Geocortex Mobile Viewer [Geocortex Tech Tip]

April 3, 2019

Streamlining mobile operations with Geocortex Mobile Viewer [Webinar]

March 29, 2019

A better way to run geoprocessing tasks in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 28, 2019

Extend the reach and capabilities of your applications with integrations [eBook]

March 22, 2019

Displaying data from SQL Database when you select features [Geocortex Tech Tip]

March 20, 2019

How Geocortex users are enriching the communities they serve

March 15, 2019

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

March 14, 2019

Region of Waterloo: How GIS & Geocortex technology helped meet local Source Protection Plan requirements

March 6, 2019

Integrating Business Intelligence and Data Sources with Geocortex Essentials [Webinar]

March 1, 2019

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

February 22, 2019

Generating a report with sub reports from external data sources [Geocortex Tech Tip]

February 20, 2019

Geocortex Essentials 4.11: Saving Time & Increasing Efficiency

February 15, 2019

Accessing Samples and Building your First Workflow [Geocortex Tech Tip]

February 12, 2019

Open Beta of Geocortex Printing 5 Has Begun

February 8, 2019

Different Ways of Creating Selections of Features in Geocortex Viewer for HTML 5 [Geocortex Tech Tip]

February 6, 2019

4 Best Practices to Follow When Using Geocortex Workflow 5

February 1, 2019

Creating a Report that Displays a Screenshot of the Map [Geocortex Tech Tip]

January 28, 2019

Diving Into Geocortex Reporting 5 [Geocortex Tech Tip]

January 24, 2019

How Geocortex is Advancing Water Management Solutions

January 16, 2019

Creating Custom User Experiences with Geocortex Workflow 5 [Webinar]

January 11, 2019

Showing the search results using the item picker in Geocortex Workflow 5 [Geocortex Tech Tip]

January 9, 2019

City of Troy: Using GIS and asset management technologies to manage legislative requirements

January 4, 2019

Using scripting to put attachments in reports in Geocortex Reporting 5 [Geocortex Tech Tip]

Open: 2018
2018
December 21, 2018

Integrating Pictometry, Bing and other 3rd party maps within your Geocortex applications

December 19, 2018

Recapping the Texas Geocortex Regional User Group

December 14, 2018

How to use Geocortex Workflow 5 to populate the Attribute Table in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

December 12, 2018

Finding yourself: Using geolocation in mobile and web applications [Webinar]

December 7, 2018

Enabling real-time user-to-user map collaboration within Geocortex Essentials

December 5, 2018

Reflecting on 2018

November 30, 2018

Creating mailing labels with reports with Geocortex Reporting 5 [Geocortex Tech Tip]

November 29, 2018

Alberta Energy Regulator: Supporting safe and responsible energy resource operations

November 26, 2018

Important update for ArcGIS and Transport Layer Security (TLS) Protocol Support!

November 23, 2018

Using fine-grained security to control access to layers, features, attributes and application functionality [Geocortex Tech Tip]

November 21, 2018

Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting [Webinar]

November 16, 2018

Using Geocortex Workflow 5 to automatically display a form for editing layer attributes [Geocortex Tech Tip]

November 15, 2018

Geocortex Achieves Esri’s “Release Ready Specialty” Designation

November 14, 2018

Celebrating GIS Day with York Regional Police: How GIS Data Has Mitigated Risk & Increased Efficiency in Crime Prevention

November 9, 2018

How to access a SQL database from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

November 2, 2018

How to send an email from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

October 26, 2018

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

October 24, 2018

Geocortex Water Webinar Series

October 19, 2018

Integrating Geocortex Essentials with ArcGIS Online and ArcGIS Enterprise portal [Geocortex Tech Tip]

October 17, 2018

Cross-Platform Development with Xamarin [Webinar]

October 12, 2018

City of Fort Collins: Dynamic flood maps for public awareness, and flood insurance rate saving

October 2, 2018

Technology Q&A: Geocortex Workflow 5 “Behind the Firewall”

June 27, 2018

Geocortex Essentials 4.10 is here!

June 12, 2018

Geocortex and the GDPR

June 6, 2018

Geocortex at the 2018 Esri User Conference

May 15, 2018

Technology Q&A: The evolution of Geocortex and Web AppBuilder for ArcGIS

April 25, 2018

How to manage data collected from Geocortex Workflow 5 forms [Geocortex Tech Tip]

April 18, 2018

Delivering accessible mapping applications for everyone [Geocortex Tech Tip]

April 11, 2018

How to search for data in a non-spatial database [Geocortex Tech Tip]

April 5, 2018

Configuring Geocortex Analytics to monitor a new Portal for ArcGIS instance [Geocortex Tech Tip]

March 27, 2018

Getting started with forms in Geocortex Workflow 5 [Geocortex Tech Tip]

March 21, 2018

Using Geocortex Workflow with Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 15, 2018

Understanding tool usage in your GIS applications [Geocortex Tech Tip]

March 7, 2018

Running Geocortex Essentials workflows from an identify operation [Geocortex Tech Tip]

March 2, 2018

GIS Health Assessment: A new way to think about your system

February 28, 2018

Using the in-app help system in Geocortex Workflow 5 [Geocortex Tech Tip]

February 21, 2018

How to configure a personalized dashboard in Geocortex Analytics [Geocortex Tech Tip]

January 25, 2018

GIS is shifting to SaaS, and it’s a win for everyone


Categories

Popular Tags
Access Control Accessibility Active Operating Picture ArcGIS customer spotlight Customer Story Designer Energy Esri Geocortex Geocortex 5-Series Geocortex Access Control Geocortex Analytics Geocortex Essentials Geocortex Inline geocortex integrations geocortex item manager geocortex mobile Geocortex Mobile Viewer geocortex printing Geocortex Reporting Geocortex Reporting 5 geocortex tech tip Geocortex Tech Tips geocortex training Geocortex Viewer for HTML5 geocortex web Geocortex Web Viewer Geocortex Workflow Geocortex Workflow 5 GIS GIS Day GIS Health Integrations mobile gis Pipelines Tech Tip Tech Tips Tip Tips vertigis Web AppBuilder Web GIS Workflow Xamarin

Contributors