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[ENH] - Survey123 (Team Fact Sheet) URL prompts an organization specific login. #254

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pjdohertygis opened this issue Apr 24, 2024 · 0 comments
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Enhancement New feature or request Survey123 Pertains to the Survey app config or schema

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pjdohertygis commented Apr 24, 2024

Which app?

Other

Describe requirements

Real-World Problem: In Urban Search and Rescue we often need to collect information quickly and between several different organizations.

Technical Problem: Currently, when a Survey123 Web Form is shared, the login page is "organization specific". This is problematic because Surveys are often shared between multiple organizations. The end user may not understand what organizations are or that they need to click on the small button that says "not a member of this organization".

We recommend doing away with organization specific login page. Workarounds documented below.

Alternatives

Workaround 1) Create a job-aid - this is not great because people may not remember this step or see the job-aid
image

  1. Use the isOrgSignIn-false parameter in the URL. This can be tricky depending on the way the link is being shared.

If you are just sharing the link to enter data in the Survey the first time it is simple
https://survey123.arcgis.com/share/f0c2ab27da8f49e6bf98d28926b416a0?isOrgSignIn=false

In a Dashboard List element - the link needs to be formatted very carefully as:
https://survey123.arcgis.com/share/f0c2ab27da8f49e6bf98d28926b416a0?mode=edit&globalId={field/globalid}&isOrgSignIn=false
image

In Power Automate similarly it has to be formatted as:
image
*Notice you have to construct the & as with & + amp + ; for it to unfurl correctly.

Other Relevant Info

We are working through this Enhancement request with the Esri Survey123 Team and will continue to use the workaround outline above, however are hoping that they can establish a better solution by not prompting this org specific login altogether.

Priority impact

p1 - time sensitive

Impact

If we do not implement a workaround or solution, the Team Fact Sheet workflow likely will not be adopted.

@pjdohertygis pjdohertygis added Enhancement New feature or request Survey123 Pertains to the Survey app config or schema labels Apr 24, 2024
@pjdohertygis pjdohertygis self-assigned this Apr 24, 2024
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Labels
Enhancement New feature or request Survey123 Pertains to the Survey app config or schema
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