Hosted Feature Service to Custom Report with Data Driven Pages

Transcription

1 Hosted Feature Service to Custom Report with Data Driven Pages JOANNA NISHIMURA GIS ANALYST

2 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

3 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

4 Making the Survey

5 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)

6 Exporting from AGOL Python script to download feature services written by jskinner-esristaff Download script from:

7 Exporting from AGOL continued

8 Exporting from AGOL continued

9 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

10 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

11 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 <dyn type= page field= 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 />

12 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

13 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:

14 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

15 Results

16 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 pdf as an attachment

17 Thanks! Joanna Nishimura