KoBo - Tips & Tricks (Power BI, email notifications, listing projects etc.)

Hola bareta,
Therefore i did try your system and it totally works even with private data! Thank you a lot!
I was previously following this method (very similar so i thought it would be the same):
https://groups.google.com/forum/#!topic/kobo-users/K-Iyo7A914E
The previous system i was using was very similar but it doesn’t work with private data… Possibly the way to get the first link in the UNCHR page allow it. With yours it works!

Thank you again anyway!

Quentin

1 Like

Sorry, had a typo in my response above. Just to confirm, the data does not need to be public for analyzing it directly in power bi :slight_smile: As for monitoring surveys, you could look into setting up e-mail notifications whenever there is a new submission (instructions also available on the page above). That way you will at least know when there is something to refresh. All the best, and good luck!

Thank you for sharing this tips :slight_smile:

I’m trying to link KoBo with MS Flow base on the instruction in the link. However, it seems to work only if I have Premium Subscription of MS Flow. Is there any other way I can link KoBo with MS Flow with a free subscription?

Sarayu H.

Hi @bareta, the email notification method works pretty well on kf.kobotoolbox.org, but for some reason is not working on kobo.humanitarianresponse.info
Any idea why this might be so?

Hi Bareta,
Thanks a lot for the tips…
I am pretty much interested in the " Retrieving KoBo records for editing using Power BI" part, for a project I am doing to manage a the stock in a warehouse.
Do you have any idea of how to reach the submission in the “kobo.humanitarianresponse.info” instance…
In your post you mention: https://im.unhcr.org/kobosupport/link/index.php?xformid=” & [_xform_id_string] & “&recordid=” & Text.From([_id]) but this is for UNHCR instance…
But when I go to a submission from the edit tab I get something like…

https://ee.humanitarianresponse.info/edit/::XXXX?instance_id=cc456756-0b31-44c5-s2c3-92c903403dbe&returnUrl=false

Following your method I replicate the colum and get it to look as you mention:


So far so good,
but when I click the link, i get…an error in the browser (CHROME)
image
REGISTYR NOT FOUND OR EXPIRED…
I presume this can be relate to loggin in …
https://ee.humanitarianresponse.info
then I went to :
https://ee.humanitarianresponse.info/login
And logged in…with mi username and pass for KoboToolbox…

and they are “stored”…
image
SADLY, still no ACCESS…
Any guess here?
Regards

Hi!

So yeah, the method that’s in the guide only works with the UNHCR instance - because it uses a scrip that is “pointing” towards the UNHCR server.

The script actually takes the xform_id and _id from the PBI URL and passes them to KOBO (alongside your credentials). Kobo then responds with a temporary edit Link - and the script re-directs you to that link.

If you want to try it on a different server - try using this URL

https://kobo.humanitarianresponse.info/assets/{xformid}/submissions/{_id}/edit/?return_url=false
(just change the IDs)

If you pass these parameters to the kobo server (and if you are logged in), it should return the temporary link you can use for editing.

The script we use just streamlines the process a bit, so that you can go straight to editing…

Cheers

Hi, sorry - I did not test it on that server. But setting up the REST service should follow the same logic. Just make sure that the submission is “reaching” flow.

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I don’t think that you can do it with a free account. Before it was possible - but Microsoft changed the “http request” part to PREMIUM.

Maybe you can find a different platform (other than FLOW) that can do a similar thing. Or request a free Premium trial?

Cheers

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Thank you!! Can you explain how I can check that? I am very very new to this so not entirely sure what reaching the flow means. I did the same steps as in kf.toolbox.org.

Hi @eeshatariq,

Backing up with what @bareta has suggested, I can confirm that the email notification works both on HHI as well as OCHA server. I just tested it out and it worked perfectly for me.

Have a great day!

Using the same methods? I’m sorry I don’t know what I’m doing wrong really

Hi @eeshatariq,

If your Microsoft Flow configuration and your REST settings are OK for HHI it should work in a similar way in OCHA.

Please check your configurations that has worked for HHI and replicate the same in OCHA.

Have a great day!

Hi Bareta,
I tried again with the info you provided…
But in my data I have the “_id” I dont see the “xform_id” parameter…


I then found figure it out (should have been before)…that it is the “form name”…like in the Kobotoolbox website…


then tried adding it as a parameter in PBI…
I create the link and if gives me this:

Thatis pretty similar to what I once had…but if I actually copy paste this in the browser again, It open the form for editing…
Any way I can get it to open automatically ( iguess this is your script) ?

Anything else I could do? to have this last step automatic?
Thanks for the help!

Yeah - That is pretty much what the script does. In the end it picks up the response “URL” and re-directs you to the form for editing, without user input.

Not much that you can do there - apart form instaling a json viewer plugin for your browser, so that you can at least click on the link instead of doing copy-paste.

Sorry. Best,
Zeljko

2 Likes

AWESOME…It looks less neat then the UNHCR one, but does the trick pretty well for my needs.


I can click and edit from POWER BI to KOBO!!! Pretty good day to start the WE!
Thanks Mr Bareta!

3 Likes

hi @eeshatariq,

Please could you share a step by step process for email notification on kf.kobotoolbox.org ?

Sincerely,

Hi @guy.ek,

Welcome to the community! Please have a look here to configure your settings for an email notification as outlined by @bareta in the first post. Also please note that you will require access to MS Flow to use this feature.

Have a great day!

1 Like

Hi Bareta,
I am back to ask questions about this…I am really thiller by it:-)
in this link:
https://kobo.humanitarianresponse.info/assets/{xformid}/submissions/{_id}/edit/?return_url=false
I get the access to edit…what would be the line for “only View”?..I know nothing about these codes:-(

regards

HI @nca_hum_div
I know @bareta would be able to provide more guidance, however logically speaking, it seems the notification sent is allowing you to edit because hypothetically speaking @your share permissions to yourself" grants you permission to edit. Have you tried working with a user account that has only view permission levels?

Stephane

Hi @stephanealoo, I have done it, and returns:
// 20200503225208
// https://kobo.humanitarianresponse.info/assets/xxxxxxxxxxxxxxxx/submissions/zzzzzzzzzzzzzzzzzzz/edit/?return_url=false

{
“detail”: “Not found.”
}