Survey 123¶

ArcGIS Survey123 is a powerful tool developed by Esri for creating, sharing, and analyzing smart surveys in a GIS (Geographic Information Systems) environment.

• It allows users to design forms for data collection using a simple drag-and-drop interface and deploy them to field workers or respondents via web or mobile devices.
• Survey123 integrates seamlessly with the ArcGIS platform, enabling users to leverage spatial data and analysis capabilities in their survey workflows.

Key Features:¶

1. Form Designer

   1. Survey123 provides an intuitive form designer interface, allowing users to create custom survey forms without any coding knowledge.
   2. Users can add various question types, including multiple-choice, text entry, date picker, and more, and configure validation rules and skip logic to ensure data accuracy.

2. Mobile Data Collection

   1. Surveys created with Survey123 can be deployed to mobile devices (iOS, Android, Windows) using the Survey123 field app.
   2. Field workers can collect data offline and synchronize it with the central database when connectivity is available, making it ideal for remote or disconnected environments.

   

3. Integration with ArcGIS Platform

   1. Survey123 seamlessly integrates with the ArcGIS platform, allowing users to leverage spatial data and analysis capabilities in their surveys.
   2. Users can attach geotagged photos, record GPS coordinates, or capture spatial data directly within the survey form.

4. Real-time Monitoring

   1. Survey123 provides real-time monitoring and dashboard capabilities, allowing users to track survey responses as they are submitted.
   2. Users can visualize survey data on interactive maps, charts, and graphs, enabling quick insights and analysis.

5. Integration with Other Systems

   1. Survey123 integrates with other systems and applications via REST APIs, allowing users to automate data exchange, integrate with third-party services, or extend the functionality of Survey123.

Creating and Designing Survey¶

• Reference
• MS4 Compliance Inspection Report (Example Survey)

1. Access Survey123 through ArcGIS platform.
2. Create a new Survey
   1. You can create a survey from scratch, or using a template, or you already had one established using Survey 123 desktop version. In this example, we start from scratch
3. Explore the element provided in Survey 123
4. Final demo
   1. ArcGIS Online only allow basic design, a better way to design a complicate survey is using Survey 123 Connector (desktop version)

Survey from xls¶

XLS Forms is a powerful specification for designing forms for data collection, and it's the backbone of creating surveys in ArcGIS Survey123.

XLS Forms allow users to design complex surveys using a simple Excel-based format, making it easy to create structured data collection instruments without the need for programming skills.

• Check documentation
• Additional resources
• Tutorial Video

XLS Form Structure¶

The XLS Form structure consists of various columns that define different aspects of the survey. Some of the key columns include: `

1. type: Specifies the type of question (e.g., text, integer, select_one, select_multiple).

2. name: A unique identifier for each question.

3. label: The text displayed to the user for each question.(Field Name)

4. constraint: Defines validation rules for the question (e.g., range, pattern).

5. relevant: Specifies conditions under which the question is relevant (e.g., skip logic).

6. choice list: Specifies predefined choices for select-type questions (if using the Choices sheet)

Incorporating Logic¶

• Reference

1. Set up your xls form

   

   • In the calculation col, you can make some back-end calculation based on user-input on other fields

   

2. Set up the choices as well

   

Incorporate Survey 123 with ArcGIS Collector¶

• Reference
• Both the Collector and Survey123 applications must be installed on user's device
  • The specific survey form must be downloaded on the Survey123 app
  • The end users must have access to the layers, Collector map, etc.
  • Every field in the Survey123 form must exist in the related table
  • The hosted feature layer & related table must be related based on Global ID fields

Difference between these two tools¶

Workflow¶

0. In settings from the related table, check the submission_url, it should be a feature layer url

   

1. In ArcGIS Desktop, run the Create Relationship Class GP tool to relate the feature layer and related table

   1. related table are records submitted by Survey 123
   2. The relationship class must be built using Global ID's

   

2. Once the relationship class is built, publish the feature class to ArcGIS Online as a hosted feature layer

3. Publish the Survey form from Survey123 Connect to ArcGIS Online

4. Configure survey settings to open survey in mobile app

   1. Remember to save survey setting
   2. Copy the link for distributing

   

5. Create a web map for use in ArcGIS Collector application

   1. To enable a web map for Collector, at least 1 layer must be editable and have a popup enabled

6. Configure the web map with the inspections feature layer & related table, as well as any other desired data layers

   1. configure the pop-up in the web map
      1. Choose to display A custom attribute display, select configure
      2. Insert hyperlink for access to survey form