Data Management

What’s new in Survey123 for ArcGIS v 2.0?

We are pleased to announce the availability of Survey123 version 2.0.  Survey123 for ArcGIS IconThis releases brings key new features and enhancements.

Here is what is new:

Enhanced Web Designer

The easiest way to get started with Survey123 for ArcGIS is through the Web Designer. While it does not feature all the smart form capabilities supported by Survey123 Connect for ArcGIS, Web Designer offers plenty of functionality to author powerful forms for data collection, and it is certainly a favorite among many of you.

Change surveys once they have been published

With this update, you can add, delete, or update existing questions in surveys, even after people have submitted data.  While it is not ideal to update surveys once they have been published and shared, we all make mistakes, so this option is quite handy.  In fact you can now modify anything in a survey from questions, to options in lists, labels, hints, defaults and user input constraints.  Previously captured data in your feature service will not be lost.

Rating question

The new Rating question is best shown in action:

Not only you can control the number of ticks in the Rating question, but you can also switch between a more visual appearance with icons versus a textual appearance.

Technically, the Rating question is modeled in XLSForms as a select_one type of question with a likert appearance.

Added Support for Integrated Windows Authentication

(Survey123 Connect and Survey123 field app)

Starting with version 2.0, you can use both the field app (to capture data) as well as Survey123 Connect (to publish new surveys) against an instance of Portal for ArcGIS configured with an IWA-enabled Web Adaptor. Details about this configuration can be found in the Use Integrated Windows Authentication with your portal help topic.

What is best of all is that if you’re using Connect or the field app from a Windows operating system, you will benefit from a SSO (Single Sign On) experience.  All you need to do is add a new Portal connection to Survey123 using the URL of your ArcGIS Web Adaptor. Then, provide your Windows credentials once and from that point on, you will be automatically signed-in, even in Survey123 Connect.

Enhancements to the Survey123 field app

In every release, we try to make the field data capture experience better and better. The Survey123 field app in this update includes many new features and fixes.

Collapsible Groups

Groups are a great way to split long surveys into sections. With version 2.0 Groups can be easily expanded and collapsed by the field user with a simple tap, making the data capture process more efficient.   Also with this update, you can apply the compact appearance to your Groups in XLForms, forcing Groups to appear collapsed by default.

This short video-tutorial describes Groups in Survey123 in more detail.

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Survey download page

You can now easily sort the list of surveys in the Download page. This is very handy when many surveys have been shared with your account. I particularly like to sort by time, because that moves recently updated surveys to the top of the list, but you can also sort surveys alphabetically.  The search box in the download page also allows you to filter the list of surveys.

The survey Download page will now list public surveys, if they were published to your own ArcGIS organization. Generally, public surveys are open using a custom URL Scheme link which will automatically download and open a Public Survey in your device, but having the ability to also download them while signed-in is useful for the survey author.

Folders

The Survey123 field app uses the Draft, Outbox and Sent folders to better organize surveys with responses:

Starting with version 2.0, surveys can be sorted within each of these folders alphabetically and by time. You can also filter surveys from the list using the Search box.  The Search works against the label of your survey (instance_name) as well as against any response within the survey.

You can learn more about controlling the survey label shown in folders through the instance_name setting through this video tutorial, or this blog post.

The traditional folder list view is now complemented with a map view. This is quite handy, because field users can now use a map to determine where they have previously submitted surveys, or locate surveys in the map that are still in draft mode.  Surveys can be easily opened from the map view too.

The following video describes in more detail what the Sort & Search and Map additions mean to the Sent Folder.

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Getting Service Information Fix

Last but not least for the Survey123 field app! Some of you reported that the Survey123 field app would hang right after attempting to submit a survey showing a ‘Getting Service Information’ dialog. Well, this was caused by expired ArcGIS security tokens. This problem should be now gone.

Added support for editing survey responses

(Survey123 field app)

Starting with version 2.0, you can use the Survey123 field app to update existing features in a feature service. This has been a popular request in ideas.arcgis.com so we are very happy to have this new capability available to all of you.

Correcting previously submitted surveys:

In its simplest form, editing survey responses means that field users can now correct or update surveys previously submitted from their device. In the Survey123 field app, every submitted survey is kept in the Sent folder.  When opening a survey from the Sent folder, users can now choose if they wish to update that existing survey, or alternatively create a copy of it to create a new record.  This short video illustrates the workflow.

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The ability to correct previously submitted responses using the Sent folder will be available to any user running version 2.0 (or newer) of the Survey123 field app. This functionality will work with surveys that were published with version 1.x as long as the underlying Feature Service has Update capabilities enabled (which is typically the case).

Introducing the Inbox

Editing existing features with Survey123 is even more interesting when a survey is configured with an Inbox. The Inbox is a new concept in Survey123, but the idea is similar to how the Inbox works in e-mail clients.  The Inbox is meant to be populated with incoming surveys that can be used later in the Survey123 app to look at or update information.

This video quickly illustrates how the Inbox works:

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The Inbox concept is quite simple for field users to understand. For survey owners, the Inbox can also be very powerful if used creatively. For example, a query can be applied to the Inbox so field users will only fetch features that meet a specific condition.  Say for example that the Inbox is configured to only fetch features where INSPECTION-STATUS=’Pending’.  This will ensure that any new pending inspection is available to field users through the Inbox.

I believe that with the Inbox as is in 2.0, many of you will benefit greatly. However, you should be aware of several known limitations, which we have in our future development to-do list:

More languages

With version 2.0, we have completed localization of the survey123.arcgis.com web site for all languages supported with ArcGIS. We were missing Hebrew, Arabic and Hindi, and now we support them all!

The Survey123 field app now supports Hindi, Bosnian and Indonesian.

You will also notice that the documentation has been translated.  A new language menu present in the top-right corner of the help pages will let you change the language.

Specifically on Windows (Russian, Japanese and Spanish) operating systems, we have observed garbled text in some buttons in Survey123 Connect. This issue is under investigation and we will fix as soon as possible in a future update.

Survey123 for Developers

The source code of the Survey123 field app is available to developers through AppStudio for ArcGIS. The source code in AppStudio has been updated to version 2.0.

What happened to the Beta Program?

Much of the work above could have never been possible without the continuous feedback that many of you have provided through the Survey123 for ArcGIS Beta Program. Through the Beta Program you can access early copies of Survey123 and try features that are still in development.  Our Beta Program remains open so we can share with you progress towards the 2.1 release, which is scheduled for late May 2017.

There are several features that did not quite make it into 2.0, but you will soon see some progress through the Beta.

If you would like to try the above features, I encourage you to join and monitor the Beta Program.  I estimate our next update to the Beta Program will come around May 15, 2017.

About the author

Ismael Chivite joined Esri in 2002. A geographer by training, he loves helping people leverage GIS to improve the way they work. As a Senior Product Manager, Ismael is always looking for ideas to create new and improve existing Esri products. Outside working hours: Legos, rock climbing, Romanesque architecture and jamon iberico. On occasion, he enjoys jamon during working hours too.

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