Survey123 for ArcGIS

Survey123 for ArcGIS 2.1 is now available

Survey123 for ArcGIS Icon

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We are pleased to announce a new update to Survey123 for ArcGIS

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Here is what is new:

Survey123 website

In our last update, the Survey123 website included major improvements such as support for changing the design of already published surveys and the new rating question.  This release includes a handful of useful features:

Sharing survey results reports with others: You can easily share the results of a survey with others via a simple link. The survey results report includes an overview page with information about the number of records submitted, participants etc. The Data and Analyze tabs in the report include detailed information about every record submitted as well as aggregated information.

To share your results, go into the Collaborate tab, switch to the Analyze section and share your survey results with groups within your organization. Once you have shared the results of a survey through the Collaborate tab, you can grab the URL of your survey results report and include it in an e-mail, web page etc.

The survey results report link is a very convenient way for you to share with others a live picture of all data captured via Survey123.

If you want anonymous users to look at the results of your survey, you can simply make your results public by sharing your survey with everyone. If you make your results public, we currently only let users look at the aggregated results in the Analyze tab; the Overview and Data tabs will only be visible to logged-in users. We are open to change this and allow anonymous access to the overview and data pages, but wanted to hear your feedback first.

Download data with a date filter: From the Data tab you can download your survey data in shapefile, file geodatabase and CSV formats.  You can now use time filters to more selectively define the amount of data you want to download.  For example, you can now limit the downloaded features to those captured in the past week, month, or within two specific dates you define.

Print Photo Size: New options have been added in the Print Report function so you can control the size that the photos will have once printed on paper.  By default, photos in your reports will be added at a small size, but you can decide to make them bigger. This is useful when you want detailed photos in your reports.

Website optimization: A lot of work went into making the website faster, reducing the size of files downloaded into your browser and optimizing how they get loaded on it. This may not be relevant to you if you have a fast internet connection, but it will make a significant difference if you don’t.

Connecting the Survey123 website to Portal for ArcGIS:  Starting with this release, you can have the Survey123 website work against your own ArcGIS Enterprise deployment. This means that you can now easily create surveys from your web browser, manage your surveys and leverage all the Survey123 reporting tools against your own instance of ArcGIS Enterprise, even when working behind a firewall. By connecting our Survey123 website with your own instance of Portal for ArcGIS, you get the latest features we implement in survey123.arcgis.com, but all data and surveys are strictly kept in your own infrastructure.

The mechanics for connecting the Survey123 website to your own ArcGIS Enterprise are described in this KB article.

Note that what is described above follows a hybrid architecture, where some components such as our Survey123 website  and REST API are hosted in Esri’s cloud, while other components such as your data, feature services, form items and portal are hosted in your own infrastructure. As you will see later in this post, we are working towards enabling you to deploy the entire Survey123 web site on-premises.

Survey123 Connect and Survey123 field app

Support for ArcGIS Server Federated Services: This is the first release with support for federated services. This is important for many of you who already have ArcGIS Server, and want to have Survey123 work against it.

If you want to build a survey on top of an existing Feature Service, simply go into Survey123 Connect and login to a portal, click on New Survey and select the Feature Service choice.  A gallery with all feature services you have access to will be shown. This list of feature services was limited to Hosted Feature Services in previous versions, but in this release the list will also include feature services from Federated Servers with your portal.

Survey123 Connect will automatically create an XLSForm for the selected feature service, so you can modify it to your taste.  When the survey is published, a new Form item will be created in your ArcGIS organization and will be connected to the feature service you selected, so all data captured will go into it.

You can find more information about working with existing feature services in our help.

Note : It is possible to work against non-federated feature services following the step by step instructions outlined in this KB article

Enhanced Inbox: We introduced the Inbox concept in version 2.0. This two-minute video tutorial describes what the Inbox is all about. With 2.1, you can now refine your Inbox queries so they include variables such as the username. This is a handy feature allowing you to better control what surveys will be retrieved in the end-users Inbox. For example, say you want to populate the Inbox with surveys assigned to the logged in user. A query like this will do the trick:

The variable ${username} refers to the unique username as shown in the ArcGIS profile of the logged-in user. You can also use other information from the profile such as ${email}, ${firstName} and ${lastName}.

Repeat Aggregated Functions: A set of new functions are available so you can count, sum and get the maximum and minimum value within responses across a repeat. These functions are handy in many situations. For example, say you want to create a smart form to perform asset inspections and you want to detail defects and the estimated cost or repairs.  You can calculate the total cost of repairs by using the sum() function. You can also use the max() function to highlight the repair item that is the  most expensive.

Typically, the sum, count, max and min functions are used within the calculation column, but technically you can also use them to build constraint and relevant expressions.  For example, you can make a multiline text justification question relevant if the total cost of repairs exceeds a particular amount.

If you want to see these aggregation functions in action, you can give our Daily Fishing Log survey a try.  You can either try the survey in your web browser or if you happen have the Survey123 field app installed, from the Survey123 app.

If you are curious how these functions were used in the Daily Fish Survey log example, here is a screenshot of the XLSForm.

An XLSForm sample was also added to Survey123 Connect (Create New Survey-Samples) to illustrate the different repeat aggregation functions. Even the Daily Fishing Log survey is now  part of our  Community Samples.

Silent Installation: You can now install Survey123 Connect and the Survey123 field app silently through a series of scripts. This is useful when you plan to deploy or update Survey123 Connect or the Survey123 field app at large scale within your organization.   Marika recently wrote a great blog post on this topic where you can learn more about this.

Survey Templates and Samples: Several new community templates have been added in this release. Our templates can provide you a quick starting point for your projects, or at the very least a bit of inspiration.  You can access these templates in Survey123 Connect for ArcGIS.

New templates in this release:

Other fixes and enhancements

As in every release, we also added other minor enhancements and fixes, which are detailed in the What’s new help topic.

Next steps

Our next scheduled release is set for late July. Some of the features we are working on include:

If you are eager to try the above  features and others  planned for the 2.2 release, you can access  them as Beta through our Early Adopter website.

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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