Survey123 examples

This is useful for a wide range of workflows, from asset inspections to logging time on-site, and everything in between! Survey is more than just an app; it is an entire solution for creating, sharing and analyzing field collected data.

The wide range of applications for the Survey software is a great asset to any organization using GIS and can open the door for robust field data collection and subsequent analysis. In this post, we will focus on some tips and tricks for enhancing your survey using the Survey Connect software including:.

Note — It is assumed the reader has some level of familiarity with Survey Connect and related terminology used in this blog post. When using Survey Connect to author and publish surveys, the software will create and maintain a feature service that is needed to support the questions in the survey. Basically, each question in the survey equates to a field within the feature service that is created.

Examples of this can be temporary notes during survey creation or an intermediate calculation variable that does not need to be stored in a field upon submittal. For example, if you had a question that accepts an integer value but you want to store this as a text value in the feature service, you could set the bind::type value in the XLS form to int and bind::esri:fieldType to esriFieldTypeString.

Other accepted values include:. Note the last value in the list above is null. This will cause the question to be omitted from the feature service associated with your survey!

This works for all types of questions except Geopoints. When using repeats within the survey form, it has traditionally been difficult to access data from different repeated instances from within your XLS form. However, starting at version 2. The aggregate functions that can be utilized are: count, sum, min, and max. As an example, say you wanted to calculate the total number of hours worked in a day. To accomplish this, you could create a question in your survey XLS form inside a repeat called HoursSpentwhich would allow users to input the number of hours spent on a particular task, and would allow them to create multiple entries.

This image shows an additional entry with the total hours calculated on the fly! One of the great features of Survey is that it allows field workers to easily take photos and upload them with their survey response. This can be achieved by adding an image question, which allows the user to upload a photo from their device or upload one saved on their device. Multiple images can be added by using Repeats. However, this too is achievable through use of the Inbox.

The Inbox is a feature that allows users to edit data that has already been submitted. This can be enabled in the Settings pane of your survey in Survey Connect. Additionally, SQL Where clauses can be enabled to restrict the number of values returned. After adding the before photo, the survey is submitted.

At a later date, the user can return to this item through the Inbox, and add an after photo, then resubmit.ArcGIS Blog. By now, you will likely be familiar with how the Survey web and field apps can help you capture data through smart forms. In this blog post I want to introduce a new capability you may not know about: feature reports. The purpose of Survey feature reports is to let you generate high quality printable documents from data captured with Survey From that point, you can create reports at will.

Below are a couple of examples showing what Survey feature reports can look like. Note that you can define your own header and footer, carefully set the position and size of maps, photos, signatures and any other data captured with Survey Survey Feature Reports are useful when you need to present your survey data following strict formatting guidelines, for example when mimicking legacy paper forms or to comply with legal documents.

Generally, the word report is associated with summary reports where data is aggregated to help identify trends.

Survey123 for ArcGIS: An Introduction

Survey includes basic summary report capabilities, but these are not the focus here. This discussion is about feature reports. A feature report presents data from a single survey record. Say for example you use Survey to support asset inspections and you want to generate one document, as proof-of-work, for each inspection performed.

For that you use feature reports. Say your smart forms are used to document city code violations and you want to generate and mail individual tickets for violations observed… for that you use feature reports too. In a way, this capability is about bringing your survey data back into a form format, except that in this case, you want the form to present data, as opposed to using the form to collect data.

The way you configure your own report templates is quite simple, yet powerful. A Survey Feature Report template is essentially a Microsoft Word document with some keywords referencing survey questions.

We chose Microsoft Word because it is a very popular tool that you likely know how to use. Who does not know how to set a header and a footer, arrange a table or define font formatting in Microsoft Word? You can put all your Microsoft Word tricks to work to ensure your report looks exactly as you want. Templates include certain keywords referencing questions in your survey. These keywords will ultimately be replaced with the data from the survey records you want to report.

This is what a report template looks like:. For example, you can build conditional logic to incorporate or hide certain portions of your survey record.

You can build repeatable sections to loop through related records, and even extract data from attachments and display that information within your report.

XLSForm essentials

To learn more about the Feature Report syntax, you can check a more detailed article on Survey feature reports in GeoNet and the Survey report templates help topic. Once your survey has been associated with one or more report templates, you can create reports right from within the Survey website.

The output file is a Microsoft Word document pdf outputs coming before end ofwhich will be stored in your own content. For your convenience you will also be able to download right away the report from your browser. You can choose to generate feature reports in bulk selecting multiple records or applying a filter to your Survey data.

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Very often you will want to automate report generation. By leveraging Survey webhook support, you can automatically create and e-mail a feature report document as soon as a survey record is added into ArcGIS. Think violation reports as an example: a Survey form is used to document a violation.An XLSForm can repeat a group of questions multiple times.

Examples of how repeats are used include the following:. To repeat a group of questions in Survey to capture multiple responses, complete the following steps on the survey tab of your spreadsheet:. In the row where you want to begin your repeat, type begin repeat in the type column.

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Provide a name for the repeat in the name column. In the following rows, enter the questions you want to include in your repeat. Immediately after the questions, type end repeat in the type column. This will create a group of questions in your survey that can be added repeatedly to your survey results. By default, there is no restriction on the number of times the questions can be repeated.

To define the number of repeats in Surveyset a repeat count as shown in the following steps:. In the row where you want to begin your repeat, type begin repeat in the type column of the survey tab. You can also provide a question name or calculation that returns a numeric value. In the rows below this entry, enter the questions you want to include in your repeat. In the last row, type end repeat in the type column. They will be unable to create new repeats, or delete existing ones.

To ensure that all repeats are submitted, consider making questions required in your repeats. However, be aware that questions in repeats that have a relevant or conditionally required statement applied will not be evaluated on submission. The behavior of a repeat with a changing repeat count is different depending on if the user is creating a new survey response or editing one that was previously submitted.

When creating a new survey response, the repeat count for a repeat being reduced presents a button at the top of a repeat to delete all records above the new repeat count that have data in them; blank records will be deleted automatically. Regardless of whether this button was pressed, submitting the survey response will not send records above the new repeat count.

When editing an existing survey response, the repeat count for a repeat being reduced displays a message at the top of the repeat, warning that the repeat record amount has changed. The user will be unable to submit an edited response with fewer than the original number of repeat records.

Geotrace and geoshape

Adding new repeat records will only be accepted if allowAdds is set to true in the bind::esri:parameters column. If allowAdds is set to falsethe user will also be prevented from entering more than the original number of repeat records. When you publish a survey that includes repeats, each repeat will be created as a table that is related to your feature service. Aggregate functions can be used to return values derived from responses across repeats.

To do this, a question inside a repeat is referenced by a question outside of the repeat. For example, the following formula will count the responses to a single question across repeats:. The following functions can be used to aggregate responses:. These functions only apply to the current survey response. They don't take into account other records in the feature service.Survey for ArcGIS. Use the Survey website to view the results of a survey, or to create surveys by dragging and dropping questions.

Survey Connect is a desktop app for creating and sharing simple to complex surveys. Use it to publish a survey created by editing a spreadsheet. Try Survey Take your surveys further. Explore XLSForms. Collect data in the Survey field app. Add images and sound to a survey. Using calculations in your survey. Using the Sent folder in the field app.

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Learn more about Esri. Connect with the Survey team. Launch Survey Resources Create your own surveys, share them with others, and analyze their results. Get Survey Survey website.

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Survey field app. Windows x Android ARMv7 32bit. Android ARMv8 64bit. Android x86 32bit. Survey Connect. Discovery paths. Try Survey Create a survey on web or desktop and use the data in different apps. Learn more. Take your surveys further Share your surveys and integrate them with other data in your organization.

Survey videos. Collect data in the Survey field app Completing survey in Survey is quick and easy. Watch video. Add images and sound to a survey Media can be added to your survey. Using calculations in your survey Fields can be prepopulated using calculations.

Introducing Custom Themes in Survey123 Web Designer

Using the Sent folder in the field app Copy or edit your sent survey responses. Watch more videos. Documentation Find help for specifics with SurveyWhale sightings are apparently decreasing off Costa Rica, where many residents earn their living as boat captains and tour guides.

Accurate data is needed to determine the validity and depth of the problem. To help, you and other locals will use Survey for ArcGIS to collect information on the marine species they encounter. You'll publish your results in English and Spanish so a wider audience can not only understand your findings, but can access your discoveries from their smart phones.

You can create surveys either with an online web designer or Survey Connect for ArcGISa program on your computer. While the web designer's simple user experience can create surveys more quickly, Survey Connect has more sophisticated survey options. If you already have this program installed on your computer, you can skip this section.

If you don't have an organizational account, you can sign up for an ArcGIS free trial. Once you sign in, the Survey website displays a survey gallery page with your surveys. If this is your first time using Surveyyour gallery will be empty. The Create a New Survey window opens.

survey123 examples

In this window, you'll choose whether to use the web designer or Survey Connect. It illustrates the workflow to create a survey. A window opens with instructions to download your survey. Depending on your web browser, you may be prompted to choose the file's location before you begin the download. Most browsers download to your computer's Downloads folder by default. Depending on your operating system, a window may ask you to confirm whether you want to run the file. Follow the instructions in the wizard to install the program.

Next, you'll start building the whale survey.

survey123 examples

When creating a survey, you can start from scratch or you can modify an existing survey. For the purposes of these lessons, you'll modify an existing survey. This folder contains several data sources you'll need to complete this lesson, including the survey form that you'll modify.

Depending on your web browser, you may have been prompted to choose the file's location before you began the download. You'll use the compressed folders when you map and analyze your survey data. The New Survey window appears.

survey123 examples

The window provides options to name the survey and choose either an Advanced or Basic design template. The advanced template provides significantly more options for customizing your survey. The basic survey is simpler to use but has fewer options for changing the appearance and behavior of your survey.

You won't use either template, because you'll modify an existing survey instead. Next, you'll choose the file for the survey form that you downloaded. Additionally, the XLS spreadsheet opens in Microsoft Excel or your preferred spreadsheet application. Next, you'll compare the spreadsheet to the form preview. To edit the spreadsheet, you may need to click Enable Editing. The values in the label column of the spreadsheet correspond to the question titles in the form preview.Geotrace and geoshape questions allow you to capture a polyline or polygon on a map, using this geometry for the resulting feature in your feature service instead of a point.

Unlike geopoint questions or location capture without a location question, geotrace and geoshape questions don't use device location to fill in your response, although they do use your device location to center your map. If a geotrace or geoshape question is left unanswered and does not have its geometry created from a default or expressionthe survey record will be submitted to the feature service with null geometry.

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Geotrace and geoshape have two capture methods, Sketch and Vertex. Sketch is used by default for surveys created from scratch, while Vertex is used by default for surveys created from an existing feature service. The user responding to your survey in either the Survey field app or the Survey web app will be unable to choose between the two. The Sketch method is used to capture the geometry in a single motion, with the capture completing once the user has stopped drawing this single line.

To begin capturing Sketch geometry, tap the Sketch button in the lower left of the map page and tap the map. When you have finished sketching the geometry, stop tapping the map. The geometry is then complete, with the geoshape connecting the beginning and end of the shape if necessary.

The length of a geotrace, or the area and perimeter for a geoshape, is displayed below the map. The Sketch method also provides a smart shape option, which attempts to simplify your sketched geometry into an ellipse, rectangle, or triangle.

To use smart sketching, tap the Smart Shape button in the lower left corner of the map page, and tap the map to begin sketching.

If your sketch is recognizable as an ellipse, rectangle, or triangle, the app automatically converts it. If your sketch doesn't resemble one of these shapes, no geometry is drawn. Once your geometry has been drawn, either tap the Confirm button to accept this geometry and move back to your survey, or tap one of the buttons in the lower left again to erase this geometry and draw another.

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The Vertex method allows more precise geometric capture of a line or shape by placing vertices that connect together. To begin capturing Vertex geometry, tap the Vertex button in the lower left of the map page and tap the map to place your first vertex. More vertices can be placed by tapping the map again or tapping the Capture Vertex at Location button to place a vertex at your device's location. To move the map instead of placing vertices, tap the Pan and Zoom button to change map interactions to navigation mode.

You can then capture a vertex at the map's central point with the Capture Vertex at Crosshair button. If at any point you place a vertex at the wrong position, tap the Undo button in the lower right to remove the last vertex placed, drag the point to move it to a new location, or drag the point to the Delete button that appears in the upper left of the map window.

When you're done, you can tap the Confirm button to accept this geometry and move back to your survey.XLSForm is an open standard that simplifies the authoring of forms.

Authoring is done in a human-readable format using a tool that is familiar to almost everyone: a spreadsheet. Survey supports most but not all of the features in the XLSForm standard. There are many options for authoring XLSForm-compliant spreadsheets. You can also analyze maps and tables for any data collected through the Survey field app, as well as export your survey results. If you're not familiar with the workflow between Survey Connect and the website, refer to these video tutorials.

Each Excel workbook usually has two worksheets: survey and choices. A third worksheet, named settings, is also described below. The worksheets have a set of mandatory columns that must be present for the form to work. Additionally, each worksheet has a set of optional columns that allow additional control over the behavior of each entry in the form.

Every entry must have values for each of the mandatory columns, but the optional columns can be left blank. The columns you add to your Excel workbook, whether mandatory or optional, can appear in any order. Optional columns can be omitted entirely. Any number of rows can be left blank.

survey123 examples

This worksheet gives your form its overall structure. It contains the full list of questions and information about how they should appear in the form.

Each row usually represents one question; however, there are certain other features described below that you can add to the form to improve the user experience. The survey worksheet has three mandatory columns: type, name, and label. This worksheet is used to specify the answer choices for multiple choice questions. Each row represents an answer choice.

Answer choices with the same list name are considered part of a related set of choices and will appear together for a question. The choices worksheet has three mandatory columns: list name, name, and label. One thing to keep in mind when authoring forms in Excel is that the syntax you use must be precise.

The settings worksheet is optional and allows you to further customize your form. Available customization includes a title that will be displayed while the form is being edited, an instance name to uniquely identify each completed form, a unique version identifier for your survey, and other functions.

For more information, see Settings. This worksheet is included in the Survey templates and acts as a glossary.


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