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Best practices for multiple editors of the same form using Survey123 Connect?

BrentKinal1

Has any one had the need or has come up with a solution for editing Survey 123 from multiple computers/locations using Connect.

I have two scenarios where this would be handy:

1. I telecommute 1 day a week and would love to be able to edit my survey normally stored on my work PC without the need to make a copy and edit on my laptop.

2. I am collaborating on some form designs with a coworker that works remotely.

Any insights on best practices here would be appreciated.

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Accepted answers

CarmelConnolly3

Hi Brent,

In My Content, browse to the folder that contains the survey you want to move.
Select the Form and the Feature Layer.
Choose 'Change Owner'.
Select the person's name from the list.
Click 'New Folder' and give it the same name as the folder that contains the Form and Feature Layer in your My Content
Select the new folder and click 'Change Owner'

Now the other user will see this survey when they log into http://survey123.esri.com/#/

Carmel

All comments

CarmelConnolly3

Hi Brent,

I work on surveys from different computers.

When I'm finished on one machine, and I'm happy for the changes to go to ArcGIS Online, I published them. When I'm on a different machine, I sign into my account through Survey123 Connect and download the updated survey from there.

If I'm not happy for the changes to go to Online, I take a copy of the survey folder from C:\Users\<username>\ArcGIS\My Survey Designs, email it to myself, and then place the folder in the same location on my other machine.

I haven't collaborated on a survey with anyone, but I have been able to transfer a survey to someone else by creating a folder in their My Content with the same name as mine, and changing the ownership of the survey to them.

BrentKinal1

Thanks Carmel, It's good to know that I am not the only one to have had to deal with this. Thanks for sharing your approach. I will give it a shot. As for collaboration I think we'll probably just email it back and forth or use Dropbox. One quick question, how do you change ownership of a survey?

CarmelConnolly3

Hi Brent,

In My Content, browse to the folder that contains the survey you want to move.
Select the Form and the Feature Layer.
Choose 'Change Owner'.
Select the person's name from the list.
Click 'New Folder' and give it the same name as the folder that contains the Form and Feature Layer in your My Content
Select the new folder and click 'Change Owner'

Now the other user will see this survey when they log into http://survey123.esri.com/#/

Carmel

CandiceOoi

Hi,

I have a quick follow-up question regarding this issue. When you are changing the owner, are you duplicating the hosted feature layer and the form? It's funny how even though you have shared the feature layers within your organization, your colleagues will not be able to edit the Survey123 forms or any hosted feature layers created.

Say my colleagues need to edit the surveys when I am away, what is the best way for them to get access and edit the surveys and feature layers I created? The best way I can think of is to let them duplicate the form and upload it in their AGOL account to replace the older version that I created.

I would like to give my colleagues access to the Survey123 forms without switching the owner or duplicating it. Please let me know if there is a better way to solve this. Thank you very much! I truly appreciate everyone's input.

Candice

deleted-user-Yl1wYLjfqwqw

Hi James

I am trying to make some minor updates to an existing Survey 123 form--i.e., adding values to a picklist. The form's creator is no longer on the team, so I have taken ownership of the form and the feature layer and moved them into an identically named directory. But after this, the form still doesn't show up in the "My Survey Designs" area of Survey 123 for ArcGIS. I've tried logging in/out of our portal.

We are using version 10.3.1 of Portal and 2.6.4 of Connect. Am I missing something?

Thanks in advance.

Drew

BenjaminSperry1

Is it anticipated that this will change in the future?

Would it work to have others edit just the excel document? My forms have to be in several languages, can I send the Excel workbook to the translators and then just save the translated document into the survey123 folder and publish the updates to AGOL?

JamesTedrick

Hi Benjamin,

In the situation you describe, you would need to copy the translated columns in the form's 'master' XLS file and then save & publish to AGOL.

IzzyMcLees

I am aware this post has been marked as solved, but I would like to request an update as to whether any additonal functionality been added to Survey123 since this post that would allow for multiple people to edit a form at the same time or from separate machines - that does not involve changing the owner of the form?

DennisNaumann1

@JamesTedrick - is there an update on this?

can we add owners/editors? (rather than change the owners)

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