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publishing a new survey from an existing survey

SLouq

I am trying to remember how to publish a new survey from an existing survey from Survey123 Connect. The steps I have got so far are

Click New Survey -> select Feature Service from XLSForm design -> select feature service -> then Create Survey.

When I open my new survey it still has the existing hosted feature service selected in Linked content and is giving me an error when I go to publish 'if you republish this survey all previously collected data will be lost.'

Isn't Survey123 supposed to automatically generate a new hosted feature service on it's own?

What setting am I not setting to get it to do this without affecting my existing feature service?

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abureaux

I feel as if you are describing two different things?

1. Create survey from existing feature service will place a new survey on top of an existing service. No new feature layer will be created as it will use the original feature layer. Subsequently, any new additions to the feature layer will need to be made in the Portal or from the original survey. (What you described with the linked content is normal).

2. You can use an existing survey to make a new survey. The two surveys are completely separate. Publishing the new survey will create a new feature layer.

Assuming you did option #1, the thing that doesn't make sense is the "all previously collected data will be lost" part. That shouldn't happen in either case.

Also, just to confirm, but is your Connect app up to date? Current version is 3.19.104.

abureaux

Hopefully an update fixes the issue! If not, let me know and we will try to break down what's happening.

abureaux

If you are looking for a new Feature Service to be created, then you don't want to choose the "Feature services" option.

Instead, do one of the following:

Choose the "Surveys" option and then select the survey you want to base the new one off of.
Or, choose the "File" option and provide an existing XLSX.

In either case, when you hit publish you will automatically create a new Feature Layer (you don't need to tell it to do anything - the process is automated).

You may need to wait until your Connect is updated though, as you likely are seeing a different screen than I have shown above.

EDIT: Since your Connect is so out of date, you may wish to update your XLSForm once you get the newer Connect. The process is simple: Open the survey > click Tools > and click Update XLSForm template (You can also choose Analyze survey to see if there is anything wrong).

abureaux

You need to enable them. From the S123 Site, go to Organization > Settings:

All comments

abureaux

I feel as if you are describing two different things?

2. You can use an existing survey to make a new survey. The two surveys are completely separate. Publishing the new survey will create a new feature layer.

Assuming you did option #1, the thing that doesn't make sense is the "all previously collected data will be lost" part. That shouldn't happen in either case.

Also, just to confirm, but is your Connect app up to date? Current version is 3.19.104.

SLouq

That may be part of the problem. I am still using an older version of the app Version 3.12.232

abureaux

Hopefully an update fixes the issue! If not, let me know and we will try to break down what's happening.

SLouq

Let me give a brief description of what is going on

The problem I am having is with the linked content. I published the form correctly this morning but it had no feature service attached to it. If I remember correctly, Survey123 automatically generates a new feature service based off the feature service you select from the existing feature services window when you publish a new form to your organizational account. This is where I am stuck. I can't remember where you need to tell it to create a new feature service before publishing it.

If you could link me to a Youtube video where they show how to do this, that would help.

Thanks

ETA: I'm still waiting on my IT to update my Survey123 Connect.

Teresa-AZ

@abureaux Thanks! I just looked up this solution for creating new survey from existing and did not have that "Organization/Surveys" in Connect so followed your Org/Settings reply from 1/5/2024 - It worked! Thanks SO much!

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