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All Places > Survey123 for ArcGIS > Blog > 2018 > March
2018

In this article we will learn how to launch Survey123 from Explorer for ArcGIS and pass attribute information from the Explorer map to the survey.  For this example we will use a map of Shenandoah National Park that that will allow hikers to provide trail information for their current location by launching a survey.

Here is a video that shows the scenario:

 

 

In this exercise we will use an offline map for Shenandoah National Park.  We will create a Survey for Survey123 that will allow map users (park visitors) to submit trail reports. 

If you are brand new to using ArcGIS Pro, I would recommend working through the Using ArcGIS Pro to make an offline map blog https://community.esri.com/community/gis/applications/arcgis-pro/blog/2018/01/20/use-arcgis-pro-21-to-make-an-offline-map, which walks through each step in creating an offline map.

 

We will start by creating a Survey.  For this step you will need an Esri user account.  In a web-browser visit https://survey123.arcgis.com/ and sign in.

 

 

Click “Create a New Survey”

For this Survey we will get started using the Web Designer.

Enter name, tag, summary and provide a thumbnail for your survey… then click create.

Use Survey123 to build your survey.  For this survey we want hikers to provide trail information, so we will set up the Survey with some common trail issues that we want to know about, as well description, photo, location, and observation time.

 

If you are new to working with Survey123 web designer, check out this video  https://survey123.arcgis.com/videos/

 

Once we have completed the questions for our survey, click the Publish button.

 

In our example we will be passing some attribute information from the map to our Survey.  To make this an easier setup process click Modify schema.

 

It is good practice to set the name column in the schema, rather than using the defaults.  It makes the service easier to use for other purposes.

 

 

When finished renaming fields, click Publish to create the survey service.  

 

Next click Collaborate, check Everyone (Public) and click Save.  Now, anyone hiking the trail with the survey will be able to provide information.

 

Copy the Survey ID number from the survey link and save it for later.

 

 

Now we will work on updating an offline park map to use the survey. 

 

Open this Map Package in ArcGIS Pro http://www.arcgis.com/home/item.html?id=c48742ecdc784623ac15fde1e2455a72 

 

 

In this map we will update the ShenandoahNP_Trail layer pop-ups to allow user to launch the Survey we just created.

 

Right Click on the ShenandoahNP_Trail to Configure Pop-ups and Click the pencil to modify the Text pop-up.

 

The pop-up is already defined to show the Trail Name and Length of the trail.

Add “Report Trail Status” use your mouse to highlight the text and click the hyperlink button. 

 

 

We will add an AppLink to Launch Survey123 and pass a couple trail feature attributes to the survey.

For this step you will need the field names and survey ID for the survey you created. You will use the them to create an app link URL like this one:

arcgis-survey123://?itemID=4560a3c533eb41fcb79fa3ec473babc8&field:TRAILNAME={TRAIL_NAME}&field:MAINTENANCE={MAINT_BY}

 

The ID and fieldname defined in the survey are in bold, the fields in our feature data are in curly brackets.

Type the App link in for the URL and click Apply.

 

*Pro 2.1 and later required.

 

Next click the back arrow on the Configure Pop-up pane.

 

Now we will test the pop-up and App link in ArcGIS Pro.

To test the link to the survey, if you do not have Survey123 for Windows installed you can get it here https://doc.arcgis.com/en/survey123/download/

Zoom in the map and click on a trail to see the pop-up.

Click on the “Report Trail Status” link.

Survey123 opens the Trail Report Survey and the trail name and maintenance attributes are automatically filled out.

 

*more information about Survey123 URL scheme https://community.esri.com/groups/survey123/blog/2016/07/30/understanding-survey123s-custom-url-scheme

 

With a working pop-up, all we need to do is share our map with Explorer for ArcGIS users.

Use the Create Mobile Map Package tool to create an offline map.  The Publisher extension allows you to ‘Enable Anonymous Use’, check the box to allow the public to use the map and click run. To enable for Anonymous use your ArcGIS Pro user account will need to be provisioned with the Publisher license.

 

 

Use the Share Package tool to share your map.

 

Maps that are Enabled for Anonymous use and shared with Everybody can be opened by every and any Explorer for ArcGIS user.  Explorer users can simply search for the map in the Explorer app to use it.

 

Our intention is to provide an offline map and offline survey that park visitors can use while hiking in the park.  The users also need the app Explorer for ArcGIS and Survey123.  They need to get all of this while connected to the internet.

In a park scenario we might make a website for a user to download the content from, or print out a map or poster, that lets users know that this content is available, and how to make use of it.  We can even create QRcodes to make getting the content easy.

 

Creating QR codes and App links

Once you have shared the map, find it on ArcGIS online and view the map details to get the item ID.

 

Copy the item ID to your clipboard and create the following applink. (more information about Explorer app links can be found here https://github.com/Esri/explorer-integration)

arcgis-explorer://?itemID=6ca5f9cfea0c47b2969ee9750693301f

 

You can use this as a link on your website, and Explorer users browsing your site on their device can simply click the link to download and open the map.

<a href="arcgis-explorer://?itemID=6ca5f9cfea0c47b2969ee9750693301f">Open the map in Explorer</a>

You can also make it easy for people to get your map using a QR Code.  Just use the applink to generate a QR Code, add it to your website or print it for poster display.

Of course, users will also need Explore for ArcGIS and Survey123. You can create Links and QRcodes for those too.

For IOS

Explorer for ArcGIS Appstore link for a webpage.

<a href="https://itunes.apple.com/us/app/explorer-for-arcgis/id860708788"><img

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alt="Download on the App Store" style="margin:0 10px 3px 0; vertical-align:middle"></a>

Explore Appstore QRcode

 

Survey123 IOS

Weblink

<a href="https://itunes.apple.com/au/app/survey123-for-arcgis/id993015031" class="download-link" style="margin:.375rem 0"><img src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAIgAAAAoCAYAAAAlprK8AAAACXBIWXMAAA7

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Survey123 Appstore QRcode

 

For Android

Explorer for ArcGIS is in Beta, see this webpage to join the beta - https://blogs.esri.com/esri/arcgis/2017/06/15/android-beta-of-explorer-for-arcgis-is-now-available/

Survey123

Google Play web link

<a href="https://play.google.com/store/apps/details?id=com.esri.survey123" class="download-link" style="margin:.375rem 0"><img src="https://play.google.com/intl/en_us/badges/images/generic/en_badge_web_generic.png" style="vertical-align:middle; height:58px;"></a>

Google Play QRcode

 

A map could printed with all of the QR codes in a location that has internet access, allowing people to get everything they need on their device before going out into the field or offline.

 

----------------------------------------------------Note start------------------------------------------------------------------------------------------

 The original content of this post is obsolete. All functionality described is now generally available as described in this video:

 

 

----------------------------------------------------Note end------------------------------------------------------------------------------------------

 

We are happy to announce that Survey123 will introduce support for Webhooks shortly.  If you are not familiar with webhooks, think that you will be able to integrate Survey123 workflows with Micosoft 365, Google Sheets, Box, Evernote, GMail, SMS (Simple Message System), Apple Push Notifications, Salesforce and hundreds of cloud services more!

 

What is a Webhook? The concept of a Webhook is simple. A WebHook is an HTTP/s callback: an HTTP/s POST that occurs when something happens; a simple event-notification via HTTP/s POST. 

 

The beauty of webhooks is that they are a commonly accepted pattern by many applications out there, so a whole ecosystem of different providers allows you to work with webhooks and automate processes involving things such as Microsoft 365, Evernote, Google Sheets, SalesForce...and now Survey123.

 

What can I do with Webhooks and Survey123? As you will find soon, many different things, but I will give you a simple scenario: Imagine you want to send an email to someone when a high priority incident is reported through a particular Survey123 form. Imagine too, that if the incident is low priority then you want the incident to be logged in a Google Sheets spreadsheet.    By configuring a webhook with Survey123, you can trigger a flow that orchestrates Gmail and Google Sheets to do what I just described. The flow could look something like this:

 

 

The flow above was built using Integromat. Integromat is a cloud application that helps you visually orchestrate different cloud services.  Integromat supports initiating these flows, or scenarios as they call them, with a webhook triggered by Survey123.

 

How can I do this myself? I am slow typing, so I recorded a step by step video so you can get a hang of it.  You will be able to do this by using the Early Adopter version of Survey123

 

 

Do I need to use Integromat? Not necessarily. Integromat is one of many possible solutions for using webhooks and Survey123. Other solutions include Zapier, Microsoft Flow, Tray.io, IFTT etc.  You can in fact trigger a webhook that calls your own custom developed web service, an ArcGIS geoprocessing service, an FME service etc... 

 

Does Esri plan to have connectors for Zapier, Microsoft Flow etc? Very likely, but we are still working out what is the specific set of connectors we will create. We want to use this Early Adopter Program to figure out which connectors you would like. For now, you can use the generic webhook connector! 

 

To what Survey123 event can I associate a webhook? For now, only to the submit operation in a form (Web Form or Survey123 field app). If you have use cases for other triggers, let us know.

 

Updated June 17, 2018: Are there any restrictions to the use of webhooks using Survey123? Yes: Webhooks will only be triggered if the end-user is logged in into the Survey123 field app or Survey123 Web Form. Survey123 webhooks will not be triggered if the form is shared publicly and the user submitting the form is not logged-in.

 

When is this functionality planned to be made available? We are targeting version 3.0, which will release around July 2018. Our Survey123 Early Adopter Program now lets you experiment with this feature. We are looking for your feedback through the Early Adopter Program!