Select to view content in your preferred language

Survey widget setup help

307
5
Jump to solution
03-27-2025 11:59 AM
Labels (1)
JenniferBorlick
Frequent Contributor

Buckle up, buttercup. This is a ride. (And, yes, I have looked at the Address Data Management Solution. Still doesn't have the one key component I need.)

I spent 2 weeks figuring out Survey123 connect, then found out it doesn't work the way I want and then discovered the Survey Widget and thought I could use it to do what I want it to do.

The "survey" is actually a form to apply for a new address. Currently the user fills out this application wherein they have to measure and list intersections. Sometimes the measurements are wrong, sometimes we get hand-drawn maps, etc.  I figured if we have a single form with a map right in the form, they would be more apt to use it. And we can have them place the driveway directly where it is going to be without having to measure.

My biggest issue is with the map and getting it to zoom to somewhere near where the address is going to be. My thought was to have them zoom to the parcel. The map inside Survey123 doesn't allow you to search by a layer in the map, so I created a locator and had everything working the way I wanted. Only to find out that locators don't work with public surveys. No worries... I'll just build it in Experience Builder where I can use a layer as the source for the search.

So, here's the thing, I can't figure out how to make the Survey "look" at the map, and I can't get the map in the survey to turn off, even though I have it marked as hidden. I can get the data to pull from the map to the survey, but not from the survey to the map. When I test it and put in my information, then go click on the map they show up as two different records.

JenniferBorlick_1-1743100377864.png

JenniferBorlick_0-1743100185677.png

I did connect the survey and the map. It looks like this is the way to do it? 

JenniferBorlick_2-1743100492593.png

I tried adding the name and address fields to the connection to see if it would populate the survey, thinking that maybe if they put the point first, I would be able to finish the survey after they did, but it did not populate the existing form, although it did create a feature with the information that I supplied in it.

They do supply the parcel ID earlier in the survey and I had thought it would be nice for the map to zoom to the parcel with that information, but it is my understanding that I would need to create CSV with the x, y of the parcel ids to do that. Since there is a good chance these are new parcels I want to make sure the CSV list is updated nightly. Which means another script to run something at night and one more piece where things could go wrong.

Any ideas? Am I asking it to do something it doesn't do? Why can't I use my locators? (That last one is rhetorical.)

I have attached my XLSForm, and the here is the app I'm working on. (Yes. It's looks bad. I'm working on functionality first. LOL)
Please help. Or send beer.

0 Kudos
1 Solution

Accepted Solutions
AlixVezina
Esri Regular Contributor

Hi @JenniferBorlick ,

If I understand this correctly, the main reason you are using Experience Builder instead of using only Survey123 is because "The map inside Survey123 doesn't allow you to search by a layer in the map."

I wanted to investigate this a little more first. I found this blog that may help with the steps to setup your own web map in the survey: Survey123 Tricks of the Trade: Configuring survey ... - Esri Community

If you're able to use your own web map in your Survey123 form, then the search toolbar in the Map question of the survey should allow you to search against any layer you configure in the web map's Application Settings (from the Settings of the web map's item details).

AlixVezina_0-1743167203117.png

AlixVezina_1-1743167477604.png

 

View solution in original post

0 Kudos
5 Replies
AlixVezina
Esri Regular Contributor

Hi @JenniferBorlick ,

If I understand this correctly, the main reason you are using Experience Builder instead of using only Survey123 is because "The map inside Survey123 doesn't allow you to search by a layer in the map."

I wanted to investigate this a little more first. I found this blog that may help with the steps to setup your own web map in the survey: Survey123 Tricks of the Trade: Configuring survey ... - Esri Community

If you're able to use your own web map in your Survey123 form, then the search toolbar in the Map question of the survey should allow you to search against any layer you configure in the web map's Application Settings (from the Settings of the web map's item details).

AlixVezina_0-1743167203117.png

AlixVezina_1-1743167477604.png

 

0 Kudos
JenniferBorlick
Frequent Contributor

Wait. What?!

And this is why I hate Survey123 and Connect. The documentation is all over the place.

 

0 Kudos
JenniferBorlick
Frequent Contributor

OK. So I figured out how to set the search layers in the map settings and tested it out and it works.

JenniferBorlick_0-1743173568583.png

 

Now I'm trying to figure how to customize the XLS forms to look at the layer. I figured I could set it up in a test Survey123 app and then look at the XLS form to see what it had configured. Except, the Survey123 won't let me turn off all of the locators. I have to have at least one. I see when I go to the survey that it shows the layers as an option, but is there a way to turn off the locators all together?

0 Kudos
AlixVezina
Esri Regular Contributor

I'm not too sure how this part works, I thought it simply reads the locators set in your org and/or the searched you configure in the map. I'd recommend reaching out to the S123 community

0 Kudos
JenniferBorlick
Frequent Contributor

Thanks for your help. I figured out that if I do the survey anonymously the other locators don't show up and there isn't an error. So, I just created a view of the World Geocoding Service that is for my county and am calling it a day. I'm not going to have so many searches that it's going to impact me a great deal. (knock on wood.)