How to pre-populate answers in Survey123

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07-29-2015 12:31 PM
IsmaelChivite
Esri Notable Contributor
6 9 16.8K

Field folks tired of typing the same thing again and again? Here are a few tips and tricks for pre-populating answers in the Survey123 app:

Defaults: Default answers for survey questions can be set in the default field of your spreadsheet when you are designing your form. This will pre-populate your survey question with the same answer every time you begin a new survey. This is especially useful when the majority of the time, the answer to your survey question will be the same. You can still edit the default answer if required, but setting the default answer could save you a lot of time and energy when filling out your surveys. Default answers can hold constants, like a string, but can also support some expressions. For example, the today() expression takes the current date.

Calculations: Calculations are similar to Defaults, but not quite the same. Unlike the Default column, which gets evaluated only when the survey is opened, calculations are evaluated every time answers in your survey change. Calculations can take advantage of existing answers in your form. For example, the expression 100 - (${Q1}+${Q2})  added in the calculation column of a question will sum the values of questions Q1 and Q2, substract that value from 100 and set that value in your question.   The user will be able to overwrite that value, but at least you got a good guess as provided by your expression.  Do not confuse Calculations (the column) with Calculates (the type): they are related, but are not the same thing!

Favorites: After you have entered answers into the Survey123 app, you are able to save these answers to be used in subsequent surveys by setting your favorite answers. Using the favorites menu in the top-left corner, you can use the current state of your survey to set as favorite answers. This could include every answer to the survey, or only one or two key pieces of information (e.g., street name).

Once you have set your favorite answers, you can insert them into new surveys by opening the the favorites menu and selecting Paste answers from favorite. This will enter your favorite answers into your new survey.

If at any time you need to change your favorite answers, simply enter them into your current survey and select Set as favorite answers. Any time in the field, when you find yourself entering repetitive information, you can easily use your current answers to pre-populate subsequent surveys. The survey that has been used to set your favorite answers will be marked with a star.

Copy a survey from the Sent Folder: By tapping on a survey from the Sent folder, you can choose to create a copy of the survey to submit a new entry or open the survey to make changes in it.

We hope this will make it faster and easier for folks in the field to get their job done!

9 Comments
RebeccaFuda
New Contributor III

I'm interested in saving favorite answers for only a few fields.  The only way I have been able to do this is to save the incomplete favorite answer survey as a draft...Is there a more intuitive way to accomplish this?  

JamesTedrick
Esri Esteemed Contributor

Hi Rebecca,

There currently isn't a more efficient way to accomplish this; you will see minor improvements in the next release of Survey123 (photos, for example, won't automatically be copied over).  I've added your request to our internal enhancement discussion on favorite questions.

EthanCurry1
New Contributor

If I have an existing feature service that is connected to my Survey123 app, how do I pre-populate fields based on the attribute fields in my feature service? I've been looking for the answer to this everywhere, but can't seem to find an answer.

Thanks,

-Ethan

JamesTedrick
Esri Esteemed Contributor

Hi Ethan,

Are you trying to edit existing features?  If so, you would need to create a survey based on that feature service and enable the Inbox (see Prepare for editing existing survey data—Survey123 for ArcGIS | ArcGIS  and Working with existing Feature Services in Survey123 for ArcGIS)

If you are tying to use the data in an existing service to populate values for a new record, the best way to do that would be to use an application URL to open up Survey123 - another application providing the ability to browse/view the feature service is needed.  See Integrate with other apps—Survey123 for ArcGIS | ArcGIS and Understanding Survey123's custom URL Scheme.

EthanCurry1
New Contributor

Mr. Tedririck,

Thank you for the swift reply. That is exactly the information I am looking for.

-Ethan

Chris_Anderson
Occasional Contributor II

James,

Has there been any progress on allowing users to save only a few answers as their favorites?

Chris Anderson

Chris_Anderson
Occasional Contributor II

James, I did figure out a quick work-around:

1. Start a new survey and fill out all your favorite answers. Save as Favorites.

2. Close the survey but save it to Drafts

3. Open a new survey and Paste Answers from Favorites. It appears that as long as the survey stays in Drafts, you have your favorites.

VicenteGordillo
New Contributor

Saludos, deseo iniciar Survey 123 con cuenta institucional del Ministerio de Agricultura del Ecuador y no me es posible.

Ya me bajé e instale la aplicación y no he podido acceder.  

 

silvera
New Contributor III

H@IsmaelChivite , Spotted a typo:

top-left corner should be top-right.

Adrian.