Take a look at the two Survey123 projects below, both of them use custom maps. The Hydrant Maintenance form on the left uses a map showing the water network as well as color coded hydrants indicating the status of the last inspection performed in them. The hydrants are also labeled indicating both their Asset ID as well as the date of the last inspection performed. The Violation Report project on the right, combines an Esri Topographic basemap with a couple of feature layers: one representing parcel boundaries in blue, and one highlighting existing violation reports within the last year. Using Survey123 web or field app, it does not matter, you can always decide what map is best for the end users of your smart form.
Configuring the right map for the workflow at hand is important to provide the best possible experience to end users. The map used in the Hydrant Maintenance form helps users validate if the hydrant they are inspecting is in fact the one that should be inspected. The map provides good geographic context. It also gives a visual indication of when hydrants were inspected for the last time. The Violation Report map helps more clearly identify to which property the violation found belongs and if other violations have been reported in the area in the past.
In this blog, I will describe how using Survey123 Connect, you can control what maps should be presented to the users of the surveys you create. It all boils down to a couple of things: defining what is the standard collection of maps for surveys across your organization and what are the specific maps that should be included with each survey. This all comes together in the map gallery that gets presented in the Survey123 web and field apps, when users interact with the map. Lets start first getting clear on what I mean by the app map gallery, and then we will learn how to configure the maps that get shown in them.
When a user interacts with a map in any of the Survey123 apps (web or field), a map gallery (aka basemap switcher) is available for users to choose what map should be displayed. The illustration below shows that the map gallery can be accessed from the top-right corner of the map in the Survey123 web app. Once opened, the user selects the map to be shown.
The experience in the Survey123 field app is very similar. Below you can see that the end user has opened the Inbox map to look at all the hydrants that have been assigned for inspection today. The map gallery can be accessed to switch the map at any time.
The collection of maps in the gallery, is the combination of two sets: the collection of organization basemaps, and a collection of maps linked to the specific survey.
Organization basemaps are, no surprise, defined at the ArcGIS organization level and as such, they apply to all Survey123 projects. These are basemaps that will be made available, always, to all Survey123 users through the map gallery.
Traditionally, Survey123 pulled the list of maps from the basemap gallery defined at the ArcGIS (Online or Enterprise) level. However, in practice this may not quite work because often the collection of basemaps that makes sense to users of other ArcGIS apps, is not appropriate for Survey123 users. Starting with version 3.10, we introduced a new Survey123 specific organization setting so you can control the contents of the Survey123 basemap collection in the organization. This setting is honored by the Survey123 field app in 3.10 and will be also honored by the Survey123 web app in 3.11.
Generally speaking, you do not want to include many basemaps at the organization level. One or two at most should do for the vast majority of cases. For context, the standard basemap gallery that comes predefined with ArcGIS Enterprise and ArcGIS Online has more than 20 choices. Definitively way too many for the average Survey123 end user. So many basemaps make sense for someone authoring a web map, but not for someone completing a built-for-purpose form.
To create your own custom Survey123 organization basemap gallery:
It is ultimately your call, but generally speaking, one or at most two maps in this group should probably do. Keep in mind that these maps will be shown in all surveys, so you really want to keep the list to a minimum.
In addition to the maps set by the ArcGIS administrator in the Survey123 organization basemap gallery setting, survey authors can optionally add maps to their own surveys. This is done through Survey123 Connect.
In Survey123 Connect, select a published survey and navigate to your Survey Settings -> Map tab. The map gallery will display choices from your organization Survey123 basemap. While the default map selected is set at the organization, as a survey author you can override it by selecting another one from the list.
Most importantly, if you switch to the Linked Content tab you will be able to link your survey with other maps, specific to your project. Linked maps will also show in the survey map gallery. You can also select any of the linked maps as the default map of your survey.
Lets do this step by step:
In many cases, users may not even need to ever switch maps. That is ideally what you want to happen! If you set the right basemap that will help users do their job, then there will be no need for users switching basemaps.
You can also specify the map to be loaded in a geopoin, geotrace or geoshape question by specifying the itemId of your map in the body:esri:style XLSForm. When you take this approach, the map you choose must be previously linked to your survey. This is how you do it:
Before we finish, just a few additional notes and considerations:
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