Survey123 ability to have survey stored on a network drive

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14
02-07-2017 11:28 AM
Status: Open
Occasional Contributor

It would be nice to have the ability when creating a survey with connect to set a different default location to save the surveys, ie: a network folder. This way admin or other staff that are collaborating on a project can edit the survey and republish if needed.

14 Comments

Hello George,

Thank you for submitting this idea. To clarify your request, are you saying you'd like to change the location where your XLS Forms and associated files are saved when creating a survey? What is your current workflow when you find that an admin needs to modify an existing survey to republish?

Thanks,

Scott

Scott,

Now when a user creates the survey all of the information is stored in the default location on their individual computer’s. So if the if individual is on leave we have no way of doing any edits to the survey data. Another factor with our agency is that the individual computers data isn’t backed up in any form, just the data that’s stored on our servers. As of now all of our surveys are created using Survey123 Connect.

I’m thinking that if we had the ability to create a folder on our server (ie: Survey123 Surveys) and have the ability to set the location of where the surveys are stored during the software install, or can change it within the settings area.

Hope this helps,

George

We are just starting to experiment with Survey123, but the issue that George brings up is likely to be a deal-breaker for us.  I work for a government agency and my work belongs to the government, not me. It is supposed to stay on a server where it is backed up. I have to be able to share and to archive files. The only option is to manually copy the 123 folders to a server every time there is a new survey or a change. I have enough to do without adding that.

Also, I need to keep working files organized so that I can find them quickly. Everything pertaining to field forms and related services needs to stay in one place where it's easy to find. If it's scattered, some on a server, some buried in my profile... again, I don't have time for that.

And to expand on George's point, this means that no one else can take over a survey if the person who created it leaves, perhaps suddenly with no warning. Nor can you start a project, then hand it over to an assistant. 

What about organizations that use roaming profiles?  The more files in your profile, the longer it takes to log on. 

I do hope that Esri will add the ability to store Survey123 folders in multiple locations, including servers, soon. 

Thank you,

Jill

I agree with Jill and Scott.  I have designed a survey using Survey123 connect that I would like to hand off to the end user of the survey.  They would like the ability to add and remove fields or choices to dropdowns as needed.  Storing it in my user profile on my computer's hard drive doesn't seem real practical since our hard drives aren't backed up.  If my hard drive crashed, I'd be out of luck. 

Thanks!

The ability to specify a network location to save the XLS Forms & associated data would offer a few advantages, the first being a huge security bonus. One of my fears is that if our IT department decides to update ArcGIS on my users machines, that all of their Survey123 data would be overwritten and lost with that update. Also, I agree with Cody, only network drives receive back-ups and a loss to the local drive would be detrimental.

On the flip side, for users with multiple workstations, the ability to save on the network would allow you to work on surveys regardless of your physical location.

If I understand the way that Survey123 Connect works correctly, the survey is stored on the chosen platform (AGOL or ArcGIS Enterprise). When you download that form from the Server, it automatically generates an XLSFORM in a folder on your machine. You can use that to edit and modify the survey - so you don't necessarily need your survey shared to a network drive ONCE it has been published. Obviously if you are working on a work that hasn't yet been published, then you might still stand the risk of losing it.. 

Still waiting.  I'm getting a new Win10 computer soon and there is apparently no way to migrate user profiles. This will kill my existing surveys if I can't copy-paste the folder to the new computer.

Also - there are several related threads now, so if you can, go vote for those, too.

https://community.esri.com/ideas/15544-save-survey123-designs-and-surveys-in-a-conventional-folder

https://community.esri.com/ideas/14814-publish-survey123-in-specific-folders

This would also be nice if you were working on an unpublished survey and you have an office computer and home computer and want to work on the survey from both locations. 

There hasn't been any activity on this for a while - So I'm hoping this has been fixed and I just haven't found it yet.

If not - This is a huge problem for my organization.  We are required to store any project information on a network drive, as others have said, to ensure that data is backed up and not left isolated on local hard drives.  Not being able to control the default file locations is extremely problematic.

I believe it can be done by setting the 'Home' environment variable used in Survey123 connect for each user on their computer. Then this can be changed to different folders where the surveys are saved