Survey123 quick reference or cheat sheet
ArcGIS Survey123 has a mountain of great resources, including (but not limited to):
- Documentation
- Esri Community blog
- Learn paths and lessons
- Videos
- See the Survey123 Resources page for more.
But what if you want something in a more lightweight format, either for quick reference or to take with you in the field? We've been considering a document like this for a while now, so we're putting it to you: for this ArcGIS Idea we're proposing either a quick reference document or a "cheat sheet" template for Survey123. If you think either would be useful, please add your vote! If you have a preference for the type of document, please let us know in a comment.
Quick reference
A summary of features in a static PDF document, more suited to survey authors (administrators). For Survey123 this could include question types, appearances, formulas or field app functions. For those that know and love ArcPad, here's an example quick reference guide to help users in the field. This (slightly different) example provides a one-page summary of which ArcGIS Insights visualisations are suitable for each data type.
Cheat sheet
An editable template that you can customise for your own project or business requirements and circulate to your users. This could be in the form of a set of field app instructions for survey respondents (mobile workers). Here you can download an excellent cheat sheet example for Collector, produced by Kylie Donia. It includes concise step-by-step instructions for navigating the app and using essential functions. Here's a version for Collector Classic.
If you think a similar document for Survey123 would be useful:
- What functions or features should it cover?
- How many pages should it be?
- What parts of Survey123 should it cover (field app, web app, Connect, website)?
- Which groups of users in your organisation would benefit from a guide like this?
If you've designed your own cheat sheet or quick reference document we would be excited to see it. You can share it here in a comment, or send it to us at survey123@esri.com. We're looking forward to your feedback.
