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How do you access surveys created by another user in your organization. We want to look at and edit the surveys created using Survey123 connect, but only surveys created in my username show up, not other users in our organization.

SeanNagy1

We are trying to share and edit the created surveys that were created by one user in our organization with another user. Currently when looking at Survey123 Connect, only surveys that the logged on user created appear, we would like to see the surveys created by other users in our organization and copy and edit those surveys at our discretion.

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JakeSkinner

Hi Sean,

You may be able to do this by going to that user's content in your Organization:

1. Organization tab

2. Members tab > search for user

3. Click the 3-dot button next to the user > Manage Items:

4. Click the 3-dot next to the Form > Edit in Survey123 Connect:

IsmaelChivite

Hi. Only the owner of a survey can make modifications to the survey. In Connect, you can use surveys created by others (and shared with you) as a starting point to your own, but when you hit publish you will be creating your own survey under your own account, rather than modifying someone else's survey.

ArcGIS accounts with administrative privileges can change the ownership of ArcGIS items. If you plan on changing the ownership of a survey:

Login into your ArcGIS Online organization's portal using admin credentials
Open the Organization tab
Click on Members
Look for the owner of the survey and select Manage Items
Find the survey folder and select all items within the folder (The Form, Feature Layer, Views...)
Click on Change Owner. Then select the new owner and choose to create a new folder with the same name as the original survey before completing the ownership change
A new folder will be created with your Form, Views and Feature Layer in the target user's content
Go into Connect, login and you will be able to now download and update the survey with the new owner of the survey.

MikailaBell

If you just want to play with a copy of another user's survey, you can do it in Connect.

1. Create a "New Survey"

2. Switch "initial XLSForm design" to "My Organization"

3. Create Survey

As Ismael said above, this does not make your the owner or publisher. It's just making a copy in your name, that you can edit.

If what you want to do is mutually manage surveys with other collaborators, then we had a similar need. ("One person goes on vacation and we can't update the form" was a real issue.) The work-around we use is a shared account for our group. We publish our forms with the shared account. Then we all have access.

SeanNagy1

Thanks all, those seem to provide the best work around. As an organizational use i wish ESRI would allow an easier means of working with other users in the organization, or at least add another setting to allow editing by someone other than the creator for forms.

MartijnJansma

Ismael Chivite‌ Any update is this proces?
I would like to collaborate within the organisation where other create their own surveys and I edit these surveys without the forms switching hands.

kkatashuk

Hello,

Is there any chance of this functionality being available in an update in the future?

I think this would be a great feature. My company hasn't been using Survey123 very long, but we have already been hung up a few times because of the fact you can't edit someone else's Survey. It would be great for others to be able to familiarize themselves with someone else's project and then be able to fill in for them if the Survey needs to be quickly edited if something arises. Especially when the original creator may be out of the office or on vacation and quick action is needed.

JamesTedrick

Hi Keith,

We have recently introduced the capability to have co-authors for surveys designed with the web designer. To take advantage of this, create a Shared update group (see Create groups—ArcGIS Online Help | Documentation ) and add the people who need to co-author into it.

MeganMolique1

If I change the ownership like you indicate above and make the changes to the survey that I need, can I change the ownership back to the original owner when I'm done with without breaking the survey? The owner is away and I have edits to make for folks to use the survey tomorrow, so I need to make some changes this one time. I'm afraid I will break the survey by changing the ownership back and forth.

MichelleWilliamsERM

I've found a workaround; let me know if you want to know my trick.

Edited 4/23/2024 - See the bottom thread!

VanessaSimps

Please share!

MichelleWilliamsERM

Good morning, Sean,

Updated 4/23/2024 - see the next thread.

RobertAnderson3

Hi Ismael,

The ability to create a copy based on a form that exists in AGOL was a huge benefit, however I noticed in Connect 3.16 with the way it was changed to allow you to create a survey based off of any existing feature layer, the ability to create a copy of an existing FORM seems to have vanished.

Is there something I'm missing to be able to create this work flow again?

MarkGambordella

Same issue I am seeing as well. I can only create a survey from a feature layer, no the actual survey form. When I create based on this the format is different and not an actually copy of original.

Have you found an answer yet?

JackTsai

It would be very helpful if you share it with the community!

MichelleWilliamsERM

We each have our named account and a Survey123 account (you cannot access ArcGIS Pro from this account; you must share your service with the named accounts).

Then, when folks build Survey123 projects, they go here.

Then, when someone goes on vacation or leaves the company, we ALL have access to those projects. Anyone with access can update feature reports.

BE WARNED—Anyone with access to this account can also overwrite your hosted service if they don't know what they are doing, so we have a tight group of folks with access.

I hope that helps.

jungao

what is a survey123 account, how do you set one up? is it just one Survey123 account that everyone login with the same credential?

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