Latest Contributions by IsmaelChivite

  On April 12, 2023, Directions Magazine hosted a webinar covering Building Location-Aware Forms with the ArcGIS Survey123 Web Designer .  In this post you will find the recording, resources and Q&A. Highlights   Forms are a simple yet powerful way to collect information. They are regularly used to support many workflows. Forms are used to report incidents, document the condition of assets, assess damage to property...  Forms are used for permitting, to request and inventory equipment, as a safety checklist...  In many of these forms location is key. If you are reporting an incident, don't you want to make sure the incident location is accurately set?  If you request a building permit, would not you want to have the location of the building be accurate?   Survey123 is designed to help you build forms that collect accurate location information. Survey123 will also help you map your form data immediately.  This webinar explores the Survey123 web designer: A web based visual form builder.  The Survey123 web designer is an excellent starting point for you to start combining the power of forms and GIS. Recording   Available here:  https://mediaspace.esri.com/media/t/1_gtvmym4w    Slides   Find the slides at the bottom of this post. They are attached in PDF format.   Upcoming Survey123 webinars   Create report templates. Click here for more info. Automate reports. Click here for more info.     Additional resources   Addresses: Learn how to get the best out of the address question type in Survey123. You will find information about how to create custom locators, configure calculations and more. Securing public surveys: Learn how to make a survey public and keep your survey results secure.  Themes: A few tips to help you create compelling themes for your Survey123 forms Survey123 organization templates: If you are an ArcGIS administrator, this may give you ideas to make the creation of Survey123 forms within your organization. Web form URL parameters: This post discusses how you can create custom Survey123 links to modify the default behavior of your forms.  For example, how to update an existing record with a Survey123 form, or how to load a survey in a particular language. Surveys and dashboards: If you are familiar with URL parameters, read this blog to learn how to embed a survey within an ArcGIS dashboard. Updating records using a Survey123 web form: More on URL parameters with an emphasis on updating records using the Survey123 web app. ArcGIS Survey123 JavaScript API: Learn how to embed a survey within your own website using the JavaScript API Instantly load Survey123 data into a spreadsheet: Survey submitted, row added! Requires Microsoft Power Automate. Q&A   Can the Survey123 map question be configured to collect lines or polygons? Yes, as shown in the animation below, the web designer lets you decide what type of drawing tools you want to make available to respondents.    Please note that once you publish your survey, you will NOT be able to change the type of drawing tools in the map question.  This is because publishing a survey creates an ArcGIS layer and changinf the geometry type on the layer is not possible.  How can the end user change the language of a form? If you translate your survey, a new language menu will be added in the top navigation bar. Users can change the language of the survey using that menu at any time. Additionally, you can insert links throughout your survey to make the language switch more obvious, as shown in the animation below: To construct the survey link, all you need to do is to add the locale parameter at the end of the survey url. For example: https://survey123.arcgis.com/share/<itemID>?locale=en (for English) or https://survey123.arcgis.com/share/<itemID>?locale=es (for Spanish) One more thing: If the survey link does not include the locale parameter, Survey123 will always try to change the display language of the survey, if available, to one that matches your operating system language.  What type of ArcGIS layers can I use as the source of a calculation? Can I query only hosted layers, or can I also query layers from my multi-user geodatabase? Any ArcGIS layer with query capabilities can be used in a calculation.  Does the address question type consume credits? It depends on the locator you use. If you use a custom locator from ArcGIS Enterprise, it will not consume credits. If you use the Esri World Geocoding service, the address question will only consume credits if you decide to store the XY coordinates of the entered address in your ArcGIS layer. Can Survey123 be used to update records once they are collected? Yes, survey records can be updated after they are collected. If the survey has the correct sharing permissions set on the Collaborate tab of the Survey123 website, existing records can be edited in the browser (web app) by using URL parameters. Check this blog for details. They can also be edited in the mobile app via the inbox. Note: the inbox must be enabled in Survey123 Connect. It is also possible for survey administrators or reviewers to edit records in the Data tab of the Survey123 website. See Edit existing survey data in the Survey123 documentation for more information.  This 60' recording describes in more detail how to configure and use the Survey123 inbox to update existing records in the mobile app.  Can I configure a data validation rule in my form to ensure that locations are only added within my own area of interest? For example, say I want people to only report incidents within the boundaries of my city. It is not possible if building your form using the web designer, although we are considering this as a future enhancement. At this time, you will need to author your form in Survey123 Connect if you want to create such a validation rule.  I am including below an animation that illustrates what this type of rule could look like. In this case, I am using the Public Parks polygon layer to feed the validation rule. If the pushpin is placed outside a park, then the map question triggers the warning. Check this blog to learn more about how to configure these type of rules using Survey123 Connect.  Can multiple locations be added in one form? No, if you author your form using the web designer. However, if you author your form in Survey123 Connect, you can add a repeat question group to your form to allow users to enter multiple locations from a single survey submission. See Survey123 Tricks of the Trade: Repeats for more information.       ... View more

This event is hosted by Directions Magazine.   Join this 60-minute session to learn how to visually create effective location-aware forms for the web using ArcGIS Survey123. We will discuss design best practices, tips to boost the quality of your data, ways to socialize your surveys and how to securely collect and share survey results.    You will learn how easy it is to incorporate ArcGIS Survey123 into everyday workflows to provide a faster and more reliable way of collecting information that can be quickly visualized and analyzed across the organization.   You will learn:   What Survey123 is, and how people use it How to build surveys using the Survey123 web designer How to securely share your survey results Where to learn more about automation, reports, and survey design   Who should attend?  Those who desire the capability to quickly transform a workflow into a digital, modern process using the power of forms and location.   Click here to register.   ... View more

On March 28, 2023, we hosted a 60' webinar to review what's new in ArcGIS Survey123 . Thanks to all who attended! Below you will find the recording, common questions and slides. Recording From the start What's new in the web designer What's new in Survey123 Connect Creating reports with Microsoft Power Automate Understanding organization templates Live Q&A Slides Find the slides attached at the bottom of this message. Common questions   When should I use the Survey123 web designer to author my surveys versus ArcGIS Survey123 Connect? The advantage of the Survey123 web designer is its ease of use: you can start creating surveys with no training. The question types and smart survey features available through the web designer are limited but are sufficient for basic surveys. If you need more advanced question types or more complex rules, you'll need ArcGIS Survey123 Connect. In either case, your surveys will be displayed in the Survey123 website survey gallery and can be shared over the web and the Survey123 mobile app.  For a detailed description of the survey design options available in each tool, check this help topic. Can I setup a custom web map in the web designer if I am working against ArcGIS Enterprise? Yes. If you are using the Esri-hosted version of the ArcGIS Survey123 website against your ArcGIS Enterprise instance, you will see the option to setup custom web maps right away.  If you installed a local copy of the Survey123 website, you will need to install version 3.17. You can download the latest version of the Survey123 website installer from MyEsri.  I like the new CAPTCHA option added in Survey123 Connect. Can I use it in Survey123 Connect as well? Yes. Use the following XLSForm syntax in Connect: Note that CAPTCHA will only be shown if you load your survey in the Survey123 web app. Publish your design and load it into a web browser to see the CAPTCHA control in action. Can I get my survey design started in the web designer and then make edits in Connect? Yes, but with caution. Once you publish your survey using Survey123 designer, you will be able to download it locally using Survey123 Connect. At that point, you can make changes to the XLSForm. However, I recommend that once you download your survey into Connect, you make a copy of it and publish it as an entirely new survey.  You can also look at the XLSForm created by the web designer and copy portions of the XLSForm syntax you want into a separate survey. I do not recommend re-publishing a web designer survey from Connect, because designer creates a number of feature layer views that Survey123 Connect cannot handle well. This is why I recommend that you download the XLSForm and then publish an entirely new survey from Connect. Can I have multiple web designer authors work with a single survey? Yes, in the web designer only, and with limitations. This is accomplished by sharing your survey with a shared update group. Learn more about it in this help topic.  In short, when a survey is shared in a shared update group, members of the group can make changes to it such as adding new questions, fixing labels... but not concurrently.  If multiple people want to make changes in the survey design, you will want to make sure that changes are implemented in order, one after another. Otherwise, changes from one author will overwrite changes from others. Read carefully this help topic for details.  I do not see the new Tools menu in Survey123 Connect. What is wrong? First, make sure you have the latest version of Survey123 Connect installed. Get it from the Microsoft App Store, or alternatively, use this Microsoft Windows installer.  The tools menu is only compatible with versions 3.17 and newer.  If you have ArcGIS Pro installed, you will see the Tools menu right away. If not, follow instructions in this help topic. Could you explain please why the Tools menu on Survey123 requires ArcGIS Pro?? ArcGIS Pro is NOT required. If you have it, the Tools menu will appear right away (provided your version of Connect is 3.17 or newer). If you do not have ArcGIS Pro, then you will need to follow steps as described here to make the Tools menu appear.   The reason for the above is that the Tools menu uses Python. If Pro is installed, Connect knows where to look for your Python runtime. If Pro is absent, you need to give Connect a little help. In any event, the Tools menu does not strictly require ArcGIS Pro.  Can I use pulldata('@layer') in a public survey ? Yes. We learned that many of you used custom JS functions to query ArcGIS layers and wanted to use this functionality in public surveys. For security reasons, JS functions cannot be executed in a public survey. pulldata('@layer') was implemented to help you query layers in public surveys.  Learn more about pulldata('@layer'): Tricks of the trade blog Tricks of the trade (Live) video Help topic Will I consume ArcGIS Online credits if I automate report generation with Microsoft Power Automate? Yes, unless your survey is hosted in ArcGIS Enterprise. Check this help topic for details. Is the Survey123 Microsoft Power Automate connector available in the US Government Gov Cloud region? Yes, the Survey123 connector is available and supported in ALL Power Automate regions, including US Government GCC except:  US Government (GCC High), China Cloud operated by 21Vianet,US Department of Defense (DoD).  Refer to this Microsoft help topic for details.  Is there a way to rename Survey123 connections in Microsoft Power Automate? It is not possible to rename connections in Power Automate. However, we take note of your request and will consider options to allow connections to be differentiated. Can I run a Survey123 Report via FME? It is technically possible. To do that, you will need to invoke the Survey123 Report API directly via HTTP requests. For the basics about automating Survey123 tasks with FME, check this video.  To learn more about the Survey123 Report API, check this developer help topic.  Is there any thought to allowing non-ArcGIS users access a Survey123 form? Yes. This is already possible. Check this blog for details. All you need to do is to make sure you share your survey publicly. Public surveys can be completed by non-ArcGIS users from a web browser, or from the Survey123 mobile app. I heard location sharing is coming into the Survey123 mobile app. Can you give more details?  Support for location sharing in the Survey123 mobile app is planned for our June 2023 release. This will allow you to to track the last known location of Survey123 field users and understand where they have been and when.  You will be able to do this without having to use a separate mobile app.  You can start using location sharing in Survey123 today. Check the Survey123 Early Adopter community documentation for details.  We will also host live sessions where we will demonstrate this functionality and give you a chance to try it out before general release. Stay tuned!         ... View more

Smart assistants help you bring the power of Machine Learning and AI into your Survey123 forms.  Join this live hands-on session to learn more about them.   Smart assistants are scheduled for release with our June 2023 update.   During this session we will use the Survey123 Beta builds of the mobile app. After some initial discussion and demos, we expect you to get hands-on and integrate smart assistants into your own forms.  We want to hear your feedback and help you get started so you are ready for our June update!     Click this link to register. ... View more