Survey123 Deep Dive. Presented by: Sue Enyedy-Goldner Fall 2018

Transcription

1 Survey123 Deep Dive Presented by: Sue Enyedy-Goldner Fall 2018

2 Today s Agenda 1. Overview of Survey123 - getting stared with Web Designer 2. Create smarter surveys - using Survey123 Connect 3. Examine your survey data results 4. Survey123 tips and tricks - what s coming.

3 Introduction to Survey123

4 Survey123 for ArcGIS Form-centric field data collection Leverages Smart forms XLS Form specification Point data collection - Lines and polygons coming future release Analyze results immediately

5 Survey123 Requirements Included with your ArcGIS subscription: ArcGIS Online or Enterprise (10.4 +) User Role requirements: - To create and publish a Survey: Publisher role : - Create content, publish hosted web layers, share maps & apps - To use (input data into) a Survey: User role (or share publicly = account not required) App Requirements: - Survey123 Field app: ios, Android, Windows (7, 8.1, 10, Server 2012), Unbuntu, Mac OS X - Survey123 Connect app: Windows (7, 8.1, 10, Server 2012), Unbuntu, Mac OS X - Survey123 Website: Chrome, Firefox, Safari, Edge, IE 11 Support for multiple languages: Field app & Connect set language set for device - Website: uses ArcGIS organization user setting

6 Survey123 for ArcGIS Workflow 1. Ask questions Design & Publish Web Designer (Survey123 website) Survey123 Connect 2. Get answers Collect data Publish to ArcGIS Organization Share Users fill out survey Field app Browser 3. Make Decisions View & Analyze Survey123 website other ArcGIS apps

7 Survey123: Configuration I To author your surveys: 1. Use web Designer: from survey123.arcgis.com. 2. download and install Survey123 Connect on your desktop Which one to use? Beginners: start with web designer Easier to use: drag & drop questions Each release adds support for more types of questions Interactive WYSISYG experience YouTube videos from Esri team are a good place to start

8 Demonstration I Using Survey123 Designer to author a survey

9 Survey123: Configuration II Advanced: use Survey123 Connect Supports greater XLS form capability Supports more advanced logic and validation Use spreadsheet: Excel for tips Can add advanced XLS questions to survey created with Designer Templates and samples to get you started Create a survey from existing feature service Add ability for users to edit existing survey data xlsform.org Quick reference

10 Advance XLS forms with Survey123 Connect Work with 4 tabs in spreadsheet: - Survey: survey questions, field names, formatting columns - Choices: list of choices for single and multiple choice questions - Settings: Form title, instance name, submission url, default language - Types: fields, appearance formatting, formulas, expressions, html formatting You can: - Style your survey (colours, fonts, use images) - Add images to questions - Use HTML formatting for labels - Add your own basemap

11 Creating Surveys to Work offline By design all surveys can be used offline with the field app - Users download surveys while connected Save basemaps as.tpk for offline use - Use ArcGIS Desktop - Tile Package Kreator (TPK) free app from ArcGIS MarketPlace

12 Demonstration II Using Survey123 Connect to author a survey

13 Viewing your Survey Results Survey123 website: survey123.arcgis.com Overview: quick summary Collaborate: share: Who can submit data to the survey Who can view data of this survey Survey results link Analyze: view trends and individual response in maps, charts, graphs Data: view raw data (attribute table) and on map Open results in ArcGIS web map viewer, export to CSV, Print individual result as pdf, use Report builder (Word template)

14 Survey123: Report template Uses Microsoft Word file (.docx) Modify default to add: - Formatting - Images - Tables - Use expressions Survey settings:

15 Demonstration III View survey results

16 Survey123: Tips & Tricks + what s new and upcoming

17 Integrate with other apps using Workforce for ArcGIS Use custom URL scheme: - From web browser to open apps on desktop or device or from within another app - Open survey and pass parameters to populate questions - Configure link in a custom webmap popup Using Webhooks NEW

18 App Integration using Custom Url scheme Survey123: open survey, pass field value to survey question arcgis-survey123://?itemid=89bc8c7844e548e09baa3aad4695e78b &field:assetid=ff34001 &field:status=good&center=43.567, invokes Survey123 app Opens survey using itemid Passes parameters (optional) to prepopulated survey questions using attribute values

19 Survey123: what s new July 2018 Update: Webhooks: allow Survey123 to accomplish a second action when submitting survey. Can link multi-step workflows and multiple apps Examples: - Notify supervisor via &/or SMS when new high priority incident is reported - Add reminder to e-calendar 6 months after new installation submitted - Add new row to spreadsheet, SharePoint list or SQL database Use with online automation platform - Microsoft Flow (documented on Survey123 help & GeoNet) - Others: Integromat, Zapier, Microsoft Flow, Tray.io, IFTT

20 Automating your workflows with Microsoft Flow Launch from Office 365 My flows: Create from blank - select from gallery: Survey123 - Sign in to ArcGIS organization - Select Survey - Add Conditions & Action

21 Survey123: what s upcoming (in Beta) GeoSearch: available now - search on address using Esri World Geocoder - center map and capture at the location - populate survey question with address - Also reverse geocode = tap on map to get address Create a survey from a line or polygon feature service: - edit attributes in current beta Extended GNSS external receiver support (metadata) Custom pulldata() JavaScript Functions And a lot more!

22 Tip: Working with public surveys Share survey with public to collect results Keep results private - Additional settings for feature layer How to secure data in a public survey Promoting Public surveys: - Collaborate tab: obtain URLs to open your public survey - Embed link in webpage, include in social media etc. - Open in field app: provide some instructions

23 Survey123 Customization Source code available in AppStudio for ArcGIS Survey123 template app Customize: add own branding - Icon images general tab contents - Upload to ArcGIS organization - Distribute app: publish to store (Google, Apple, Microsoft), host on your own website or file server Also customize Survey123 Connect GeoNet Blog post:

24 Demonstration IV Webhooks with Survey123 and Microsoft Flow custom url scheme for Survey123

25 Resources - Survey123 for ArcGIS Help (download apps, FAQ, videos, tutorials) Esri Canada Blog: Getting technical blog series esri.com/videos geonet.esri.com: Explore Products > Applications > Apps for the Field Esri Canada Webinars: - esri.com/training: Find training > filter by Data Collection & Management : Collect Data in the Field

26 Thank You! Questions? Sue

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