Form elements can be configured in several ways to efficiently tailor the data collection workflow to your needs. In addition to adding, ordering, and grouping elements into a cohesive configuration, you can configure the properties of each element to further guide the data collection process. Element properties Element properties can be configured to add context for mobile workers, such as hints and question descriptions. You can also set default values, create value lists, and configure elements as read-only to ensure data integrity and to increase the efficiency with which mobile workers fill out forms. If you have specific information that needs to be prioritized in the data collection process, you can configure elements to ensure that each form contains the necessary information. Logic You can configure custom behavior for elements by applying logic using Arcade expressions. Logic enables you to control aspects such as the visibility, value requirements, and editability of elements based on specified criteria. It also allows you to build calculated expressions, which enables form elements to fetch data from other elements, layers, tables, or user information, to auto-populate input values and streamline the data collection process. Configuring form elements in Field Maps Designer Configuring forms for data collection in ArcGIS Field Maps Designer 4-7
Now that you have collected initial field observations for the Faire site in the markup layer, you are ready to configure forms to collect data that will be stored in the fields within a layer to support ongoing Faire operations. To support field operations at this stage in the Faire project, you will use a web map that has been provided by a colleague, which includes two feature layers and a related table. You will use this new web map to configure data collection forms for a feature layer and related table, then use the new forms to collect feature data and conduct feature inspections. In this exercise, you will perform the following tasks: • Add feature layers and a related table to your map. • Use Field Maps Designer to configure forms. • Collect field data using forms. Exercise 4A Use Field Maps Designer to configure forms for data collection 40 minutes 4-8
Step 1: Sign in to an ArcGIS Online Organization In this step, you will sign in to the Esri Training Services ArcGIS Online organization. a Open a web browser and go to www.arcgis.com. b Click Sign In. c In the Sign In With dialog box, click Your ArcGIS Organization's URL to expand the section. d For the organization's URL, type trainingservices and click Continue. e Click Your Course Account. f Type the organizational account username and password provided by your instructor, and then click Sign In. You are now signed in to the ArcGIS Online organization account. Step 2: Configure a form for a feature layer In this step, you will begin configuring the map, layers, and form in Field Maps Designer. a Near the top of the page, click the Apps button and choose Field Maps Designer. b In the Maps gallery, click the Faire Base_XXX web map to begin creating forms for the map. c On the left, click the Sharing tab. d Click Set Sharing Level, and then click Edit Group Sharing. e Check the boxes for the Faire Maintenance and Faire Security groups. f Click OK, and then click Save. g Update sharing, if prompted. h On the left, click the Forms tab. The Forms panel lists content found within the web map. Beyond editable layers, which are found within the Layers section, the content includes tables and basemaps. To the right of the Forms panel is the blank forms canvas where you will build the data collection form. i In the Forms panel, under Layers, select the Event Assets layer. At the top of the canvas, confirm that you are viewing the Form tab. Configuring forms for data collection in ArcGIS Field Maps Designer 4-9
Do not click Convert Pop-Up. j In the Form Builder pane, under Fields, click and drag the Name field onto the form canvas. When dragging an element onto the form, wait until you see the blue dotted-line rectangle appear before releasing. k Add the remaining fields onto the form canvas in the following order: • Event Asset Type • Classification • Facility ID One advantage of a form is the ability to order elements. For this form, you reordered the elements to put the Name field element first. Another advantage is the ability to add form elements to capture additional data. When form elements are added to the form and saved, they become fields within the layer. l In the Form Builder pane, under Basic, click and drag Text - Single Line onto the form canvas, below Facility ID. Lesson 4 4-10
m In the Properties pane, input the following information: • Display Name: Asset Notes • Field Name: Notes When saved, a new field of the same name will be added to the Event Assets layer. This field will store text data as a string and will enable Field Maps users to add notes about assets. n In the upper-right corner of the form, click the Save To Map button . You created a form for mobile workers to collect new event asset data using the Field Maps mobile app. Mobile workers will be able to collect data for fields that previously existed and have the option to collect notes within a new string field that you created by adding a new element in the form. Step 3: Configure a form for a related table In this step, you will create a form for the Inspection Worksheet table. This table has been configured as a related table to the Event Assets layer, so inspection records will be related to features from that layer. a In the Forms panel, click Tables, and then click the Inspection Worksheet table. At the top of the canvas, confirm that you are viewing the Form tab. You should see an empty canvas in the Form pane. b In the empty canvas in the Form pane, click Convert Pop-Up. A new form is auto-generated based on the default pop-up configuration for the Inspection Worksheet table. You can customize this form after it is generated. c At the top of the Form pane, click {Inspector} to edit the Form title. d In the Properties pane, delete the existing text, and then type Inspection Worksheet. e Click the X next to Properties pane to return to the Form Builder pane. Now that you have added a title to the Form, you will organize the form questions into groups. f In the Form pane, click Group 1 to select the group of form questions. g In the Properties pane, for Display Name, delete the existing text and type Asset Details. h Click the X next to Properties pane to return to the Form Builder pane. Configuring forms for data collection in ArcGIS Field Maps Designer 4-11
i In the Form Builder pane, under Layout, click and drag Group to the bottom of the Form to add a second group. j In the Properties pane, for Display Name, delete the existing text and type Maintenance Requested. Next, you will organize form fields using the groups. k In the Form pane, click the Inspection Date field and drag it to the top of the Asset Details group. l Move the Maintenance Required field into the Maintenance Requested group. m Click the Notes field and drag it below the Maintenance Requested group. The Asset Details group should contain three elements. The Maintenance Requested group should contain one element. The Notes element should not be a part of any group. Now that you have organized your form into groups, you will modify display names for elements to make them easier for mobile workers to interpret. n In the Asset Details group, select the Inspector element. Lesson 4 4-12
When an element is selected, it will be outlined with a blue line and the Properties pane will appear. o In the Properties pane, change the display name to Who inspected the asset?. p Select the Working Condition element and change its display name to What is the condition of the asset?. q In the upper-right corner of the form, click the Save To Map button . When you want to inspect Event Assets in the field, this Inspection Worksheet form will customize the collection process. Step 4: Open the ArcGIS Field Maps mobile app In this step, you will open ArcGIS Field Maps on your mobile device and view the new web map that you created on the device. a On your mobile device, open the ArcGIS Field Maps mobile app. b Tap Sign In With ArcGIS Online. c Using trainingservices for the organization's URL, sign in with the credentials provided by your instructor. After you sign in, you will see the Maps page that lists your available maps for the three groups that you are a member of: Faire Maintenance, Faire Management, and Faire Security. Step 5: Open the web map Now that you are signed in, you will take on the role of a technician for the Faire who will go into the field to relocate assets and conduct inspections. In this step, you will open the web map for maintenance and navigate to the Faire site. a In ArcGIS Field Maps, under Groups, tap your Faire Maintenance group, and then tap the Faire Base web map to open it. If prompted to allow Field Maps to use your location, choose Allow While Using App. Depending on where you are attending the class, the map will open and show your current location. b At the top of the app, tap the Overflow button or and choose Bookmarks. c In the Bookmarks panel, tap Default Map Extent. Configuring forms for data collection in ArcGIS Field Maps Designer 4-13
The map will zoom to the Faire site data, which determined the default map extent that was set for the web map in ArcGIS Online. d If necessary, tap the Layers button or . 1. What layers do you see on your new Faire Base map that you did not add to the map? __________________________________________________________________________________ __________________________________________________________________________________ e In the Layers panel, turn off the Markup layer. f Tap the X in the Layers panel to close it. You opened your new Faire Base map and are ready to begin collecting data as a technician conducting field operations for the Faire. Step 6: Place a new asset In this step, you will locate and place a new restroom asset in the market. The work order that you received indicates that the portable restrooms have been delivered to the designated area, but an additional restroom has been requested. To complete the request from management, the new restroom must be positioned in a particular location near existing restrooms. Because you are not on-site, you will need to use an anchor point to begin collecting data at the Faire site. You will do this by using a location that you previously saved as a favorite. a At the top of the app, tap the Search button or . b Under Favorites or Recent, tap Delaney Round Barn. c In the Delaney Round Barn panel, tap Collect Here. d From the Event Assets list, choose Restroom. Lesson 4 4-14
The circle on the map indicates the area where you can add a point. e Zoom and pan the map to the right. f Locate the restrooms in the Exhibit 2 area, using the following graphic as a guide. g Tap Update Point to add the point to the location indicated by the crosshairs in the circle. Configuring forms for data collection in ArcGIS Field Maps Designer 4-15
The order of the elements is based on what you set in the form. For this feature, the Event Asset Type element is marked as required, even though you did not set it as required in the properties. This element is automatically set as required in order to display the feature in the map. h In the form, specify the following information: • Name: 24 • Classification: Facility • Facility ID: 999 • Asset Notes: Additional restroom requested Hint: Slide the panel up, if necessary, to see all the elements. i At the top of the app, tap Submit or tap the Submit button to send the update. You will see a notification indicating that the update has been submitted, and the screen will return to the view of the restroom point after the edit. You have now completed the request to add the additional restroom at the designated location. Step 7: Conduct an inspection In this step, you will update the service record for an asset at the Faire. a In the map, in the Exhibit 1 area, locate and select the Exhibit - Maplewood Nursery, as shown in the following graphic. Lesson 4 4-16
Hint: You will need to select the Event Assets feature in the bottom panel because multiple layers are located at that position. b Notice that the Inspection Worksheet table has been added to the form. Hint: You may need to slide the panel up to see the Inspection Worksheet table. c Tap Inspection Worksheet to open the related table. When the related table opens, it provides the option to add a record to the table based on your form. d Tap Add to create a new service record. Configuring forms for data collection in ArcGIS Field Maps Designer 4-17
e For the new record, specify the following parameters for the first inspection: • Inspection Date: <today's date> • Who Inspected The Asset?: Inspector 2 • What Is The Condition Of The Asset?: Working Currently • Maintenance Required: No • Notes: Booth is operating correctly. f At the top of the app, tap Submit or tap the Submit button . You will receive a notification that it has been successfully submitted. 2. How many of the questions on the form had drop-down options? __________________________________________________________________________________ __________________________________________________________________________________ 3. How were the drop-down options created? __________________________________________________________________________________ __________________________________________________________________________________ Lesson 4 4-18
4. How did the drop-down options affect the adding of the service record? __________________________________________________________________________________ __________________________________________________________________________________ You added an asset and conducted an inspection for an asset at the Faire site using the forms that you configured. Step 8: Review the new data In this step, you will confirm the updated location for the restroom and verify the inspection record for the nursery. a Return to the Esri Training Services ArcGIS Online web browser tab. b Click Content, and then open your Faire Base web map in Map Viewer. Hint: Click the More Options button and choose Open In Map Viewer. c In the map, zoom to the Exhibit 2 area containing restrooms. d Notice that the point for Restroom 24 has been created. e In the Layers panel, for the Event Assets layer, click the Options button and choose Show Table. f Scroll to the bottom of the table to verify that the new Asset Notes field captured the text that you submitted using the Field Maps mobile app. Now you will verify that the inspection record was recorded correctly. g In the map, zoom to the Maplewood Nursery exhibit in the Exhibit 1 area. h Click the Maplewood Nursery exhibit. i At the bottom of the Event Assets - Maplewood Nursery pop-up, under Inspections, click the Inspector 2 record. A new pop-up containing details from the inspection record is now visible. j Keep your web browser open for the next exercise. In this exercise, you learned how to configure forms to collect feature data and conduct inspections in ArcGIS Field Maps. Configuring forms for data collection in ArcGIS Field Maps Designer 4-19
Adding logic to your form allows you to set the behavior of form elements using ArcGIS Arcade. With Arcade expressions, you can dynamically hide elements, require elements, and enable editing depending on conditions set in the expression. You can also add calculated expressions, which allow you to calculate and populate data in the form. Visibility expressions Arcade expressions can be used to control the visibility of form elements or groups. This functionality enables you to guide the data collection process and increase data collection efficiency by making elements and groups visible when certain conditions are met. Required expressions You can conditionally require form elements based on previous values entered in the form. For example, a debris description field should only be required if the length of the storm debris is greater than 3 meters. Editable expressions You can conditionally enable editing on form elements based on previous values entered in the form. For example, a pipe ID field should only be editable if an administrative ID is previously entered. Calculated expressions You can use Arcade expressions to streamline and automate data entry in forms. Using Arcade expressions, you can automatically calculate and populate data in the form based on feature attributes, geometry, and account information. Calculated expressions are dynamic, meaning they automatically update the form as information changes. The following uses for calculated expressions are common: • Fetching attributes from polygons based on current location • Fetching attributes from related tables • Pulling user data • Calculating current date and time • Calculating values from existing field data Lesson 4 Adding logic to forms 4-20
You have configured data collection forms and used them to collect field data to prepare for the upcoming Faire. Now that you have some practical experience using your forms to collect field data, you would like to modify the form behavior to increase data collection efficiency while using the mobile app. Using Arcade expressions, you will configure conditional visibility and calculated expressions to enhance your field data collection workflows. In this exercise, you will perform the following tasks: • Configure conditional visibility. • Configure calculated expressions. Exercise 4B Use Field Maps Designer to add logic to forms 25 minutes 4-21
Step 1: Configure conditional visibility Now that you have configured and tested a basic form to collect asset data, you will add conditional visibility to hide a question on the form. The instructions in this box are only necessary if you did not already complete the previous workflow from Exercise 4A. 1. From the ArcGIS Online organization home page, click Content. 2. Under Folders, click FIDA_Solutions_XXX. 3. Check the boxes next to items with titles beginning with Results_4A, and then click Move. 4. Select the TCFF Data <your initials> folder, and then click Save. a Return to the ArcGIS Field Maps Designer web browser tab. b In the Forms panel, select the Inspection Worksheet table, if necessary. You should see the form that you previously configured for the Inspection Worksheet table open in the Form pane. c Select the Maintenance Requested group. d In the Properties pane, under Logic, click the Settings button next to Visible. e In the Expressions pane, click New Expression to open the Arcade expression builder. You will build an Arcade expression that will check the form entry for working condition. If the working condition returns Not Working, then the option for maintenance options will appear. f For Title, type Working Condition Visibility. g Under Expression, click the first down arrow and choose Working Condition. h Click the second down arrow and choose Is, if necessary. i Click the third down arrow and choose Not Working. j In the Arcade Syntax Preview to the right, confirm that the following expression is shown: DomainName($feature,"WorkingCondition") == "Not working". k Click Done to close the Arcade expression builder. l Verify that the Working Condition Visibility expression is now displayed in the Properties pane, Lesson 4 4-22
within the Logic section, under Visible. m In the upper-right corner of the form, click the Save To Map button . You configured the Inspection Worksheet form to use conditional visibility. This configuration will streamline the workflow for mobile workers using the Field Maps mobile app as they collect field data. Step 2: Configure a calculated expression In this step, you will build your first calculated expression using code from a text file. This calculated expression will fetch Facility ID data for a field in the Inspection Worksheet table from the related Event Assets layer when conducting inspections. a Ensure that Inspection Worksheet is still active in the Forms panel. b From the Form Builder panel, click and drag a Text - Single Line form element onto the Form, above the Inspection Date and within the Asset Details group. c In the Properties pane, input the following information: • Display Name: What is the Facility ID? • Field Name: Facility_ID Configuring forms for data collection in ArcGIS Field Maps Designer 4-23
d In the upper-right corner of the form, click the Save To Map button . Before you can write an Arcade expression for a new form element, you need to save the form to generate a field for the layer. e Open File Explorer and browse to C:\EsriTraining\FIDA\Data\Files. f Double-click the FetchFacilityID text file to open it in Notepad. The FetchFacilityID text file contains the code that you will use to write the Arcade expression. g Select all the text in the open text file, and then right-click and choose Copy. h Return to the Field Maps Designer web browser tab. i In the Properties pane, under Logic, next to Calculated Expression, click the Settings button . j In the Calculated Expressions pane, click New Expression to open the Arcade expression builder. You will build an Arcade expression that will fetch the FacilityID attribute from the related Event Lesson 4 4-24
Assets layer. k Next to New Expression, click the Edit button , and then delete the existing text and type Fetch Facility ID. l In the Arcade expression field, paste the code from the FetchFacilityID text file. m Click Done to close the Arcade expression builder. n Verify that the Fetch Facility ID expression is now displayed in the Properties pane, within the Logic section, under Calculated Expression. o In the upper-right corner of the form, click the Save To Map button . You configured a calculated expression for your Inspection Worksheet form that will fetch an attribute from a related layer. Step 3: Configure a second calculated expression You will now build a second calculated expression using Arcade. The expression will fetch the Name field value from the underlying Areas polygon to populate an AreaName field in the Event Assets layer. a In the Forms panel, expand Layers, if necessary, and select the Event Assets layer. b From the Form Builder, click and drag a Text - Single Line form element onto the Form, between Facility ID and Asset Notes. c In the Properties pane, input the following information: • Display Name: Where is this Asset located? • Field Name: AreaName Configuring forms for data collection in ArcGIS Field Maps Designer 4-25
d In the upper-right corner of the form, click the Save To Map button . e Open File Explorer and browse to ..\EsriTraining\FIDA\Data\Files. f Double-click the FetchAreaName text file to open it in Notepad. The FetchAreaName text file contains the code that you will use to write the Arcade expression. g Select all the text in the open text file, and then right-click and choose Copy. h Return to the Field Maps Designer web browser tab. i In the Properties pane, under Logic, next to Calculated Expression, click the Settings button . j In the Calculated Expressions pane, click New Expression to open the Arcade expression builder. You will build an Arcade expression that will fetch the Name attribute from the underlying Areas polygon. k Next to New Expression, click the Edit button , and then delete the existing text and type Fetch Area Name. l In the Arcade expression field, paste the code from the FetchAreaName text file. m Click Done to close the Arcade expression builder. n Verify that the Fetch Area Name expression is now displayed in the Properties pane, within the Lesson 4 4-26
Logic section, under Calculated Expression. o In the upper-right corner of the form, click the Save To Map button . You configured a second calculated expression that will fetch an attribute from an underlying polygon. Step 4: Review updated forms in the Field Maps mobile app In this step, you will test the updated Field Maps forms in the mobile app to see how the conditional visibility and calculated expressions impact the field data collection workflow. You will use ArcGIS Field Maps on your mobile device to update the service record for a few assets in the Faire. a On your mobile device, open the ArcGIS Field Maps app and, if necessary, sign in with the credentials provided by your instructor. b Tap the Back button or to return to the Maps page and to see the maps that you have access to. c Next to your Faire Base map, tap the More Options button or and choose Reload Map. d If necessary, select your Faire Base map to open it again. e Using an anchor point, create a new Event Assets feature. Hint: Use an existing favorite location as an anchor point to collect data. • At the top of the app, tap the Search button or . • Under Favorites, tap Delaney Round Barn. • In the Delaney Round Barn panel, tap Collect Here. f From the Event Assets list, choose Restroom. g Pan and zoom the map to the area indicated in the following graphic. Configuring forms for data collection in ArcGIS Field Maps Designer 4-27
h Tap Update Point. i Slide the Event Assets panel up and input the following information in the form: • Name: 14 • Classification: Facility • Facility ID: 3039 • Asset Notes: Additional restroom 1. As you input information into the updated Event Assets form, what new data do you see automatically populated and read-only? __________________________________________________________________________________ __________________________________________________________________________________ 2. What does the text found in the Where is this Asset located? element signify? __________________________________________________________________________________ __________________________________________________________________________________ j At the top of the app, tap Submit or tap the Submit button to send the update. Lesson 4 4-28
Next, you will review the updates to the Inspection Worksheet form by conducting an inspection on the feature you just created. k Re-select the Event Assets - 14 restroom feature, and then drag the panel up from the bottom. l Under Related, tap the Inspection Worksheet, and then tap Add. m Input the following information in the form: • Inspection Date: <today's date> • Who Inspected The Asset?: Inspector 2 • What Is The Condition Of The Asset?: Working Currently 3. As you input information into the updated Inspection Worksheet, what new data do you see automatically populated and read-only? __________________________________________________________________________________ __________________________________________________________________________________ 4. Where is this information being fetched from? __________________________________________________________________________________ __________________________________________________________________________________ n For the input titled What Is The Condition Of The Asset, change the value from Working Currently to Not Working. 5. What change do you notice in the form as a result of this new response? __________________________________________________________________________________ __________________________________________________________________________________ o For Maintenance Required, tap the drop-down menu, and then tap Yes. p At the top of the app, tap Submit or tap the Submit button to send the update. q Close the ArcGIS Field Maps mobile app. r Close your web browser. s Close File Explorer and Notepad, if necessary. In this step, you reviewed the updates to the Event Assets and Inspection Worksheet forms to see the effects of conditional visibility and calculated expressions. Adding logic to set the behavior of Configuring forms for data collection in ArcGIS Field Maps Designer 4-29
elements requires extra time dedicated to configuring the forms, but logic can enhance field operations by streamlining data collection workflows, increasing the amount and value of available data, and reducing the chance for errors in data entry. Lesson 4 4-30
1. What are some options available to configure forms? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 2. What types of data can be collected using basic form elements? _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ 3. Which type of logic uses Arcade expressions to automate data entry in forms? a. Visibility expressions b. Required expressions c. Editable expressions d. Calculated expressions Lesson review Configuring forms for data collection in ArcGIS Field Maps Designer 4-31
Identify form elements (page 4-5) 1. What are the kinds of basic form elements, and what are the field types created for these elements? • Barcode: Double, Integer, or String • Date/Time: Date • Numbers: Double or Integer • Text: String (Single line or Multiline) 2. Every form element requires a value for which three properties? • Display name • Field name • Field type 3. If the field for an element is a string type, which property also requires a value? Field Length 4. What are the differences between the choice form elements? • Combo box displays values in a drop-down menu—recommended for more than five values • Radio button displays values as buttons—recommended for up to five values • Switch displays two values as a switch Exercise 4A: Use Field Maps Designer to configure forms for data collection (page 4-8) 1. What layers do you see on your new Faire Base map that you did not add to the map? The Markup layers is visible in your map because it is saved to your device. 2. How many of the questions on the form had drop-down options? Three questions had drop-down options, whereas the date could be selected. Answers to Lesson 4 questions 4-32
3. How were the drop-down options created? They were created through domains that were added to the table before publishing. 4. How did the drop-down options affect the adding of the service record? Preset options allowed for an efficient inspection process. Exercise 4B: Use Field Maps Designer to add logic to forms (page 4-21) 1. As you input information into the updated Event Assets form, what new data do you see automatically populated and read-only? The element titled Where is this Asset located? is automatically populated. 2. What does the text found in the Where is this Asset located? element signify? The asset overlays the Mid Latrine polygon from the Areas layer. 3. As you input information into the updated Inspection Worksheet, what new data do you see automatically populated and read-only? The Facility ID information 4. Where is this information being fetched from? The related Event Assets layer, from the Facility ID information that you entered when creating the feature 5. What change do you notice in the form as a result of this new response? A new group and element appeared, asking whether maintenance was required. Answers to Lesson 4 questions (continued) 4-33
ArcGIS Survey123 is a complete, formcentric solution for creating, sharing, and analyzing surveys. Survey123 uses location-aware forms to collect information. After a survey has been shared, respondents can complete the survey on a mobile device using the Survey123 field app or on a web browser using the Survey123 web app. As surveys are completed, results are made available to the survey author immediately on the Survey123 website. In this lesson, you will learn how to use Survey123 to create a form for a new feature layer, publish a survey, and analyze survey results. Topics covered ArcGIS Survey123 benefits and components Creating a survey using the ArcGIS Survey123 web designer Creating a survey using ArcGIS Survey 123 Connect Adding calculations to form questions in the ArcGIS Survey123 web designer 5 Creating data collection forms in ArcGIS Survey123 5-1
Using ArcGIS Survey123, you can migrate from using paper forms for data collection in the field to using electronic data collection surveys. With Survey123, you can create forms that streamline the data collection process by incorporating functions like data validation and defining default values. Survey123 provides the following benefits to an organization. Figure 5.1. Survey123 has many benefits for data collection workflows in your organization. Formcentric data collection For many organizations, forms are a popular way of collecting information in many processes. Survey123 uses surveys as the primary mechanism to collect formcentric data. These surveys can be simple or complex. Surveys can also contain skip logic, conditional visibility, constraints, default or calculated answers, and support for multiple languages. Custom answer format Many answer formats can be used, including grid-based, sentiment-based, and picture-based. Whichever format is used, the data collected can still be stored in feature layers for further analysis. Lesson 5 ArcGIS Survey123 benefits 5-2
Multi-page form support For some data collection workflows, a simple one-page form may not be appropriate. Survey123 is capable of supporting forms that have multiple pages, which respondents can easily navigate using either the field app or web app. Analyze results In the Survey123 website, you can view any results submitted to your survey, analyze the results of each question in graphs or tables, view the results on a map, and download all collected responses. Offline support Surveys in Survey123 can be used offline and then synced when back online. When the survey has been downloaded, all survey results that were captured on the offline device can be synced up when connection is reestablished. Feature reports For some users, the ability to generate high-quality printable documents from data captured with Survey123 is important. The Survey123 Report tool allows you to design personalized templates and produce multiple reports at once. ArcGIS Survey123 benefits (continued) Creating data collection forms in ArcGIS Survey123 5-3
Using ArcGIS Survey123, you can design and create surveys, collect information in the field, and view and analyze the results of your surveys. You create surveys using either Survey123 Connect or the Survey123 web designer. After your forms are created, you can publish them to ArcGIS Online or ArcGIS Enterprise, where they can be accessed by respondents using either the Survey123 field app or the Survey123 web app. Using the Survey123 website, you can view and analyze survey results and customize how the survey is shared. ArcGIS Survey123 is made up of five components: Survey123 Connect, the Survey123 web designer, the Survey123 web app, the Survey123 field app, and the Survey123 website. Figure 5.2. The Survey123 workflow provides everything you need to create surveys, get answers, and analyze results by utilizing the five components of Survey123. Survey123 Connect Survey123 includes a desktop app for Windows called Survey123 Connect, which you can use to configure forms using a spreadsheet program like Microsoft Excel. Survey123 Connect provides the survey author with the full XLSForm authoring experience that Survey123 supports. This experience allows the author full control over the design of the survey and its behavior. This authoring environment is ideal if you want to modify and reuse survey designs, manage versions of surveys, or add complex functionality. You must use Survey123 Connect to create multilingual surveys or to create surveys based on existing feature layers. Lesson 5 ArcGIS Survey123 components 5-4
Survey123 web designer The web designer is ideal for creating forms when the primary audience will use those forms in the web app. The web designer provides guidance to authors when creating common types of survey questions through a drag-and-drop form design and wizard-style condition and calculation. The web designer's tight integration with the other elements of the Survey123 website can provide a single location for form creation and management. Survey123 field app The field app is suited to both online and offline survey completion. The type of surveys that are used in the mobile app can be completed repeatedly to create multiple records or can require field workers to revisit and edit single records more than once. Survey123 web app The web app is suited to desktop survey completion but can also be used in a web browser on mobile devices. The web app allows you to share surveys with a wide audience; a web link in an email or a printed QR code allows respondents to complete a survey without installing an app on their device. Survey123 website As surveys are completed, results are available to the survey author immediately on the Survey123 website. From the Survey123 website, you can view any results submitted to your survey, including analyzing the results through graphs, viewing the results on a map, and downloading all collected responses. ArcGIS Survey123 components (continued) Creating data collection forms in ArcGIS Survey123 5-5
The workflow to capture data with ArcGIS Survey123 involves a combination of ArcGIS Survey123 components. For different portions of the workflow, a particular component may be required to perform that function. Consider the following functions, and then draw a line to the appropriate ArcGIS Survey123 component or components. Function Component Collect responses in the field using a mobile device Survey123 Connect Use an XLSForm to modify a form question Survey123 web app Collect data in a web browser Survey123 website Build forms in a web browser Survey123 field app Manage surveys, view and analyze data Survey123 web designer Lesson 5 ArcGIS Survey123 component functions 5-6
The ArcGIS Survey123 web designer has an intuitive drag-and-drop interface for creating surveys. Before you can create surveys to collect field data, you should be familiar with the key features that you can interact with to perform different tasks. My surveys The landing page for Survey123 in ArcGIS Online contains a gallery of surveys available for you to manage. This page gives you an at-a-glance view of all the surveys that you own and are able to configure and share with others. This page is also where you can create new surveys from scratch or from an industry template. Form design You will configure your form questions in the Design tab of Survey123 web designer. You will see a preview of the current form in the center of the page, with a list of question types on the righthand side of the page. You have options to configure the structure of your form, which includes adding, positioning, and grouping questions, as well as setting question rules that show cascading questions based on question responses. Several configuration options for each question are available within the edit and options tabs of web designer. Survey menu The survey menu has a range of functionality for reviewing data and configuring survey options. To review data, you can analyze results in web designer or generate reports from collected data. You can also share results with others for analysis. You can configure survey details, share your survey, and create webhooks for your survey within the survey menu. Explore the Survey123 website interface Creating data collection forms in ArcGIS Survey123 5-7
Imagine that you are the GIS analyst for the Tri-County Farmer's Faire. You are creating a new survey to assist security personnel with work order requests. The survey will allow security personnel to report on what they are witnessing. The security team will be the primary users in this scenario, so the questions in the survey will be based on their questions. In this exercise, you will create a new blank survey, configure that survey, and act as a security member to test the survey. In this exercise, you will perform the following tasks: • Create a survey. • Configure form questions. • Configure a form question rule. • Collect data in the Survey123 field app. • Create a web map with survey results. Exercise 5A Create a form using the ArcGIS Survey123 web designer 35 minutes 5-8
Step 1: Sign in to an ArcGIS Online Organization In this step, you will sign in to the Esri Training Services ArcGIS Online organization. a Open a web browser and go to www.arcgis.com. b Click Sign In. c In the Sign In With dialog box, click Your ArcGIS Organization's URL to expand the section. d For the organization's URL, type trainingservices and click Continue. e Click Your Course Account. f Type the organizational account username and password provided to you by your instructor, and then click Sign In. You are now signed in to the ArcGIS Online organization account. Step 2: Create a new survey To support the work order needs of the security personnel, you will begin by creating a new survey in the ArcGIS Survey123 web designer and configuring details for your new survey. a Near the top of the page, click the Apps button and choose Survey123. b On the Survey123 landing page, click New Survey. ArcGIS Survey123 provides two options for creating surveys using the web designer: Blank Survey and Template Survey. Selecting Blank Survey will create an empty survey that you can use to build your own survey from scratch. Selecting Template Survey will enable you to browse existing industry templates to build a survey using pre-configured questions. c Under Blank Survey, click Get Started. Survey123 will generate a new blank survey and open the web designer so that you can begin editing the form. d Near the top of the screen, next to Untitled Survey, click the Edit Survey Info button . e Input the following information: • Name: Faire Security Survey <your initials> • Tags: Tri-County Faire, Security Creating data collection forms in ArcGIS Survey123 5-9
• Summary: Faire security work order survey f Click OK. You configured information for the form to help organize content in ArcGIS Online. Next, you will add a survey title and description that mobile workers will see when they open the survey in the field or web app. g At the top of the form, click Survey Title Not Set. h In the Survey Header pane, under Text, delete the existing survey title and type Security Incident Report. i Within the form, underneath the new survey title, click Description Content For The Survey. j In the Survey Description pane, delete the existing description and type Report form for security incidents at the Tri-County Faire. k Near the bottom right, click Save. You created your security survey, and you input information that will communicate the purpose of the survey to mobile users. Step 3: Configure form questions In this step, you will add and configure questions for your new survey. You will use the Survey123 web designer's interactive form-building capabilities to add questions of various types, with labels, hints, and other defined properties. a In the right-hand panel of the Survey123 web designer, click the Add tab. There are two types of location questions available in the Survey123 web designer: Address and Map. The Address question type uses an address locator to designate the survey location based on an address that you input. The question type that you will be using is a Map type question, which allows you to use a basemap or a web map to select the survey location. b Under Location, click and drag the Map question type onto the form. The right-hand panel will now show the Edit tab, where you can configure the properties for the new Map question. c For Label, delete the existing text and type Incident Location. d Next to Map And Extent, click Edit. Lesson 5 5-10
e Next to Organization's Basemap Gallery, click the down arrow and choose My Content. f Check the option for the Faire Base map, and then click OK. g Under Default Location, select the Center Of The Map Extent Specified Above option. In a scenario where you will not physically be on-site to submit a survey, the option to place the default location at the center of the map extent can help mobile users navigate to the site location when they use the field app. In other scenarios where you will be on-site, selecting one of the options to use device location would be preferable to accurately collect the site location data. h Under Validation, check the This Is A Required Question box. By setting the question to required, the mobile user will need to input a value for this question before the survey can be submitted. This setting will ensure that with each report, a location will be recorded. Your first question is fully configured. Next, you will configure additional questions in your form to collect more information about security incidents when users submit reports. i In the right-hand panel, click the Add tab. j Under Choice, drag the Dropdown question type to the bottom of the form. k For Label, delete the existing text and type Where did the incident occur?. l Under Choices, delete the default choice texts and type the following answer choices: 1. Exhibit 2. Food Court 3. Vendor Area Hint: To add or remove choices, click the Add button or Remove button to the right of the listed choices. To reorder choices, click and drag the Move button to the right of the choice that you would like to move. You have written two questions about the location of the incident, which can help security and managers decide where to deploy security personnel during the Faire. Next, you will configure a question to collect information about the date and time of security incidents. m In the right-hand panel, click the Add tab. n Click and drag the Date And Time question type to the bottom of the form. Creating data collection forms in ArcGIS Survey123 5-11
o For Label, delete the existing text and type Incident Date and Time. p Under Default Value, select the Submitting Date And Time option. q Scroll down and, under Other, check the Read-Only box. You have configured a Date And Time question to be read-only and to automatically generate a value when the report is submitted. By configuring the question in this way, you will decrease the time necessary to submit a report and create an accurate timestamp when the report is submitted. Next, you will configure a question to collect information about who was involved in the incident. r In the right-hand panel, click the Add tab. s Click and drag the Singleline Text question type to the bottom of the form. t For Label, delete the existing text and type Who is involved?. u For Hint, type Input names for ALL parties involved in this incident. Question hints can help clarify the purpose of a question to ensure that necessary information is collected. v In the bottom right, click Save. Lesson 5 5-12
You configured four form questions. The survey will currently collect information about where and when the incident occurred, as well as who was involved in the incident. Step 4: Configure a form question rule You have configured your form to capture some basic information about security incidents. Next, you will configure form questions with rules to select the type of incident and add additional information based on responses. a In the right-hand panel, click the Add tab. b Under Choice, click and drag the Single Select question type to the bottom of the form. c For Label, input Infraction or complaint?. d Under Choices, next to Choice 3, click the Remove button . e For the remaining two choices, input the following options: 1. Infraction 2. Complaint f Under Validation, check the This Is A Required Question box. This question will form the foundation for your rule. You will now add two questions that you will use to configure your rule. g In the right-hand panel, click the Add tab. h Under Choice, click and drag the Multiple Select question type to the bottom of the form. i For Label, input Type of infraction(s). j Under Choices, input the following answer choices: 1. Loiter 2. Theft 3. Trespass k Under Appearance, select the Horizontal option. This question will allow mobile users to input multiple infractions, in case more than one occurs during the incident. l In the right-hand panel, click the Add tab. Creating data collection forms in ArcGIS Survey123 5-13
m Click and drag the Singleline Text question type to the bottom of the form. n For Label, input Describe the complaint. o Under Validation, check the Set Minimum And Maximum Characters Count box. p For Maximum, type 255. You added three questions that will be involved in your rule. Next, you need to configure the rule. q In the form, click the question labeled Infraction Or Complaint?. r In the form, at the bottom-right corner of the highlighted question, click the Set Rule button . A dialog box will appear where you can configure an if-then logic rule to show a question based on the response for this question. s In the Set Rule dialog box, under If, click the drop-down menu and choose Infraction. t Under Show, click the drop-down menu and choose 6. Type Of Infraction(s). u Under If, click the drop-down menu and choose Complaint. v Under Show, click the drop-down menu and choose 7. Describe The Complaint. Depending on the selection made, the mobile user will be presented either with a Multiple Select question related to the type of infraction or a Singleline Text question asking them to describe the complaint. w Click OK. x In the bottom right, click Save. You completed the form that will be used by security personnel to submit security incident reports. Step 5: Publish the survey To begin collecting field data, you will need to publish the survey. a At the bottom-right corner of the web designer, click Publish. If you see a pop-up related to unique identifiers, click OK to close it. b In the Publish Survey pane, click Publish. Lesson 5 5-14
Publishing may take a few minutes. This process generates a survey that can be shared with others to collect field data. Publishing will also create a collection of items in ArcGIS Online, which are connected to the new survey. c When publishing has finished, click OK to close the pop-up. d In your web browser, click the tab open to your ArcGIS Online organization. e If necessary, click Content. f Under Folders, click your Survey-Faire Security Survey folder. Hint: If you do not see the folder, refresh the web browser page. 1. What items do you see in the folder? __________________________________________________________________________________ __________________________________________________________________________________ The form and hosted feature layer were generated when you initially created the survey in the Survey123 web designer. Each time that you publish a survey, they are updated to reflect the new form and field configuration from the form's questions. The publishing process generates the two view items in the folder, which represent the shareable survey form and survey results. Step 6: Share the survey Now that you have published the survey, you will need to share it for others to collect field data and review the results. a In your web browser, click the tab open to the Survey123 web designer. b Near the top of the page, click the Collaborate tab. The Collaborate tab will enable you to share the survey and the survey results in various ways and with various people. c In the Who Can Submit To This Survey section, check the Members Of The Following Groups box, and then check your Faire Security box. d Click Save to save the settings. e If necessary, read the warning that appears, and then click Save. You shared the survey with members of the security group. Next, you will share the survey results with management and other security personnel. Creating data collection forms in ArcGIS Survey123 5-15
f In the upper-left corner, under Share Survey, click Share Results. Depending on your organization, you can choose to share the survey results based on your needs. g For the Who Can View Results Of This Survey section, check the Members Of The Following Groups box, and then check your Faire Management and Faire Security group boxes. h Click Save to save the settings. You are now able to share the survey with members of the security group and share the survey results with members of both the security and management groups. Step 7: Download the survey on your device In this step, you will assume the role of a member of the security team and download the survey prior to visiting the Faire site. a On your mobile device, open the ArcGIS Survey123 app. b If prompted by your mobile device, allow the app to access the camera. c Using trainingservices for the organization's URL, sign in with the credentials provided by your instructor. d If prompted by your mobile device, allow the app to use your location. e In the upper-right corner, tap the profile icon. f Tap Download Surveys. g In the Download Surveys pane, download your Faire Security Survey. h Tap the Back arrow to see all your downloaded surveys in My Survey123. i Tap the Faire Security Survey to access the new survey. After you publish a new survey or re-publish an update to a survey, you will need to download the survey to your device. After downloading the survey, you are able to open the survey to begin logging security incidents. Step 8: Submit surveys In this step, you will fill out and submit surveys based on mock incidents. You will play the part of a member of the security team reporting security incidents. a Tap Collect to create a new survey. Lesson 5 5-16
b For Incident Location, tap the map, and then zoom and pan the map, using the following graphic as a guide. c Tap a location in this general area. d Tap the Submit button to register the location. e Use the following information to report the incident: • Where Did The Incident Occur: Exhibit • Who Is Involved: M Gray • Infraction Or Complaint: Infraction • Type Of Infraction(s): • Loiter • Trespass Creating data collection forms in ArcGIS Survey123 5-17
2. When answering the question about what type of incident occurred, what did you notice? __________________________________________________________________________________ __________________________________________________________________________________ f Tap the Submit button to send the survey, and then tap Send Now. You have submitted your first security incident report about an infraction. Now you will submit a second survey about a complaint. g Tap Collect to create a new survey. h For Incident Location, tap the map, and then zoom and pan the map, using the following graphic as a guide. i Tap a location in this general area. j Tap the Submit button to register the location. k Use the following information to report the incident: • Where Did The Incident Occur: Food Court Lesson 5 5-18
• Who Is Involved: G Blair • Infraction Or Complaint: Complaint • Describe The Complaint: Food was cold and owner refuses refund. l Tap the Submit button to send the survey, and then tap Send Now. As a member of the security team, you successfully submitted two security incident reports. Step 9: Create a web map In this step, you will create a web map to display the different incidents that you have added. a Return to the Esri Training Services ArcGIS Online web browser tab and click Content, if necessary. b Under Folders, open the Survey-Faire Security Survey <your initials> folder, if necessary. c To the right of the Faire Security Survey hosted feature layer, click the More Options button and choose Open In Map Viewer. d In the map, zoom to the Faire site, using the reported incidents as a guide. Creating data collection forms in ArcGIS Survey123 5-19
Hint: If you are having trouble finding the Faire site, click the Search button in the map view, and then search for Delaney Round Barn. Now that you have adjusted the web map's extent, you will adjust the symbology. e From the Settings toolbar, click the Styles button . f For Choose Attributes, click + Field. g In the Add Fields pane, choose Infraction Or Complaint? and click Add. h Under Pick A Style, for Types (Unique Symbols), click Style Options. You will use the infraction type to uniquely symbolize reported infractions. i In the Style Options pane, for Symbol Style, click the Edit button . j In the Symbol Style pane, under Current Symbol, click Basic Point. k Under Basic Shapes, select the square shape, and then click Done. l Close the Symbol Style pane. m Click Done to save the symbology. Lesson 5 5-20
n Click Done to close the Styles pane. You will now save and share your new security incident web map. o From the Contents toolbar, click the Save And Open button and choose Save As. p In the Save Map dialog box, input the following information: • Title: Security Incident Reports <your initials> • Folder: Survey-Faire Security Survey <your initials> • Tags: Tri-County Faire, Security • Summary: Security incidents at the Tri-County Faire. q Click Save. r From the Contents toolbar, click the Share Map button . s Click Edit Group Sharing. t In the Share dialog box, select your Faire Management and Faire Security groups and click OK. u Click Save and, if prompted, update sharing. Creating data collection forms in ArcGIS Survey123 5-21
v Minimize your web browser. You generated some survey results and customized the web map for sharing. Lesson 5 5-22