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Share your survey data

In the previous lesson, you explored the reporting capabilities of the Survey123 website. As an HOA board member, you can examine the survey results and perhaps build an inventory of useful items for an emergency situation. However, you can also share the collected survey data with all the HOA members.

Recall that the collected Survey123 data is simply stored behind-the-scenes in ArcGIS Online as a hosted feature layer. This means that you can work with this hosted feature layer within the greater ArcGIS platform. In this lesson, you'll use a configurable template in ArcGIS Online to create a simple web app that displays the results of your collected HOA Emergency Preparedness data in a map with pop-ups.

Create a map with custom pop-ups

First, you need to create a web map that displays your survey data.

  1. If necessary, sign in to the Survey123 website using your ArcGIS organizational account. Open your HOA Emergency Preparedness survey and click the Data tab.
  2. Click Open in Map Viewer.

    Survey records in a map

    A new window opens displaying your collected survey data as points in a web map.

  3. If necessary, in the Contents pane, point to the surveyPoint layer, click the More Options button, and choose Zoom to.

    You'll provide a more meaningful name for the point layer.

  4. In the Contents pane, point to the surveyPoint layer, click the More Options button, and choose Rename.

    Rename

  5. In the Rename window, type a new name, such as HOA Emergency Response Survey Info. Click OK.

    To keep the data content simple in the web map, you'll remove the survey form item.

  6. In the Contents pane, point to the survey form, click the More Options button, and choose Remove.

    Remove

    Next, you'll configure the layer's pop-ups so they only show relevant information. Although the HOA collected several details about each HOA member who completed the survey, some information is not relevant enough to share with the general HOA public. Also, some information could be considered sensitive and should not be openly shared in a web app.

  7. In the Contents pane, point to the survey data layer, click the More Options button, and choose Configure Pop-Up.

    You'll remove some of the attribute fields from the pop-up display.

  8. In the Configure Pop-up pane, for Display, choose A custom attribute display.

    Configure Pop-up pane

  9. Click Configure Attributes.
  10. In the Configure Attributes window, check the Edit box and then uncheck it so that none of the fields can be edited.
  11. Ensure that the Display box is only checked for the fields with the following field alias values:

    Field Alias

    Survey completion date

    What type of residence do you live in?

    Other - What type of residence do you live in?

    How many levels does your home have?

    Safety check 1

    Safety check 2

    Safety check 3

    Safety check 4

    Safety check 5

    Safety check 6

    Safety check 7

    Safety check 8

    How many extinguisher units?

    Safety check 9

    Is someone in the household trained in First-Aid?

    Select items in your home that could be used in case of an emergency response

  12. Click OK.
  13. In the Configure Pop-up pane, click OK.
  14. Click a survey point on the map to open its pop-up.
  15. Scroll through the pop-up to confirm that it only includes the fields that you want to show. (Refer to the preceding list of field aliases.)

    Customized pop-up

    When you deploy your web app, HOA members will be able to see the survey results but only the specific responses that you chose to show in the pop-ups. For instance, they can see if fellow members have met the 9 Fix-it safety checks. HOA members will be most interested to see the list of items that could be shared within the HOA community in case of an emergency situation.

    Next, you'll save the web map.

  16. Click Save > Save As.

    Save button

  17. In the Save Map window, complete the following steps:
    • For Title, type HOA Survey Results.
    • For Tags, type HOA, emergency preparedness, survey.
    • For Summary, type This map shows the collected results of the HOA Emergency Preparedness Survey.
    • Click Save Map.

Create a web app

Now that you have a map to visualize the survey data, you'll share it in a simple web app that the HOA members can access. You'll create a web app using a configurable template.

  1. Click the Share button.

    Share button

  2. In the Share window, check the box to share with your organization and click Create a Web App.

    The Create a New Web App window opens. In this window, you can choose to create a new web app based on one of the ArcGIS Online configurable templates or with Web AppBuilder for ArcGIS. There are many different options available. Typically, the ArcGIS Online configurable templates are used to deploy task-focused web apps, such as for editing, showing data over time, data comparison, and so on. Web AppBuilder provides a more extensive web application builder user experience with several additional configuration options. With both methods, you can quickly deploy a new web app with minimal effort and no coding required.

    For the purposes of this lesson, you'll use a configurable template.

  3. On the Configurable Apps tab, click Basic Viewer.

    Create a New Web App window with Basic Viewer template selected

  4. Click Create Web App.
  5. In the Create a New Web App window, change the title to HOA Emergency Preparedness Survey Viewer.
  6. Leave the tags unchanged.
  7. For Summary, type This web app shows the collected results of the HOA Emergency Preparedness Survey.

    Notice that the web app will be shared in the same way as the map, which you shared with your organization.

  8. Click Done.

    Configuration window

    A new web app is created in your ArcGIS organizational account, and the app opens in its configurable state. The configuration window also shows a preview of your app. You'll configure a few options to create a basic web app for the HOA survey.

  9. On the General tab, for Application title, type HOA Emergency Preparedness Survey Results.
  10. Click the Theme tab and change the app's theme colors.
  11. Click Save to preview your changes.
  12. Click the Options tab.

    Here, you can choose which tools to make available in the web app. You can add or remove tools by checking or unchecking their respective boxes in the list.

  13. Add and remove some tools and click Save to update the toolbar in the preview window. Experiment with the tools in the preview window to determine which tools may be beneficial to the end user.
  14. When you're finished, click Save.

    You can also test the pop-ups in the preview window.

  15. Click a survey point on the map.

    Survey point pop-up

  16. Click Close.

    The item page for the web app opens. On this page, you can add a description of your app and a thumbnail image. You can also set access and use constraints if necessary. The Overview and Settings tabs both include your app's URL. You can copy the URL to provide HOA members with a direct link to your app so they can all see the survey results of your HOA Emergency Preparedness survey.

In this lesson, you learned how to share the results of your Survey123 for ArcGIS survey by creating a web app. This can be done quickly with either the ArcGIS Online configurable templates or with Web AppBuilder for ArcGIS. You can also use the other ArcGIS client apps because the Survey123 data is a hosted feature layer.

Bookmark these additional resources to learn more about Survey123 for ArcGIS, get the latest updates, and participate in related discussions:

In this citizen science project, you followed the complete workflow to use Survey123 for ArcGIS. First, you created and designed a survey form on the Design tab of the Survey123 website. Then you published the survey and experimented with the two ways to collect survey responses: completing the survey in a web browser and using the Survey123 field app. After collecting a sample set of survey data, you analyzed the results in the Survey123 website using the reporting capabilities on the Analyze and Data tabs. Finally, you visualized the survey data in an ArcGIS Online map and shared the map of survey results as a web app that HOA members can access.