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Create forms

In this lesson you'll create two surveys. The first is a preliminary damage assessment, which is used by workers trained to estimate the extent of damage and collects more detailed information. This survey can also be used to add information to existing inital damage assessments. The second is the initial damage assessment, which is which is used by workers who first encounter damage and only collects basic information.

Additionally, you'll configure a web map for use in Collector for ArcGIS. Some local government members would prefer a map-based collection method. Providing the option to collect records with Collector for ArcGIS will give responders more versatility in how they create damage assessments.

Deploy a solution

First, you'll use ArcGIS Pro to deploy the Damage Assessment Residential form solution. If you've never use ArcGIS Solutions before, you'll need to install the Add-In. After you install the add-in, all available ArcGIS Solutions will be accessible on the Share tab.

  1. Open ArcGIS Pro. If necessary, sign in to your ArcGIS account.
    Note:

    If you don't have ArcGIS Pro, you can sign up for an ArcGIS free trial. If you are signing into an Enterprise account ensure that ArcGIS Pro is configured to use your organization's Portal.

    ArcGIS Pro opens. It contains a list of project templates under the heading New. If you've created a project before you'll also see a list of recent projects under the heading Recent Project. You only intend to use the Add-in, so you don't need a map.

  2. Under Create a new project, choose the Blank template.
  3. In the Create a New Project window, change Name to Hurricane Damage Assessment and click OK.

    The project is created. You can access the ArcGIS Solutions add-in from the ribbon. If you haven't installed the ArcGIS Solutions Add-In, you'll need to download it before you proceed.

  4. On the ribbon, click the Share tab. In the Deploy group, click ArcGIS Solutions.

    ArcGIS Solutions button

    The Tasks pane opens. Tasks are sets of preconfigured steps that guide users through a workflow. The ArcGIS Solutions Deployment Tool tasks provide instructions on how to deploy and configure solutions. The tool's first task explains how to sign in to an ArcGIS organization.

  5. Double-click the Deploy an ArcGIS Solution task.

    Deploy an ArcGIS Solution task

    This task contains a directory of available solutions. The solutions are organized by industry. You can also search for solutions.

  6. In the search box, type Damage Assessment and press Enter.

    The search returns multiple results. Some of these results are for industries other than emergency management. Additionally, some results are dashboards or survey forms. You'll use the dashboards and survey forms later in the workflow. For now, you'll deploy the web map.

  7. Next to the search box, click the Options button and ensure that Use Existing Items in the Organization is unchecked.

    Use Existing Items in the Organization option

    If the option is checked, you might not be able to deploy a new feature class if someone in your organization already has.

  8. Under Emergency Management, click the Damage Assessment: Residential Buildings form.

    Damage assessment residential buildings form

  9. Click Deploy.

    The solution may take a few minutes, to deploy. When it is complete, it will be marked with a green check. This solution includes a web map and feature class that have been published to your ArcGIS Online account. Before you open the map or feature class, you'll complete the task to configure them.

  10. Click Finish.

    The Tasks pane returns to the list of tasks.

Configure a solution

When you deployed the solution, it created both a form and a feature service in your ArcGIS account. You can access both of these from your Content page in ArcGIS Online. While most of the solution's default configurations are acceptable, your particular situation requires one additional configuration.

You'll be collecting damage assessments from multiple ArcGIS applications (Survey123 and Collector). Additionally, some of these assessments will be initial damage assessments that only capture basic information, while others will be more detailed assessments. To distinguish between the types of data collection, you'll add a field to the feature service you created.

  1. In the Tasks pane, double-click the Configure an ArcGIS Solution task.

    Configure an ArcGIS Solution task

    The task opens. This task has multiple steps. The first step contains an explanation about modifying default feature layers.

  2. Click Next Step.

    The next step provides parameters to add fields to a feature layer.

  3. For Input Table, click the Browse button.

    Browse button

    The Input Table window opens. Your new feature layer is located in your ArcGIS account.

  4. Under Portal, click My Content.

    My Content option

    A list of all content in your ArcGIS account is displayed.

  5. Double-click the DamageAssessment feature layer.
    Tip:

    If you have difficulty locating the feature layer, you can search for it using the search box.

    The feature layer contains four sublayers. Three of these sublayers are named based on building types. One, US National Grid, refers to a grid reference system used throughout the United States. You're concerned only with assessing damage to residential buildings, so you'll use the appropriate sublayer.

  6. Double-click Residential Buildings.

    Residential Buildings layer

    The feature class is added to the parameter.

  7. For Field Name, type assessmenttype. For Field Alias, type Assessment Type.

    The only other parameter you'll change is Field Domain. To track what type of assessment is collected, you'll use domains. Domains define the acceptable values of a field. A normal field can have a large number of potential values. But you want this field to only have a limited number of possible values, with each value corresponding to a specific type of assessment. You'll track three types of assessments:

    • Initial damage assessments
    • Preliminary damage assessments conducted with Survey123
    • Preliminary damage assessments conducted with Collector

    You'll learn more about each type of assessment later. For now, you'll name a field domain to limit the values in the field.

    Add Fields tool parameters
  8. Click Run.

    The field is added to the feature class.

  9. Click Next Step.

    The final step is called Modify Domains. You provided a name for your domain when you created the field, but you didn't specify its values.

  10. For Input Layer or Table, browse to and choose Residential Buildings.
  11. For Field, choose Assessment Type.

    Modify Domains tool parameters

    For the final parameter, you'll choose a domain type and specify the domain values. Domains have two types. Range domains contain a range of acceptable numeric values. Coded domains contain a specific list of values that can be textual or numeric. You want your field limited by assessment types, so a textual domain type is more appropriate.

  12. For Type, choose Coded Value.

    Additional parameters become available. You chose the domain name your field would use when you added the field, so you'll use the same one here.

  13. For Name, type type.

    Next, you'll provide a code and description for the values that the domain allows. You'll have three values, each corresponding to one of the assessment types you plan to track.

  14. Add the following values:
    • Code: 0, Description: Initial Damage Assessment
    • Code: 1, Description: Preliminary Damage Assessment Survey123
    • Code: 2, Description: Preliminary Damage Assessment Collector

    Modify Domains additional tool parameters

  15. Click Run. After the domain updates, click Finish.
  16. Save the project.

The preliminary damage assessment survey is now available in your organization to share with others. Before you do this, you will add the new assessment type question to the survey with a default value and also enable the inbox so that users can add detail to existing records.

Update and share the preliminary damage assessment survey

The preliminary damage assessment can also be used to edit existing records. That way, trained users can add detail to initial damage assessment surveys without creating a new record for the same building. Editing existing records must be done in the Survey123 field app.

  1. Open Survey123 Connect. If necessary, sign in to your ArcGIS account.

    Survey gallery with deployed survey

    The deployed survey appears in the gallery alongside the survey you created previously.

  2. Click the Damage Assessment: Residential Structures survey.

    A message opens. It states that the survey is not downloaded on your computer and asks you if you would like to download it.

  3. Click Yes. When the download finishes, click Ok. In the survey gallery, double-click the survey.

    The survey's preview opens. The survey contains many detailed questions. Because the purpose of this survey is to be more detailed, you won't remove these questions. However, you'll add a question about assessment type.

  4. Click the Open XLSForm spreadsheet button.

    Open XLSForm spreadsheet button

    The editable spreadsheet opens.

  5. If necessary, click the survey tab.

    In the previous survey, you added a hidden question that always had the same value. That was because anyone taking that survey was taking an initial damage assessment. Your domains for the Assessment Type field had two options for preliminary damage assessments, however. These options depended on the way the user took the survey: either with Survey123 or with Collector. Because users will be able to take this survey multiple ways, you'll create a visible question with multiple answer options.

  6. Insert a new row above the first question (Incident Number). In column A, choose select_one [list_name].
    Note:

    If necessary, you can adjust the sizes of columns or rows to see all the text. The default formatting for the row you inserted may cause the text to be bolded, but that won't affect how the question appears in the survey.

    Select one type

    The select_one type creates a question where users can choose one of a list of possible answers. You'll provide the possible answers on the choices tab. To make sure the choices appear for the correct question, you'll add a unique list name to the question type.

  7. Replace [list_name] with assesstype.

    A warning opens and asks if you are using a select_one or select_multiple form type.

  8. Click Yes.
  9. For column B (name), type assessmenttype. For column C (label), type Assessment Type.

    Assessment Type question

    Most users will take the survey using Survey123, so you'll provide a default value of 1, which corresponds to the Survey123 domain you specified when you added the field to the feature class.

  10. For column J (default), type 1. For column U (bind::esri.fieldType), choose esriFieldTypeInteger.

    Next, you'll add the answer choices.

  11. Click the choices tab. In column A (list_name) of rows 32 through 34, type assesstype. In column B (name), type 0 for the first choice, 1 for the second, and 2 for the third.

    The names correspond to the domain names in the field. You'll allow the option to choose 0, Initial Damage Assessment, because those survey types can be edited using this form.

  12. In column C (label), type the following information:
    • Row 32: Initial Damage Assessment
    • Row 33: Preliminary Damage Assessment Survey123
    • Row 34: Preliminary Damage Assessment Collector

    Choices list_name and name

  13. Save the survey. Open the preview in Survey123 Connect.
    Note:

    If the survey preview doesn't update automatically, click the Update survey from XLSForm spreadsheet button.

    Preview of preliminary damage assessment

  14. Close the spreadsheet.

Enable the inbox

Because some users of this survey will be editing initial damage assessments, they need to have access to completed surveys. You'll enable the survey's inbox to provide access. Then, you'll publish and share the survey.

  1. At the top of the survey preview, click Settings.

    Settings option

  2. Click Inbox.

    Inbox option

  3. If necessary, for Inbox Mode, choose Enabled.

    Inbox Mode

    The inbox works best with a small number of surveys. You'll add a query to list only surveys with a damage type of destroyed, as these surveys are the most likely to have a follow-up assessment.

  4. For Query expression, type typdamage = 'Destroyed'.

    Query expression

    Next, you'll publish and share the survey. The survey was actually already published when you deployed the solution. However, the published survey won't contain your updates until you publish it again.

  5. Click the Publish button.
  6. In the Publish Survey window, click Publish Survey. When publishing is complete, click Ok.
  7. Click the Show online survey item button and choose Manage in Survey123 website.
  8. Click Collaborate, choose the Members of my organization option for sharing, and click Save.

Generate a survey from a feature service

You'll create your second survey, the initial damage assessment, by automatically generating it from your existing feature class. The survey you create will only ask users to fill out the feature class's attribute fields, which will provide basic information about damage.

  1. Open Survey123 Connect.
    Note:

    If you don't have Survey123 Connect, you can download it from the Survey123 for ArcGIS download page.

  2. If necessary, click Sign In and sign in to your ArcGIS account.
  3. Click New Survey.

    The New Survey window opens.

  4. For Title, type Initial Damage Assessment. For Select an initial XLSForm design, choose Feature Service.

    Feature Service option

    A list of available feature services appears. Your list will differ depending on the feature services your account has access to.

  5. In the search box, type Damage Assessment. Click the DamageAssessment feature service you created.
    Note:

    If you see multiple DamageAssessment feature services, check the owner and choose the one you own.

  6. Click Create Survey.

    The survey is generated. It appears as a preview in Survey123 Connect and also as an editable spreadsheet in Microsoft Excel. If you make changes to and save the spreadsheet, the preview will automatically update to reflect the changes.

Modify the survey

Your survey contains many questions. These range from questions about the inspector taking the survey to the insurance information about the building. For a basic survey, these questions are too detailed, so you'll remove most of them. You'll add a few new questions that will be useful and format the questions to make them more intuitive and visually appealing.

First, you'll make sure your survey is based on the right layer. Your feature service contains four layers. You want the survey to point to the Residential Buildings layer.

  1. Click the survey tab.

    For an initial damage survey, the most important questions involve the damage's location and extent. It's also important to let survey users add comments to explain anything of particular note. The other questions aren't useful for a survey of this detail.

  2. Delete all rows except Residential Buildings_point (row 3), typdamage (row 40), and comments (row 44), assessmenttype (row 45) and Residental Building_image (row 46). If necessary, remove any empty space between the remaining rows so that the three questions appear next to each other in the spreadsheet.

    Remaining questions

    The original list of questions did not contain a question that allowed survey users to take a picture of the damage. For an initial assessment, a picture can reveal a lot and be useful to later assessors.

  3. Remove the space in the names of Residential Buildings_point and Residential Buildings_image. These spaces will cause problems when publishing your survey.
  4. Copy and paste the rows to arrange the questions in the following order (keeping an empty row in row 2):
    • typdamage
    • residentialBuildings_point
    • residentialBuildings_image
    • comments
    • assessmenttype
  5. Change the label (column C) of the typdamage question to What is the extent of the damage? Change the label of the geometry question to What is the location of the damage?

    Reordered and relabeled questions

    The final question will involve the assessmenttype field you added to the feature class. This question will be hidden so users won't see it.

  6. In row 7, add a question with a type of hidden, a name of assessmenttype, and a label of Assessment Type.

    Assessment Type question

    Because all surveys conducted with this survey form are initial damage assessments, you'll set the question to have a default value of 0, which corresponds to the domain code for initial damage assessments. You'll also set the field type so the value is recognized as an integer (by default, hidden questions have a field type of string, or text).

  7. In row 7, column J (default), type 0.

    Default value

  8. Click the choices tab.

    This tab contains the possible answers to the questions located on the survey tab. You'll add icons to the question about the damage extent. The possible answers to this question have a list name of daDegreeDamage. First, you'll download the icons.

  9. Download the damage-extents.zip file. Extract the ZIP file to a location of your choice.

    The file contains five icons, each named and color-coded for a possible answer.

  10. In the spreadsheet, in row 11, column D (image), type affected.png. Type the appropriate image file name for the four remaining choices.

    Images for answer choices

    You also need to add the images you downloaded to a specific folder connected to the survey. When you create a survey, it is given a corresponding media folder for images.

  11. Copy the five images you downloaded.
  12. From your computer's Start menu, search for and browse to the My Survey Designs folder. Open the Initial Damage Assessment folder and the media folder.
  13. Paste the five images inside the media folder.
  14. Save your spreadsheet. Open the survey preview.

    Survey preview

    Note:

    Depending on the device you use to access the survey, some of the questions may look different or have different options.

  15. Close the spreadsheet.

Publish the survey

You'll publish the survey before you begin the next one. Once a survey is published, it can be taken online or using the Survey123 mobile app.

  1. Click the Publish button.

    Publish button

    The Publish Survey window opens.

  2. Click Publish Survey.

    The survey is published.

  3. Under Publishing completed, click Ok.

    Now that the survey has been published, a new option has been added to the survey preview.

  4. Click the Show online survey item button and choose Open in Survey123 web app.

    Open in Survey123 web app option

    The app launches in a new web browser tab. While you can access the survey online, others won't be able to until you share it. You only want fieldworkers to use this app, so you'll share it with your organization.

  5. Close the browser tab or window. In the survey preview, click the Show online survey item button and choose Manage in Survey123 website.

    A new browser tab opens, showing the sharing status of the survey. It is currently private.

  6. Click Collaborate.

    Collaborate option

  7. For Choose who can submit data to this survey, check Members of my organization.
  8. Click Save.

    Others can now test your survey by searching for and downloading it in the Survey123 field app. Alternatively, you can provide them the link shown in the Survey link field under the sharing options.

Configure a web map

While survey participants can add geographic information to each survey, some local government teams need to focus on damaged buildings within a specific area of the city. For these teams, a map-based information collection method might be more useful. You'll configure a web map for use in Collector for ArcGIS. Collector, like Survey123, collects information from fieldworkers using mobile devices. But instead of filling out survey forms, users add new features to a feature class on a map and fill out its attribute information.

First, you'll configure a web map for use in Collector. You'll configure the map's pop-ups to display information about assessment type and change the basemap. Then, you'll share the map so members of your organization can access it.

  1. If necessary, sign in to your ArcGIS account.
  2. On the ribbon, click Content.

    Content option

    Three items have been added to your content. The Damage Assessment feature layer and the Damage Assessment: Residential Structures form were created when you deployed the first solution. The Initial Damage Assessment form was created when you created your second form.

  3. Click the options for the Damage Assessment feature layer and choose Open in Map Viewer.

    Open in Map Viewer option

    The Map Viewer opens with the feature layer. The Contents pane contains the four layers of your feature service, but no data is on the map. No surveys have been conducted yet, so no records appear. As surveys are added, the feature class will update with the records from the field.

  4. In the Contents pane, point to the Residential Buildings layer, click the More Options button, and choose Configure Pop-up.

    Configure Pop-up option

  5. For Pop-up Title, delete the existing text. Click the Add Field Name or Expression button and choose Incident Number {incidentid}.
  6. For Pop-up Contents, click Configure Attributes.

    The Configure Attributes window opens. You'll make sure the Assessment Type field you added earlier is displayed in the pop-up.

  7. Scroll to the bottom of the window. For Assessment Type, check Display. Confirm that Edit is checked.

    Configure Attributes window

  8. Click OK. In the Configure Pop-up pane, click OK.
  9. On the map, zoom to Houston, Texas.
    Tip:

    To locate a specific area, you can search for it in the search box.

    Local governments would probably use an even more specific extent, tailored to a specific area or neighborhood. For the purpose of this lesson, a general extent of Houston is okay.

  10. On the ribbon, click Basemap and choose Imagery.

    Imagery basemap

    The map updates with the basemap.

    Imagery of Houston, Texas

  11. On the ribbon, click Save and choose Save As.

    Save As option

    The Save Map window opens.

  12. Change Title to Preliminary Damage Assessment Collection. Leave the other parameters unchanged and click Save Map.
  13. Click Share. In the Share window, check the box next to the name of your group and click Done.

    Members of your group can now view the map.

Open the map in Collector

Next, you'll open your web map in Collector for ArcGIS. You'll also collect a sample record to test the collection form. Collector for ArcGIS runs on Android or iOS mobile devices, as well as Windows 10 operating systems.

  1. Open Collector for ArcGIS on either your Android or iOS mobile device or on your Windows 10 operating system.
    Note:

    If you don't have Collector for ArcGIS, you can download it for free as a mobile app from the App Store, Google Play or Amazon. Alternatively, you can download it for free as a Windows 10 desktop app from Microsoft.

  2. Sign in with your ArcGIS account.

    After you sign in, you are provided with a gallery of web maps owned by your account or shared with a group of which you are a member, which have editable data.

    Note:

    Depending on the device you use to access Collector, your interface may differ from the example images.

  3. Open the Preliminary Damage Assessment Collection web map.

    Preliminary Damage Assessment Collection web map

    The map opens. You'll add a feature to test its functionality.

  4. Click the Add button.

    Add button

    A list of possible features to add opens. The list contains features based on amount of damage and building type.

  5. Select Inaccessible from the Damage Assessment - Residential Buildings layer.

    Inaccessible Residential Buildings feature type

    A form opens. The form options are based on the attribute information of the layer. You can fill them out individually. Additionally, you can add a location for the form. The form's location will be based on your current location (if location settings are enabled). Alternatively, you can use the map and choose the location.

  6. Fill out some of the form's fields (you don't need to fill out all of them, but the Location field must be filled out). For the Assessment Type field, choose Preliminary Damage Assessment Collector. When finished, click Submit.

    The form is submitted as a new feature at the location you specified. You've verified that the web map works in Collector.

  7. Close Collector.

The survey is now republished and shared. In this lesson, you created two surveys. One was designed for first responders to capture basic information about damage. The other was designed for more experienced damage assessors to collect detailed information. You also configured a web map for use in Collector to provide more options for how responders submit damage assessments. In the next lesson, you'll create a dashboard that will display all assessments and provide statistical information about them.