Create a survey

First, you will use ArcGIS Survey123 to create a survey that will help the homeowners association (HOA) assess its community members' disaster preparedness for earthquakes and fires. ArcGIS Survey123 is an intuitive form-centric data-gathering solution for creating and analyzing surveys.

After authoring the survey, you will publish it to ArcGIS Online so participants can complete the survey within the Survey123 web app or using the Survey123 field app.

Create and configure the survey

First, you will sign in to the Survey123 website.

  1. In a web browser, go to the Survey123 website.

    The Survey123 website is where you create and manage surveys, view the data collected for each survey, and analyze and print the results. You can also export the collected survey data to use it in other ArcGIS client applications.

  2. Click Sign in and sign in with your ArcGIS organizational account. (Your account must have publishing privileges.)
    Note:

    If you don't have an organizational account, see options for software access. If you are using an ArcGIS Enterprise account, see Use Survey123 with ArcGIS Enterprise.

    Once you sign in, the Survey123 website displays the survey gallery page with your surveys. If you have not previously created surveys, the gallery page will be empty.

  3. Click New survey.

    New survey button in the My surveys page

    The New survey window appears.

  4. In the Using the web designer section, for Blank survey, click Get started.

    It may take a moment for the survey to be created. During this process, a new form item and associated feature layer are being created in ArcGIS Online. When the survey is ready, a preview of the survey appears on one side, and the pane on the other side contains a list of usable question types. It does not contain survey questions yet.

    The objective of your survey is to help the HOA assess how well its association members are prepared in the event that a disaster occurs, such as an earthquake or fire. A secondary goal is to create an inventory of useful items that association members have for emergency response—this may be useful information for the HOA to have in the event of an emergency.

  5. On the ribbon, next to Untitled survey, click the Edit survey info button.

    Edit survey info button for the survey title

  6. In the Edit survey info window, type the following details:
    • For Name, type HOA Emergency Preparedness Survey.
    • For Tags, type HOA, emergency preparedness.
    • For Summary, type This survey is being conducted by the HOA to help assess the community’s emergency preparedness in the event of a disaster, such as an earthquake.

    The Edit survey info window

    Tip:

    You can optionally add a custom thumbnail by clicking the thumbnail button and adding your own image. The recommended size for thumbnail images is 200x133 pixels.

  7. Click OK.

    Before you start designing your survey, you should become familiar with the Survey123 website interface.

    The My surveys link opens the survey gallery, which provides access to all your surveys. On the green bar below those links, the name of the active survey appears with tabs for working with the survey: Overview, Design, Collaborate, Analyze, Data, and Settings.

    Currently, the Design tab is active. Its main display area is divided into two sections. The survey layout preview appears on the left of the design page. The four tabs on the right include the available options for creating and configuring your survey:

    • Add—Select the type of question you want to add to the survey.
    • Edit—Edit the content and properties of a survey question.
    • Appearance—Define the appearance of your survey.
    • Options—Configure a thank you message that appears after the survey is submitted.

    In the process of designing the survey, you will learn about the various survey question types that you can create in the Survey123 website, and how to configure related questions. As you will see, ArcGIS Survey123 uses smart forms—as survey questions are answered, subsequent questions will appear based on the responses to questions. This helps get more concise answers and saves the respondent time when completing the survey.

    Your survey will consist of three sections: general participant information, the four prevention safety checks, and emergency asset inventory. First, you will add a survey title and description.

  8. Click Survey title is not set to open the Edit tab for the header.
  9. On the Edit tab, in the Text box, delete the text and enter HOA Emergency Preparedness Survey.

    Text for the survey title updated on the Edit tab

    The tittle is updated at the top of the survey.

  10. Under the survey title, click the Survey Description area to open the Edit tab, and add the following text:

    This survey is being conducted by the HOA to help assess the community’s emergency preparedness in the event of a disaster, such as an earthquake.

You have created a survey and configured the survey title and description.

Add questions to the survey

Now that you have added the survey title and description, you will add the first question to get the date that the survey is completed.

  1. Click the Add tab, and under the Text, number, date, and time section, click Date.

    The Date question under the Text, number, date, and time section on the Add tab

    A Date question type is added to the survey. Date questions are used to collect date input for surveys. The Date pane appears on the Edit tab.

  2. On the Edit tab, for Label, type Survey Completion Date.

    As you type the label, it appears on the survey layout. You can configure multiple parameters for each survey question, depending on the type of question. In this case, you can control the default dates and validation rules. You can assign a default value of the date when the survey is submitted or a specific date. You can also specify a limited date range. You will set a default date and require that the question be answered before the survey can be submitted.

  3. For Default value, choose Submitting date. For Validation, check the box for This is a required question.

    Edit tab configured for Date question

    A red asterisk appears next to the question in the survey layout to indicate that the question is required.

    Next, you will add a Singleline text question, which collects a free text response in a single line. This question type is a good choice when you expect short answers of only a few words. In this case, you want the participants to provide their name.

  4. On the Add tab, click Singleline text to add the question to the survey.
    Tip:

    Alternatively, you can drag a question type from the Add tab to the survey layout and position the question where you want it to appear in the survey. You can also re-order questions by moving their position in the layout.

  5. On the Edit tab, for Label, type Participant Name: and for Validation, check the box for This is a required question.

    You can also assign a default value for the answer to the question or set minimum and maximum character counts for the answer.

    Singleline text question configured in the survey preview

  6. Add another Singleline Text question. In the Singleline text pane, for Label, type Participant Location:. Under Validation, check the box for This is a required question.

    Ideally, you would prefer to obtain the participant's specific street address. However, for security or personal reasons, some participants completing the survey may not want to share their address. To accommodate this, you will add a hint to indicate that providing a street name or nearest cross street is an acceptable response.

  7. For Hint, type e.g., address, street name, or nearest cross streets.

    Edit tab configured for Singleline text question

    Next, you will add a Location question to collect a spatial location in the survey.

  8. On the Add tab, in the Location section, click Map to add the question to the end of the survey.
  9. On the Edit tab, enter the following:
    • For Label, type Locate your residence on the map:
    • For Hint, type Note: If you would prefer to not locate your home, please use the nearest intersection/cross streets.
    • For Drawing Tools, select Point.
    • Under Validation, check the box for This is a required question.

    You can provide an interactive map in the survey for the end user to indicate their location. To make the map more useful to your survey participants while locating residences, the Streets basemap would be a good choice.

  10. Next to Map and extent, click Expand. In the list of results, choose the Streets basemap.

    Expand in the Map and extent section in the Map pane on the Edit tab

    The basemap for the Map question updates.

    The Map question in the survey preview

    Your survey now contains four questions.

  11. At the bottom of the Edit pane, click Save.

You have added a Date, Singleline text, and Map question to your survey.

Add questions about the participant's residence

In the next part of the survey, you will collect information about the participant's residence. The first of these questions asks what type of residence is being surveyed. You will also add a question that is dependent on the answer of the first.

  1. On the Add tab, under the Choice section, choose Single select.

    This is a multiple choice question type for which participants can only select one answer. You will define the answer choices.

  2. On the Edit tab, enter the following:
    • For Label, type What type of residence do you live in?
    • In the Choices section, for Choice 1, type Single family (house).
    • For Choice 2, type Multi-family (apartment, condo).
  3. For Choice 3, click the remove button to remove it from the list.

    Remove button for Choice 3 in the Single select pane

    Tip:

    You can add or remove answer choices by clicking the add or remove button, respectively.

  4. Check the box for Allow "Other".

    Edit tab configured for Single select question

    You can also specify how the choices appear in the survey. You will accept the default layout.

    Single select question configured in survey preview

    Next, you will add a Number question, which collects numerical data in the survey.

  5. Click the Add tab, and under the Text, number, date and time section, add a Number question. In the Number pane that appears, enter the following:
    • For Label, type How many levels does your home have?.
    • For Hint, type Include the basement as a separate level (if applicable).

    Number question configured in survey preview

    One of the advantages of Survey123 is its smart form capability. You can design the survey to only show certain questions based on the participant's response to earlier questions. Next, you will set a dependency for question 6 to only appear when a specific answer is given for question 5. You will define a rule on question 5 to display question 6 based on one of question 5's choice options.

  6. In the survey preview, click the How many levels does your home have question to make it active.
    Tip:

    The question background color turns light blue when it is active.

  7. In the Number pane that appears, under Behavior, click Set rule.

    Set rule in the Number pane on the Edit tab

    The Set visibility rule pane appears. First, you specify which question you want to set the rule for. Next, you will choose the response for that question that will result in the current question becoming visible.

  8. In the Set visibility rule pane, enter the following: Set the following rule: If the answer is Single family (house), show the question How many levels does your home have?
    • For the question, choose What type of residence do you live in.
    • Confirm the condition is set to is and value.
    • For the value, choose Single family (house).

    Visibility rule configured in the Set visibility rule pane

  9. At the bottom of the Set visibility rule pane, click OK.

    After the rule has been set, new icons appear in the survey layout for question 6, indicating that a certain response will result in the visibility of the question.

    The conditional visibility icon for question 6 in the survey preview

  10. Click the Add tab and add a Number question to the end of the survey.
    • For Label, type Approximately what year was your residence built?
    • In the Validation section, check the box for Must be an integer.

    Next, you will add an Image question to the survey. With this question type, participants can submit images with the survey. If the survey is being completed on a mobile device, such as a smartphone or tablet, the participant can use the device's camera or browse for an image saved to the device's image library.

  11. Click the Add tab. In the Media and Files section, add an Image question. In the Image pane, enter the following:
    • For Label, type Picture of your residence.
    • For Hint, type Note: This will help assess building materials and structural integrity. Be advised: For security reasons, please do not share pictures with personally identifiable elements such as house numbers or car license plates.

    Image question configured in the survey preview

    You will add two more questions about the participant's residence.

  12. Add a Number question and in the Number pane, for Label, type How many people live in your home?. Under Validation, check the box for Must be an integer.
  13. Add a Multiple select question to the end of the survey.

    This is a multiple choice question type for which participants can select multiple answers. Similar to the Single select question type, you define the answer choices and how they appear in the survey (vertical or horizontal).

  14. In the Multiple select pane, for Label, type What are the age ranges of the people who live in your household? For Hint, type Check all that apply.
  15. In the Choices section, enter the following answer choices.
    Note:

    To add more choices, click the add button.

    • For Choice 1, type 0-5 years old.
    • For Choice 2, type 6-17 years old.
    • For Choice 3, type 18-60 years old.
    • For Choice 4, type > 60 years old.

    Edit tab configured for Multiple select question

  16. For Appearance, select Horizontal.

    The Multiple select question is configured in the survey preview.

    Multiple select question in survey preview

  17. At the bottom of the Edit tab, click Save.

You've completed the first section of the HOA Emergency Preparedness Survey in which you collect general information about the participant.

Add questions for safety checks

In the second part of the survey, you will add four questions to determine whether the participant has performed four key prevention safety checks in their household. People can perform these safety checks around the home to ensure they are prepared for earthquakes and household fires. These safety checks are adapted from the Challenging RISK study by The University of Edinburgh.

  1. Add a Single select question to the survey.
  2. In the Single select pane that appears, set the following:
    • For Label, type Safety check 1: Are televisions in the home secured?
    • For Hint, type e.g., secured to where they are located, such as the cabinet, table or wall.
    • For Choice 1, type Yes.
    • For Choice 2, type No.
    • Delete Choice 3.

    The Single select pane configured for the Safety check 1 question

  3. For Appearance, select Horizontal. For Validation, check the box for This is a required question.

    The first safety check question is configured. Next, you will duplicate this question to create new questions that preserve all the settings and choices of the original question.

  4. Ensure the Safety check 1 question is selected, and at the bottom of the question, click the Duplicate button three times.

    Duplicate button for the Safety check 1 question

  5. For questions 12 through 14, on the Edit tab, update the Label and Hint text using the following table as a guide. Ensure the choice values, appearance, and validation settings are the same as the Safety check 1 question.

    Question numberLabelHint

    Question 12

    Safety check 2: Are computers in the home secured?

    e.g., secured to where they are located, such as the desk or table?

    Question 13

    Safety check 3: Are bookcases secured to the walls?

    Question 14

    Safety check 4: Are large cabinets secured to the walls?

    The four safety check questions are configured.

    Safety check questions in survey preview

    To gather more detail on the responses to the four safety questions, you will add two more questions that will only appear when participants answer Yes to the first two safety check questions.

  6. Click the Add tab. Drag a Dropdown question into the survey below the Safety check 1 question. (question 11).

    Dropdown question added below the Safety check 1 question

    The new question becomes question 12 in the survey. The Dropdown question type provides answer choices in the form of a drop-down list in the survey. This question type uses minimal space in the survey and can be beneficial when surveys are being completed on mobile devices.

  7. In the Dropdown pane, enter the following:
    • For Label, type How are they secured?
    • For Choice 1, type Locks.
    • For Choice 2, type Pads.
    • For Choice 3, type Straps.
    • For Choice 4, type Velcro.

    Edit tab configured for Dropdown question

    Now you will set a rule to relate this new question to the Safety check 1 question.

  8. If necessary, in the survey preview, click the How are they secured question to make it active.
  9. In the Dropdown pane, in the Behavior section, click Set rule.

  10. The How are they secured question has been configured to only appear if the Safety check 1 question response is Yes.

    Safety check 2 and related question

  11. For the How are they secured? question, click the Duplicate button. Drag the copied question and position it below the Safety check 2 question.
  12. In the Dropdown pane for the duplicated question, set the following:
    • For Label, delete the text Copy.
    • In the Behavior section, click Set rule.
    • In the Set visibility rule pane, for the question, choose the Safety check 2 question. For the value, choose Yes. Click OK.

    You now have two follow-up questions that will become visible if there is a Yes response for the Safety check 1 and Safety check 2 questions.

    The conditional visibility of How are they secured questions configured below the Safety check 1 and Safety check 2 questions in the survey preview

  13. Click Save.

    Your survey now contains 16 survey questions.

You have now completed the second section of your HOA Emergency Preparedness Survey in which you asked the participant whether their household performed four safety checks.

Add questions for an inventory of emergency assets

In the final part of this survey, you will ask questions that will help the HOA compile an inventory of available resources and assets that could be useful in an emergency situation.

  1. Click the Add tab and add a Single select question. In the Single select pane, enter the following:
    • For Label, type Is someone in the household trained in First-Aid?
    • For Choice 1, type Yes.
    • For Choice 2, type No.
    • Delete Choice 3.
    • For Appearance, choose Horizontal.

    The Single select question is configured.

    First-Aid question in survey layout

    Next, you will add a question to help gather a list of items at the residence that may be useful in an emergency situation.

  2. Add a Multiple select question. In the Multiple select pane, enter the following:
    • For Label, type Select items in your home that could be used in case of an emergency response.
    • For Hint, type Check all that apply.

    When you need to provide several answer choices, you can use the batch edit method to add them to the survey.

  3. Next to the Choices section, click Batch edit.

    Batch edit for the Choices section in the Multiple select pane

  4. In the window that appears, replace the existing text by copying and pasting the following list of answer choices:
    Axe
Batteries
Blowtorch
First-aid kit
Flashlight, candles, matches
HAM radio or AM/FM radio
Handheld radios
Ladder
Portable generator
Satellite phone
Saw
Shovel
Stockpile of food and water for 7 days
Tent
Town/city map
Wheelbarrow

    Batch edit window with response choices entered

  5. Click OK.

    Since there are so many choices, you will choose the Horizontal (compact) appearance style so that this question doesn't take up a lot of scrolling space in the survey.

  6. For Appearance, choose Horizontal (compact).

    The question is configured.

    Emergency items question configured in survey preview

  7. Use what you have learned to add three Single select questions to the survey. For each question, configure two choices, Yes and No. For Appearance, choose Horizontal. For Label, enter the text in the following table:

    Question numberLabel

    Question 19

    Do you have an up to date emergency contact list or phone tree directory?

    Question 20

    Do you have a current evacuation plan?

    Question 21

    Do you have a local neighborhood or community disaster plan?

    The three Single select questions are configured and added to the survey.

    Three Single select questions configured in survey preview

    You will add one final question to collect additional comments from survey participants.

  8. Click the Add tab. Under the Text, number, date, and time section, click Multiline text. In the Multiline text pane, enter the following:
    • For Label, type Additional comments:
    • For Hint, type List other resource items that could be useful in an emergency.

    The final question is configured.

    Multiline text question configured in survey preview

  9. Click Save.

    You now have 22 questions.

Publish the survey

Next, you will preview your survey to ensure all the questions and text appear as expected. Then you will publish the survey and access the URL to share the survey with others to complete.

  1. Scroll through your HOA Emergency Preparedness Survey to review the content.
  2. At the bottom of the Add tab, click Preview to check that all survey questions are correct.
  3. Click the Phone or Tablet buttons to see how the survey will appear on mobile devices.

    Phone and tablet preview buttons in the Preview view

    You can also test the various question types and rules within the preview. For example, you can confirm that the rules you set are working as expected.

  4. Scroll down to the Safety check 1 question and select Yes and then No to confirm that the related question appears only when you select Yes.
  5. Click the Close Preview button to return to the survey.

    Close Preview button

    When you're happy with the survey content, you can publish it and start to collect survey data.

  6. At the bottom of the Add tab, click Publish.

    The red circle on the Publish button indicates that you have changes that have not yet been published.

    Publish button

    The Publish Survey window appears.

  7. Click Publish.

    It may take a moment to publish the survey. When it's completed, a message appears indicating that you can now launch the survey URL and distribute it to end users for data collection.

    Message confirming the survey has been published

  8. Click OK to close the message pop-up.
  9. On the top ribbon, click My surveys.

    My surveys on the top ribbon

    Your new survey appears in the My Surveys gallery.

    Survey gallery with a thumbnail for the new survey

    Once you have other surveys available, you can use the search and sort functions to filter or rearrange your surveys.

You've used the Survey123 website to create and author a survey to support the HOA emergency preparedness plan. The survey consists of three sections: general participant information, four prevention safety checks, and emergency asset inventory. You configured many question types in the survey and learned how to relate survey questions so that certain questions only appear based on responses to previous questions. Next, you will share the survey and complete it as an end user to generate sample survey data.

Complete and submit the survey

Previously, you authored a survey to support the HOA emergency preparedness plan. Now that you've published the survey, you can share it with members of your ArcGIS organization so they can use it and collect survey data. Then, you will complete the survey in a web browser and using the Survey123 field app.

Share the survey

First, you will share the survey.

  1. If necessary, sign in to the Survey123 website using your ArcGIS organizational account to access your surveys.

    The HOA Emergency Preparedness Survey that you created appears on the survey gallery page with a thumbnail image and several buttons for working with the survey and collected data.

    Survey thumbnail and icons

    Tip:

    To see the name of each button, point to the button.

    The Design, Collaborate, Analyze, and Data buttons are shortcuts to the respective survey tabs. Clicking the options button displays a menu that includes options to edit the survey's metadata, save a copy of the survey, or delete the survey.

  2. Click the survey's thumbnail to open the survey's Overview page.

    Thumbnail for the HOA Emergency Preparedness Survey

    The survey opens on the Overview tab.

    Overview page

    The Overview page includes the summary that you provided when you created the survey, plus the date that you created it and an indication that the survey is private. Your survey is empty (that is, no one has completed and submitted it yet), so the overview page displays the message, The survey has no records yet. As surveys are completed and submitted, this page will show how many surveys (records) were submitted, how many participants, and a corresponding timeline graph. You will see this information for your survey after you collect some sample data.

  3. Click the Design tab.

    Design tab

    The Design page should look familiar because this is where you authored the survey earlier.

  4. Click the Collaborate tab.

    On this tab, you decide who can view, access, and work with your survey. You can share your survey with everyone (the public), all members of your ArcGIS organization, or specific groups within your organization. You will share the survey with members of your organization because you plan to have personnel survey the HOA community.

  5. Next to Who can submit to this survey, check the box for Members of my organization.

    Members of my organization checked in the Who can submit to this survey section on the Collaborate tab

    Note:

    You can also share surveys with the public so anonymous users can complete and submit surveys.

  6. Click Save.

    This tab also includes links to the survey that you can provide to members after you share the survey. Each link has buttons you can use to copy the URL to your clipboard, scan a QR code to open the survey on your device, and open the survey URL directly. The first link is for web browsers and the second link is for the Survey123 field app. The Survey123 field app is a component of Survey123 with which you can collect data in the field on a mobile device.

  7. Click the Analyze tab.

    The Analyze tab reports the results of your collected survey data. This tab is currently empty because no one has completed or submitted your survey yet. You will return to this tab after you collect sample data.

  8. Click the Data tab.

    On this tab, you can view the individual surveys that participants have submitted. Again, the page is empty because no data has been collected yet.

Open the survey in a web browser

Next, you will open and complete the survey.

  1. Click the button next to the Settings tab.

    Survey URL button

    A link to the survey form appears with buttons to copy the URL or scan its QR code. This is the same link for web browsers that you saw on the Collaborate tab. This is another method for accessing the link to open the survey form in a web browser. The buttons provide quick access to share the URL with the public and members of your ArcGIS organization so they can open and complete the survey.

  2. Click the Survey link URL to open the HOA Emergency Preparedness Survey in a new tab or window.

    The HOA Emergency Preparedness Survey opens in a new tab or window.

  3. Complete the survey. Experiment with the answers for the questions that have a visibility rule (Safety check 1 and Safety check 2) to observe the behavior of their associated related questions.
    Note:

    For this tutorial, you're just collecting sample data, so you can use fictitious information to complete the survey.

    Notice that additional questions appear in the survey when you answer yes to the noted Safety check questions. When you answer no, the related questions don't appear. This behavior demonstrates the smart form validation and logic in Survey123.

  4. When you've completed the survey, click Submit.

    Survey submitted message

    A message appears indicating that your data was sent successfully.

  5. Close the survey window and return to the tab or window with the Survey123 website.

    You've just submitted a survey using the web browser experience. Before you review the data, you will complete the survey again using the Survey123 field app.

Download the survey in the Survey123 field app

You will download the Survey123 field app onto your mobile device or computer and use the app to complete the survey. It's recommended that you install the app on a smartphone or tablet.

  1. Depending on your mobile device platform, download and install the Survey123 field app from the appropriate app store.

    With the Survey123 field app, people who work in the field can download and complete surveys—both connected and disconnected environments are supported. Surveys that are completed when working disconnected can be submitted to ArcGIS later when a network connection is re-established.

    The Survey123 field app may take a few minutes to install. When it completes, you will see a new Survey123 app icon added to your device.

    Survey123 field app icon

    For the purposes of this tutorial, you will use two methods to access and open the HOA Emergency Preparedness survey in the Survey123 field app. First, you will open the survey as a member of your ArcGIS organization.

  2. On your mobile device or desktop, open the Survey123 field app.

    When you first open the Survey123 app, a splash screen loads, prompting you to sign in to your ArcGIS organization.

  3. Tap Sign In. In the panel that appears, sign in with your ArcGIS organizational account. (Use the same account that you used earlier.)
    Note:

    The Survey123 app can sign in and connect to any ArcGIS organization or Portal for ArcGIS (10.4 or later) instance of which you are a member.

    After you've signed in to your ArcGIS organization, the app opens the My Survey123 gallery, which displays all the surveys that you're working with in the app. Because this is the first time you've used the app, the gallery appears empty with the message, You don't have any surveys on your device.

  4. Tap Download surveys.

    Download surveys button on the My Survey123 gallery in the Survey123 mobile app

    The Survey123 app connects to your ArcGIS organization and searches for surveys to which you have access. The Download Surveys page lists HOA Emergency Preparedness Survey, which is the survey that you created in the previous tutorial.

  5. For the HOA Emergency Preparedness Survey, tap the Download button to download the survey into the app.

    Download button for the HOA Emergency Preparedness Survey

  6. Tap the back button to return to the My Survey123 gallery page.

    Back button

    The HOA Emergency Preparedness Survey now appears in the gallery.

    Survey gallery

    Before you open the survey, you will take a quick tour of the Survey123 field app.

  7. Tap the menu button to display the app menu.

    Menu button

    In the app menu, you can download more surveys that you have access to in your ArcGIS organization. You can also configure the app settings, sign out of your account, or learn more about the app.

  8. Tap Settings.

    Settings on the menu

    In this panel, you can change various configuration settings for the app. Different properties are available for configuration: Text, Portals, Location, Storage, and Diagnostics.

  9. Tap the back button twice to return to the My Survey123 gallery page.

Open the survey in the field app

In this section, you will open the survey and complete example entries using the field app.

  1. On the My Survey123 page, select the survey to open it in the app.

    Survey thumbnail in the My Survey123 page

    The HOA Emergency Preparedness Survey appears, and you can start to collect data by tapping Collect at the bottom of the screen.

    Note:

    The menu button on the survey page is specific to the survey. In this case, if you display the menu, you will see the option to delete the survey from the app.

  2. Tap Collect to start the survey.

    Collect on the HOA Emergency Preparedness Survey page

  3. Complete the survey.
  4. After you've completed the survey, tap the check mark at the bottom of the app.

    Complete survey button

    The Survey Completed message appears with three options.

    Survey Completed message

    You can save the survey in the Outbox, (in which case, a copy is saved in the app), submit the survey now, or continue working on the survey. If you were working in a disconnected environment without internet access, you wouldn't be able to submit the survey, so you'd choose Save in Outbox. You could still continue working in the field and collecting survey data, and you'd submit the completed surveys later when you have an internet connection.

  5. Tap Send now.

    The Survey123 app submits both surveys to ArcGIS Online. The Sent icon has a number that indicates the number of surveys sent.

    The Sent icon indicates how many surveys have been completed.

  6. Tap Collect and complete another survey with varied answers.
  7. When you finish the survey, tap Send now.
  8. On the HOA Emergency Preparedness Survey page, tap Sent.

    The app lists all the submitted surveys, with a time stamp indicating when each survey was completed.

    List of submitted surveys

    You can tap one of the submitted surveys to reopen it, change some responses, and resubmit the survey if necessary. You can also remove the submitted surveys from the app by tapping Empty.

    You want to analyze the survey results and available reports in the Survey123 website, so you need a good sample dataset. You will need at least six to eight submitted surveys.

  9. Complete and submit at least five more HOA Emergency Preparedness surveys using either the Survey123 app or opening the survey in a web browser. Try to vary your responses with each survey.
    Tip:

    Alternatively, you could ask other members of your ArcGIS organization to complete and submit the HOA survey.

You had a quick tour of some of the functionality in the Survey123 website, and you used the Survey123 field app. You collected a sample set of survey results by completing and submitting the HOA Emergency Preparedness Survey several times using the Survey123 field app and opening the survey in a web browser. Next, you will analyze your survey results.

Analyze survey data

Previously, you submitted the HOA Emergency Preparedness Survey several times in a web browser and using the Survey123 field app. Now that you've collected survey data, you can view the results of the submitted surveys.

Analyze reports

In this section, you'll view the HOA Emergency Preparedness Survey results in the ArcGIS Survey123 website and explore its reporting capabilities.

  1. Return to the My Surveys page. If necessary, sign in to the Survey123 website using your ArcGIS organizational account.

    When the survey gallery page loads, notice that your survey now indicates the number of records (that is, the number of surveys that have been submitted).

    Number of survey records

  2. Click the HOA Emergency Preparedness Survey thumbnail to open the Overview page for the survey.

    The survey's overview page now displays information about the survey results.

    Overview page

    The top of the overview page highlights the following key points about the survey:

    • Total number of records (surveys) submitted.
    • Total number of participants—If you were the only person who signed in and submitted sample surveys, the number of participants is one.
    • Date of the first survey submitted.
    • Date of the last survey submitted.

    In the Surveys count section, the timeline graph displays the number of surveys submitted and when they were submitted. As the survey owner (and likely member of the HOA board), you can see how many HOA members completed the HOA Emergency Preparedness Survey, and when surveys were submitted the most and on which days. You'll likely see a peak on the date that you submitted several surveys (when you completed the previous tutorial).

  3. Click the date range box and click Last 7 days.

    Last 7 days in the date range options

    The timeline graph defaults to show how many surveys have been submitted since the date the first survey was submitted. You can change the timeline to show the number of surveys submitted today, the last 30 days, or within a specified date range.

  4. Scroll down to the Top participants table.

    Here, you can see the members in your ArcGIS organization who signed in and submitted surveys, as well as the number of surveys they submitted.

    Note:

    When a publicly shared survey is submitted anonymously, a blank value will appear in the User column of the participants table.

  5. On the ribbon, click the Analyze tab.

    Analyze tab on the ribbon

    As noted earlier, this tab reports the results of your collected survey data. Unlike the last time you viewed this page, when no surveys had been completed or submitted, you can now see that it contains information for each of the questions in the HOA Emergency Preparedness Survey.

    The survey analysis report shows responses for each survey question. This report begins with a histogram that displays the number of surveys completed over a given time period. This data is based on the answers to the date question, which was the first question in your survey.

    Chart of when submitted surveys were completed

    Note:

    If you completed and submitted several surveys in one day, you'll notice that the histogram is slightly skewed. This would not be the case in a real scenario in which surveys are completed over a longer time period.

    The table below the histogram shows dates and the number of surveys submitted for each time period.

  6. Scroll down to see the responses for the next two questions, Participant Name and Participant Location.

    Notice that the tables include a row for each distinct word from the responses. For questions that require participants to type a text response, the report counts the total number of instances of each word. When 20 or more surveys are completed and submitted, the Analyze tab generates a word cloud that shows the frequency of words in the text responses to find the most commonly used words.

  7. Scroll down to the next question, which asks about the participant's type of residence.

    Pie chart for the What type of residence do you live in question

    For the Single select question type, the report generates a pie chart that shows the distribution of the survey responses. You can also display the results as a bar graph, column graph, or as points on a map.

    The total count for each choice appears in the table below the chart, with the percentage relative to all the survey responses.

    Table of answer statistics for survey question

    You can click Sort to change the order of the answers in the chart and the table. If an answer count is zero, you can uncheck the Empty categories box to exclude that choice from the report. You can also hide the table, for example, if you want to print the report with only charts. Below the table, you can see how many participants skipped the question when they completed the survey.

  8. Click Column to view the responses as a column graph.

    Column tab for the What type of residence do you live in question

  9. Point to the columns to view pop-ups with relevant information about the chart segment.

    Column graph with pop-up visible

  10. Click Map.

    Map view of answer statistics

    The survey responses display as data points on an interactive and dynamic map. You can use your pointer to interact with the map. The map shows the spatial distribution of where your surveys were submitted. A participant's location may have affected their responses to the survey, so the map view can help you discern possible patterns or trends in the data. The map includes a Legend button to show how the answers are symbolized in the map.

  11. Scroll down through the rest of the survey analysis report and experiment with the different question types by displaying the data using these various methods.

    Notice that each question displays and reports relevant summary information. Typically, for the numeric and selection question types, the report generates charts with the option to change how the data is rendered. Numeric questions provide statistics in the table, including the minimum and maximum values, average, and sum.

    Map view and table of answer statistics for a numeric question

    The analysis reports are dynamic and will update as additional surveys are completed and submitted to the ArcGIS organization.

  12. Optionally, click Print current view and save the report as a PDF.

    The Print current view button at the top of the Analyze tab

Display individual survey responses

Next, you'll explore the survey data.

  1. On the ribbon, click the Data tab.

    On this tab, all the submitted surveys are shown on an interactive map. The table below the map shows all the collected survey responses. One record represents a completed individual survey.

    Data tab showing an interactive map of submissions and a table with collected survey responses

    The map is similar to the one you viewed previously on the Analyze tab. In this case, however, all survey results are shown in the map—as opposed to only results that were relevant to a specific question.

  2. Click a record in the table.

    When you select a record in the table, its corresponding point location is selected in the map.

    Selected record in table and map

    In addition, a details pane for the selected record appears next to the table. This pane displays a print view of the individual survey response and includes a button to print a copy. You can also see which member of your ArcGIS organization submitted the survey with a time stamp of when it was submitted.

  3. Close the pane showing the selected record.
  4. In the table, click the How many people live in your home column heading.

    Menu for a table column

    The column sorts by ascending values. You can click the column again to sort by descending values.

  5. On the ribbon, click the Options button and click Clear selection.

    Options menu

    The record is no longer selected in the table or in the map. You can also use the Options menu to reset the default table sort order, show only selected records, choose which columns to show or hide in the table, and center the map display on a selected record.

  6. On the ribbon, click the date range box and choose Custom range.

    You can filter the table and map to show only surveys that were submitted within a specified time period.

    Date range box and options

    Next, you'll explore the survey data export options.

  7. Click Export.

    Export options

    The survey data can be exported in one of several formats: CSV, Excel, KML, shapefile, or file geodatabase.

    One thing to keep in mind is that ArcGIS Survey123 is part of the ArcGIS platform. The survey data collected by Survey123 is stored as a hosted feature layer in ArcGIS Online. This means that the survey data can be used within other parts of the ArcGIS platform.

  8. Click Open in Map Viewer.

    A window appears displaying the survey data in Map Viewer.

  9. In the upper corner of the map window, click the open in a new window button.

    Open in a new window button in the map window

    The survey responses appear in Map Viewer.

    Survey responses map appears in Map Viewer.

  10. In the map, scroll to zoom in to the collected survey responses.

    Map zoomed in to the survey response location

    You will save the layer in this map to style and configure in the next section of the tutorial.

  11. On the Contents (dark) toolbar, click Save and open and click Save as.

    Save as in the Save and open menu

  12. In the Save map window, for Title, type Survey respondent locations and add your name or initials. For Summary, type A heat map of the survey respondents for the HOA Emergency Preparedness Survey.
    Note:

    You cannot create two layers in an ArcGIS organization with the same name. Adding your initials to a layer name ensures that other people in your organization can also complete this tutorial. Once a layer has been created, you can rename it in the map to remove your initials, which will not affect the name of the underlying data layer.

    Parameters entered in the Save map window

  13. Click Save.

You've evaluated the collected survey results using the available reporting capabilities in the Survey123 website. You also experimented with the various options for analyzing and displaying the results in charts, tables, and maps. In addition, you learned how to access and print individual survey responses and export the survey data to multiple data formats. Finally, you viewed and saved your survey results in a web map to identify where the most surveys are being submitted in the community. Next, you'll style the web map and create a web app to share with HOA members so they can view the survey results in an interactive map.

Share your survey data

Previously, 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 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 ArcGIS platform. Next, you will use ArcGIS Instant Apps to create a web app that displays the results of your collected HOA Emergency Preparedness Survey data in a map with pop-ups.

Style the survey response layer

The collected survey responses are shown as points in the map. You can use the style functions of Map Viewer to visualize your survey results in a web map. Once the map is styled and prepared in a way that you are ready to share, you can use ArcGIS Instant Apps to create a web app so your audience can interact with the data you collected.

  1. Open your Survey respondent locations web map.

    First, you will update the layer name.

  2. In the Layers pane, for the Survey123 layer, click the Options button, and choose Rename.

    Rename in the Options menu for the Survey123 layer

  3. For Title, replace the existing text with HOA Emergency Response Survey Info. Click OK.
  4. In the Layers pane, ensure the Survey123 layer is selected and on the Settings (light) toolbar, click Styles.

    Styles on the Settings toolbar

  5. The Styles pane appears. The nature of your data determines the default style suggestions for how best to render the layer. This is known as smart mapping, which helps you display your data in a cartographically pleasing way.
  6. In the Styles pane, under Pick a style, choose Heat Map.

    Heat Map style under Pick a style in the Styles pane

    Your collected survey data points are now rendered as a heat map. Areas with stronger colors that appear to glow hotter indicate a higher concentration of completed surveys. You will further configure the Heat Map style so that it provides some privacy for the survey participant locations.

  7. For the Heat Map style, click Style options.
  8. In the Style options pane, for Area of influence, drag the slider about 75 percent of the way toward Larger. Click the Regenerate button.

    Area of influence configured and the Regenerate button in the Style options pane

    The heat map now better obscures the exact location of the survey participants.

    Survey response layer in the Heat Map style

    To ensure the locations remain obscured even at a closer zoom level, you will turn on Lock heat map.

  9. In the Style options pane, turn on the Lock heat map toggle button.

    The Lock heat map toggle button turned on

  10. Click Done twice.
  11. On the Contents (dark) toolbar, click Save and open and click Save to save the map.

Create a map with custom pop-ups

Next, you will 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.

  1. In the Layers pane, ensure the HOA Emergency Response Survey Info layer is selected.

    The HOA Emergency Response Survey Info layer selected in the Layers pane

    The blue line next to the layer name indicates that the layer is selected.

  2. On the Settings toolbar, click Pop-ups.

    Pop-ups on the Settings toolbar

    The Pop-ups pane appears. A preview of the pop-up appears in the map area.

    First, you will edit the Title.

  3. In the Pop-ups pane, click Title. Delete the existing text and type Survey response and add a space.
  4. Click the add field button.

    Add field button next to the title in the Pop-ups pane

  5. In the Add field window, click ObjectID.

    The dynamic text for the ObjectID field is added to the title.

    Pop-up title configured in the Pop-ups pane

    Next, you will remove some of the attribute fields from the pop-up display.

  6. In the Pop-ups pane, click Fields list.

    Fields list in the Pop-ups pane

    The list of attributes or fields that are currently displayed in the pop-up appear.

  7. Click Select fields.
  8. In the Select fields window that appears, click Deselect all.
  9. In the list of fields, click the following to make them visible in the pop-up:
    • 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
    • Is someone in the household trained in First-Aid?
    • Select items in your home that could be used in case of an emergency response

    Fields selected in the Select fields window

  10. Click Done.
  11. Scroll through the pop-up preview to confirm that it only includes the fields that you want to show.

    Pop-up preview configured

    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 whether fellow members have met the 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.

  12. Save the map.

Create a web app

Now that you have a map to visualize the survey data, you will share it as a web app that the HOA members can access. You will create a web app using ArcGIS Instant Apps. First, you will update the share settings for this map so anyone can view it.

  1. On the Contents toolbar, click Share map.

    Share map on the Contents toolbar

  2. In the Share window, choose Everyone (public) and click Save.

    The Review sharing window appears. This appeared because the layer containing the survey responses has a different share setting than the map.

  3. Click OK to update the layer's share settings to match the web map.

    The layer in the map can now be viewed by anyone.

  4. On the Contents toolbar, click Create app and choose Instant Apps.

    Instant Apps in the Create app menu

    The ArcGIS Instant Apps gallery opens in a new tab.

    In this window, you can choose an Instant Apps template. Different templates are used to deploy task-focused web apps, such as for editing, showing data over time, data comparison, and more.

  5. For the Basic template, click Choose.

    Choose button for the Basic template in the Instant Apps gallery

  6. In the Create app window, for the title, type app at the end of the existing text. Click Create app.

    Create app window

    After a few moments, the Basic configuration page appears in a new tab. By default, you see the express setup steps. The express setup contains many of the basic app configuration options.

    The Basic template configuration page

    You will configure a few options to create a basic web app for the HOA survey.

  7. In the Express pane, click Step 2. About.
  8. In the About pane, turn on the Header toggle button.

    A header with the app name is added to the top of the app preview.

  9. Click Next twice.

    The Theme & Layout pane appears.

  10. In the Theme & Layout pane, for Select a preset theme, choose Sand.

    Sand preset theme selected in the Theme & Layout pane

    The header background color updates.

    App preview with updated theme

    Next, you will test the pop-ups in the preview window.

  11. In the app preview, click a survey point.

    Pop-up of a survey point in the app preview

  12. Close the pop-up.

    Finally, you will publish the web app.

  13. At the bottom of the Theme & Layout pane, click Publish. In the Publish window, click Confirm.
  14. In the Share window, click Launch.

    The published app appears in a new tab. 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.

  15. Return to the browser tab with the configuration window. In the Share window that is still open, click Change share settings.

    Change share settings in the Share window

    The Share window appears.

  16. In the Share window, choose Everyone (public) and click Save.

    The app URL will now be visible to anyone.

In this tutorial, you learned how to share the results of your ArcGIS Survey123 survey by creating a web app using ArcGIS Instant Apps. You can also use the other ArcGIS apps, such as ArcGIS Experience Builder or ArcGIS Dashboards because the Survey123 data is a hosted feature layer.

To learn more about ArcGIS Survey123, get the latest updates, and participate in related discussions, see the ArcGIS Survey123 Resources page and the ArcGIS Survey123 Blog in Esri Community.

In this citizen science project, you followed the complete workflow to use ArcGIS Survey123. First, you created and designed a survey form on the Design tab of the Survey123 website. 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 using Instant Apps that HOA members can access.

You can find more tutorials in the tutorial gallery.