Skip To Content

Publish your survey

After previewing your survey in Survey123 Connect, but before you deploy it, you need to publish it.

New surveys

Complete these steps to publish a newly created survey:

  1. Select the survey from the Survey123 Connect gallery.
  2. Sign in with your ArcGIS named user credentials.
  3. Click the Publish button Publish.

    When you publish, you'll be warned that once a survey is published, it may not be possible to change it. The reason for this is that feature services are generated during the process of publication, and editing of existing feature services can be complex or, in some cases, entirely impossible. When you publish a survey, the following occurs:

    • A feature service is created to represent your form.
    • If your form contains repeats, separate tables are created in the feature service for each repeat.
    • Your form is saved as an item in ArcGIS Online or ArcGIS Enterprise.

Your survey is now available for download and use in the Survey123 field app.

Update surveys

Your survey is composed of two parts: the form item that the app downloads and the feature service that contains the data submitted from the survey. It's possible to edit a survey and republish it without deleting the feature service.

Provided your edits don't change the schema of the feature service, you can republish your survey without deleting and re-creating the feature service. Only the form item will be updated. The following table describes the changes that can be made to a published survey that would not cause loss of data. N/A denotes a feature that is unavailable to add to the survey in this environment and cannot be changed at all.

Changes that can be madeSurvey123 websiteSurvey123 Connect

Reorder questions

Yes

Yes

Delete questions

Yes

Yes

Update labels in questions

Yes

Yes

Update labels in groups

N/A

Yes

Add, update, or delete choices in lists

Yes

Yes

Update constraints, defaults, hints, required question status

Yes

Yes

Update calculations, choice filters

N/A

Yes

Delete questions or repeats

Yes

Yes

Change question types

No

No

Add new questions

Yes

Yes (see note)

Add repeats

N/A

No

Add new notes

N/A

Yes (see note)

Update repeat name

N/A

No

Add groups

N/A

Yes

Note:

Image and audio questions cannot be added, unless there is already at least one or the other in the survey. If you do not already have an image or audio question, you first need to enable attachments to the feature service in your organization.

Named note questions require a field in the feature service. Prior to Survey123 version 2.5, notes that had a name but did not have a calculation or default value didn't automatically generate a field in the feature service on creation. If you republish a survey that contains a note question with a name, but with no calculation or default value, you will be warned and given the option to add fields when publishing. Notes without a name are ignored by the feature service. Note questions with a name can also be omitted from the feature service by setting bind::esriFieldType to null.

Adding new questions while retaining the feature service is not supported on Portal for ArcGIS 10.3.1.

If your edits require changing the schema, republishing your survey will still update your form item but will delete and re-create the feature service. When attempting to republish, Survey123 Connect will alert you if any of the changes you've made cannot be supported by the existing feature service.

If you want to make any of these changes, the original feature service will be deleted and replaced, with all associated data lost. Before replacing an existing survey, make sure all unsent surveys have been submitted, and consider downloading the results of your original survey first.

In both cases, Survey123 field app users will need to download their survey again to see and work with the latest version.

Note:

When republishing surveys on Portal for ArcGIS 10.3.1, new feature services are created and old feature services are not deleted. This is a limitation of Portal for ArcGIS 10.3.1. To avoid this accumulation, you must manually delete old feature services.

Publish options

The Options button on the Publish Survey dialog box displays the following configuration choices:

Publish Options dialog box

Create coded value domains from choices is on by default. If on (green), the choice list for a question will be used to create coded value domains in the feature service. Turn this off (red) if your feature service already has coded value domains for this service that aren't the exact choice list in the survey.

Use global id parent keys in repeat relationships is on by default when publishing to ArcGIS Online and off by default when publishing to ArcGIS Enterprise. If relationships in your feature service are based on global IDs, this option must be on (green) for your survey to function.

Sent box

The Settings tab for your survey in Survey123 Connect provides options to control how users can interact with content already submitted to your survey.

After submitting a survey response, it is saved on the user's device and listed in the Sent box for the survey in the Survey123 field app. From there, it can either be resubmitted or have new surveys created from previously submitted data.

By default, access to the Sent box is enabled, meaning all submitted surveys will be saved on the device for later use. The Sent Surveys tab in Survey123 Connect provides the option to disable the Sent box on a by-survey basis, which may be necessary to meet security requirements or reduce storage used by the Survey123 field app. If the Sent box functionality is disabled for a survey, responses will no longer be saved on the device and the option to open the Sent box won't display for that survey.