Create your first survey

The mechanics of building a survey form are relatively straightforward. What is often more difficult is establishing the questions to be asked, the correct sequence of the questions, and the exact wording. Since you don't need to worry about the mechanics, you spend some time with your colleagues going over these other items. That's the point: create a draft of the form, use it, discuss it, and refine it until it's exactly what you want.

In this exercise, you'll take on the role of a damage assessor after a natural disaster. Workers in the field will need a means to catalog and report where damage has occurred, to which infrastructure, and to what extent. They will also need ways to report the potential cost of damages, as well as the type of support any buildings will urgently need until proper rescue and repair can begin. You'll create a survey to meet these needs, with certain questions only becoming visible when context requires it.

  1. Open the Survey123 website. Sign in to your ArcGIS organizational account.

    Using ArcGIS Online

    Go to https://survey123.arcgis.com and click Sign In.

    Using ArcGIS Enterprise

    Go to https://survey123.arcgis.com?portalUrl=https://host.domain.com/webadaptor (where host, domain, and webadaptor are replaced by information about your portal) and click Sign In.

  2. Click New survey.
  3. Click Get started in the Using the web designer section. Type Damage Assessment as the name for your survey. Add one or more tags and a summary, and click Create.

    The Survey123 website displays an empty survey, with a list of available questions on the right.

  4. For the first question, you want to know the date of data collection. Click the Date button from the question list and drag it to the form. Click the newly placed question to open the Edit panel, where you can enter a suitable label for the collection date.
  5. Use today's date as the default value for the date question. To do this, go to the Default Value section of the Edit panel and click the Submitting date option.

    Define the default value.

    The survey automatically refreshes and the question defaults to today's date.

    Date field with today's date as the default value

  6. Make your second question a Single Choice question. This will be a question about the severity level of the damages, so name the question Severity and in the Edit panel for this question, label the choices Totally destroyed, Partially destroyed, and Minor damage.
  7. Make your third question another Single Choice question, this time for the type of construction. As you did in the previous question, provide choices for answers of road, bridge, railroad, and building.

    Click one of the add buttons in the Edit panel to add the fourth choice. Alternatively, click the Batch Edit option and edit the choices in plain text.

  8. Make the fourth question a Multiple Choice question for the types of assessment the site may need. For this question, provide four choices: Water, Food, Shelter, and Medical.

    While Multiple Choice allows the user to choose more than one option, it otherwise behaves the same as a Single Choice question.

  9. Make the fifth question a Number question for the estimated cost of damages. Label the question Estimated cost (USD).

    The Number question allows the user to enter only numbers and a single decimal point, making it ideal for working with currency.

  10. Make the sixth question an Image question.

    The user can either capture a new photo or browse and select a photo that is already on their device.

  11. Add a Multiline Text question for additional notes.

    While Singleline Text and Multiline Text questions both accept answers of any length, Multiline Text is better suited for extended answers such as these.

  12. Make the visibility of some of these questions conditional on whether the construction type is a building; other types of construction won't use these questions. To do this, click the Construction type question you set up earlier, and click the Set rule button that appears. In the new window, set visibility rules for other questions. Set the drop-down options to only show questions if the Building choice has been selected.

    Display questions only when Building has been selected.

  13. Add a Map question for the final question.

    A Map question can capture a point, a line, or an area on a map. In this case, use the default Point option.

  14. Click Publish. A confirmation dialog box appears, confirming you want to publish the survey in its current state. Before you confirm, click Modify schema at the lower left of the dialog box to open a table that allows you to change the name and maximum length of the field. The name of the field is how the data is referenced internally. Click Publish on the dialog box.
    Modify schema table with altered field names

    You can now send your survey to others using the URL displayed through the Link button.

You can now open your survey in any browser.