Web designer essentials

With the ArcGIS Survey123 web designer, you can create surveys for the web app and field app using a drag-and-drop interface. The Survey123 web designer provides a wide variety of question types that you can configure in a number of ways. Behind the scenes, the web designer uses the XLSForm specification. For more advanced XLSForm features, you can continue your design in Survey123 Connect. For more information, see XLSForm essentials.

Survey elements

Options on the Add tab in the Survey123 web designer allow you to control the visibility of the following elements:

  • Survey header—The header appears at the top of the form and can be text or an image. For an image header, provide the URL for an image hosted online or upload an image file.
  • Survey description—The description appears below the header and can contain formatted text, links, and images.
  • Survey footer—The footer appears beneath the Submit button as a hyperlink. Provide text and a URL for the hyperlink.
  • CAPTCHA—A CAPTCHA is a test displayed at the end of the form that users must solve before submitting a response. Users solve the CAPTCHA by typing the characters shown in the image. You can modify the text that appears above the CAPTCHA by clicking it in the form preview. CAPTCHAs can be enabled when using https://survey123.arcgis.com/ and are supported in the Survey123 web app. CAPTCHAs cannot be configured when the Survey123 website is installed on your infrastructure, and are not supported in the Survey123 field app.

Click an element in the form preview to customize it on the Edit tab.

Question types

The following table lists the question types you can add to your survey through the Survey123 web designer, and how they are implemented in the XLSForm specification.

Caution:

Once a survey that was created with the Survey123 web designer is republished from Survey123 Connect, you can no longer edit the portions of the survey that are managed by the XLSForm in the web designer. For example, the survey title and survey questions cannot be edited. Themes, webhooks, and sharing options can still be edited in the web designer.

Survey123 web designer questionDescriptionXLSForm implementation

Singleline text

A text box with a single line input.

Text question

Multiline text

A text box with multiple lines of input.

Text question, multiline appearance

Number

Numerical input, can be whole number or decimal.

Integer or decimal question

Date

Date input.

Date question

Time

Time input.

Time question

Date and time

Date and time input.

DateTime question

Email

A limited text box, rejects all inputs not in the form of an email address.

Text question with regular expression constraint

Website

A limited text box, rejects all inputs not in the form of a website URL.

Text question with regular expression constraint

Single select¹

Multiple choice question; only one choice can be selected.

Select_one question

Multiple select¹

Multiple choice question; multiple choices can be selected.

Select_multiple question

Single select grid¹

Series of multiple choice questions with identical choices; only one choice can be selected for each.

Multiple select_one questions using the same choice list, in a group using table-list appearance

Dropdown¹

Multiple choice question with choices displayed in a drop-down list; only one choice can be selected.

Select_one question, minimal or autocomplete appearance

Likert scale¹

Multiple choice question; select one of a series of choices using a symmetric agree-disagree scale.

Select_one question, likert appearance

Rating¹

Multiple choice question; select one of a series of numbers.

Select_one question

Ranking¹

A list of choices that can be ordered.

Rank question

Map

Collects a point, line, or polygon on the map.

Geopoint, geotrace, or geoshape question

Address

A text box used to locate an address.

Note:

Geocoding addresses using the ArcGIS World Geocoding Service will consume credits. For more information, see Understand credits.

Text question, geocode appearance

Image

Take one or more photos with the camera or upload image files from the device.

Image question, potentially with multiline appearance

File upload

Accepts a file on the device.

File question

Audio

Record or upload an audio file.

Audio question

Signature

Accepts a drawing input intended for a signature.

Image question, signature appearance

Note

Displays text on the screen.

Note question

Page

Presents questions on a separate page.

Begin group and end group questions, pages style

Group

Arranges questions in a group.

Begin group and end group questions

¹ Choice names are limited to 31 characters only. Additional characters will be truncated.

Question options

When adding a question to your survey, there are a number of additional options available to alter how the question will appear or behave when the survey is being filled in and submitted by a user. These options are reflected in the XLSForm specification.

The following are descriptions of options that are available for multiple question types; however, not all of these options are available for every question type. For information on options only available for specific question types, see Quick reference.

General and appearance options

OptionApplicable questionsDescriptionXLSForm equivalent

Default value

All except for Image, File upload, Audio, Note, Page, and Group

The default value will be present on opening the survey, although the value can be edited.

Provide a value in the default column.

Calculation

Singleline text, Multiline text, Number, Map, Date, and Date and time

The field will be prepopulated with the result of an expression, potentially including responses to other questions. The Edit button allows you to construct numeric calculations, including on date and time fields, string concatenations, and data extraction from other parts of the survey. For more information, see Calculations.

Provide an expression in the calculation column.

Show choices in a random order

Single select, Multiple select, Dropdown, and Ranking

The choices for this question will be displayed in a random order.

Set the parameters column to randomize.

Allow "Other"

Single select, Multiple select, and Dropdown

An additional Other choice will be available, which will reveal an additional text box when selected.

Add or_other to the question type.

Maximum value

Rating and Likert scale

Sets the maximum amount of possible responses to the question.

The number of choices in a select_one question's choice list.

Locator

Address and Map

Sets the locator service to use for the question. If not set, uses the organization's default.

Set the appearance column of a text question to geocode, and set the geocode parameter to the locator service's item ID in the bind::esri:parameters column.

Vertical, Horizontal, and Horizontal (compact)

Single select and Multiple select

Determines whether the choices for the question will be presented vertically, horizontally, or horizontally with each choice being given only as much space as its label requires.

Set the appearance column for the question to either be blank, horizontal, or horizontal-compact.

Validation options

OptionApplicable questionsDescriptionXLSForm equivalent

This is a required question

All except Note, Page, and Group

An answer must be provided to this question to submit the survey.

Set the required column for this question to true.

Limit to the following range

Date and time input questions

Answers are limited to within the specific range defined for the question.

Use expressions in the constraint column.

Set minimum and maximum characters count

Text input questions

The user is required to provide an answer at least as long as the minimum character count, and no more than the maximum character count.

Use expressions in the constraint column.

Specify file count

Image and File upload

The user is required to upload the exact amount of images or files as the number provided.

Set the appearance column for this question to multiline and use a count-selected expression in the constraint column.

Set minimum and maximum file count

Image and File upload

The user is required to provide at least as many images or files as the minimum file count, and no more than the maximum file count.

Set the appearance column for this question to multiline and use a count-selected expression in the constraint column.

Single file size limit

Image and File upload

Sets a maximum file size, in megabytes, for a single file submitted to the question. This is not supported in the Survey123 field app.

Provide a value for max-size in the bind::esri:parameters column.

Other options

  • Cache answer—After the survey is submitted, this answer will be automatically populated the next time the user opens the survey. This has no XLSForm equivalent, but the Survey123 field app provides the option to set and apply favorite answers, which works similarly.
  • Read-only—The user is unable to provide an answer to this question. The question can only contain defaults or the results of calculations. In XLSForm, this is done by setting the readonly column for this question to yes.
  • Hide from survey—The user is unable to see this question, but the question can still store answers populated by defaults or calculations. This option is only available for questions that support defaults or calculations. In XLSForm, this is done by setting the appearance column for the question to hidden.
  • Do not submit the answer—This question will not have a field in the feature layer, and the answer to the question will not be submitted. In XLSForm, this is done by setting the bind::esri:fieldType column for the question to null.

Dynamic labels

Notes, labels, hints, and the thank you screen in your survey can display the contents of another question by referring to the question name in the text using the format ${field_name}. This can be useful to display the contents of fields that don't need to be exposed otherwise, such as calculations based on previous answers, or the name of a person being surveyed from a previous question in the label of the next question.

When editing a label, click the insert question value button Insert Answer to display a list of questions that can be referenced.

Calculations can't be performed in a label or hint. If you want to display the results of a calculation, make sure the calculation is in a question.

Caution:

Dynamic labels are not supported in choice lists.

Calculations

You can calculate the answer to a question using other questions in your survey or survey properties. To create or edit a calculation for a question, click Edit next to the Calculation option.

The following question types support calculations:

  • Singleline text
  • Multiline text
  • Number
  • Date
  • Date and time
  • Map

For example, the location from a map question can be used to populate a singleline text question. Similarly, the location for a map question can be derived from the EXIF metadata of a photo submitted to an image question. In the following example, the map question named Location is populated with the Location from EXIF of the Photo question.

Calculate location from EXIF.

By setting the Source to Layer, you can query an ArcGIS feature layer or table and use the result of the query as the answer to the question. You can perform an attribute query or a spatial query. In the following example, the text question named Country is populated with the Country Name from the World Countries feature layer. In the survey, users specify a location in a map question named Location, and the country that the location falls within is returned from the feature layer.

Perform a spatial or attribute query on a feature layer

When using calculations to create a string, questions being referenced must have the joins operator placed before and after them, unless at the start or end of the calculation. Text can be entered freely outside of these questions.

Concatenate string in a calculation
Caution:

Mathematical expressions with empty values will not evaluate, and the question containing the expression will remain empty. Consider assigning a default value of 0 to number questions that contain an expression.

Device and user properties

The following table lists device and user properties that can be referenced by calculations:

PropertyDescription

Username

ArcGIS organizational account username of the currently signed-in user.

User full name

First and last name of the currently signed-in user.

User first name

First name of the currently signed-in user.

User last name

Last name of the currently signed-in user.

User email

ArcGIS organizational account email address of the currently signed-in user.

Language

Language used in the current survey.

UTC offset

Offset in hours from UTC for the local time zone.

User agent

User agent string for the user's device.

Visibility rules

Visibility of a question can be set to always be visible (checked), always be not visible (unchecked), or set by a rule.

Click Set rule to create a visibility rule and choose another question in the survey whose answer will control the visibility of the selected question. When the visibility rule is not met, the author can choose whether answers are submitted or not. Choosing not to submit the answer is the same as using the relevant column in XLSForm. Choosing to submit the answer is the same as using the bind::esri:visible column in XLSForm.

The Copy visibility rule button allows the author to apply the same visibility rule to multiple questions. When question visibility is controlled by a visibility rule, the Visible option shows as indeterminate (partially checked) state.

Note:

For Image, File upload, Audio, and Signature question types, answers cannot be submitted when the question is not visible.