Guided tour

Survey123 Studio provides the survey author with the full XLSForm authoring experience that Survey123 supports. This allows the author full control over the design of the survey and its behavior. This authoring environment is ideal if you want to modify and reuse survey designs, manage versions of surveys, or add complex functionality.

The following sections provide a guided tour of common workflows. For how-to tutorials that use Survey123 with real-world examples, see Tutorials.

Create and publish a survey

To create and publish a survey, install Survey123 Studio on your Windows desktop computer, and complete the following steps:

1. Start Survey123 Studio.
2. Sign in to your ArcGIS organizational account.
3. Click New survey.
4. Provide a title for your survey.
5. Select Samples.

   The categories in the New survey window present additional templates you can use to create a survey.

   • Blank—Authoritative Survey123 templates that include data validation and reference worksheets to help you get started with XLSForm.
   • File—Choose a spreadsheet that is saved on your machine or network.
   • Organization > Templates—Templates shared in your organization. Organization administrators can specify the group whose form items are made available as templates for organization members.
   • Organization > Surveys—Surveys shared directly with you, or shared to a group or organization of which you are a member.
   • Esri > Templates—Templates for various uses and industries.
   • Esri > Samples—Surveys that demonstrate XLSForm functionality and features.
   • Community—Templates designed by Survey123 users and shared publicly. For more information, see the Survey123 Community page.

6. Choose the Basic Form sample.
7. Click Create survey.

   A survey is created and opened. In Survey123 Studio, a preview of the survey you just created is displayed.

8. Click the Publish button.

   For more information, see Publish a survey.

Use a survey

To use a survey, install Survey123 Mobile on your device or desktop, and complete the following steps:

1. Open Survey123 Mobile.
2. Sign in with the same ArcGIS organizational account you used when you published your survey.
3. Download and open the survey.
4. Fill in the form and capture geometry.
5. Submit your survey results.

Your survey data is ready for viewing.

View results

To view the results of your survey, complete the following steps:

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. Choose the survey you just created.

   The survey you submitted appears on both the Overview and Data pages.