Create surveys

Surveys, forms, polls, and questionnaires are really all the same thing: a list of questions. Questions, however, are one of the most powerful ways of gathering information for making decisions and taking action.

Survey123 for ArcGIS is a lightweight, yet powerful data-gathering solution that makes creating, sharing, and analyzing surveys possible in only a few steps.

For lessons on how to use Survey123 using real-world examples, see Learn ArcGIS.

Create and publish a survey

To create and publish a survey, first download and install Survey123 Connect on your desktop computer (Windows, Mac, or Linux). Then, complete the following steps:

  1. Start Survey123 Connect.
  2. Click New Survey.
  3. Enter a title for your survey.
  4. Click Samples.

    The other categories on this dialog box present additional spreadsheets and surveys you can use to create a new survey. The Templates category contains spreadsheets with no questions but with validation and notes on the XLSForm schema to help you start from scratch. Community presents publicly shared surveys, My Surveys presents your own surveys stored in ArcGIS, My Organization presents surveys shared in your organization, and File allows you to choose a spreadsheet that is saved on your machine or network. My Surveys and My Organization require you to sign in to your ArcGIS organizational account before they are enabled.

  5. Click Sample - Basic Form.
  6. Click OK.

    A survey is created and opened for you to view. In Survey123 Connect, you'll see a preview of the survey you just created.

  7. Sign in with your ArcGIS organizational account.
  8. Click the Publish button Publish.

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

Download an existing survey

You can also download surveys that you've stored in ArcGIS Online or ArcGIS Enterprise. This can be useful if you're working on more than one desktop, or for downloading surveys first created in the Survey123 web app.

When you're signed in to Survey123 Connect, any survey not saved on your machine will be displayed with a download button in place of its menu button. Clicking anywhere on this survey's gallery item will open a message asking if you want to download this survey onto your machine.

Download button on a survey not saved on your machine

Surveys saved on your machine will be displayed with a menu button in the lower right corner of the survey's gallery item. Clicking this button will open a menu with the options to save a copy of your survey, open the survey's folder on your machine, replace the local copy of a published survey with the published version, or delete the survey. Replacing your survey with the published version can be useful for syncing changes to your machine or reverting unwanted changes. If the published version of a survey is newer than your local version, an Update button will appear in the upper right corner of your survey's gallery item. Clicking this button will automatically update your local survey copy to the newest version.

Menu and update buttons on a survey saved on your machine

Use a survey

To use a survey, download and install the Survey123 field app on your device or desktop. Then, complete the following steps:

  1. Start the Survey123 field app.
  2. Sign in with the same ArcGIS organizational account you used when you published your survey.
  3. Choose Download Surveys.
  4. Choose the survey you just created.

    Once the download is complete, click OK.

  5. Select the back arrow to return to the gallery of surveys on your device.
  6. Choose the survey you just downloaded.
  7. Choose Collect (data).

    Your new survey displays, and you can complete the survey questions.

  8. When you've completed the survey, select the completion button in the lower right corner. If you have a data connection, you're presented with two choices, Send Later and Send Now. Choose Send Now.

    Your survey data is now 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.

    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).

  2. Choose the survey you just created.

    On both the Overview and Data tabs, you'll see an entry for the survey you just submitted.

Copy or delete a survey

To create a survey based on an existing survey in Survey123 Connect, select the menu button next to its name and select Save as. Provide a title for the new survey, and select Create Survey. Survey123 Connect copies the existing survey and opens the copy, allowing you to use the existing content as the basis for a new survey.

To delete a survey from Survey123 Connect, click the menu button next to its name, and select Delete. To confirm your action, select Press and hold to delete to delete the survey and all files stored locally in the survey folder.

Deleting a survey will also delete the survey and survey folder in your ArcGIS organizational account. This includes any previous data and items that exist in the folder, such as web maps, dashboards, and exports. Related items in folders other than the survey folder are not deleted.

If you created your survey using an existing feature service located in a different folder, it will not be deleted.