Edit existing survey data

Edit from Sent box

A user can edit any survey responses that were initially sent from their own device through the Sent box in the Survey123 field app.

Note:

Depending on options chosen by the survey creator, the Sent box may not be enabled. For more information, see Sent box.

  1. On the Survey page, press Sent to access the list view of sent items.
  2. Select the record that you want to edit.

    A message box appears, asking if you want to view the selected record, edit the selected record, or copy it as a new response.

    Message displayed when selecting a sent survey

    Note:

    If the survey owner has disabled one of these options, it won't be present. If only one of these options is enabled, this message box is skipped.

  3. In this case, choose Edit and resend.

    The survey opens with all answers from the initial record filled in.

  4. Make your changes.
    Note:

    You cannot edit attachments.

    Calculations within your survey will be rerun when opening the record, unless questions have been manually overwritten. If the value was overwritten, the Recalculate button can be used to return to the calculated value.

  5. When you are finished editing, send your data as normal.

    Your survey record has been edited.

Edit from Inbox

Before you can edit existing survey data, the functionality must be allowed for the survey. For information on how to do this, see Prepare for editing existing survey data.

  1. On the Survey page, press Inbox to access the list view of records in the feature layer.

    This is only available if it has been enabled in Survey123 Connect.

  2. Select the Refresh button to download and display the available records.
  3. Find the record you want to edit by either browsing the list of records or searching the map view.

    For surveys with spatial filtering enabled, you can filter the records that appear in the list view by using the map view, zooming to a subset of features, and selecting Refresh. The list view updates to only show features that exist within the extent.

    You can also use the Barcode button to scan a specific existing record from responses already present in the Inbox, which will search the instance name and other fields in the response. If a single result is found, the app will load the survey with all existing answers from that record already filled in. Otherwise, the app will show a list of all results found.

  4. Select the record you want to edit.

    The survey opens with all the answers from the record filled in.

    Note:

    If the survey owner has enabled the ability to copy or view surveys from the inbox, a message box will instead appear asking which of these actions you want to do.

  5. Make your changes, and send your data as normal once editing is done.
    Note:

    You cannot edit attachments.

    Calculations within your survey will be rerun when opening the record, unless questions have been manually overwritten. If the value was overwritten, the Recalculate button can be used to return to the calculated value.

    Your survey record has been edited.