Purpose

This page will explain how to create a survey in Survey123

Requirements

• You will need to have a username and password set up for you by a Cadasta team member. If you do not have a user please contact support@cadasta.org

Steps

Create a Survey Form

1. Navigate to http://survey123.esri.com

2. Sign in using your ArcGIS Online account

3. Click Create New Survey at the top of the My Surveys page

4. Under Using The Web Designer, click Get Started

5. Name your survey in the Name section

6. Fill out at least one tag in the Tags section

7. Fill out at least one sentence in the Summary section

8. Click the thumbnail image

9. Browse to an image you would like to upload

10. Click Open 

Add a Text Question

1. Click Create

2. See the Design Page

3. Add a question by dragging from the Add tab and dropping on the form

   On the right side of the Design page, under the Add tab, commonly asked question types are shown. To add questions to your survey form, drag them from the Add tab and drop them on the form. You will need to interpret which type of question is required for each of the questions on the paper form

4. Drag a Singleline Question onto your survey

5. In the survey, click Untitled Question 1

6. On the right side of the Design page, notice that the Edit tab is active

7. On the Edit tab, in the Label section, type your question name

   You could enter a hint or default value for this question if you would like.

8. Under Validation, check the box for This Is A Required Question

   This will ensure that this question MUST be answered and cannot be skipped

   You could set a minimum or maximum character count for this question

9. Click Save

Add a Date Question

1. Click the Add tab

2. In the survey, click Untitled Question 2 and verify on the right side of the Design page the Edit tab is active

3. In the Label section, type Date.

4. Under Default Setting, select Submitting Date

   After you select this option, Survey123 populates the date field with the current date by default

5. Under Validation, check the box for This Is A Required Question

6. View result

7. Click Save

   ---

   

   Add a Multiple-Choice Question

8. Drag the Multiple Choice question onto your form

9. On your survey, click Untitled Question 3

10. Check the Add Other Choice box to add the Other option

11. View result

12. Accept the defaults for Appearance and Validation

13. Click Save

Add a Multiline Text Question

1. Drag the Multiline Text question onto your form

2. Click Untitled Question 4 on your survey

3. In the Label section, type Comment

4. Under Validation, check the box to Set Min./Max. Characters Count

   For Min., type 0

   For Max., type 256

   Entering a maximum character count will prevent excessively long comments from being entered

5. Accept the defaults for the other options

6. Click Save

   ---

Add an Image Question

1. Drag the Image question onto your form

2. Click Untitled Question 5 on your survey

3. In the Label section, type your instructions

4. Accept the defaults for the other options

5. Click Save

Add a GeoPoint Question

1. Drag a GeoPoint question onto your form

2. Click Untitled Question 6 on your survey

3. In the Label section, type your instructions

4. Click the Settings tab

5. In the Thank You Screen section, leave the green check and change the text to a thank you statement

6. Click the Appearance tab and select a color theme for your survey layout

7. Click Save

Preview Before Publishing

1. Click Preview in the lower-right side of the Design page

2. You can scroll through the survey to ensure your questions are correct

3. Click the Phone and Tablet buttons on the right side of the preview screen

4. Click the Close Preview X to return to the Survey Design page

5. Make edits to your survey if you have any changes to make

6. Click Save

Publish a Survey

1. Click Publish in the lower-right side of the Design page

   You will be prompted to verify that you want to publish your survey because you cannot further edit a survey after it is published

2. Click Publish at the bottom of the prompt window

   You will receive a message that confirms that your survey was published successfully

3. Click OK to close the message

4. Navigate to ArcGIS Online

5. Sign in

6. Click Content to view the My Content page

   You will see a feature layer that will be used to store any location information you collect with your survey and a survey item that is the survey form itself. Note where these items are stored. Make sure that you share the layer with the group that you belong to so that other people in the group can see it.

7. Sign out of your ArcGIS Online account