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How To: Populate a related table from a Survey123 for ArcGIS feature service for Collector for ArcGIS

Summary

Feature services with related tables published from ArcMap or ArcGIS Pro are usually included in Survey123 for ArcGIS. These tables may contain data used for field inspections. In some situations, the related table populated from the Survey123 for ArcGIS may be used in Collector for ArcGIS to edit and update a map during data collection.

This article describes how to populate a related table from a Survey123 for ArcGIS feature service to be used in Collector for ArcGIS.

 

Procedure

  1. In ArcMap or ArcGIS Pro, create a relationship class between the desired feature class and the related tables with the attachments based on the Global IDs. Refer to ArcMap: Create Relationship Class or ArcGIS Pro: Create Relationship Class for steps to do this.
  2. Run the Add Attribute Index tool to add an attribute index based on the GlobalID field of the feature class and ensure the index is correct. Refer to ArcMap: Add Attribute Index or ArcGIS Pro: Add Attribute Index for steps to do this.
  3. Publish the map as a service to ArcGIS Online from ArcMap or ArcGIS Pro. Refer to ArcMap: Publish a map service from ArcMap or ArcGIS Pro: Publish a map service for steps to do this.
  4. Once published to ArcGIS Online, ensure the Supports applyEdits with GlobalIDs property of the feature service is set to True.
    1. Sign in to ArcGIS Online and navigate to Content > My Content. Select the published hosted feature layer.
    2. Scroll to the URL section on the Overview tab, and click the View icon to open the map service. Ensure the property is set to True.
Note:
If the 'Supports applyEdits with GlobalIDs' property of the feature service is set to False, disable and enable the attachment again in the table layer to set the property to True. Alternatively, return to the ArcGIS REST Services Directory page of the service, and scroll to the Supported Operations section. Click Apply Edits. Set Use GlobalIDs to True, and click Apply Edits.
View icon
Supports applyEdits with GlobalIds: True
  1. Sign in to Survey123 Connect for ArcGIS, and create a survey from the feature service published in ArcGIS Online. Refer to Survey123 for ArcGIS: Use Survey123 with existing feature services for steps to do this.
  2. Open the survey .xls form:
    1. Delete the questions related to the parent feature layer, the rows containing begin repeat, end repeat, and the questions unrelated to the survey to populate only the related table.
Note:
The repeat questions are deleted as they are not supported in the .XLS form if the survey is opened in the Survey123 for ArcGIS website. 
begin repeat and end repeat rows
  1. Navigate to the settings worksheet and change the form_ID value to the name of the related table.
Settings tab and form_ID column
  1. In the survey tab, do the following:
    1. Create a new text field for the GUID field, and type the name of the GUID field in the related table of the feature service in the name column.
    2. Set the label in the label column, and select yes in the readonly column drop-down.
    3. Select esriFieldTypeGUID in the bind::esri:fieldType column drop-down.
    4. Save and publish the survey. Ensure the survey is shared publicly.
Note:
If the GUID field is not visible in the related table, navigate to the REST URL of the feature service, click the related table, and search for the GUID field under Fields.
Survey tab
  1. Back in ArcGIS Online, open the feature service in a web map, and customize the pop-up configuration of the hosted feature layer to insert the URL of the survey.
    1. Navigate to the hosted feature layer, click More Options, and select Configure Pop-up.
More Options and Configure Pop-up option
  1. In the Configure Pop-up pane, select A custom attribute display from the Display drop-down, and click CONFIGURE.
  2. Insert the URL link of the survey with the related table Global ID field in the Custom Attribute Display dialog box to launch the survey when the link is clicked. Click OK and save the web map. Refer to Survey123 for ArcGIS: Link to Survey123 from other apps for steps to do this.
Custom Attribute Display dialog box
  1. Use the web map created in Step 8 to collect the data, and answer the survey questions concurrently in Collector for ArcGIS.
    1. Log in to the Collector for ArcGIS on a mobile device, and download the web map.
    2. Zoom to the desired map extent, and click Download.
Download option
  1. Open the downloaded web map, select an existing feature or create a new feature, and click the feature's name at the bottom of the map.
Point features
  1. Click the link and answer the survey questions. In this example, the button is named Inlet Inspection.
  1. In ArcGIS Online, open the web map, click one of the features inspected in Step 9, and select Show Related Records to view the related values.
Related table

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