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How To: Embed a survey form and edit existing data from Survey123 for ArcGIS in Operations Dashboard for ArcGIS

Summary

Operations Dashboard for ArcGIS supports embedded content in dashboard elements. The content may vary from images and videos, to website pages and more. Embedding surveys from Survey123 for ArcGIS combines the visual appeal and understanding of Operations Dashboard for ArcGIS with real-time data editing and response.

This article describes how to embed a survey form from Survey123 for ArcGIS in Operations Dashboard for ArcGIS, and customize the form to edit existing data.

Procedure

Note:
The survey created in Survey123 for ArcGIS is saved as a feature layer in ArcGIS Online by default.
  1. Save the feature layer from Survey123 for ArcGIS as a web map in ArcGIS Online.
    1. Sign in to ArcGIS Online, and click Content.
    2. Open the survey feature layer, and select Open in Map Viewer.
    3. Click the Save icon to save the map as a web map.
  1. Create an Operations Dashboard web app.
    1. Navigate to Content. Click Create > Using Operations Dashboard.
    2. In the Create a web app dialog box, specify the Title and add Tags. Optionally, specify Summary and Categories.
    3. Specify a folder to save the web app under Save in folder, and click OK.
Note:
Users are directed to the Operations Dashboard page by default. Optionally, navigate to Content, and click the created web app on the item description page. On the item description page, select Edit Dashboard.
  1. On the Operations Dashboard page, add the Map element to the dashboard.
    1. Click the Add + icon and select Map.
    2. Select the web map created in Step 1, and specify the settings as required.
    3. Click Done.
  1. Add a survey form as an Embedded Content element.
    1. Click the Add + icon, and select Embedded Content.
    2. Copy and paste the survey form URL into the URL field. In this example, the following URL is used:
https://survey123.arcgis.com/share/<survey form ID>
  1. Click Done.
Note:
Add other elements as desired to the dashboard layout. Refer to Operations Dashboard for ArcGIS: Dashboard layout for more information.
  1. Add the List element to allow interactive selection of features, and filter the embedded content based on the selected feature.
    1. Click the Add + icon and select List.
    2. Select the feature layer.
    3. Click the List tab. In the List pane, click the Fields button Fields button and select ObjectID.
    4. Click Done to close the List tab.
Select ObjectID to be displayed in the List element
  1. Click the Actions tab, and select Add Action > Filter.
  2. In the Filter pane, click Add Target and select the embedded content (the survey form).
  3. Click Done.
Insert Filter to pull the related information to the survey form
  1. Modify the reference URL in the URL field to enable edits on existing survey data in Operations Dashboard for ArcGIS.
    1. On the dashboard, click the Configure icon on the embedded survey form.
Operations Dashboard dashboard
  1. On the Data tab, select Features for Type, and select the layer to display in Select a layer.
  2. Modify the URL in the URL field. Refer to the GeoNet: Web form URL parameters blog post for more information. For example, the following URL is modified to extract related information according to the Object ID and allow users to edit existing data through the Survey123 for ArcGIS survey form.
https://survey123.arcgis.com/share/<survey form ID>?mode=edit&objectId={objectid}&version=latest
  1. Click Done.
Image showing modified URL

The image below shows data in the survey match the features selected from the List element in Operations Dashboard for ArcGIS, and can be edited in the embedded Survey123 for ArcGIS form.

Select the feature from the list and the survey form to retrieve the related information

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