4.1.20

Survey123 for ArcGIS: Taking it offline

Survey123 for ArcGIS is perhaps, one of those applications that superficial nerds like me would like; it's easy to configure, kiddie-level degree of customization with 'coding' (for that fragile ego-stroke) and user-friendly template to use. No app development/coding experience is required to publish a survey form and believe it or not, you can, personalize your survey to not look so meh. 

It took me some time to stumble through the procedures of enabling this feature before I understand the 'ArcGIS Online' ecosystem to which this app is chained to. 


So how do we do it? And why doesn't it work pronto?


This issue may be due to the fact that when we first start creating our forms, we go through the generic step-by-step procedures that leave little to imagination what was happening. Most of the time, we're too eager to find out how it really work. 


When we publish a Survey123 form; be it from the Survey123 website portal or the Survey123 Connect for ArcGIS software, we are actually creating and publishing a folder that contains a hosted feature layer and a form. It is on that hosted feature layer that we add, delete, update or edit data it. From ArcGIS Online, it looks like any feature service that we publish out of ArcGIS Desktop or ArcGIS Pro, save for the special folder it is placed in with a 'Form' file. 


To enable any offline function in any hosted feature layer in ArcGIS Online, you will need to enable the 'Sync' feature. So far, in many technical articles that I have gone through to learn how to enable this offline feature always goes back to 'Prepare basemaps for offline use'. It is a tad bit frustrating. But my experience when deal with 'Collector for ArcGIS' gave me the sense of epiphany when it comes to Survey123. So when you have prepared your Survey123 form for offline usage and it still doesn't work...do not be alarmed and let's see how to rectify the issue. 



Locate your survey's hosted feature layer
  1. At your ArcGIS Online home page, click 'Content' at the main tab. We're going to go directly to your hosted feature layer that was generated for your survey when you published. 
  2. Locate your survey folder. Click it open 
  3. In the survey folder, navigate to the survey's hosted feature layer and click 'Options' button; the triple ellipses icon
  4. At at the dropdown, click 'View item details'. Please refer to the screenshot below: 

Change the hosted feature layer settings
  1. At the item details page, navigate to the 'Settings' button at the main header and click it. This will prompt open the settings page for the feature layer. Refer to the screenshot below:
  2. At the 'Settings' page, there are two tabs at the subheader; 'General' and 'Feature layer (hosted)'. Click 'Feature layer (hosted)' to configure its settings.
  3. At the 'Feature layer (hosted)' option, locate the 'Editing' section. Here, check the 'Enable sync' option. This is the option that will enable offline data editing. Please refer to the following screenshot: 
     
  4. Don't forget to click 'Save'

With this, your hosted feature layer which serves as the data model is enabled for synchronization. Synchronization helps to sync back any changes you've made when you're out on the field collecting data; editing, adding, deleting or update...depending on what feature editing you've configured. 

It's pretty easy once you get the hang of it and just bear in mind that the data hierarchy in the ArcGIS Online universe are as follows:

Feature layer (hosted) > Web map > Web application

Once you get that out of the way, go crazy with your data collection without any worries!




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