This process enables NatureServe to clone (the Observation, QC, and paged version) surveys and related materials (dashboards, maps, apps) from the NatureServe AGOL Organization to yours. This is accomplished via a script written by Esri, updated by NatureServe.


Once the materials have been cloned, the 3 Dashboards are edited to reflect the new survey form ids, as defined within the new AGOL Organization. 

Finally, the materials are shared with your Organization or specific user Group. At that point, NatureServe does not need further access to the AGOL Organization, so the user can be deleted or the password changed. Someone within the new Organization, with Publish privileges, will then need to publish the surveys.


Still have questions or reservations? Watch the recording of Whitney performing and explaining the process.


Great, sign me up! I want to avoid all of the work of creating the survey, map, dashboards and app! What do I do next?


  1. Submit a ticket to the Biotics Help Desk either by logging in, creating a ticket and specifying Survey123 as the Component, or just by emailing biotics@natureserve.org.
  2. In the ticket/email, provide the URL or your ArcGIS Online Organization, as displayed once you log in to AGOL, similar to that shown in the screenshot below.
  3. Also, provide the credentials (username & password) for an AGOL user in your AGOL Organization that has Create privileges.