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How to Configure Symbology for Survey Map Layers

Set up symbology for the layers that are in surveys

Written by Sam

1. Open a survey that includes geometry-based questions 0:00

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  • Start with a survey that collects multiple geometry-based inputs.

  • In the example, the survey is Incentive Calculator.

  • The survey includes geometry from sources like:

    • Plots from plots fields

    • Producer profile

    • An additional Sites question from Templates > Sites

  • Once a survey includes geometry questions, a map will appear in the survey.

2. Go to the map settings for the survey 1:03

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  • Open the survey’s map settings.

  • This is where you control how map layers appear.

  • You can add:

    • Custom style layers

    • Virtual layers

  • These layers can use whatever symbology you want.

3. Assign symbology rules to each layer 1:15

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  • Configure each geometry layer with its own styling rule.

  • Example setup:

    • Producer profile → symbolize by island

    • Plots → symbolize by type

    • Sites → symbolize by land use

  • This lets each layer display differently on the survey map based on its attributes.

4. Save the map configuration 1:33

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  • After setting the symbology rules, save the configuration.

  • The map settings are now tied to the survey.

  • Any future survey instance will use these styling rules when the map loads.

5. Test the survey map and verify the styling 1:33

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  • Open the survey again and create a new record, such as a new Incentive Calculator entry.

  • As you select items on the map, the map will generate automatically.

  • Confirm that the selected items are displayed using the symbology you configured.

  • You can also turn on other layers to see how they are symbolized.

6. Understand the current limitation and upcoming custom map option 2:11

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  • This workflow is a way to configure symbology in the standard survey map.

  • There is also a custom map feature in development.

  • The custom map will provide more control, but it is not fully finished yet.

  • You can still test it and see that the same items are being saved into the map.

7. Use this approach to control survey map appearance 2:34

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  • The main takeaway is that you can configure how survey map layers look.

  • By setting symbology in map settings, you control how geometry questions are displayed.

  • This helps make survey maps easier to read and interpret.

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