Survey Management

The Survey Management application allows you to create, send, and collect responses for basic surveys.

Table 1. Survey applications
Survey Management Survey Management improves the user interface and extends the capabilities of the Legacy Surveys application.
Note: Survey administrators can continue to use legacy survey functionality and data. The recommended course of action, however, is to migrate legacy surveys to the Survey Management platform. Concurrent use of both Survey Management and Legacy Surveys applications can result in confusion and redundancy.
Survey wizards are not impacted and cannot be migrated.
Legacy Surveys The Legacy Surveys application is not described in the documentation that you are currently viewing. The Legacy Surveys application is documented on the ServiceNow wiki.
Table 2. Version comparison
Capability Surveys Legacy Surveys
Save new survey responses each time a user takes the same survey.
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Create question templates to reuse sets of answer options.
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Categorize survey questions and report on category results.
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Deactivate a survey without deleting it.
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Create conditional questions.
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Send surveys automatically on a schedule.
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Customize survey questionnaire color scheme.
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Save anonymous survey responses for logged-in users.
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View survey responses on graphical scorecards.
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Save surveys in a draft state until they are ready to publish.
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Create and send surveys from one page.
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Allow only specific users to access a survey.
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Send surveys based on conditions.
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Send survey email notifications.
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Limit how often a user can take the same survey.
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Add introduction and end note text.
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Create survey modules.
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Public survey: Allow persons to take a survey without logging in.
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There are also many options for advanced configuration. Some of the many things you can do with surveys include:
  • Create a survey, add questions, and choose recipients, all in one interface.
  • Create conditional questions, which appear only when users answer other questions a certain way.
  • Restrict a survey so only specific survey users can take it and send all of them invitations simultaneously. Alternatively, make the survey a public survey so that any user can take the survey, even users who have not logged in to the ServiceNow system.
  • Set a schedule to automatically assign a survey to users and to limit how often the same user can take a survey.
  • Customize the look and feel of survey questionnaires.
  • Save anonymous survey responses.
  • Convert survey responses to numerical scores and view them on scorecards.
  • Deactivate a survey for maintenance or to retire it without deleting it.
Note: Because surveys use the same tables and other back-end components as assessments, you may see assessment elements such as table and field names in certain places throughout the survey feature.