Copy a survey

Create a copy of a survey with at least one category. All associated questions (type), configurations, categories, metrics, domain separation rules, and role-based categories are copied. Assigned users, category users, instances, and trigger conditions are not copied.

Before you begin

Role required: survey_admin or admin


  1. Navigate to Survey > View Surveys.
  2. Select a survey to open the survey definition.
  3. Click Copy on the title bar or select Copy from the context menu on the title bar.