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Copy a survey

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Copy a survey

Create a copy of a survey with at least one category to reduce the effort of creating another survey with similar data.

Before you begin

Role required: survey_admin or admin

About this task

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.


  1. Navigate to Survey > View Surveys.
  2. Open a survey definition.
  3. Perform any of the following steps:
    From Platform In the title bar, click Copy.
    From Platform In the title bar, select Copy from the context menu.
    From survey designer
    1. In the title bar, click Survey Designer.
    2. In the Survey Designer title bar, point to the menu icon (Menu icon) on the header bar and click Copy Survey