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    Home New York Now Platform Capabilities Now Platform capabilities Service administration Survey Management Survey administration Copy a survey

    Copy a survey

    • Save as PDF Selected topic Topic & subtopics All topics in contents
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    • Share this page

    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.

    Procedure

    1. Navigate to Survey > View Surveys.
    2. Open a survey definition.
    3. Perform any of the following steps:
      OptionDescription
      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
    Related tasks
    • View the overview of all surveys
    • View a survey instance
    • Publish a survey
    • Customize the appearance of a survey
    • Create a survey designer template question
    Related concepts
    • Surveys in Service Portal
    • Survey designer
    • Survey users and groups
    • Survey definitions
    • Survey questions
    • Survey trigger conditions
    • Survey distribution
    • Sentiment analysis for surveys
    • Legacy survey migration
    Related reference
    • Quick start tests for Assessments and Surveys

    Tags:

    Feedback
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    Release version
    Choose your release version

      Copy a survey

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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.

      Procedure

      1. Navigate to Survey > View Surveys.
      2. Open a survey definition.
      3. Perform any of the following steps:
        OptionDescription
        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
      Related tasks
      • View the overview of all surveys
      • View a survey instance
      • Publish a survey
      • Customize the appearance of a survey
      • Create a survey designer template question
      Related concepts
      • Surveys in Service Portal
      • Survey designer
      • Survey users and groups
      • Survey definitions
      • Survey questions
      • Survey trigger conditions
      • Survey distribution
      • Sentiment analysis for surveys
      • Legacy survey migration
      Related reference
      • Quick start tests for Assessments and Surveys

      Tags:

      Feedback

          Share this page

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