Survey administration › Use surveys › Surveys › Assessments and Surveys › Exploring Service Administration › Service Administration › Manage service capabilities › Extend ServiceNow AI Platform capabilities

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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, survey_creator

Note: Users with the survey_creator role can copy a survey only if they own the survey. If they do not own the survey, they cannot copy it.

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

Navigate to All > Survey > View Surveys.
Open a survey definition.
Perform any of the following steps.

Option	Description
From Platform	In the title bar, click Copy.
From Platform	In the title bar, select Copy from the context menu.
From survey designer	In the title bar, click Survey Designer. In the Survey Designer title bar, point to the menu icon ( Image omitted: Menu.png Menu icon) on the header bar and click <strong>Copy Survey</strong></li>