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

Survey Instance form

Description of the field values for the on the Survey Instance form.

FieldDescription
NumberAutomatically generated record number.
Metric typeSurvey definition this survey instance was created from. Survey definitions are stored on the Assessment Instance table, and the field label on that table is Metric type.
Due date

Date by which the survey instance should be completed. The system populates the due date based on the Assessment duration of the associated survey definition, which is set to 14 days by default.The survey due date is not enforced in the base system. If you want to enforce the due date, consider using a workflow or other mechanism to send survey recipients reminders when a survey is overdue.

Note: By default, the system runs the Cancel Expired Assessments script every 30 days to cancel expired survey, assessment, and quiz instances that are in the Work in progress or Ready to take states.

StateState of the survey instance.
Assigned toUser this survey instance is assigned to. This field becomes read-only when the state is In progress, Complete, or Canceled.
DomainDomain associated with the instance.
Expiration dateDate on which the assigned user can receive a new instance of the same survey definition. The system automatically populates the expiration date based on the Schedule period of the associated survey definition.
Related Link
View User's ResponseShows a read-only version of the survey responses completed by the user.
Retry Sentiment AnalysisSends the survey instances for sentiment analysis.Note: This link is available only if any sentiment analysis result is not available for this instance under Survey > Question Sentiment Results
Related List
Assessment Instance QuestionsAll instance question records, which store user response values for each question on the survey questionnaire. The following columns are relevant to surveys:- Category: Displays the survey categories the questions belong to. - Metric: Displays the survey questions.

Parent Topic:Surveys reference

Related topics

View a survey instance