--- sourceDocument: Australia ServiceNow AI Platform Capabilities sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/servicenow-platform Release : - australia ft:locale : - de-DE ft:publication_title : - Australia ServiceNow AI Platform Capabilities ft:clusterId : - platcap bundleId : - platcap workflow : - Platform --- # Survey designer # Survey designer {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer Users with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups. You can assign a survey to individual users or groups who receive all the questions from all the categories. You can also customize each question and make it dependent on the response to another question. The following describes the procedures you follow to create and publish a survey. * Create survey categories. * Create questions within each category. * Configure survey details, such as introductory and closing remarks and time limit. * Select recipients for the survey. * Publish the survey to the selected users or groups. {#c_SurveyDesigner__ul_fpb_323_br} Hinweis: The survey designer replaces the survey creator in the Legacy Surveys application. If you are using Internet Explorer version 8 or earlier, the system redirects you to the survey creator. * **[Survey designer elements](https://servicenow-prod.fluidtopics.net/zz1mu~Yr04VePrOLnKlUZA)** The survey designer is accessible from SurveySurvey Designer. * **[Configure a survey in the survey designer](https://servicenow-prod.fluidtopics.net/VKQppGGPOZQLWQBpTHLZ4A)** Configuration settings apply to the entire survey. * **[Survey categories](https://servicenow-prod.fluidtopics.net/f8OD4b2pzI~nseKzpAwzvg)** Survey categories provide a way to group questions of a similar theme for a given survey. * **[Create a question in the survey designer](https://servicenow-prod.fluidtopics.net/BPE_39wzIWTxn2RWVz63cg)** You can create multiple questions for each category in the survey designer, but each question can only be associated with one category. * **[Survey question data types](https://servicenow-prod.fluidtopics.net/F5UeKOu777wh_tKfwTRZzQ)** You must choose a data type for each survey question. The data type determines the format of the question and the kind of data that is collected on survey questionnaires. * **[Create custom metric type](https://servicenow-prod.fluidtopics.net/sF7vpyQcAyWAisTXNmpypw)** Create your own custom metric type if you don't find the metric type that you want in Survey Designer while designing surveys. * **[Edit a survey in the survey designer](https://servicenow-prod.fluidtopics.net/EceoWiCrn7CaKaANgB680Q)** You can modify surveys using the survey designer. * **[Configure category weights for a survey](https://servicenow-prod.fluidtopics.net/2OEBsX1TaENz8YOTI3Hkqw)** You can assign a weight to each category in a survey. The system calculates results from the weight that you configure. **Zugehörige Konzepte** * [Survey users and groups](https://servicenow-prod.fluidtopics.net/5HFaDFh0ttgsJmUo7YkbmQ "Survey users and survey user groups help survey administrators control who can take a survey.") * [Survey definitions](https://servicenow-prod.fluidtopics.net/HMS5kHUvBL9qSnv3u6S2kQ "A survey definition is the root record upon which a survey is built.") * [Survey questions](https://servicenow-prod.fluidtopics.net/VAq4ppM9iLa0uKK6cyuYsw "Survey questions appear on survey questionnaires for the associated survey definition.") * [Survey trigger conditions](https://servicenow-prod.fluidtopics.net/dtF46gcd8iGVa~2r1Fjriw "Trigger conditions specify when to send a particular survey and the persons to send it to.") * [Survey distribution](https://servicenow-prod.fluidtopics.net/JEkP248j7KZNQZ0E2LxrRA "There are several ways for survey administrators to distribute surveys to users.") * [Outlook Actionable Messages](https://servicenow-prod.fluidtopics.net/vnCRIIhf16fQsImyEfGmJg "Outlook actionable messages plugin enables users to respond to the survey from within the Microsoft Outlook application.") * [Sentiment analysis for surveys](https://servicenow-prod.fluidtopics.net/JcD07_TYbsrfjJiNIscEFA "You can use sentiment analysis to determine whether user responses for a survey are considered positive, negative, or neutral.") * [Surveys in Service Portal and the Now Mobile app](https://servicenow-prod.fluidtopics.net/hiwmuMSm_mbGVOzxY6_Abg "If you've installed Service Portal, you can use the My Assessments and Surveys widget in Service Portal. Users can view surveys in Service Portal. Service Portal also supports surveys for users on mobile devices that have the Now Mobile app installed. The My Assessments and Surveys widget is available by default on the Service Portal home page.") * [Surveys in ITSM Virtual Agent](https://servicenow-prod.fluidtopics.net/vGnOYht5Hk4DNKeHzkS5Xg "You can use surveys in ITSM Virtual Agent to collect survey responses from users through conversational questionnaires (pre-chat and post-chat surveys) in the chat client.") * [Legacy survey migration](https://servicenow-prod.fluidtopics.net/qhW8IcnH_gBqjkq7C1fQUw "Users with the survey_admin role can migrate legacy survey data to create copies of legacy surveys and their related records in assessment tables. The Survey Management application, which is built on the assessment engine, is available as an alternative to legacy surveys.") **Zugehörige Tasks** * [View survey reports](https://servicenow-prod.fluidtopics.net/K7_hlpb4ibOEbTYTH~F_Tw "Use the Survey Overview dashboard to view various survey reports, such as Surveys by Metric Type and State.") * [View a survey instance](https://servicenow-prod.fluidtopics.net/kZ0B2yFGPyWBscaGqevVjA "A survey instance represents one questionnaire assigned to one user. You view an instance to verify that survey instances were created, to check the state of a survey instance, or to reassign a survey instance.") * [Copy a survey](https://servicenow-prod.fluidtopics.net/0ufNZ_FJuiPwFqZZtzwW3Q "Create a copy of a survey with at least one category to reduce the effort of creating another survey with similar data.") * [Publish a survey](https://servicenow-prod.fluidtopics.net/MXVckIM4qQsYVKnnVuodag "You must publish a survey to enable people to receive and complete survey instances.") * [Customize the appearance of a survey](https://servicenow-prod.fluidtopics.net/TaeG9PFHJdmGQ9i1me2HOw "As an assessment and survey administrator, set properties to customize the color of various elements on the questionnaires.") * [Create a survey designer template question](https://servicenow-prod.fluidtopics.net/7irM1dLv2erN1ayhw8aY6Q "You can create a question that uses choice lists from a template.") * [Create a survey designer template question](https://servicenow-prod.fluidtopics.net/7irM1dLv2erN1ayhw8aY6Q "You can create a question that uses choice lists from a template.") * [Select recipients for a survey in the Survey Designer](https://servicenow-prod.fluidtopics.net/Y7dEtzhWYnFAuoC23Y5u8g "You can assign survey users while designing or modifying the survey.") * [Publish a survey in the Survey Designer](https://servicenow-prod.fluidtopics.net/cWK4KB9Vd1GiUGO_U9Owhw "You must save changes to a survey before you can publish it to the specified recipients or groups.")