--- 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 users and groups # Survey users and groups {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer Survey users and survey user groups help survey administrators control who can take a survey. Survey administrators can restrict a survey so that only specified users can access it unless a survey administrator manually assigns the survey to a different user. Survey user groups provide a way to quickly designate multiple survey users. ## Administering survey users The list of survey users for a survey is visible on the Survey Definition and Survey Category forms. You can add or remove users from the list of survey users at any point. Note that designating a survey user does not automatically generate a survey instance for that user unless both of the following conditions are true: * The survey definition Schedule period is set to Daily, Weekly, Monthly, or Yearly. In this case the system assigns a new survey instance to each survey user at the beginning of each schedule period. * The user has no instances of the survey that are incomplete or that have not yet reached their expiration date. {#c_SurveyUsersAndGroups__ul_bbn_lzy_jp} You can designate survey users from the Survey Designer, the Survey Definition form, or the Survey Category form. Hinweis: If there are trigger conditions for a survey, do not create survey users. Instead, use the Trigger Conditions form to assign users. * **[Create a survey user group](https://servicenow-prod.fluidtopics.net/2VoVhxkwc3P2FSYSA8bcyg)** Survey user groups are groups that have the Type field set to survey and display only the information most relevant to surveys. You can assign survey groups or any user group to surveys. * **[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. * **[Designate a survey user](https://servicenow-prod.fluidtopics.net/cOY1Uids_yXWNifp4PeVEw)** You can designate one survey user at a time from the Survey Definition form. * **[Designate or remove multiple survey users at one time](https://servicenow-prod.fluidtopics.net/D9fpQP1An7B63~UYcpDU~w)** Use the Survey Category form to designate or remove multiple survey users at a time. * **[Allow recipients to retake a survey](https://servicenow-prod.fluidtopics.net/mAhSMvjWvkaY6MhKD4FoSA)** You can configure a survey to allow recipients to resubmit their answers as many times as they like, up to the survey's due date. **Zugehörige Konzepte** * [Survey designer](https://servicenow-prod.fluidtopics.net/JTC5ytEz11f9dVmQLE~9xg "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.") * [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.") * [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 categories](https://servicenow-prod.fluidtopics.net/f8OD4b2pzI~nseKzpAwzvg "Survey categories provide a way to group questions of a similar theme for a given survey.") * [Survey definitions](https://servicenow-prod.fluidtopics.net/HMS5kHUvBL9qSnv3u6S2kQ "A survey definition is the root record upon which a survey is built.") **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.") * [Send survey invitations to users](https://servicenow-prod.fluidtopics.net/3KIUjCH5a6IDITDLwX3jEQ "You can send survey invitations using the Assign Survey or Send Invitations buttons on the Survey Definition form.")