--- 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 trigger conditions # Survey trigger conditions {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer Trigger conditions specify when to send a particular survey and the persons to send it to. Survey administrators can use trigger conditions to configure the system to generate a survey instance each time a specified action occurs on a specified table, for example, when an incident or change request closes. The system sends the survey to users that are related to the triggering record, for example, incident callers or change request assignees. You can choose to send a survey every time the condition is met, or you can set a probability for the system to send a survey at random when the condition is met. Trigger conditions are ideal for sending transactional surveys. Transactional surveys generally measure satisfaction with a recent experience, such as closing an incident or purchasing an item. Hinweis: Trigger conditions are comparable to survey conditions in legacy surveys. If you migrate a legacy survey that has survey conditions, ensure that the survey conditions are deactivated before you recreate them as trigger conditions. * **[Configure a trigger condition for a survey](https://servicenow-prod.fluidtopics.net/aCU3o5ejihhTiIFjgIVwyw)** Configure trigger conditions to specify when to send a particular survey and the persons to send it to. * **[Trigger condition example](https://servicenow-prod.fluidtopics.net/Iq4jcCndN~olRrHfomhObw)** You can send out auto-triggered surveys when an incident is closed or resolved. **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 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 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.")