---
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


---

# Copy a survey

# Copy a survey {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a copy of a survey with at least one category to reduce the effort of creating
another survey with similar data.

## Vorbereitungen

Role required: survey_admin or admin, survey_creator  
Hinweis:  
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.

## Warum und wann dieser Vorgang ausgeführt wird

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.

## Prozedur

1. Navigate to AllSurveyView Surveys.
2. Open a survey definition.
3. 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 | 1. In the title bar, click Survey Designer. 2. In the Survey Designer title bar, point to the menu icon (![Menu icon]()) on the header bar and click Copy Survey {#copy-survey__ol_wlz_5cl_l2b} |
   |-|-|

   {#copy-survey__choicetable_vbb_qcl_l2b}
**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 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.")
* [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.")