Publish a survey

You must publish a survey to enable people to receive and complete survey instances.

Before you begin

Role required: admin or survey_admin, survey_creator

Note: Users with the survey_creator role can publish a survey only if they own the survey. If they do not own the survey, they cannot publish it.

About this task

The State field on the Survey Definition form indicates whether the survey is in the Draft or Published state.

Note: You cannot return a survey to the Draft state after it has been published. You do have the option to deactivate a survey by clearing the Active check box.

Procedure

1. Navigate to Survey View Surveys and select a survey to publish.

2. Click Publish.

   When you publish a survey, the system generates survey instances for any associated survey users. You can assign the survey to other users manually.

3. Publish a survey in the Survey Designer
   You must save changes to a survey before you can publish it to the specified recipients or groups.

Parent Topic:Survey administration

Related topics

View survey reports

Survey designer

View a survey instance

Survey users and groups

Copy a survey

Customize the appearance of a survey

Survey definitions

Create a survey designer template question

Survey questions

Survey trigger conditions

Survey distribution

Outlook Actionable Messages

Sentiment analysis for surveys

Surveys in Service Portal and the Now Mobile app

Surveys in ITSM Virtual Agent

Legacy survey migration