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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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.

Before you begin

Role required: admin or survey_admin

Procedure

  1. In the Survey Designer, point to the menu and select Load Survey.

  2. Select a survey to publish.

  3. To preview the survey as a user, point to the menu icon and click Preview.

  4. When you are satisfied with the survey, click either Save and Publish or Publish to distribute it.

    When you publish a survey, the system sends email notifications to the recipients and to their managers. The system displays a link to the survey on a card in each recipient's My Assessments & Surveys portal.

Parent Topic:Publish a survey