<h2>Survey designer</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2024" /><meta name="DC.rights.owner" content="(C) Copyright 2024" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="concept" /><meta name="DC.title" content="Survey designer" /><meta name="abstract" content="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." /><meta name="description" content="Users with the survey_admin role can use the survey designer. 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When you activate and configure these features, you can create custom business logic, manage and secure data, and build alternate user interfaces.">Now Platform capabilities</a> > <a class="link" href="../../../administer/service-administration/concept/c_ServiceAdministration.html" title="Configure settings for services that support business applications or the platform.">Service administration</a> > <a class="link" href="../../../administer/assessments/concept/assessments-surveys-landing-page.html" title="The Assessments and Surveys application helps you create, send, and collect responses for surveys. The application also helps you evaluate, score, and rank records from any table in the system.">Assessments and Surveys</a> > <a class="link" href="../../../administer/survey-administration/reference/r_SurveyManagementLandingPage.html" title="With Surveys, you can create, send, and collect responses for basic surveys. If installed, you can also use the Survey widget to set up a survey within Service Portal.">Surveys</a> > <a class="link" href="../../../administer/survey-administration/concept/using-surveys.html" title="Survey administrators—users with the survey_admin role—create and maintain surveys and configure how they are distributed and published. Surveys on Service Portal are also supported.">Using surveys</a> > </div> <h1 class="title topictitle1" id="ariaid-title1">Survey designer</h1> <div class="body conbody"><p class="shortdesc">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.</p> <p class="p">You can assign a survey to individual users or groups who receive all the questions from all the categories. You can also customize each question and make it dependent on the response to another question. The following describes the procedures you follow to create and publish a survey.</p> <ul class="ul" id="c_SurveyDesigner__ul_fpb_323_br"><li class="li">Create survey categories.</li><li class="li">Create questions within each category.</li><li class="li">Configure survey details, such as introductory and closing remarks and time limit.</li><li class="li">Select recipients for the survey.</li><li class="li">Publish the survey to the selected users or groups.</li></ul> <div class="note"><span class="notetitle">Note:</span> The survey designer replaces the survey creator in the Legacy Surveys application. If you are using Internet Explorer version 8 or earlier, the system redirects you to the survey creator.</div> </div> <div class="related-links"> <ul class="ullinks"><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/concept/c_SurveyDesignerElements.html">Survey designer elements</a></strong><br /> The survey designer is accessible from <span class="ph menucascade"><span class="ph uicontrol">Survey</span> > <span class="ph uicontrol">Survey Designer</span></span>.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/task/t_ConfigSurveyInSurveyDesgnr.html">Configure a survey in the survey designer</a></strong><br /> Configuration settings apply to the entire survey.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/concept/c_SurveyCategory.html">Survey categories</a></strong><br /> Survey categories provide a way to group questions of a similar theme for a given survey.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/task/t_CreateQuestSurveyDesigr.html">Create a question in the survey designer</a></strong><br /> You can create multiple questions for each category in the survey designer, but each question can only be associated with one category.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/reference/r_SurveyQuestionDataTypes.html">Survey question data types</a></strong><br /> You must choose a data type for each survey question. The data type determines the format of the question and the kind of data that is collected on survey questionnaires.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/task/create-custom-templates-questions.html">Create custom metric type</a></strong><br /> Create your own custom metric type if you don’t find the metric type that you want in Survey Designer while designing surveys.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/task/t_EditASurveyInTheSurveyDesigner.html">Edit a survey in the survey designer</a></strong><br /> You can modify surveys using the survey designer.</li><li class="link ulchildlink"><strong><a href="../../../administer/survey-administration/task/t_ConfigCatWeightsForSurvey.html">Configure category weights for a survey</a></strong><br /> You can assign a weight to each category in a survey. The system calculates results from the weight that you configure.</li></ul> <div class="familylinks"> <div class="parentlink"><strong>Parent Topic:</strong> <a class="link" href="../../../administer/survey-administration/reference/r_SurveyAdminTasks.html" title="Survey administrators—users with the survey_admin role—create and maintain surveys and configure how they are distributed and published. Surveys on Service Portal are also supported.">Survey administration</a></div> </div> <div class="linklist relinfo relconcepts"><strong>Related concepts</strong><br /> <ul class="linklist"><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_SurveyUsersAndGroups.html" title="Survey users and survey user groups help survey administrators control who can take a survey.">Survey users and groups</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_SurveyDefinitions.html" title="A survey definition is the root record upon which a survey is built.">Survey definitions</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_SurveyQuestion.html" title="Survey questions appear on survey questionnaires for the associated survey definition.">Survey questions</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_TriggerConditions.html" title="Trigger conditions specify when to send a particular survey and the persons to send it to.">Survey trigger conditions</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_SurveyDistribution.html" title="There are several ways for survey administrators to distribute surveys to users.">Survey distribution</a></li><li class="linklist"><a class="link" href="../../../administer/outlook-actionable-messages/concept/outlook-actionable-messages.html" title="Outlook actionable messages plugin enables users to respond to the survey from within the Microsoft Outlook application.">Outlook Actionable Messages</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/sentiment-analysis.html" title="You can use sentiment analysis to determine whether user responses for a survey are considered positive, negative, or neutral.">Sentiment analysis for surveys</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_SurveyServicePortal.html" title="If you have 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 Service Portal and the Now Mobile app</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/survey-virtual-agent.html" title="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.">Surveys in ITSM Virtual Agent</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/concept/c_MigrateSurveys.html" title="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.">Legacy survey migration</a></li></ul></div> <div class="linklist relinfo reltasks"><strong>Related tasks</strong><br /> <ul class="linklist"><li class="linklist"><a class="link" href="../../../administer/survey-administration/task/view-survey-overview.html" title="Use the Survey Overview dashboard to view various survey reports, such as Surveys by Metric Type and State.">View survey reports</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/task/t_ViewSurveyInstance.html" title="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.">View a survey instance</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/task/copy-survey.html" title="Create a copy of a survey with at least one category to reduce the effort of creating another survey with similar data.">Copy a survey</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/task/t_PublishASurvey.html" title="You must publish a survey to enable people to receive and complete survey instances.">Publish a survey</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/task/t_CustomizingAppearance.html" title="Assessment and survey administrators can set properties to customize the color of various elements on the questionnaires.">Customize the appearance of a survey</a></li><li class="linklist"><a class="link" href="../../../administer/survey-administration/task/t_CreateASurveyDesignerTemplateQ.html" title="You can create a question that uses choice lists from a template.">Create a survey designer template question</a></li><li class="linklist"><a class="link" href="../task/t_CreateASurveyDesignerTemplateQ.html" title="You can create a question that uses choice lists from a template.">Create a survey designer template question</a></li><li class="linklist"><a class="link" href="../task/t_SelRecipsForASurveyInDesigner.html" title="You can assign survey users while designing or modifying the survey.">Select recipients for a survey in the Survey Designer</a></li><li class="linklist"><a class="link" href="../task/t_PublishASurveyInSurveyDesigner.html" title="You must save changes to a survey before you can publish it to the specified recipients or groups.">Publish a survey in the Survey Designer</a></li></ul></div> </div> </body></html></div>