Surveys

reference australia Updated Sep 10, 2026 3 min read r_SurveyManagementLandingPage.md
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With Surveys, you can create, send, and collect responses for basic surveys. If Service Portal is installed, users can access and complete the assigned surveys through the My Assessments and Survey widget within the portal.

Two versions of the application are supported, Surveys, which is the latest version, and Legacy Surveys. Survey improves the user interface and extends the capabilities of the Legacy Surveys application.

Configuring surveys

There are many options for advanced configuration in Surveys:

  • Create a survey, add questions, and choose recipients, all in one interface.

  • Create conditional questions, which appear only when users answer other questions a certain way.

  • Restrict a survey so only specific survey users can take it, and send invitations to those users simultaneously. Alternatively, make the survey a public survey so that any user can take the survey, even anonymous users (users who have not logged in to the ServiceNow system).

    Tip: The assessment_take2 UI page should be public for public surveys. If that page is not public, anonymous users do not have access to the page and public surveys do not work.

  • Set a schedule to automatically assign a survey to users and to limit how often the same user can take a survey.

  • Customize the look and feel of survey questionnaires.

  • Save anonymous survey responses.

  • Convert survey responses to numerical scores and view them on scorecards.

  • Deactivate a survey for maintenance or to retire it without deleting it.

Important: In the Service Portal, users can only submit surveys; they cannot create or edit survey content. Only the Administrators can create survey content in the Admin interface.

Note: Because surveys use the same tables and other back-end components as assessments, you may see assessment elements such as table and field names in certain places throughout the survey feature.

Legacy Surveys

Survey administrators can continue to use legacy survey functionality and data, however, it is recommended that you migrate legacy surveys to the Surveys application. Concurrent use of both survey applications can cause confusion and redundancy.

Survey wizards are not impacted and cannot be migrated.

Note: The Legacy Surveys application is not described in the documentation that you are viewing. It is documented on the ServiceNow wiki.

Capability Surveys Legacy Surveys
Surveys in Service Portal. [Omitted image "Tick.png"] Alt text: check mark
Save new survey responses each time a user takes the same survey. [Omitted image "Tick.png"] Alt text: check mark
Create question templates to reuse sets of answer options. [Omitted image "Tick.png"] Alt text: check mark
Categorize survey questions and report on category results. [Omitted image "Tick.png"] Alt text: check mark
Deactivate a survey without deleting it. [Omitted image "Tick.png"] Alt text: check mark
Create conditional questions. [Omitted image "Tick.png"] Alt text: check mark
Send surveys automatically based on a schedule. [Omitted image "Tick.png"] Alt text: check mark
Customize survey questionnaire color scheme. [Omitted image "Tick.png"] Alt text: check mark
Save anonymous survey responses for logged-in users. [Omitted image "Tick.png"] Alt text: check mark
View survey responses on graphical scorecards. [Omitted image "Tick.png"] Alt text: check mark
Save surveys in a draft state until they are ready to publish. [Omitted image "Tick.png"] Alt text: check mark
Create and send surveys from one page. [Omitted image "Tick.png"] Alt text: check mark
Allow only specific users to access a survey. [Omitted image "Tick.png"] Alt text: check mark
Send surveys based on conditions. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
Send survey email notifications. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
Limit how often a user can take the same survey. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
Add introduction and end note text. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
Create survey modules. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
Public survey: Allow persons to take a survey without logging in. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
Use update sets to track changes. [Omitted image "Tick.png"] Alt text: check mark [Omitted image "Tick.png"] Alt text: check mark
  • Using surveys
    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.
  • Surveys reference
    Reference topics provide additional information about the forms, fields, and properties you use while working with surveys.

Parent Topic:Assessments and Surveys

Related topics

Legacy survey migration

Survey designer

Survey roles

Surveys in Service Portal and the Now Mobile app

Service Portal

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