Copy a survey

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: survey_admin or admin, survey_creator

    Note:
    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.

    About this task

    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.

    Procedure

    1. Navigate to All > Survey > View Surveys.
    2. Open a survey definition.
    3. Perform any of the following steps.
      OptionDescription
      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