Publish a survey

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

    • 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.