Survey Module for ServiceNow provides a one-stop solution to efficiently manage and configure surveys within the instance. By fetching records directly from ServiceNow, it offers complete visibility into Surveys, Metric Categories, Assessment Metrics, Assessment Metric Definitions, and Trigger Conditions all in a single view. 

Users can easily create and configure new surveys by simply filling in the defined cells and executing once, eliminating the need for manual navigation across multiple tables. This module streamlines survey setup, enhances accuracy, and accelerates feedback process management within the ServiceNow environment. 

The following article explains how to use the Survey module in ConfigBot to perform different operations. 

Step 1: Log in to ConfigBot 

Enter your username and password, then click Submit to access the portal. 

Step 2: Access the Survey Module: 

From the Home Screen, Navigate to Platform and click on the Survey module tile. 

Step 3: Create a New Iteration: 

Click the Add New Iteration button 

• Enter the Iteration Number 
• Select the Workspace or ADD NEW Workspace  
• Enter Host Address  
• Choose the Instance Type  
• Enter your Company ID and Username  
• Add a short Description  

After filling in all details, click Submit to create your iteration. 

Step 4: Set the Filter Configuration: 

Once the iteration is created, open the workbook and navigate to Config Sheet and select filter type, as I have selected Fetch Active Only filter type so it will fetch all active records present in the instance.

You can also select other filters type   

• Fetch All: will fetched all the records from the instance  
• Fetch All, except these: will fetch all records except those that are mentioned in the next column.  
• Fetch Only: will fetch the records that are mentioned in the next column.  
• Fetch Active Only: will only fetch active records.  
• Fetch In Active Only: will only fetch inactive records.  
• Fetch By Query: will only fetch records that are associated with the query 

Or you can use the Dependent Functionality by selecting "Yes" in Column D "Dependent" 

When Dependent is set to Yes, records are fetched based on their parent record. This ensures that only the child records associated with the selected parent configuration are retrieved.  

Dependency Relationships:

Survey → Records are fetched using the configured filter.  

• Metric Categories → Records are fetched based on the related Survey Records
• Assessment Metrics → Records are fetched based on the related Survey & Metric category Records
• Assessment Metric Definition → Records are fetched based on the related Assessment Metrics Records
• Trigger Conditions → Records are fetched based on the related Survey Records

Step 5: Generate Workbook

Once the iteration is created, click on the Hamburger Menu and select Generate workbook. 

In the pop-up window:  

• Enter your ServiceNow password  
• Add any execution notes
• In Advanced Options, Select All box to Generate workbook. 
• Click Confirm and Start to process execution 

This step prepares the workbook with the basic configuration setup and backfilled the data from ServiceNow instance. 

Step 6: Review Results

Once the status shows Complete, open the generated workbook, and navigate to each sheet to see the data backfilled successfully from the instance covering Response Template and  Channels. 

Automation (Configure Records using ConfigBot):

Step 1: Open Generated Workbook: 

Click on sheet icon to open generated workbook 

• Navigate to the desired Sheet.
• Create and update the records. 

Step 2: Create Survey:

Fill all the fields such as Name, and other required fields to create a valid Survey Record. 

Step 3: Create Metric Categories:

In Column F, Select your recent configured survey, and fill all other required fields to create a valid Metric Category Record. 

Note: Leave Column H - “Conditions” blank, as it will be automatically populated during automation.

Step 4: Assessment Metrics:

In Column F, Select your recent configured survey
In Column G, Select your recent configured Metric Category
and fill all other required fields to create a valid assessment metric Record. 

Step 5: Assessment Metric Definition

In Column F, Select your recent configured Assessment Metric, and fill all other required fields to create a valid Assessment Metric Definition Record. 

Step 6: Trigger Conditions:

In Column F, Select your recent configured survey, and fill all other required fields to create a valid Trigger Condition Record. 

Step 7: Maintain Update Set:

Finally, navigate to the Config sheet. Set Maintain Update Set to Yes and enter the desired Update Set Name.

Note: Make sure to pending the status of each record before running automation. 

Step 8: Start Configuration 

• Once your configuration data is set:  
• Return to your Workspace in ConfigBot.  
• Click the Hamburger Menu and select Request Reprocess. 

Click the Hamburger Menu again and select Start Configuration 

In the pop-up window: 

• Enter your ServiceNow password 
• Add any notes 
• Select the checkbox “Select All” (as we automated all sheets) 
• Click Confirm and Start to execute 

Step 9: Monitor Progress:

You can click the Information logs (🛈) icon on your iteration to monitor the processing status in real time. 

Once the execution Complete, proceed to review your results. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned. 
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Validation (Validate Configuration Changes from the sheet): 

Step 1: Open the Generated workbook 

Click on the sheet icon to open the generated workbook 

Step 2: Change the status to Pending  

Navigate to the desired sheet for which you want to validate the data and change the Processing Status to “Pending” 

Step 3: Start Execution (Validation) 

Once the Processing Status is set to Pending, close the workbook and navigate back to workspace 
Click on the hamburger menu icon and select “Request Reprocess”

Click on the hamburger menu icon one more time and now select “Start Validation” 

In the pop-up window: 

• Enter your ServiceNow instance password. 
• Add any execution notes 
• Select the checkbox for the desired sheet 

Click Confirm and Start to start execution. 

Step 4: Review Results: 

Once the execution status changes to Complete, open the generated workbook. 

You will notice highlights across multiple tabs: 

• Red Highlights → Indicate configuration differences between the values currently maintained in the sheet and those available in the ServiceNow instance. These highlights help identify areas where changes have been made or where the configurations are not aligned.  
• Green Highlights → Indicate matching configuration values between the sheet and the ServiceNow instance, confirming that no configuration changes have been identified. 

Compare (Compare Between Two Executions): 

Step 1: Should have two Generated Workbooks   

Ensure that you have two workbooks generated.  

Step 2: To Start Compare Execution: 

Click on the hamburger menu icon and select “Request Reprocess” 

Click on the hamburger menu icon one more time and now select “Compare iteration” 

In the pop-up window: 

• Select the iteration you want to compare against. 
• Click Confirm and Start to start the execution process. 

Once the status shows complete, open the workbook and navigate to each sheet to see the changes 

You can notice highlights across multiple tabs: 

• Red Highlights – Indicate differences between the two iterations. 
• Green Highlights – Indicate matching values across both workbooks. 

These color-coded results allow you to instantly identify what has changed or remained consistent between the two ServiceNow instances. 

Or we can also Navigate to the “Compare Summary” Sheet, to find the differences 

This Sheet provides a quick and reliable way to verify data consistency between executions. Instead of manually inspecting records, you can visualize differences and matches in a structured tabular form. 

Thank You.

Updated on: 09/15/2026