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Updating from Pega Survey 7.2.2 or earlier: enabling the new Pega Survey features

Suggest edit Updated on February 9, 2022

For applications using Pega Survey, if you are updating from Pega 7.2.2 or earlier, update your application to use the latest survey features.

You cannot revert surveys to their original implementation after you adopt the rules and APIs that are provided in the Pega-Survey ruleset.

For each application that uses survey capabilities, repeat the following steps:

  1. Remove the reference to the legacy PegaSurvey ruleset.

    1. In the header of Dev Studio, click [Your application name]Definition to open the Application form.

    2. In the Application rulesets section, delete the entry for the PegaSurvey ruleset.

    3. Click Save.

  2. Update your overrides and custom rules that rely on standard rules that have been renamed to find rules with invalid references.

    1. In the header of Dev Studio, click ConfigureApplicationToolsValidation.

    2. In the Select Application list, select the name of your application.

    3. Click Run Validation.

    4. Review the list of rules with invalid references, and resolve each invalid reference by performing one of the following actions:

      • Redirect the invalid reference to a valid rule in the Pega-Survey ruleset.

        Because only prefixes were added to the names of standard rules, you can inspect the ruleset for a rule name that is similar to your invalid reference.

      • Recreate your override by copying the renamed version of the rule in the Pega-Survey ruleset.

        Ensure that all references to your original override are redirected to your new override, before you delete the original override.

    5. Manually review and update your application for references, such as Java steps in an activity, that are not detected by the validation tool.

  3. Update the rules that support the surveys in your application.

    1. In the header of Dev Studio, click ConfigureSystemReleaseUpdateValidate.

    2. Click Revalidate and Save.

    3. In the Update Rule Forms dialog box, enter values in the fields to perform validation on the following classes:

      • Rule-PegaQ-Question

      • Rule-PegaQ-QuestionCollection

      • Rule-PegaQ-QuestionGroup

      • Rule-PegaQ-Questionnaire

    For more information about the options that you can choose while running the Revalidate and Save tool, see the Pega Platform help.
  4. Find the surveys in your application that run on an embedded page instead of the context, or primary page, of the parent flow.

    1. In the Application Explorer, expand Survey > Survey to display a list of surveys in your application.

    2. Click a survey name to open the Survey form.

    3. Click ActionsView references to find the flow that calls your survey.

    4. Click the Open icon next to the flow name.

    5. On the flow diagram, inspect the configuration of the Subprocess shape that calls your survey.

    6. If the Define flow field is set to On embedded page, note the value in the Page property field.

    7. Repeat steps b through f for each survey in your application.

  5. If you do not have any surveys that run on embedded pages, you can skip this step. Customize the update utility so that it finds and edits the correct pages for in-flight surveys.

    1. Find the Work-.pyUpdateSurveyProperties data transform by searching for it or by using the Application Explorer.

    2. Save a copy of the rule to an unlocked ruleset version in your application.

    3. On the Definition tab of the Data Transform form, use the Update Page action to set the current page to the embedded page that you noted from step 4.

    4. Enclose the Update Page action with a When action if only some surveys run on the embedded page.

    5. Repeat steps c and d for each embedded page that you noted from step 4.

    6. Click Save.

  6. Run the update utility for in-flight surveys.

    1. In the header of Dev Studio, click ConfigureSystemReleaseUpdateUpdate Tools.

    2. Click Update Survey Work Objects.

    3. In the Update survey work objects dialog box, select the check box next to each class that defines a survey.

    4. Click Run utility.

  7. Correct references to deprecated APIs.

    For more information about deprecated APIs and the APIs that supersede them, see the release notes for Pega Platform 7.3.
  • Previous topic Identifying conflicts with rules that cannot be overridden by running the final rules conflict report
  • Next topic Updating from Pega Platform version 7.2.2 or earlier: enabling notifications by updating access role names
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