03. Updates for Survey Versioning

Introduction

This article details the step-by-step instructions for making your existing Jobs compatible with drill-down hierarchy filters. Your mobile users will not be able to sync until these steps are completed.

• A. Update Existing PPI Surveys and Templates - these steps will make your existing PPI surveys and templates compatible with survey versioning.
• B. Add Updating Status - Your surveys can now be in an updating status, which indicates that there are changes that have been made to a previously published survey that have not been published.
• C. Translate Updating Status (Optional) - Add the translated value for this status for any languages you're using in addition to English.

Before you begin:

• You must have completed the previous articles in this upgrade series.

A. Update Existing PPI Surveys and Templates

1. Click Setup in the upper right.
2. Go to Build >Develop or  Type 'Apex Classes ' in the search bar above the menu.
3. Click Apex Classes.
   
4. Click Schedule Apex.
   
5. Copy and paste Process Survey Data for the Job Name. It must match exactly.
6. Select the Apex Class ProcessSurveyDataBatchSchedule.
7. Select the frequency Weekly.
8. This Job only needs to run once, and we want it to run as soon as possible. For Recurs every week on, check today's day.
9. For the Start Date select today's date.
10. For the End Date select tomorrow's date.
11. For the Preferred Start Time, select the next hour. (Example: If it is 12:48 PM now, select 1:00 PM) This time is in reference to the logged in user's time zone. (To find out your account's time zone, go to Your name | My Settings |Personal | Language & Time Zone)
    
12. Click Save.
13. In the Setup menu, go to Monitor> Jobs or type Apex Jobs in the Search bar.
14. Click Apex Jobs.
15. After the day and time you set for the Job to run, confirm that the Job 'ProcessSurveyDataBatchSchedule" has a status of Completed.
    
16. If the status remains Queued beyond the scheduled time, or the Status is Failed, contact us.

B. Add Updating Status

1. Click Setup in the upper right.
2. Go to Build > Create > Objects, or type "Object" in the search bar.
3. Click Objects.
   
4. Click on the Survey object.
   
5. Click the custom field Status.  
   
6. Click New Under Picklist Value Set
   
7. Type Updating and click Save.
   
8. Click Reorder.
   
9. Highlight Updating and use the up arrow to move it above Closed. Click Save.
   

C. Translate Updating Status (Optional)

1. Click Setup in the upper right.
2. Type translate in the search bar or navigate to Administer > Translation Workbench > Translate.
3. Click Translate.
   
4. Select the language you'd like to provide a translation for.
5. Select Picklist Value for Setup Component.
6. Select Survey for Object.
7. Click on the + sign to expand the field Status.
8. For Updating row, enter the Picklist Value Label Translation.
9. Click Save.
10. Repeat for as many languages as necessary.

Conclusion

Congratulations, your existing Jobs can now leverage drill-down hierarchy filters.

Please continue to the next step of your upgrade: 04. Add Dynamic Salesforce Domain URL.