Back ForwardLanding PagesPega Survey category — My Surveys tab

Access

Category

Page

Survey Management

My Surveys

note about PegaSurvey accessThe Survey Management landing page is part of the PegaSurvey framework. This page is available to those who have access to the PegaSurvey RuleSet. See Understanding surveys.

The My Surveys tab facilitates your work with surveys. For a high-level view of surveys, see Understanding surveys. For details on creating a survey, see below. For using a survey, see How to include a survey in a flow.

On My Surveys tab you can create surveys, question pages, and questions. You can also browse or search for existing surveys, pages, and questions; and edit, copy, or delete survey assets you find.

The Type field

At the top of the tab is the Type field. Select the type of survey asset with which you want to work. This populates the tab with all existing instances of the type you select and also sets what controls are available. The options are

See below for details of work with each type.

Advanced Search

You can filter a long list of survey assets by specifying in the Advanced Search area one or more of:

Click Filter to see a more focused list of assets.

Specify your own operator ID in the Updated By field and click Filter to see only assets of the selected type that you updated most recently.

Working with surveys

To work with surveys, select Survey in the Type selector at the top of the tab. In the grid below, a list of all surveys, or all surveys that match the search criteria you have set, appears.

Click one of the buttons to the right of a survey listing to perform the following functions:

Creating a new survey

Click Create Survey to display the Survey Builder.
Fill in the required fields and, if you wish, the optional fields, and add at least one question page to the survey. You can then click the Create button to create the survey.

  Field Description
Required fields  
  Survey Provide a display name. When you click Create, PRPC verifies that the name is unique; if it is not, an error message prompts you to provide a unique name.
  Applies To Select the class for the survey from the options provided in the dropdown list.
  RuleSet Select the RuleSet for the survey from the options provided in the dropdown list.
  Version Select the RuleSet version into which to save the survey rule.
Optional fields  
  Instructions Provide instructions an end user may need. For instance, the survey may be embargoed before a certain date, or apply only to clients who fit a certain profile.
  Validation Select the validate rule to use. To create a new validate rule, click the icon beside the field.
  Pre-Action Select an activity to run before the user proceeds with the survey. To create a new pre-action, click the icon to the right of the field. Click the Get Params button to display a modal dialog where you can provide the parameters the section or activity requires.

After you have filled in the required fields, the Add Page button becomes active. Click it to add the first page to the new survey.
The Add form appears. At the top, the New radio button is selected by default. If you want to add an existing question page, select the Existing button.

Click the Check for Property Conflicts button to have the system validate the questions on the page to make sure that two questions are not mapped to the same property. If the system finds multiple questions mapped to the same property, it displays an error message identifying the questions, so you can correct the issue.

Editing an existing survey

To edit an existing survey, click the Edit button to the right of the survey name. The Survey Builder appears, displaying a series of command buttons. Note that the Check out button is disabled and that, in the Survey Settings display, the survey belongs to your personal RuleSet. This is because the Survey Builder automatically checks out the survey so you can edit it.
In the Survey Settings field you can update the following fields:

The control buttons allow you to

Click the Refresh button to make sure you are seeing the latest list of pages in the survey.
The grid displays the pages already in the survey. Click the + icon to the left of a page name to expand the tree display and see the questions on that page.

Copying a survey

You can copy an existing survey to create a version you can edit or repurpose without changing the original survey.
Click Copy beside a survey listing; the Copy Survey form appears:

Working with question pages

To work with question pages, select Question Page in the Type selector at the top of the tab.

You can also select Survey as the Type and click Edit beside any survey to create a page in that survey, or to edit a page already included in the survey.

Creating a new question page

To create a new question page, display your surveys in the Survey Management tab, select a survey, and click Add Page. The rule form for the question page appears.

Editing an existing question page

Note: when you edit an existing question page, the changes you make affect the question page in every survey in which it currently appears.

There are two routes to editing an existing question page. Both routes allow you to edit the question page; but they display the fields for editing in different user interfaces and provide slightly different user experiences:


Copying a question page

  1. Select an existing question page by one of the methods described above.
  2. Click the “Save as” icon at the top of the rule form to save a copy of the page.
  3. Provide a unique name for the page; optionally adjust the Applies To, RuleSet and Version information; and click Save As.

Working with questions

Pega Survey supports two types of questions:

To see existing questions, select Question or Complex Question in the Type selector at the top of the tab.

Creating a new question

To create a new question, display your surveys in the My Surveys tab and select a survey. Right-click any of the question pages in the survey and select Add Question or Add Complex Question in the context menu.
In the form that appears:

The Applies To field inherits its value from the Survey in which you are creating the question.


Editing an existing question

Note: when you edit an existing question page, the changes you make affect the question page in every survey in which it currently appears.
There are two ways to select a question to edit:

Copying a question

  1. Select an existing question.
  2. Click the “Save as” icon at the top of the rule form to save a copy of the question.
  3. Provide a unique name for the question; optionally adjust the Applies To, RuleSet and Version information.
  4. Click Save As.

noteYou can create and update survey rules directly in the Designer Studio; see:

However, Pega recommends starting from the controls in the landing page as they facilitate managing your survey assets. See the "Creating a new..." subsection in the relevant section above.

Definitions current application, landing page
Related topics Understanding surveys
How to include a survey in a flow

UpDesigner Studio — About Landing Pages

Help System home pageHelp Home