Need help to implement the Survey in User Portal which is mandated once a day for every user. The requirement is it should not be a link somewhere in the portal. The survey is not part of the case. Is there a way to schedule the survey to appear on the User portal? Each survey information should be stored in a DB table for reporting purposes.
It depends on the version of pega being used. If it is prior to 7.4 version, we need to create a dummy case type and configure survey in it using smart shape. For versions higher than 7.4, survey itself is a case type. We can configure one agent which gets triggered in an interval of one day and calls an activity which loops through all the users in the application and creates a work object of above mentioned case type and assign it to each user in the loop.
For reporting, create a table for eg. Index-SurveyResponses having column properties like survey name, question name, question text, answer and create a declare index on the survey clipboard structure (eg. .pyQuestionnaire().pyQuestionQroup().pyQuestion()) to populate the above table. Attaching the declare indexes for three kinds of smart shapes for survey (Survey, QuestionPage, Question)