How do I transfer/move a survey from one instance to another?

salvadormarchan · ‎12-10-2014

All,

We are in Eureka patch 2 and I have created a survey using the wizard. After simulating and discussing with the survey team, we have decided that the survey questionnaire are all good now (in our DEV instance). I would like to transfer it to the PROD instance. There is 'copy' function but it only copies within the same instance.

I appreciate any help.

Thanks,

Dor

ryan_dinwiddie · ‎12-10-2014

Salvador Marchan In Calgary I opened the survey (Survey Wizard > All) and used the UI action to "Export to XML" and this allowed me to move it between instances with all of the questions and transitions.

jadona · ‎12-10-2014

The easiest way to do it would be by exporting it from DEV and importing it into PROD.

Anyway, you can use another methods such as using the update_synch attribute in the surveys table, and making an update in your survey so that the survey will be included in your update set, or you can create your own UI Action that force to include in your Update Set the elements that you select.

salvadormarchan · ‎12-10-2014

Hey Javier...How are you, BRO!?

BTW, the regular/typical export does not work...I guess SNC has some other background dynamic in the Survey which "Export Assessment" UI Action is able to handle. Anyways, thanks for the tip as well.

jadona · ‎12-10-2014

I am good, thanks Dor! How are you?

I will have a look to see how the new UI Action works. I was just testing the previous export functionality and seems like it has been changed in Eureka, Thanks for advising!