When the user tries to publish a Survey, it remains in Publishing_vod status.
Generally, once a Survey is ready to be pushed to the field, the Survey Designer can publish it.
Clicking Publish triggers the batch referenced in the Survey Publish Apex Veeva Setting. Out of the box, the triggered batch is the VEEVA_BATCH_SURVEY_PUBLISH Apex Class.
The Territories_vod field is placed on the Survey_vod page layout. This is only supported when using the Veeva MC Engine to publish Surveys.
The following method is used for Survey publishing:
- If the Survey Publish Apex Veeva Setting is blank, Surveys are published using the VEEVA_BATCH_SURVEY_PUBLISH Veeva Apex class.
- If the Veeva Setting is filled with a different Apex class name, Surveys are publishing with the named Apex class.
- If the Veeva Setting = 1, Surveys are published using MC Engine.
Note: if Territories_vod is being used (it is on the Survey_vod page layout) and the Veeva Setting is blank, the system attempts to publish using the MC Engine.
CRM Help Documentation: Publishing a Survey