To start planning your Microjourney in a user-friendly, transparent, and holistic way, first update your application. As a result, you can visualize the key elements of your cases – case types, personas, and data – on one screen, so that you can improve your understanding of the needs of your customers.

The update proceeds in the following order:

1. When you open your existing application in App Studio, a prompt to update your application is displayed.
2. After you accept an update, your application creates rules corresponding to data objects and personas. Your application uses an unlocked ruleset or a branch to store the rules.

   By default, your application uses logic to choose the best unlocked ruleset. If you want to specify a ruleset to store the new rules, specialize the pySetUpgradeRuleSet data transform. For more information, see Data Transforms.

3. When the update is complete, you need to merge the new personas and data objects rules.

   For more information about merging rulesets, see About the Ruleset Maintenance wizard.

   For more information about merging branches, see Merging branches into target rulesets.

If your application includes built-on applications, update the built-on applications first. If you update your built-on applications first, when you update your current application, it only references the data objects from your built-on applications.

By updating your current application first, it creates the data objects that it uses from the built-on applications. If you update your built-on applications later, it duplicates the data objects. As a result, when you start by updating your built-on applications, you save time and resources.

• Adding case types to organize work
• Adding personas to organize users
• Adding data objects to organize data
• Data modeling
• Creating a model for your data

• Creating a Microjourney for customer success