Access views in one location
Valid from Pega Version 7.2
You can access the relevant views for your case type in one place. By using the Viewstab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.
For more information, see Views in a case type.
New location for case-type properties
Valid from Pega Version 7.2
The configuration options for case-type settings have been moved from the property panel to the Settings tab in Case Designer. This change separates behavioral settings from life-cycle settings so that you can stay focused as you design your case types.
For more information, see Configuring case-type behavior.
Improved modularity of case life cycles
Valid from Pega Version 7.2
You can add processes to a stage in the life cycle of a case. By organizing related steps into processes, you can design a life cycle that is modular and easy to reuse. This change also makes it easier for stakeholders to understand the flow of events when reviewing your case types.
For more information, see Modular life cycles for cases.
New types of steps in a process
Valid from Pega Version 7.2
You can add assignments, subprocesses, and preconfigured steps to a process in Case Designer. By using these new step types, you can quickly enhance your case life cycle and identify opportunities for reuse. This change also delivers a more consistent experience to users who are working in Case Designer and Process Modeler.
For more information, see Steps in the life cycle of a case.
Reusable components in a case life cycle
Valid from Pega Version 7.2
You can easily add an existing process or user action to the life cycle of a case type. By reusing functionality in your application, you can reduce the time that it takes to configure a case type.
For more information, see Steps in the life cycle of a case.
Create and edit reports
Valid from Pega Version 7.2
In Pega Express, you can now create and edit reports for the case types in your application. You can use the new reporting features to modify the way information is displayed in a report and to sort and filter the data for different audiences.
For more information, see Creating reports and Editing reports.
Import specifications
Valid from Pega Version 7.2
In Pega Express, you can now import specifications from an Excel spreadsheet. Keeping specifications up-to-date helps you to generate a meaningful application profile document to share information about your project with stakeholders.
For more information, see Importing specifications.
Create and associate specifications in Case Designer
Valid from Pega Version 7.2
You can now create and associate specifications with steps and user forms when you design a case in Case Designer. You can reuse the specifications in the current case and other case types. By defining specifications, you can generate a more meaningful application profile document.
For more information, see Associating a specification with a step, Associating a specification with a user form, and Enhancements to the Direct Capture of Objectives.
Generate an application profile document
Valid from Pega Version 7.2
In Pega Express, you can now generate an application profile document to share information about your project with stakeholders. An application profile document contains business-related information that is associated with the implementation of a project, such as sizing estimates.
For more information, see Generating an application profile document and Enhancements to the Direct Capture of Objectives.
New mobile capabilities in Pega Express
Valid from Pega Version 7.2
In Pega Express, you can now configure offline case types and quickly build a custom mobile app from the Mobile app tab in the settings. You can apply branding, use certificates, and take advantage of device capabilities such as geolocation tracking. If you set up signing certificates (Android, iOS) and provisioning profiles (iOS) for the custom mobile app in the Designer Studio, you can also access them in Pega Express.
For more information, see Building mobile apps.