Faster, contextual editing of case types
Valid from Pega Version 7.1.8
Case Designer now includes a contextual property panel that helps you to quickly configure behavior in your case type. It supports case-wide properties, stage properties, and properties that are specific to an individual step.
When you click a stage or step in your case type, only relevant fields and controls are displayed, allowing you to stay focused and make decisions faster. Online help is also integrated with the property panel to give you just-in-time information.
For more information, see Contextual property panel in Case Designer.
Simplified creation of case types
Valid from Pega Version 7.1.8
A wizard is now available in the Case Type Explorer that walks you through the process of creating a case type. Helper text and default values gradually introduce you to stage-based case types to facilitate your transition from the wizard to Case Designer. To run the wizard, click Add a case type or select Add a child case type from the menu of an existing case type in the Case Type Explorer.
For more information about this wizard, see Case type wizard in the Case Type Explorer.
Enhanced options for resolution stages
Valid from Pega Version 7.1.8
When configuring a stage that resolves cases in Case Designer, you can now:
- Create a new resolution status.
- Select the status that is assigned to a case when it completes the last step in the stage.
- Instruct your application to close all open assignments when a case is resolved.
At run time, the audit trail of a case includes entries that capture the time that the case was resolved and open assignments were closed. To access the configuration options for a resolution stage, click Resolve the case on the General tab of the contextual property panel in Case Designer.
For more information about configuring a resolution stage, see Options for a stage that resolves cases.
New field types in Form Builder
Valid from Pega Version 7.1.9
You can create forms in Form Builder that include the following field types:
- Data reference – Prompts users with a list of data records or instances of a specific data type.
- User reference – Prompts users to select or search for an existing user in the application.
For more information, see Data references in Form Builder and User references in Form Builder.
Reusable components in Form Builder
Valid from Pega Version 7.1.9
You can reuse an existing form or data reference when creating a form. By referencing the existing fields in your application, you save time and build forms that are easier to maintain. Refer to the Reuse fields panel in Form Builder to view all of the fields, forms, and data references in your application.
For more information, see Reuse fields panel in Form Builder.
Support for enterprise and express applications
Valid from Pega Version 7.1.9
When you run the New Application wizard, you can create two types of applications:
- Enterprise – A full-scale application that has access to all the capabilities in the Pega 7 Platform.
By default, enterprise applications are developed in Designer Studio, but users have access to express mode. - Express – A small-scale application that has access to a subset of the capabilities in the Pega 7 Platform.
Express applications are developed in express mode, and are ideal for new users or for quickly testing functionality.
For more information, see Express applications.
Case Manager option for searching only attachments
Valid from Pega Version 7.2
Case Manager search now has an option to search only case attachments. When you search attachments, a new column in the search results displays a paperclip icon with the number of attachments that match the search string. You can click the number to display a list of matching attachments for the selected case.
The Declarative Network display is now cross-browser compatible
Valid from Pega Version 7.2
The Declarative Network display can now be displayed on all browsers.
New Pulse gadgets for developers
Valid from Pega Version 7.2
Pulse for the Pega 7 Platform provides two new gadgets: pxContextFeed and pxActivityFeed.
The pxContextFeed gadget is a section that you can integrate with your application. Users can use this gadget to communicate with other users by creating and sharing posts within a given context. You can also customize the gadget or build your own Pulse interface by using a number of APIs.
The pxActivityFeed gadget aggregates all the activity feeds for the cases that a user follows without requiring that individual cases for posts be viewed.
For more information, see the help topic Pulse gadgets and custom APIs.
New Pulse gadget for users
Valid from Pega Version 7.2
You can use Pulse to communicate and collaborate with other users. For example, in Pulse you can post messages, share files, select cases for which you want to receive emails, search for content, and view an activity feed in your dashboard that aggregates your Pulse posts.
For more information, see Pulse for social collaboration.