Published Release Notes

Configure search for duplicate cases in the step property panel

You can now configure the search for duplicate cases in the step property panel. Save time by specifying search criteria that effectively identify potential duplicate cases.

At run time, make sure that each case represents a unique request by deciding whether to close the case as a duplicate, based on the criteria by which the system marked the case as a potential duplicate, for example, a matching email address.

For more information, see:

• For Dev Studio: Finding duplicate cases
• For App Studio: Finding duplicate cases

Visualize tasks more clearly with the task board view

In spaces and other contexts, you can now monitor and track the resolution of cases by using the task board view. This view groups tasks into columns by status to provide a visual overview for all members of a space. By default, the task board view is enabled in spaces, but you can enable it in any context to meet your needs.

For more information, see Monitoring and tracking cases (for App Studio) or Monitoring and tracking cases (for Dev Studio).

Make important content visible by promoting spaces

Now you can make highly relevant content more visible and more easily accessible with promoted spaces. Highlight promoted spaces on a separate tab in spaces to ensure that the most relevant content is quickly available and clearly organized. Promoted spaces are available for every user; however, only users with Super Admin privileges can promote a space.

For more information, see Granting Super Admin privileges.

Default filter settings for Pulse feed sources

Set default filters for Pulse messages, so that users see only relevant posts. Users can temporarily change these settings at run time to view messages from different feed sources, and restore the default settings by refreshing the page.

For more information, see Adding a feed source for the activity feed.    

Improved creation of When rules with the condition builder

Define conditions for When rules by using the condition builder view. You can create new or select existing values, and then group conditions with ANDs, ORs, or advanced logic. The condition builder does not support functions; the method for defining the conditions to use functions is the same as in the previous versions of Pega Platform™. 

For more information, see Defining conditions with a condition builder, Defining conditions for a When rule.

Case notification enhancements

Pega Platform™ now supports creating case notifications directly in Case Designer in App Studio and Dev Studio, so that you do not need to create a notification rule first and then provide the rule name in a case. You can speed up and simplify case creation by specifying recipients for each notification, without the need to create a data page for the recipients. Push notifications and email subjects can now also include properties, for example, a case ID or a goal and deadline.

For more information, see Sending event notifications from cases in Dev Studio, Sending event notifications from cases in App Studio.

Improved and simplified field-level auditing

To track the progress of your work and maintain the compliance of your cases, both App Studio and Dev Studio now support field-level auditing for case fields. Your application tracks and displays information about user updates to scalar fields, field groups, and field group lists, at any level of your case data model. For example, you can check previous and current field values, the last user to change the values, and the time of their modification. 

For more information, see Track changes in cases with improved field-level auditing (8.4), Enabling field-level auditing in Dev Studio, Enabling field-level auditing in App Studio.   

Creation of case documents in a case life cycle

To save time and further automate your business processes, Pega Platform™ now supports generating case documents as part of the case life cycle. You can ensure that the documents include all necessary information by first creating a document template in a word processor. When you create a template, you add dynamic tags that your application populates with relevant data unique to each case, for example, the case ID and current date. To make your documentation more meaningful, you can also include attachments.

For more information, see Generate case documents in a case life cycle (8.4), Generating case documents in Dev Studio, Generating case documents in App Studio.

Pulse configurations in the case type settings

In both App Studio and Dev Studio you can now configure Pulse in a simplified and user-friendly way, in the case type settings. Add Pulse posts to cases, define default and add new feed sources, and then customize the Pulse label, all without performing advanced actions, such as configuring sections. You can also define visibility conditions for each post type.

For more information, see Start collaborating faster with simplified Pulse configuration (8.4), Configuring Pulse for case types in Dev Studio, Configuring Pulse for case types in App Studio.

Support for advanced validation of embedded and referenced data

To help you define validation conditions for a broader range of use case scenarios, Pega Platform™ now supports stage entry validation for embedded fields in the form of a validation matrix. You can now define validation conditions for both field groups and field group lists, and easily navigate between them. You can also select any fields and when conditions while building a condition for both field-level and stage-level validation.

For more information, see Validating field values for stage entry.