Discuss documents more effectively by using collaboration feedback
Valid from Pega Version 8.2
Create meaningful documentation for a case by collaborating with other users of your portal, such as the Case Manager or Worker portal. The collaboration feedback features in Pega Platform™ provide options for you to add Pulse comments to a document by responding to a notification email, share documents as URLs, and download documents as PDF files for offline viewing and editing. Collaboration feedback is a convenient and fast way to add valuable content for your case.
For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).
Manage access to the content in your spaces and cases
Valid from Pega Version 8.2
To more efficiently manage your content, you can grant access to documents only to specific space or case members in a portal that you use. Use this option to provide users with content that is tailored to their specific needs. Provide contextual and consistent documents for your users for more effective communication and case management.
- For App Studio: Adding content to a space, Creating a document.
- For Dev Studio: Adding content to a space, Creating a document.
Add content to cases and spaces from external repositories
Valid from Pega Version 8.2
Provide meaningful content for your cases and spaces faster by attaching files from third-party repositories. Pega Platform™ now supports sourcing documents from external repositories that you configure in your application. You do not need to download documents first, and then upload them to your case or space.
For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).
Reuse when conditions when designing cases in App Studio
Valid from Pega Version 8.2
Reuse existing conditions to save time when you design a case in App Studio. Now you can use an existing when condition when you create a condition for a stage in your workflow. You can also define custom when conditions and save them for future use.
For more information, see Defining conditions with a condition builder.
Create multistep forms for stages
Valid from Pega Version 8.2
In Case Designer, you can now create multistep forms for a stage. Create several focused and concise screens to capture the information from users instead of using a single long screen. For example, you can ask users for their personal details in one screen, and then ask them to describe their medical condition in a separate screen. When you create a multistep form, choose a template to determine how the users navigate between screens.
For more information, see Adding a multistep form to a stage (for Dev Studio), Adding a multistep form to a stage (for App Studio).
Analyze decision components with simulation tests
Valid from Pega Version 8.2
Gain a better understanding of how strategy components influence decision outcomes by using decision funnel explanations. By running simulation tests with the new Decision funnel explanation purpose, you can now break down the results of a decision funnel into granular analyses to assess how certain components and expressions influence the overall outcome.
For more information, see Interpret the decision funnel with simulation tests.
Additional case settings in App Studio
Valid from Pega Version 8.2
You can now make it easier to distinguish your case type from other case types by customizing its icon and selecting a unique case ID prefix in the General case settings.
You can also access Locking and Notifications case settings in App Studio without switching to Dev Studio.
For more information, see:
- Changing the case ID format
- Changing the case icon
- Managing concurrent access to a case
- Enabling case notifications
Configure search for duplicate cases in the step property panel
Valid from Pega Version 8.2
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
Valid from Pega Version 8.2
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
Valid from Pega Version 8.2
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.