More detailed configuration of persona access in App Studio
Valid from Pega Version 8.6
App Studio now supports more precise configuration of access for personas so that you can improve the security and usability of your application. You can now define what actions a given persona can perform on a case, a data object, or a configuration set. You also save time because you define settings for an entire group of users that a persona represents. For example, you can configure a customer service representative (CSR) persona to view only cases that process insurance claims from VIP customers, without the option to modify the cases. As a result, you ensure that users of your application can interact only with relevant data, in a way that best meets your business needs.
For more information, see:
- Manage access for personas more efficiently in App Studio (8.6)
- Configuring access options for a persona
Consistent search experience in App Studio
Valid from Pega Version 8.5
Pega Platform™ now supports a unified search mechanism in App Studio. Instead of manually locating a single item, such as a case type, a channel, or a data object, you can simply use the Search option in the navigation pane. You can also use Search in case types and personas landing pages, to conveniently access the information that you need, for example channels and case types associated with a persona.
For more information, see Plan your Microjourneys more conveniently in an improved Case Designer (8.5), Creating a Microjourney for customer success.
App Studio enhancements further support Pega Express methodology
Valid from Pega Version 8.6
App Studio now includes improvements that you can use to plan your Microjourney™ in a more convenient way. The Overview workspace now includes a button to edit application details, such as name, description, and business objectives, without having to switch to Dev Studio. You can also access relevant information faster, because Case Designer displays additional details about channels, data objects, and attachments associated with a case type directly in a properties pane. For improved management of your features, feature categories are now available in the application inventory so that you can clearly communicate to your development team what type of features need implementation.
For more information, see:
- Editing application details in App Studio
- Associating personas with channels
- Adding features to application inventory
- Creating a Microjourney for customer success