Published Release Notes

Rule form search

You can now search for content within some rule forms by clicking Search rule on the Actions menu. The search results and the tabs of the rule form that contain the search results are highlighted.

For example, you can find the properties that are used in a when condition inside an activity without navigating to each tab, when condition, transition, and method in the activity.

Delegate service-level agreements

You can now delegate service-level agreements (SLAs) to your business line by clicking Actions > Delegate. You can also delegate circumstanced versions of SLAs.

For more information about delegations, see Delegating a rule or data type.

Circumstance a rule by different properties

You can specialize or circumstance a rule by a different property even if the base rule is circumstanced by another property. This flexibility can help address cases where the same rule needs to be circumstanced by different properties. When you circumstance a rule by different properties, the circumstanced versions of the rule must be in different rulesets or Applies To classes.

You can circumstance a rule by a different property in the same ruleset, but in a higher version, by withdrawing the existing circumstanced versions.

For more information, see Circumstance a rule with different properties or templates.

Usability improvements in Pega Express

The following enhancements have been made in Pega Express to improve your development experience:

• Case Designer now has an option to create a case so that you can quickly test changes to the configuration of your case types.
• There are fewer steps in the process for configuring a dynamic view.
• Some controls on the screen have been repositioned for easier access and support for users who are not using a mouse.
• Some elements on the Life cycle tab of Case Designer support keyboard navigation when you use the Tab, Enter, Right Arrow, or Left Arrow keys.
• The status of a case can be set at the assignment level.

For more information about these changes, see:

• Creating a case
• Configuring a dynamic view
• Configuring a case at run time
• Adding an assignment to a process

Add charts to reports

In Pega Express, you can now add charts to reports and edit existing charts. Select from a wide range of chart types and subtypes to meet your business needs.

For more information, see Adding or editing charts.

Enhancements to email approvals in a case

The following enhancements have been made to email approvals in a case:

• In Designer Studio, you can quickly access the correspondence rule to customize the email template by clicking the Configure email template link on an approval step.
• In Designer Studio, you can add or remove the fields that are displayed in the approval email by customizing the associated Review view.
• In Case Designer, you can now quickly enable email approval when you click an approval step and route it to another user without having to switch to Process Modeler if you are working Designer Studio or switching to Designer Studio if you are working in express mode.
• Recipients of email approvals can quickly open cases by clicking the links to the related cases that are provided in the emails.

For more information, see Email approval enhancements in a case type.

Approval emails now contain links to cases

Emails that you receive to reject or accept a task in a case now contain a link to the case. You can click this link to quickly open a case for which you receive approval emails.

DocuSign integration

You can now integrate DocuSign with your Pega 7 Platform application to collect digital signatures during case processing. You can make a signature request to DocuSign by adding the Send via DocuSign smart shape to your flow. You can customize your request by overriding the data transforms that are used to make a successful signature request to DocuSign.

For more information, see Integrating DocuSign with the Pega Platform.

Email approval and instantiation not supported on multitenant systems

The Enable email approval check box appears on the General tab of an approval step in Case Designer in multitenant systems. It also appears on the Approval shape in Designer Studio. In addition, in Designer Studio, the Settings tab in Case Designer displays the option to configure email instantiation. However, because configuring email listeners is not supported on multitenant systems, you cannot enable email approval or email instantiation.

Text area field supports rich text

You can now configure a text area field on a form to collect plain or rich text from users at run time. By customizing the way that users provide information, you can create cases that display data in different formats and styles.

For more information about the supported options for text area fields, see:

• Configuring a text area field
• Storage and display of fields