Published Release Notes

Life cycle tab renamed to Workflow

The Life cycle tab for case types has been renamed to Workflow. On the Workflow tab, you can define a life cycle for case types by clicking Life cycle, and you can define user actions for case types and stages by clicking Optional actions.

For information about defining a life cycle for a case type, see:

• Pega Express 7.3.1 – Defining a life cycle for a case type
• Pega Platform 7.3.1 – Defining a life cycle for a case type

For information about user actions, see:

• Pega Express 7.3.1 – User actions
• Pega Platform 7.3.1 – User actions

Mobile optimized grid enhancements

Grid (table) layouts optimized for mobile support conditional visibility layout, row, and cell content. You can configure visibility as a client-run expression for use offline, or use a when rule or server-run expressions for desktop and mobile applications. Conditional visibility allows applications to use the template-based rendering. The UI Gallery includes an example of such a grid.

For more information see Optimize grid layouts for mobile.

Test when rules by using PegaUnit automated tests

You can now create and run PegaUnit automated tests for when rules. These tests reduce the testing effort required for when rules and improve product quality. They also help to identify issues that might be introduced in new releases by providing quick automated regression testing.

For more information, see Unit testing a when rule.

Enhanced activity feed for Pulse displays messages

The activity feed for Pulse has been enhanced to display replies to messages that you have posted, messages on cases that you are following, messages in which you are referenced, messages posted on your user profile, messages by users that you are following, and messages that you have bookmarked. You can filter the activity feed to display the messages that you want to view.

For information about Pulse enhancements, see:

• Pega Express 7.3.1 – Communicating with Pulse
• Pega Platform 7.3.1 – Pulse enhancements for social collaboration

Adjust styling for UI elements with standard CSS helper classes

Rather than creating a new skin format to make minor formatting changes to a user interface element, click the Open helper class picker icon on the Presentation tab of the Properties panel and select a predefined Cascading Style Sheet (CSS) helper class to apply to the element. For example, you can use a CSS helper class to center an element in a cell or layout. Using helper classes saves development time, reduces maintenance by limiting the number of customized skin formats, and improves the consistency of your application's look and feel. By avoiding the introduction of unnecessary static content, you also improve your application's initial loading time.

For more information, see CSS helper classes.

Preview and select icons with the icon class picker

To see the standard, predefined icons that are available for a Button, Link, or Icon control, use the Open the icon class picker icon on the General tab of the Properties panel. From an overlay of icons, you can then select the one that is most appropriate for your control. By using a predefined icon, you bring greater consistency to your user interface and help users more easily understand the purpose of each control.

For more information, see Previewing and selecting predefined icons with the icon class picker.

Support for email triaging of interaction cases for the Email user channel

You can now triage customer email content that is saved in an interaction case for the Pega^® Intelligent Virtual Assistant for Email. A customer service representative can reply to the email, reassign the interaction case to another user or a work queue, resolve the interaction case, or spin off a business case from the interaction case. Carrying out these actions improves the artificial intelligence capability of the Pega Intelligent Virtual Assistant for Email, for example, for automatic email routing purposes.

For more information, see Email triage an interaction case.

Define property value criteria for stage entry

You can now define the criteria that property values must meet to enter a stage, by clicking Validations on the Data model tab of a case type. By validating the properties, you can ensure that a case contains relevant data before it enters a stage.

For more information, see Property condition requirements for stage entry.

Update activity for button and link formats

To update existing Button controls or Link controls to current, simplified formats (Strong, Standard, and Simple), use the pzUpdateButtonLinkFormats activity. Using the report definition and other parameters that you specify, the system retrieves the sections to be converted, loops through each section rule to find Button controls and Link controls, and updates their formats.

For more information, see Updated button and link formats and Update-Button-Link-Formats.

Ability to edit questions in the Facebook channel preview console

You can now edit questions directly in the preview console when you simulate a Facebook chatbot conversation. This feature eliminates the need to edit Case Manager settings when you want to modify the text of a question for a configured Facebook channel interface.

For more information, see Simulating a chatbot conversation.