Customized application overview documents in App Studio
Valid from Pega Version 8.3
Keep stakeholders notified of the status of an application by customizing and generating an application overview document in App Studio. The overview may include information such as case types, roles, features in your application, and more. Select the chapters that you want to include in the overview, and then highlight the most relevant information by ordering the chapters. In addition to the application overview document, you can generate a detailed data model, either in Microsoft Word or Excel format.
For more information, see Creating project documents for stakeholders in App Studio, Exporting a data model into a document.
New send email automations and enhancements
Valid from Pega Version 8.3
You can now configure cases, flows, and activities to compose and send guardrail-compliant emails that conform to the MIME standard by using email automations. Use the new Call-Automation method to call an automation from an activity without writing Java.
You can also now categorize error messages in automations to quickly understand the type of error that occurred. In addition, page list data types are now supported for inputs and outputs in automations.
For more information, see Calling an automation from an activity and Viewing automations.
View application quality metrics by data type
Valid from Pega Version 8.3
You can now view application quality metrics by data type on the Application Quality landing page. The new Data Types tab displays metrics for data types grouped by data objects, which enables you to more quickly understand the overall coverage of the application's integrations and interfaces.
For more information about data type metrics, see Application Quality landing page.
Scenario tests are reusable
Valid from Pega Version 8.3
Existing scenario tests are now reusable in different business scenarios. Before Pega 8.3, you had to create a new test every time a user interface or process flow changed significantly. Now, scenario tests are editable to help you maintain the test stack more effectively.
For more information, see Updating scenario tests.
Business logic-based routing to process cases more efficiently
Valid from Pega Version 8.3
Process cases more efficiently by defining business logic-based routing options to route tasks to customer service representatives (CSRs) who have a specified availability or skillset. For example, you can ensure that a task is routed to a CSR with a high level of a German language if it is your business need. You can also create custom lists of operators and work queues to filter CSRs who can receive an assignment.
For more information, see Choosing an assignee at run time in Dev Studio, Choosing an assignee at run time in App Studio, Configuring business logic-based routing APIs.
Improvements for automated scenario testing
Valid from Pega Version 8.3
Test automation authors can group related scenario tests into suites. The scenario test suites can be run manually from the Scenario Testing landing page as part of purpose-specific tests such as smoke tests, regression tests, and outcome-based tests. Additionally, automation authors or release managers who monitor tests for an application can disable or quarantine unstable scenario tests so that they do not run.
For more information about creating and managing test suites for scenario testing, see Creating test suites for scenario testing.
Task board enhancements for improved tracking of tasks
Valid from Pega Version 8.3
App Studio and end-user portals, such as Case Manager, now provide an enhanced task board which helps you improve collaboration on task resolution. For example, you can create a checklist within a task, and then update the checklist to inform other users about the progress of the task. Attach content to a task to ensure that all users have the information that they need, and to make tasks more meaningful. Now you can also categorize tasks, and then filter them by category, to quickly access relevant information.
For more information, see Monitoring and tracking tasks in Dev Studio, Monitoring and tracking tasks in App Studio.
More efficient navigation between applications in App Studio
Valid from Pega Version 8.3
The new My Applications gadget helps you switch applications in App Studio more conveniently. You can also search applications by name instead of choosing an application from the list, and then select the access role that you want to use. In addition, you can see descriptions of your applications and create an application by going to the My Applications landing page. To use the My Applications gadget, ensure that you update the UI Kit to version 14.
For more information, see Adding the My Applications gadget, Switching between applications in App Studio.
Facilitated application development with saving changes in branches in App Studio
Valid from Pega Version 8.3
For improved development of your application, you can now define branches in which you save changes that you make to your application in App Studio. Create features in branches so that you can review and merge them without affecting other features in the application. You can quickly identify and review any changes to rules because you know in which application layer they were saved.
For more information, see Setting branch preferences in Dev Studio, Setting branch preferences in App Studio.
Default filter settings for Pulse feed sources
Valid from Pega Version 8.3
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.