Published Release Notes

Customized application overview documents in App Studio

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

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.

Remote device log retrieval from online-only mobile apps

In addition to device logs from offline-enabled mobile apps, Pega Mobile Client™ can now upload device logs from online-only mobile apps. The upload to Pega Platform™ starts when a user restarts the mobile app. You retrieve device logs from a specific device to support remote users and troubleshoot mobile apps.

For more information, see Retrieving device logs.

Improved mobile user experience with spaces

Spaces in mobile apps have been enhanced to provide a wider screen area for navigation between content tabs such as Pulse, Boards, Subspaces, and Tasks. Mobile users can now use native selection controls to choose from the same space-specific actions that are available to users of desktop-based applications. The enhancement improves the usability of spaces and promotes collaboration between mobile users.

Spaces on mobile apps do not require any additional configuration.

For more information about spaces, see Collaborating with users by using spaces.

Increased display area in mobile apps

Mobile apps now support hiding the top and bottom bars when the user scrolls down. When the user scrolls up, the bars appear again. This enhancement improves the mobile user experience by presenting more data on the screen, for example, a longer list of items.

For more information, see Advanced layout options.

Business logic-based routing to process cases more efficiently

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.

Mobile apps display skeletons for the initial screen load

Android and iOS mobile apps now display a skeleton before the initial screen loads, which enhances user experience and provides faster response to user actions on complex mobile screens or over slow networks. Until the initial screen is ready to be displayed, Pega Platform™ displays an empty placeholder that imitates the actual user interface.

Skeletons for the initial screen in mobile apps do not require any additional configuration.

Task board enhancements for improved tracking of tasks

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

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.

File sharing improvements in custom mobile apps

Case management in custom mobile apps that are built for Android and iOS using Pega Infinity Mobile Client™ is now improved with the enhanced Attach content control. You can now attach files of any type from the device storage and from cloud services, for example, Google Drive or iCloud, or from other mobile apps that are installed on the device. Additionally, you can share any file attachments, except for signature files, in external mobile apps.

For more information, see Enabling attaching files to an application.