Simplified creation of case types
Valid from Pega Version 7.2
You can create a case type in a single step, which enables you to process cases and use Case Designer immediately. Because some features are now extracted from the process of creating a case type, you can gradually add complexity at your own pace. For a guided experience of adding a data model or life cycle to your case type, follow the prompts in Case Designer.
For more information, see Adding a case type to your application.
Data modeling in context for case types
Valid from Pega Version 7.2
You can access the part of your data model that is relevant to your context. By using the Data model tab in Case Designer, you can quickly add, remove, or configure the fields that are used by an individual case type.
For more information, see Data models for case types.
Access views in one location
Valid from Pega Version 7.2
You can access the relevant views for your case type in one place. By using the Views tab in Case Designer, you can review and edit views that are used in your case life cycle. You can also configure standard views to quickly customize the fields that are displayed when a user creates, edits, or reviews a case.
For more information, see Views in a case type.
Offline support for mobile applications
Valid from Pega Version 7.2
You can work on assignments and create cases while your mobile device is offline. By enabling offline support for a case type, you can move cases closer to resolution while your application is disconnected from the network.
For more information, see Enabling offline for support for a case type.
New location for case-type settings
Valid from Pega Version 7.2
The configuration options for case-type settings have been moved from the property panel to the Settings tab in Case Designer. This change separates behavioral settings from life-cycle settings so that you can stay focused as you design your case types.
For more information, see Configuring case-type behavior.
No private posts in new Pulse gadget
Valid from Pega Version 7.2
The new Pulse gadget does not support private posts. When you upgrade to the new gadget, any private posts of the following types that you created by using the previous version of the gadget become public.
- Operator posts
- Case posts
- Posts that used the generic pxPostMessage API with private posts enabled
- Posts that used the Pulse smart shape in PRPC 6.3 or earlier with private posts enabled
For more information about the new Pulse gadgets for developers, Pulse gadgets and custom APIs.
For more information about the using the new Pulse gadget, see Communicating with Pulse.
Relevant records to define reusable assets
Valid from Pega Version 7.2
Relevant records describe the collection of rules that refine the behavior, presentation, and definition of a case or data type. They are commonly used to designate records from an inherited class as important or reusable in a child class.
Use relevant records to define information displayed in certain Pega 7 Platform application screens and fields. The Pega 7 Platform provides a number of items marked as relevant records, and you can further manage relevant records for your own case and data types.
For more information, see Relevant records.
Current parameter page can now be passed into activities, collections, and data transforms
Valid from Pega Version 7.2
In collection rules, you can now pass the current parameter page into an activity, data transform, or another collection when you call the activity, data transform, or collection from either a primary or a response action instead of setting up parameters before you call one of these types of rules. The Pass current parameter page check box is now supported on the Collection rule form.
For more information, see Rules and methods supported by a collection.
Improved modularity of case life cycles
Valid from Pega Version 7.2
You can add processes to a stage in the life cycle of a case. By organizing related steps into processes, you can design a life cycle that is modular and easy to reuse. This change also makes it easier for stakeholders to understand the flow of events when reviewing your case types.
For more information, see Modular life cycles for cases.
Quickly make a calculation based on a repeating field group
Valid from Pega Version 7.2
After you add a calculated (read-only) field to a form, you can create simple calculations that reference numeric fields within repeating groups. The expression can use common functions (Sum of, Average of, Minimum of, or Maximum of) or can be a custom expression.
For more information, see Calculations based on a repeating field group.