Published Release Notes

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.

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

Escalation actions removed from case-wide goals and deadlines

The option to define an escalation action for a case-wide goal and deadline has been removed from Case Designer because the standard actions, Notify assignee and Notify manager, apply to assignments, not cases. You can still define escalation actions for goals and deadlines that apply to an assignment.

For more information, see Defining an escalation action for an assignment.

Open cases in a mobile app with push notifications sent from Pega 7 Platform applications

Push notification smart shapes in a workflow of a Pega 7 Platform application can now send push notifications that open a case in a custom mobile app. Users working in the field can use this feature to instantly access priority assignments instead of having to search for changes manually.

For more information, see Configuring the Push Notification shape.

Open authoring for rule forms has been removed

Open authoring for rule forms has been removed. You can now edit decision tables and map values by using the application and supported browser of your choice; Microsoft ActiveX controls are no longer required. In addition, support for external XML, HTML, and Java IDE editors has been removed.

Deprecation of override rulesets in run-time ruleset lists

Pega 7.2.1 is the last release where override rulesets can be incorporated in the run-time ruleset list. The ability to create override rulesets was originally deprecated in Pega 7.1. However, any override rulesets that were created in releases prior to Pega 7.1 in the application ruleset lists were still incorporated into the run-time ruleset lists at the appropriate location. In releases after Pega 7.2.1, override rulesets will be ignored and will not be incorporated in the run-time ruleset list. Therefore, it is recommended that you use production rulesets in access groups instead of override rulesets.

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.

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.

Debugging data synchronization issues with offline-enabled applications

If an offline-enabled mobile application that originates from the Pega 7 Platform fails to synchronize data after reconnecting to the server, the Pega 7 Platform generates a PEGA0066 alert. The alert includes detailed information about the failure, such as the activity that preceded the event, entries collected from the native application, and entries from the JavaScript part of the Pega 7 Platform application. The administrator can use the alert and device logs to facilitate error analysis and debugging without having to access the failing device.

For more information, see Understanding the PEGA0066 alert - Mobile App Data-Sync Failure.

Building custom mobile apps that require a password to start

To provide extra protection of local data, you can now require user passwords for custom mobile apps. Requiring a password can increase the app's initiation time, but additional protection might be needed for applications that store sensitive information. In Designer Studio, on the Mobile tab, select Enforce user password on start to require user passwords.

For more information, see Configuring password enforcement.