Enhanced Wait shape
Valid from Pega Version 8.4
Pega Platform™ now supports the enhanced Wait shape that configures the case to wait for the resolution of all child cases instead of only the child cases of a specific type. When you set up the Wait shape to stop a case until it reaches a certain status, you can decide whether the shape considers statuses from a whole case life cycle, or only the statuses after the wait begins. The enhanced Wait shape provides you with greater control over resolution of your cases.
For more information, see Pausing and resuming processes in cases in Dev Studio, Pausing and resuming processes in cases in App Studio.
Case tags for improved case search
Valid from Pega Version 8.4
Pega Platform™ now supports enhanced tagging for case types so that you can search cases by tags. As a result, tagging is more consistent because you can define a set of suggested tags that users can add to their posts and cases. When users search for cases, they can apply several filters, for example, recently added or most frequently used tags.
For more information about tags, see Tagging cases in Dev Studio, Tagging cases in App Studio.
Case-insensitive filtering in reports
Valid from Pega Version 8.2
Filtering in reports is now case-insensitive, improving the reporting and searching experience. You can turn off case-insensitive filtering, for example, by using an activity. You might want to do this if your index is too big or if the length of time it takes for indexing impacts performance.
For more information on report filtering, see Editing filter conditions.
Add subspaces within spaces
Valid from Pega Version 8.2
You can now create subspaces within spaces. By adding a subspace, you can collaborate on a subtopic that is related to the topic of the parent space. For example, you can create an Annual Day subspace within the Events space.
For more information, see Creating a subspace.
Support for sourcing case and Pulse attachments from repositories
Valid from Pega Version 8.2
You can now source case and Pulse attachments from repositories, which provides a complete solution for attachment management. In addition, unlike other external sourcing solutions, repositories do not require OAuth 2.0 authentication, so that you can connect to repositories that use non-interactive authentication.
For more information, see Configuring external sourcing options for attachments.
Add varied content to a case with Recent content gadget
Valid from Pega Version 8.2
In an end user portal such as Case Manager, you can now add any type of file to your case by using a Recent content gadget. You can create documents by using a rich text editor, uploading existing files, or attaching URL addresses. Collaborate on all types of content with other members of your team by providing the necessary documents for your case.
For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).
Pin enhancements in spaces
Valid from Pega Version 8.2
Improve discussions in spaces and stimulate effective communication by using enhanced capabilities of pins. For example, you can search, filter, and like pins, or pin content of a space to another space.
For more information, see Pinning content to a space.
Create and assign tasks in Pulse
Valid from Pega Version 8.2
You can now create and assign tasks in Pulse for case work that needs to be completed within a specific time frame. For example, you can assign a task to yourself as a reminder to upload proof of address documents to a Car Loans case by the end of the day.
For more information, see Creating a task in Pulse, Enabling users to post messages in the activity feed.
Personalize survey questions by reusing properties
Valid from Pega Version 8.2
Now you can create more dynamic and personalized surveys by incorporating answers to previous questions in subsequent questions. For example, you can ask users to provide their place of residence, and then reuse this data in the questions that follow. By using this feature, you create personalized surveys that are more engaging and more specific to users’ needs.
For more information, see Reusing answers in a question.
Discuss documents more effectively by using collaboration feedback
Valid from Pega Version 8.2
Create meaningful documentation for a case by collaborating with other users of your portal, such as the Case Manager or Worker portal. The collaboration feedback features in Pega Platform™ provide options for you to add Pulse comments to a document by responding to a notification email, share documents as URLs, and download documents as PDF files for offline viewing and editing. Collaboration feedback is a convenient and fast way to add valuable content for your case.
For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).