Published Release Notes

Data pages can source information from a robotic desktop automation

You can now configure data pages to source information from robotic desktop automations (RDA). Using an RDA to source a data page allows you to connect your Pega Platform™ application to any application that is accessible from an end-user's desktop. By using automations to retrieve data and load it into a data page, you can use data virtualization to separate your Pega Platform data model from the physical interface of a legacy system against which the automation is running.

For more information, see Obtaining information from robotic automations.

Set the status of a case on stage entry

You can now set the status of a case when it enters a stage. By setting the status of a case on stage entry, you can communicate to stakeholders how close a stage is to resolution. For example, if a case is in the approval stage, you can set the status of the case to "Under review" when the case enters the stage.

For more information, see:

• App Studio – Changing the status of a case
• Dev Studio – Changing the status of a case

Resolve child cases with the parent case

You can now configure a stage to resolve open child cases when the parent case is resolved. Resolving child cases on the resolution of the parent case ensures that no child cases are left open when the parent case reaches the end of its life cycle.

For more information, see:

• App Studio – Configuring case resolution
• Dev Studio – Configuring case resolution

Conditionally skip a stage

You can now define a condition in App Studio and build an expression in Dev Studio that causes a case to skip a stage. The system evaluates the condition or expression at run time and skips the stage if a true value is returned. By skipping the current stage when it is not relevant, you can resolve a case more quickly by moving the case to the next stage in the sequence.

For more information, see:

• App Studio – Requiring conditions for stage entry
• Dev Studio – Requiring conditions for stage entry

Conditionally start a process

You can now define a condition that causes a case to start a process in a stage. When the condition evaluates to false, the case skips the process. You can resolve cases more quickly by moving a case to the next process in the sequence when the current process is not relevant.

For more information, see:

• App Studio – Conditionally starting a process by using a condition
• Dev Studio – Conditionally starting a process by using a when condition

Conditionally display an optional task

You can now define a condition that decides whether an optional task for a case type or a stage is displayed at run time. Optional tasks require additional processing, and by excluding the tasks that are not relevant, you can resolve cases more quickly.

For more information, see:

• App Studio – Conditionally displaying an optional task
• Dev Studio – Conditionally displaying an optional task

Conditionally display a supporting process

You can now define a condition that causes a case to display a supporting process for the case type or for a stage in the case type. When the condition evaluates to false, the case does not list the process. Supporting processes require additional processing, and by skipping the processes that are not relevant, you can help users resolve cases more quickly.

For more information, see:

• App Studio – Conditionally displaying a supporting process
• Dev Studio – Conditionally displaying a supporting process

Send email notifications for goals and deadlines

You can now configure an assignment or approval in a case type to send email notifications to the users associated with the case when the goals and deadlines are not met. You can create the subject and content for the notification message. The system sends email notifications when the suggested and required completion times for an assignment or approval elapse. By notifying relevant users about goals and deadlines, you can ensure that service-level agreements are strictly enforced during case processing.

For more information, see:

• App Studio – Setting goals and deadlines for task completion
• Dev Studio – Setting goals and deadlines for task completion

Search added for case data

You can enable search for individual case types. When search is enabled for a case type, all text in the case data is searched, making it easy for your application users to find work items.

For information about enabling search for a case type, see Including indexed data during case search.

Multi-answer questions available for surveys

Pega Platform™ now supports multi-answer questions for all types of surveys. You can use multi-answer questions to collect multiple answers from users. For example, you can ask users to list all the languages that they speak by selecting multiple check boxes.

For more information, see Designing a survey.