Send event notifications in Pega Platform
Valid from Pega Version 7.3
You can configure applications to notify users of case changes or other significant events that occur in an application. Use notifications to engage application users by providing key updates that might be of interest to them.
You can deliver notifications over the default web gadget and email channels or use a custom channel that you created. You can configure multiple web gadgets to display different kinds of notifications. The email channel supports notification frequency of instant, daily, or weekly.
Application users can set their own notification preferences in the run-time portals or override the set preferences for a specific case type instance.
For more information, see Sending event notifications and Management of user notification preferences.
Tab groups are deprecated
Valid from Pega Version 7.3
Beginning with Pega 7.3, tab groups have been replaced with layout groups, which offer better performance and flexibility. Tab groups are based on the Yahoo User Interface (YUI) library, which is no longer supported on the Pega 7 Platform.
User interface rule forms now use layout groups instead of tab groups to place layouts in forms.
For more information, see Adding a Layout Group.
Deprecated survey APIs
Valid from Pega Version 7.3
APIs that were available in the PegaSurvey ruleset have been superseded by Pega® Platform APIs. Although older APIs continue to function in this release, it is recommended that you update your flows and flow actions to use the new APIs because they provide the latest survey capabilities, and deprecated features are not supported.
The following table maps deprecated APIs to their replacement APIs.
| Deprecated API | New API | Description |
|---|---|---|
| Work-.QuestionShape | Work-.pzQuestionShape | A flow that displays one simple question. |
| Work-.QuestionShapeScr | Work-.pzQuestionShapeScr | A screen flow that displays one simple question. |
| Work-.SurveyDriver | Work-.pxSurveyDriver | A flow that displays questions in a survey, which can be simple or complex. You can control whether the questions are displayed on one or multiple screens. |
| Work-.SurveySection | Work-.pxSurveySection | A section that displays questions in a survey. You can reference this section from a user action, such as a flow action or connector flow action, in a flow. |
Pulse Extension points are deprecated
Valid from Pega Version 7.3
Beginning with Pega® Platform 7.3, Pulse uses the notifications feature to send notifications. As a result, Pulse extension points for email body, subject, and recipient list have been deprecated. Preferences set for Pulse notifications in earlier versions are no longer valid.
Use the alternatives listed in the following table to configure your Pulse message and notification preferences.
| Deprecated extension point | Alternative extension point | Corresponding notification rule |
|---|---|---|
| pyInstantPulseNotification (Correspondence) | pyAddPulsePost (Correspondence) | pyAddPulsePost |
| pyReplyPulseNotification (Correspondence) | pyAddPulsePost (Correspondence) | pyAddPulsePost |
| pyMentionsPulseNotification (Correspondence) | pyAddUserMentionedPost (Correspondence) | pyAddUserMentionedPost |
| pyMentionsInNonCaseContext (Correspondence) | pyAddUserMentionedPost (Correspondence) | pyAddUserMentionedPost |
| pyNewPulsePostSubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
| pyNewPulseFilePostSubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
| pyNewPulseReplySubject (Field Value) | pyAddPulsePostEmailSubject (Field Value) | pyAddPulsePost |
| pyMentionedUserSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
| pyMentionedFollowerSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
| pyMentionedFollowerWithFilePostSubject (Field Value) | pyAddUserMentionedPostEmailSubject (Field Value) | pyAddUserMentionedPost |
| pyGetListOfEmailReceivers (Activity) | D_pxGetCaseFollowers (Data page) | pyAddPulsePost |
To continue using the deprecated extension points, override the pyInvokepxNotify when rule and set it to return false.
For more information, see Management of user notification preferences.
New delivery method for Pega Survey
Valid from Pega Version 7.3
The functionality of Pega Survey is now provided by a standard ruleset in the Pega® Platform. This new delivery method keeps your survey capabilities in sync with the latest features and speeds up development because you no longer need to install or maintain a separate archive.
You must purchase a separate license to use survey capabilities in your application.
For more information about surveys, see the Pega Survey product page.
Edit sections across Pega Express and Designer Studio
Valid from Pega Version 7.3
Sections created in Pega® Express can be edited in Designer Studio, saved, and then reopened in Pega Express. This allows developers to create more complex, feature-rich sections and make them accessible to Pega Express users. In the section rule, you can convert template-based sections to full sections that no longer use a template.
For more information, see Harness and Section forms - Adding a section.
Support for following users in the Pega Express and Case Manager portals
Valid from Pega Version 7.3
You can now follow users in both the Pega Express and Case Manager portals. Posts that are made by users whom you are following are displayed in your Pulse activity feed in your dashboard. In addition, an icon indicates whether followed users are online.
For more information, see the following help topics:
Flexbox support for all default layouts
Valid from Pega Version 7.3
To improve scalability, Pega Platform supports flexbox-based layouts by default in all its screen and column layouts and layout groups. You can convert existing layouts to flexbox-based layouts by selecting the Optimized code option on the Presentation tab of the layout.
For more information, see Screen Layout Properties.
Multistatus case dependencies replace custom implementations
Valid from Pega Version 7.3
You can now quickly define a case dependency that supports variations of a resolved status, such as Resolved-Completed and Resolved-Rejected. Because the definition of a resolved case now includes all status values that start with the word “Resolved,” you can replace custom logic in your application with a Wait shape that you configure in a flow.
For more information about defining a case dependency, see:
- Pega Platform - Pausing a process in a case
- Pega Express - Pausing a process in a case
Improved interactions for email and Pulse
Valid from Pega Version 7.3
You can now continue a discussion that was initiated by email when you post a message to Pulse or reply to an email message. By providing a consistent thread of discussion in a case, you can keep stakeholders informed while allowing them to use the communication channel of their preference.
For more information about the communication interchange that occurs when you initiate a discussion, see:
- Pega Express 7.3 - Email instantiation
- Pega Platform 7.3 - Email instantiation