Published Release Notes

Case Management

This release had a focus on extending key capabilities to improve the ease of configuration based on early adopter feedback.  Improvements were made in run-time performance, especially in high volume situations with complex case configurations.  A series of cosmetic changes and fixes are included.

• The Wait shape now supports dynamic references.
• Issues were addressed with the CreatePDF and the CascadingApproval Smartshapes.
• Attachments have been improved.
• Issues with the Create Case Type functionality were addressed.
• The Pega Pulse functionality has been improved, including its performance.
• When auditing a work item, History is now the default tab.

User Interface

Issues for cross-browser support for Designer Studio have been addressed. Improvements were made in run-time performance for data pages with grids, and a number of cosmetic changes and fixes were made.

• Improved loading of Javascript files during saving Harness rules.
• Login Performance improvements
• A cursor pointer issue was addressed in Case Manager.
• In reports, data in columns will now right-align.
• Improved section validation functionality
• Harnesses with screen layouts will now save when there is a refresh condition on a panel.
• Outline View tree has been improved.
• Improvements to Repeat Grids using Data Pages as a source.
• Formatted text cells can be put into a grid to display the value of a property retrieved from a Report Definition join.
• Designer Studio changes to support IE9 and IE10.
• Improved designer studio layout
• Designer Studio changes to support quirks mode in IE8 and IE9.
• Improvements to SmartLabels in Data Pages
• Tab groups will take parameters for pre-activities in a defer load setup.
• Sections support nested dynamic layouts.

Easily configure the live and interactive map control

The AddressMap control has been enhanced with a text input field so that users can mark a location on a map.

For example, an insurance adjuster can indicate the location of the accident when filing a case. By selecting Allow marker repositioning to change address value and dragging the marker pin, the Text Input field is automatically updated.

Quickly attach a file to a case directly on a user form

In form configuration, the Attachment field type allows users to attach files directly to the form rather than performing an additional action.

For example, an insurance adjuster can take a photo of a vehicle and add the photo directly to the form. When the field type is configured as an attachment, at run time a new section is auto-generated with an attachment control that includes a read-only text input field and a browse button.

Enhanced form configuration reuse

In Case Designer you can reuse existing form fields when configuring forms. You can browse a set of existing fields and add them to the form by clicking an icon or by dragging and dropping. You can drill down through field levels to add embedded field levels. Fields are also searchable.

Grid cascading filtering

At run time, filtering a grid by column yields accurate results as filter criteria cascade down when filtering by column heading. The filter panel displays only those values that apply based on other filter criteria. Values are filtered on both value and range.

Internet Application Composer mashup code generation

Case types can be added to an external web page by using the mashup code created in Case Designer. The mashup code is custom HTML that can be added to Internet Application Composer (IAC) codes.

The Actions menu in Case Designer includes the ability to automatically generate IAC HTML from a case type. The HTML is then copied and pasted into the target web page through standard IAC options.

The generated code is optimized for responsive web sites and responsive Pega applications. See Generating a mashup code in case configuration.

Edit application elements at run time by using Live UI

Live UI supports the addition, deletion, or reordering of UI elements within the run-time portal. Move elements by dragging and dropping within the tree. Elements can be added, deleted, and moved within or between dynamic layouts at run time by using Live UI.

Full-screen menus improve mobile navigation

A new full-screen menu setting for enhanced mobile functionality provides a smooth and seamless mobile navigation experience. Previously, regular drop-down menus were difficult to navigate on a mobile device. Select Component styles > Menus > Menu Bar > Display "Show Menu" as full screen menu to enable and configure this setting in a Skin form.

Personalize your dashboard with widgets and templates

New personalized dashboards can be customized and shared by end users. Select a default template or create your own. Choose from one of several default widgets or design a configurable widget to provide core business metrics to your users. From the new Settings tab, you can select whether a section is a template or widget.