Published Release Notes

Discuss documents more effectively by using collaboration feedback

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).

Changes to the Attach Content control in Pega Client for Windows

Users who access offline-enabled Pega Platform™ applications from Pega Client for Windows can now use the Attach Content control within a case view to attach files with a native file picker control or take screenshots with a device camera. Images are immediately attached to the case, and image file names are based on a time stamp. If a device has no camera, the client skips the source selection step and the native file picker control opens.

For more information, see Harness and Sections forms – Adding an Attach Content control.

Manage access to the content in your spaces and cases

To more efficiently manage your content, you can grant access to documents only to specific space or case members in a portal that you use. Use this option to provide users with content that is tailored to their specific needs. Provide contextual and consistent documents for your users for more effective communication and case management.

• For App Studio: Adding content to a space, Creating a document.
• For Dev Studio: Adding content to a space, Creating a document.

Add content to cases and spaces from external repositories

Provide meaningful content for your cases and spaces faster by attaching files from third-party repositories. Pega Platform™ now supports sourcing documents from external repositories that you configure in your application. You do not need to download documents first, and then upload them to your case or space.

For more information, see Adding content to a space (for App Studio), Adding content to a space (for Dev Studio).

Manage test ID access with an access group role

Test IDs for user interface components are available only to users who have the PegaRULES:TestID role added to their access group. This requirement allows administrators to limit access to test IDs to users who create or run tests. At run time, applications do not include the test ID data for users without the PegaRULES:TestID role, which reduces the amount of code that is downloaded to the client.

For more information see Managing Test ID access with an access group role

Reuse when conditions when designing cases in App Studio

Reuse existing conditions to save time when you design a case in App Studio. Now you can use an existing when condition when you create a condition for a stage in your workflow. You can also define custom when conditions and save them for future use.

For more information, see Defining conditions with a condition builder.

Text file rules support the Google Closure Compiler

Text file rules support Google Closure Compiler as the default option for minification of JavaScript code. Minification reduces the size of JavaScript in text file rules for faster download. Access the Closure Compiler by selecting it in the Minification menu in a text file rule. For more information, see Text File rules - Completing the Main tab.

Create multistep forms for stages

In Case Designer, you can now create multistep forms for a stage. Create several focused and concise screens to capture the information from users instead of using a single long screen. For example, you can ask users for their personal details in one screen, and then ask them to describe their medical condition in a separate screen. When you create a multistep form, choose a template to determine how the users navigate between screens.

For more information, see Adding a multistep form to a stage (for Dev Studio), Adding a multistep form to a stage (for App Studio).

Date range option added to DateTime control

The autogenerated DateTime control, used in forms, now features a custom date range option in the calendar picker. To specify a time period, click the From date and To date fields on an interactive calendar overlay. This input method is both convenient and mobile-friendly.

Enhancements to the AJAX container

It is now possible to set a document limit for an AJAX container, between 2 and 16 to control the number of documents opened by users. To reduce development time, you can also choose a new option to have no default view. The multidocument mode features tabbed navigation so that users can switch between open documents. A tabless container, on the other hand, includes an out-of-the-box navigation action for Home, which helps application users move within the portal.

For more information, see Configuring the AJAX container.